TD Wealth Management

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TD Wealth Management Employees

Employee
Years
Job
Industry
Benny Yiu Benny Yiu San Francisco Bay Area Details
Benny Yiu's TD Wealth Management Experience 2006 - 2010
Job Founder & CEO, Airzolo
Industry Financial Services
Experience
Airzolo   March 2015 - Present
RTO Consulting   2014 - 2015
IOU Financial   2012 - 2015
State Street Global Advisors USA   2010 - 2012
TD Wealth Management   2006 - 2010

Skills
Private Equity, Venture Capital, Corporate Finance, Capital Structure, Small Business Lending, Leveraged Finance, Institutional Relations, Subordinated Debt, Asset Based Finance, Syndications, Hedge Funds

Education
Concordia University   2003 — 2006
Bachelor of Commerce (B.Com.), Finance, General

Myra Bell Myra Bell Medford, New Jersey Details
Myra Bell's TD Wealth Management Experience December 2010 - Present
Job PCS Associate at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   December 2010 - Present

Skills
Microsoft Excel, Financial Analysis, Customer Service, Investments, Wealth Management, Banking, Mutual Funds, Retirement Planning, Microsoft Office, Marketing

Education
Drexel University
Bachelor of Science (BS)

Earl Morgan Earl Morgan Vero Beach, Florida Details
Earl Morgan's TD Wealth Management Experience November 2013 - July 2015
Job Vice President and Manager of Business Banking at Marine Bank & Trust Company
Industry Financial Services
Experience
Marine Bank & Trust Company   July 2015 - Present
TD Wealth Management   November 2013 - July 2015
The Northern Trust Company  November 1995 - November 2013
Wells Fargo  September 1987 - November 1995

Skills
Risk Management, Financial Services, Strategic Financial..., Credit, Corporate Finance, Financial Risk, Loans, Finance, Credit Analysis, Trading, Credit Risk, Private Equity, Financial Reporting, FX Options, Commercial Banking, Bonds, Retirement Planning, Options, Equity Research, Series 63, Mergers & Acquisitions

Education
Northwestern University   1981 — 1981
Diploma, American Bankers Association's National Trust School

Baylor University - Hankamer School of Business   1972 — 1973
Master of Arts (MA), Economics, Dean's Distinguished List

Sewanee-The University of the South   1968 — 1972
Bachelor of Arts (B.A.), Economics, English, Cum Laude and with Departmental Honors in Economics

Financial Industry Regulatory Authority
Series 7 and Series 66 Licenses

Alysia Contreras Alysia Contreras Greater New York City Area Details
Alysia Contreras's TD Wealth Management Experience June 2013 - December 2013
Job Executive Assistant at JPMorgan Chase
Industry Executive Office
Experience
JPMorgan Chase  April 2014 - Present
TD Wealth Management   June 2013 - December 2013
Hospital for Special Surgery  February 2013 - March 2013
COTY  January 2013 - February 2013
Alliance Building Services  February 2011 - August 2012
J Fitzgibbons LLC   January 2008 - February 2010

Skills
Outlook, Event Planning, Event Management, Human Resources, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Management, Networking, Contract Negotiation, Customer Service, Advertising, Marketing, Contract Management, Project Management, Trade Shows, Promotional Modeling, Political Campaigns, Nonprofits, Public Speaking, Employee Relations, Research, Editing, Calendars, Blackberry, Office Management, Internet, Concur, Spreadsheets, Proofreading, Invoicing, Accounts Receivable, Accounts Payable, Passion for Helping..., Creative Writer, Friendly Personality, Education, Finance, Environmental Awareness, Interviews, Sales

Education
Touro College   2005 — 2006
Master of Science (30 credits completed), Elementary Education/Special Education Grades 1-6

City University of New York-Hunter College   1998 — 2000
Bachelor of Arts (BA), Psychology, Minor in Sociology

State University of New York College at Oneonta   1995 — 1998
Psychology/Women Studies

Sham Kasiri Sham Kasiri Vancouver, Canada Area Details
Sham Kasiri's TD Wealth Management Experience May 2014 - Present
Job Financial Planner at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   May 2014 - Present
TD Bank Group  November 2011 - May 2014
TD Bank Group  April 2009 - November 2011
Futureshop ltd.   January 2007 - October 2009
e.go Magazine Inc.   January 2007 - August 2008

Skills
Banking, Sales, Credit, Marketing, Business Planning, Financial Services, Finance, Customer Service, Loans, Investments, Mortgage Lending, Relationship Management, Mutual Funds, Retail Banking, Risk Management, Consumer Lending, Small Business Lending, Leadership, Residential Mortgages, Cash Management, Branch Banking, Coaching, Training, Branch Management, Commercial Mortgages, Home Equity Lines of..., AML, Core Banking, Operational Risk

Education
CSI Global Education Inc.   2006 — 2011
PFSA, Finance

Douglas College   2001 — 2008
Business admin, Business

Richard Chirip Jr Richard Chirip Jr Ottawa, Canada Area Details
Richard Chirip Jr's TD Wealth Management Experience August 2015 - Present
Job Financial Planner
Industry Investment Management
Experience
TD Wealth Management   August 2015 - Present
CIBC  October 2013 - August 2015
TD Canada Trust  August 2011 - October 2013
Ottawa Chinese Community Service Centre  2012 - 2012
TD Bank Group  November 2009 - August 2011
TD Bank Group  August 2008 - November 2009
TD Bank Group  April 2008 - August 2008
TD Bank Group  January 2007 - April 2008

Skills
Mutual Funds, Investments, Real Estate Lending, Commercial Lending, Small Business..., Small Business Lending, Team Mentoring, Mortgage Lending, Wealth Management, Fixed Income, Banking, Credit, Bonds, Capital Markets, Commercial Banking, Consumer Lending, Cross Selling, Derivatives, Equities, Financial Markets, Finance, Investment Strategies

Education
Carleton University   2002 — 2007
B.A, Economics, minor in Business

Canadian Securities Institute   2010 — 2010
Professional Financial Planning Course

Canadian Securities Institute   2008 — 2008
Options Licensing Course

Canadian Securities Institute   2007 — 2007
Derivative Fundamental Course

Canadian Securities Institute   2007 — 2007
Conduct and Practices Handbook Course

Canadian Securities Institute   2007 — 2007
Canadian Securities Course

Lindsey Rheault Lindsey Rheault Greater Boston Area Details
Lindsey Rheault's TD Wealth Management Experience May 2014 - Present
Job Private Banking Client Associate II at TD Wealth
Industry Financial Services
Experience
TD Wealth Management   May 2014 - Present
TD  March 2012 - April 2014
TD  October 2007 - March 2012

Skills
Customer Service, Residential Mortgages, Life & Health Insurance..., Fixed Annuities, Consumer Lending, Time Management, Multi Tasking, Problem Solving, Communication Skills, Building Relationships, Banking, Customer Satisfaction, Investments, Selling, Wealth Management, Wealth Management..., Investment Advisory, Investment Strategies, High Net Worth..., Relationship Management, Asset Allocation, Asset Based Lending, Private Banking, Sales

Education
New England College of Business and Finance   2011 — 2014
Bachelor of Science (B.S.), Finance, General

Catherine Hinds Institute of Esthetics   2001 — 2004
Master Aesthetician/Esthetician

Adam Del Preore Adam Del Preore Greater Philadelphia Area Details
Adam Del Preore's TD Wealth Management Experience March 2014 - July 2014
Job Supervisor 2 at Republic Bank Philadelphia & South Jersey
Industry Marketing and Advertising
Experience
Republic Bank - Philadelphia & South Jersey  August 2015 - Present
Republic Bank - Philadelphia & South Jersey  March 2015 - August 2015
Republic Bank - Philadelphia & South Jersey  September 2014 - February 2015
TD Wealth Management   March 2014 - July 2014
PNC  August 2013 - March 2014
Cinnaminson Township Public Schools  March 2013 - July 2013
Cinnaminson Township Public Schools  February 2013 - July 2013
Robert Wood Johnson Fitness & Wellness Center  April 2012 - November 2012
Robert Wood Johnson Fitness and Wellness Center  December 2011 - April 2012

Skills
Sales, Sales Management, Social Media Marketing, Public Speaking, Sales Presentations, Account Management

Education
Hobart and William Smith Colleges
Bachelor's degree, History

Kyle Fan Kyle Fan Vancouver, Canada Area Details
Kyle Fan's TD Wealth Management Experience September 2008 - Present
Job Financial Planner at TD Wealth
Industry Investment Management
Experience
TD Wealth Management   September 2008 - Present
Edward Jones  July 2006 - August 2008
Oxford English   April 2004 - June 2006

Skills
Investment Management, Wealth Management, Personal Financial..., Investment Strategies, Investments, Mutual Funds, Securities, Estate Planning, Wealth Accumulation, Investment Advisory, Asset Management, Portfolio Management, Financial Advisory, ETFs, Financial Services, Finance, Financial Planning, Banking, Retirement Planning, Relationship Management, Financial Analysis, Asset Allocation

Education
Central University of Finance and Economics   1995 — 1999
Bachelor, Business Finance

Susan Yao-Arkilander, CFP, MBA Susan Yao-Arkilander, CFP, MBA Toronto, Canada Area Details
Susan Yao-Arkilander, CFP, MBA's TD Wealth Management Experience December 2014 - Present
Job You may need a Financial and Estate Reviews in addition to your Investment Reviews
Industry Investment Management
Experience
TD Wealth Management   December 2014 - Present
RBC Dominion Securities  January 2008 - November 2014
CIBC Wealth Management  February 1994 - December 2007
CityTrust Banking Corporation, a Citibank's affiliate   September 1986 - September 1990
Citytrust Banking Corporation, a Citibank's affiliate   June 1985 - May 1986

Skills
Wealth Management, High Net Worth..., Investments, Retirement, Investment Strategies, Asset Managment, Financial Advisory, Securities, Wealth, Asset Management, Financial Services, Pensions, Insurance, Finance, Management, Personal Financial..., Risk Management, Private Banking, Certified Financial..., Small Business, Relationship Management, Critical Illness, Personal Finance, Financial Modeling, Capital Markets, ETFs, Investment Policy

Education
Asian Institute of Management   1983 — 1985
MBA, Master in Business Management

Brian Morrisroe Brian Morrisroe Greater New York City Area Details
Brian Morrisroe's TD Wealth Management Experience March 2004 - July 2011
Job Senior Private Banker at Wilmington Trust
Industry Financial Services
Experience
Wilmington Trust  May 2014 - Present
City National Bank  October 2012 - January 2014
First Republic Bank  July 2011 - July 2012
TD Wealth Management   March 2004 - July 2011
Citigroup Private Bank  2001 - 2003

Skills
Investments, Wealth Management, Banking, Credit, Commercial Banking, Strategic Financial..., Finance, Private Banking, Investment Management, Loans, Credit Analysis, Commercial Lending, Asset Management, Trading, Emerging Markets, Equities, Asset Managment, Capital Markets, Loan Origination, Retail Banking, Mortgage Lending, Structured Credit

Education
Fordham University - Graduate School of Business Administration   1999 — 2001
MBA, Finance, Accounting

SUNY Albany   1988 — 1992
BS, Business Administration

Ryan Naraine Ryan Naraine Ottawa, Canada Area Details
Ryan Naraine's TD Wealth Management Experience May 2013 - May 2014
Job Electrical Labourer at KE Electrical
Industry Electrical/Electronic Manufacturing
Experience
KE Electrical   October 2014 - Present
Algonquin College  September 2014 - Present
Homesense  September 2012 - December 2014
TD Wealth Management   May 2013 - May 2014
Bell Technical Solutions  August 2013 - November 2013
Algonquin College  September 2011 - May 2013
Clear Ottawa Windows   June 2010 - November 2011
Take 5 Catering   May 2007 - June 2009

Skills
Microsoft Office, Microsoft Word, PowerPoint, Windows, Microsoft Excel, Customer Service, Photoshop, English, Outlook, AutoCAD, HTML, Electrical..., Research, C++, Teamwork, Public Speaking, Soldering, Budgets, Electronics, Troubleshooting, C, Matlab, Access

Education
Algonquin College of Applied Arts and Technology   2012 — 2013
Advanced Diploma of Technology and Construction Execllence, Electrical Engineering Technologist

Algonquin College of Applied Arts and Technology   2010 — 2012
Diploma of Technology and Construction Excellence, Electrical Engineering Technician

St. Pius X   2006 — 2010
High School Diploma

Ryan Boorany Ryan Boorany Greater Boston Area Details
Ryan Boorany's TD Wealth Management Experience March 2011 - November 2011
Job MBA/MSF Graduate of Boston College
Industry Financial Services
Experience
Citizens Financial Group, Inc.   July 2015 - Present
EPG Inc.   June 2014 - August 2014
RPM Technologies  November 2011 - May 2013
TD Wealth Management   March 2011 - November 2011
Kinectrics Inc   September 2009 - December 2009
AGF Management Ltd   January 2009 - April 2009
Elgner Group Investments Ltd   May 2008 - August 2008

Skills
Software Documentation, SAP, Accounting, Auditing, Analysis, Account Reconciliation, Management, Microsoft Excel, Internal Audit, Financial Analysis, Microsoft Office, Data Analysis, Financial Modeling, Finance

Education
Boston College - Wallace E. Carroll Graduate School of Management
MBA and MSF

Wilfrid Laurier University   2006 — 2010
Bachelor

Camélia Bounhar Camélia Bounhar Montreal, Canada Area Details
Camélia Bounhar's TD Wealth Management Experience March 2012 - April 2014
Job Business Owner AGASAYA
Industry Cosmetics
Experience
AGASAYA   May 2014 - Present
TD Wealth Management   March 2012 - April 2014
TD  November 2011 - March 2012
TD  August 2010 - November 2011

Skills
Commercial Banking, Wealth Management, Banking, Mutual Funds, Finance

Education
Université de Montréal - HEC Montréal   2006 — 2010
Bachelor, Business Administration, Economics

Université de Montréal   2007 — 2009
Psychology

Collège Jean-De-Brébeuf   2004 — 2006
DEC intégré, Sciences Lettres et Arts

Steven Holm Steven Holm Toronto, Canada Area Details
Steven Holm's TD Wealth Management Experience May 2011 - July 2012
Job Summer Associate at Shearman & Sterling LLP
Industry Law Practice
Experience
Department of National Defence  September 2013 - Present
Shearman & Sterling LLP  May 2015 - July 2015
Canadian Investor Protection Fund  September 2013 - January 2015
Thompson Rivers University  September 2011 - August 2012
TD Wealth Management   May 2011 - July 2012

Skills
Economics, Research, Public Speaking, Leadership, Data Analysis, Team Leadership, Policy Analysis, Legal Writing, Legal Research, Public Policy, Portfolio Management, Financial Analysis, Policy, Teamwork, Critical Thinking, Nonprofits, Microsoft Office, PowerPoint, Time Management, Financial Market..., Cartels, Relationship Management, Finance, Microsoft Excel, Statistics, Due Diligence

Education
York University - Osgoode Hall Law School   2012 — 2016
Doctor of Law (JD), Canadian Law/Legal Studies/Jurisprudence

York University - Schulich School of Business   2013 — 2016
Master of Business Administration (MBA), Finance ; Mining Management

Thompson Rivers University   2008 — 2012
Bachelor of Business Administration (BBA), Honours, Economics, Finance

The University of Hong Kong   2015 — 2016
Juris Doctor (J.D.), Law

Aix-Marseille Université   2009 — 2010
Bachelor’s Degree, Economics

David Miron David Miron Montreal, Canada Area Details
David Miron's TD Wealth Management Experience March 2013 - Present
Job Financial Planner at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   March 2013 - Present
TD Canada Trust  January 2008 - February 2013
TD Canada Trust  January 2007 - January 2008

Skills
Investment Properties, Business Planning, Finance, Credit, Banking, Mortgage Lending, Small Business, Commercial Banking, Loans, Retail Banking, Credit Analysis, Mutual Funds, Wealth Management, Investments, Residential Mortgages, Commercial Lending

Education
IQPF   2008 — 2011
Financial Planning Designation, Financial Planning

Canadian Securities Institue   2008 — 2008
PFP, Financial Planning

Concordia University   2001 — 2006
Bachelor of Arts (B.A.), Economics

John J. 'Jack' Corcoran John J. 'Jack' Corcoran Greater New York City Area Details
John J. 'Jack' Corcoran's TD Wealth Management Experience March 2009 - 2013
Job Portfolio Manager at Beacon Trust
Industry Investment Management
Experience
Beacon Trust  November 2014 - Present
Tandem Investment Partners, LLC   January 2014 - November 2014
TD Wealth Management   March 2009 - 2013
US Trust  July 2000 - March 2009
Brown Brothers Harriman -- 59 Wall Street, NYC   September 1998 - July 2000
The Bank of New York -- 63rd and Madison, NYC   September 1994 - September 1998
Furgueson Capital Management -- 19 West 44th St, NYC   January 1991 - September 1994
E. F. Hutton - Hutton Capital Management -- 100 Fl, Two World Trade Center, NYC   May 1985 - December 1990
Manufacturers Hanover Investment Corp. -- 600 Fifth Ave, NYC   June 1984 - May 1985

Skills
Investments, Equities, Wealth Management, Investment Management, Asset Allocation, High Net Worth..., Financial Advisory, Wealth, Investment Advisory, Private Banking, Fixed Income, Capital Markets, Alternative Investments, Asset Management, Investment Strategies, Securities, Mutual Funds, Hedge Funds, Estate Planning, Bonds, Wealth Management..., Portfolio Management, Sales, Marketing Strategy, Series 65

Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, concentration Investment Management

Fordham University
Bachelor of Science (B.S.), Double Major: Finance & Economics

Don Bosco Prep

REGISTRATIONS:

Bruce Xin Jin Bruce Xin Jin Toronto, Canada Area Details
Bruce Xin Jin's TD Wealth Management Experience March 2013 - November 2014
Job Treasury Analyst, Liquidity Management at TD
Industry Financial Services
Experience
TD  November 2014 - Present
TD Wealth Management   March 2013 - November 2014

Skills
CFA level 1, Mandarin, Bloomberg Terminal

Education
Queen's University   2012 — 2013
Master's degree, Finance, General

University of Alberta   2008 — 2012
Bcom, Finance

China Foreign Affairs University   2007 — 2008

Nick Gerace Nick Gerace Greater Philadelphia Area Details
Nick Gerace's TD Wealth Management Experience July 2015 - Present
Job AVP, Product Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   July 2015 - Present
TD Wealth Management   November 2012 - July 2015
Edward Jones  2012 - 2012

Skills
Securities License, Series 7, Series 66

Education
Villanova University   2015 — 2017
Master of Business Administration (MBA)

Franklin & Marshall College   2008 — 2012
Business, Organizations and Societies, Finance, General

Washington Township High School   2004 — 2008

Liman Suleman Liman Suleman Greater New York City Area Details
Liman Suleman's TD Wealth Management Experience June 2014 - November 2014
Job Personal Banker, Wells Fargo
Industry Banking
Experience
Wells Fargo  November 2014 - Present
TD Wealth Management   June 2014 - November 2014
PHH Corporation  August 2012 - June 2014
Blinds To Go  May 2011 - August 2012

Skills
Process Improvement, Project Management, Project Planning, Software Documentation, Inventory Management, Negotiation, Program Management, Strategic Planning, Customer Service, Banking, Microsoft Office, Credit, Microsoft Excel, Teamwork, Loans, Management, Sales, Leadership, Finance, Financial Services, Risk Management, Financial Analysis, Relationship Management, Time Management, Retail Banking, Mortgage Lending, Portfolio Management, Investments, Cross Selling, Credit Cards, Consumer Lending

Education
Pace University - Lubin School of Business   2015 — 2016
Master's degree, Banking, Corporate, Finance, and Securities Law

Project Management College UK   2011 — 2011
Advance Masters Certificate, Project Management

Ahmadu Bello University   2000 — 2006
Bachelor of Science (B.Sc.), Economics

Christopher Ingemie, CRPC® Christopher Ingemie, CRPC® Albany, New York Area Details
Christopher Ingemie, CRPC®'s TD Wealth Management Experience January 2009 - April 2010
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF  October 2013 - Present
TD Ameritrade  April 2010 - September 2013
TD Wealth Management   January 2009 - April 2010
Morgan Stanley  May 2007 - January 2009
The Ayco Company, L.P.   May 2005 - May 2007

Skills
Series 7, Retirement Planning, Customer Service, Sales, Portfolio Management, Portfolio Assessment, Portfolio Performance..., Investments, Mutual Funds, Client Relations Skills, 401k Rollovers, 401k, ETFs, Securities, Asset Allocation, Finance, Financial Analysis, Fixed Annuities, Fixed Income, IRAs, Investment Advisory, Investment Strategies, Retirement, Series 63, Wealth Management, Bonds, Equities, FINRA, Relationship Management

Education
College for Financial Planning   2009 — 2009
Chartered Retirement Planning Counselor

The Sage Colleges-Sage College of Albany   2004 — 2005
Business Administration

College of St. Joseph   2000 — 2002

Bishop Maginn High School   1996 — 2000

Roslyn Gilstrap Roslyn Gilstrap Greenville, South Carolina Details
Roslyn Gilstrap's TD Wealth Management Experience November 2011 - Present
Job Senior Regional Executive and Upstate Market Manager at Regions Financial Corporation
Industry Financial Services
Experience
Regions Financial Corporation  January 2013 - Present
TD Wealth Management   November 2011 - Present
Wells Fargo Bank  January 2011 - October 2011
Wachovia, A Wells Fargo Company  May 1985 - December 2010

Skills
Wealth Management, Commercial Banking, Executive Management, Commercial Lending, Small Business Lending, Credit, Banking, Loans, Credit Analysis, Portfolio Management, Mortgage Lending, Investments, Series 7, Retail Banking, Series 63, Consumer Lending, Retirement Planning, Strategic Financial..., Business Development, Mortgage Banking, Relationship Management, Wealth Management..., Wealth, Finance, High Net Worth..., Lines Of Credit, Cash Management, Credit Risk, Financial Planning, Private Banking

Education
Furman University

Steven Narbus Steven Narbus Greater Philadelphia Area Details
Steven Narbus's TD Wealth Management Experience October 2013 - Present
Job Vice President, Relationship Manager at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   October 2013 - Present
BNY Mellon  February 2004 - October 2013
PNC Investments  August 1997 - February 2004

Skills
Fixed Income, Portfolio Management, Asset Management, Equities, Mutual Funds, Credit, Private Banking

Education
Drexel University
Bachelor of Science (BS), Business Administration and Management

Anthony Sit Anthony Sit Toronto, Canada Area Details
Anthony Sit's TD Wealth Management Experience January 2005 - Present
Job Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   January 2005 - Present
TD Wealth Management   2003 - 2004
TD Wealth Management   2000 - 2003
TD Bank Group  1998 - 2000

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

Education
Dalhousie University   2011 — 2013
Master of Business Administration (M.B.A.), Financial Services

University of Toronto   1994 — 1998
Bachelor of Arts (B.A.), Economics

Cheryl Kirsten Cheryl Kirsten Miami/Fort Lauderdale Area Details
Cheryl Kirsten's TD Wealth Management Experience January 2014 - Present
Job High Net Worth Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   January 2014 - Present
Fifth Third Private Bank  June 2012 - December 2013
UBS Wealth Management  2008 - 2010
UBS Financial Services  April 2002 - April 2008
UBS PaineWebber, Inc.   January 2000 - April 2002
PaineWebber  February 1998 - February 2000

Skills
Wealth Management, Investment Advisory, Estate Planning, Retirement Planning, Asset Allocation, Trust Services, Strategic Financial..., Mutual Funds, Series 63, Series 65, Financial Advisory, Investment Strategies, Separately Managed..., Uniform Combined State..., Asset Managment, Securities, Investments, FINRA, Alternative Investments, Wealth, Retirement, Wealth Management..., Series 7, Finance, Portfolio Management, Financial Planning

Education
FAU   2015 — 2015
CFA Level 1 Candidate

Rice University   2002 — 2005
CFP, Financial Planning

University of Connecticut   1994 — 1997
MBA, finance, accounting

Chatham Twp. elem
bachelor of jungle gym, napping and playtime

Colgate University
BA, French Lit and Grammar

FAU

Adam D. Shona Adam D. Shona Toronto, Canada Area Details
Adam D. Shona's TD Wealth Management Experience March 2014 - Present
Job Assistant Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   March 2014 - Present
CIBC Wood Gundy  January 2008 - February 2014
CIBC  January 2006 - January 2008
CIBC  January 2005 - January 2006

Skills
Financial Planning, Wealth Management, Mutual Funds, Investments, Finance, Portfolio Management, Financial Services, Mortgage Lending, Banking, Financial Analysis, Retirement Planning

Education
Concordia University   1999 — 2003
B.Comm, Finance

Roxanne Saint-Juste Roxanne Saint-Juste Montreal, Canada Area Details
Roxanne Saint-Juste's TD Wealth Management Experience September 2013 - July 2015
Job at
Industry Investment Management
Experience
TD Wealth Management   September 2013 - July 2015
TD Waterhouse  February 2011 - September 2013
World Vision Earthquake Response Office (Haiti)   April 2010 - May 2010

Skills
Public Relations, Social Media, Microsoft Office, Customer Service, Event Management, Event Planning, Microsoft Excel, Public Speaking, Social Media Marketing, International Relations, Internal Communications, French, Media Relations, Strategic Communications, Legal Research, Marketing Communications, Strategic Planning, Social Networking, Marketing Strategy, Human Resources, Press Releases, Budgets, Microsoft Word, Research, Nonprofits

Education
McGill University   2011 — 2012
Graduate, Public Relations Managment

Concordia University   2006 — 2010
BA, Political Science and History

Sinclair Garner Sinclair Garner Greater Philadelphia Area Details
Sinclair Garner's TD Wealth Management Experience September 2011 - Present
Job Accounting Professional
Industry Investment Management
Experience
TD Wealth Management   September 2011 - Present
SolomonEdwardsGroup  2009 - 2010
Wells Fargo Bank  June 2007 - May 2008
PFPC  2005 - 2007
SEI Investments  2004 - 2006
The Bryn Mawr Trust Company  1998 - 2002
CoreStates Bank  1979 - 1997

Skills
Financial Reporting, Finance, Alternative Investments, Settlement, Financial Risk, Internal Controls, System Administration, Mergers, Credit Analysis, Microsoft Excel, Wealth Management, Sarbanes-Oxley Act, Customer Service, Global Custody, Financial Statements, Fund Accounting, Tax, Hedge Funds, Trading, Securities, Lotus Notes, Management, Accounts Payable, Time Management, Mergers & Acquisitions, Funding, Auditing, Budgets, Cash Management, Payroll, Bloomberg, General Ledger, Invoicing, Financial Modeling, Investment Management, Financial Accounting, Corporate Finance, Bonds, Derivatives, Managerial Finance, Internal Audit, Capital Markets, Valuation, Asset Allocation, QuickBooks, Private Equity, Administration, PeopleSoft, High Net Worth..., Fund Of Funds

Education
Rosemont College   1998 — 2000
BS Accounting, Accounting

Arcadia University   1994 — 1996
AS Business Admin, Business Admin

Cannon Finanical Institute   1993 — 1996
Certified Trust Operations Specialist, Trust Operations

Olney High School   1974 — 1976

Cannon Trust School

Drew Brown, CFA Drew Brown, CFA Toronto, Canada Area Details
Drew Brown, CFA's TD Wealth Management Experience April 2012 - Present
Job Associate VicePresident, TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   April 2012 - Present
TD Wealth Management   September 2009 - April 2012
TD Wealth Management   July 2008 - September 2009
VenGrowth  2003 - 2008

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Equities

Education
Dalhousie University   1989 — 1993
BA, Economics

Vibert Rosemin Vibert Rosemin Toronto, Canada Area Details
Vibert Rosemin's TD Wealth Management Experience June 2015 - Present
Job Inforce Service Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   June 2015 - Present
RBC  September 2013 - June 2015
RBC Insurance  May 2009 - September 2013
Investors Group  2007 - 2009
Plan Canada  October 2005 - September 2007
College of Nurses of Ontario  October 1998 - September 2005
Advanced Toll Management   1996 - 1998
Rogers Communications  October 1992 - October 1997

Skills
Coaching, Customer Service, Financial Planning, Insurance, Investments, Leadership, Management, Mutual Funds, Retirement Planning, Risk Management, Sales, Strategic Financial..., Strategic Planning

Education
Carleton University   1988 — 1991

Don Mills Collegiate Institute   1985 — 1988
OSSGD

Neil McNeil High School   1982 — 1985
OSSGD

Osman C. Jen Osman C. Jen New York, New York Details
Osman C. Jen's TD Wealth Management Experience August 2012 - January 2015
Job Product Strategist at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics  January 2015 - Present
TD Wealth Management   August 2012 - January 2015
PCAOB  May 2011 - December 2011
Bank of America  June 2007 - May 2010

Skills
Valuation, Financial Modeling, Equity Research, Investments, Financial Analysis, Financial Markets, Banking, Portfolio Management, Asset Management, Financial Services, Strategy, Wealth, Project Management, Capital Budgeting, Wealth Management, Interviews, Recruiting, Series 7, Series 66, Change Management, Finance, Corporate Finance, Equities

Education
Georgetown University - The McDonough School of Business   2010 — 2012
Master of Business Administration (M.B.A.), Finance

Pepperdine University
Bachelor's Degree, Finance

San Marino High School

Bill Pelletier Bill Pelletier Greater Boston Area Details
Bill Pelletier's TD Wealth Management Experience October 1988 - June 2009
Job Partner at Carri & Pelletier Tax & Financial Services
Industry Financial Services
Experience
Carri & Pelletier Tax & Financial Services   January 2010 - Present
Rise Again Outreach, Inc.   July 2007 - Present
WJP Tax Services, LLC   November 2009 - January 2010
TD Wealth Management   October 1988 - June 2009

Skills
Wealth Management, Income Tax Planning &..., Financial Advisory, Retirement Planning, Investment Planning, Estate Planning, Trust & Estate Tax..., Small Business Planning, Organization Strategic..., Insurance Planning, Community Outreach, Non-Profit Management, Public Speaking, Organizational..., Team Building

Education
American Bankers Assn   2002 — 2004
Completed, American Bankers Assn Natl Graduate Trust School at Northwestern

Franklin Pierce University   1992 — 1996
Associate of Arts, Marketing

Thadsha Kana Thadsha Kana Toronto, Canada Area Details
Thadsha Kana's TD Wealth Management Experience January 2014 - Present
Job Team Lead at TD Wealth
Industry Banking
Experience
TD Wealth Management   January 2014 - Present
TD Waterhouse  November 2012 - January 2014
TD Waterhouse  October 2010 - November 2012

Skills
Communications Skills..., Analytical/Research..., Computer/Technical..., Flexibility/Adaptability..., Interpersonal Abilities, Leadership/Management..., Planning/Organizing, Problem-Solving/Reasonin..., Teamwork, Leadership, Training, Management, Finance, Team Building, Team Leadership, Employee Training, Customer Service, Banking

Education
Centennial College   2013 — 2015
Project Management

Centennial College   2007 — 2009
Accounting Clerk-Microcomputer

Centennial College   2004 — 2006
Police Foundation

Liru Xie Liru Xie Toronto, Canada Area Details
Liru Xie's TD Wealth Management Experience November 2013 - January 2014
Job Associate Financial Analyst at Softcom Inc.
Industry Financial Services
Experience
Softcom Inc.  September 2014 - Present
Softcom Inc.  May 2014 - August 2014
Carich Consulting Inc.   August 2013 - May 2014
TD Wealth Management   November 2013 - January 2014
Fin-XO Securities Inc.   June 2012 - August 2012
John Molson MBA International Case Competition  January 2012 - January 2012
Assante Wealth Management  November 2011 - January 2012
KPMG  July 2010 - July 2010
Guangzhou Baiyun Asset Appraisal Co., Ltd., Guangzhou, China   July 2009 - August 2009

Skills
Microsoft Office, Problem Solving, Financial Modeling, Business Strategy, Microsoft Excel, Financial Analysis, Business Analysis, Accounting, Analysis, Banking, Financial Reporting, Corporate Finance, Data Analysis, Budgets, PowerPoint

Education
Concordia University   2010 — 2013
Master of Business Administration (MBA), Investment Management

South China Agricultural University   2006 — 2010
Bachelor of Economics, Finance and Financial Management Services

Myrna Cudiamat Myrna Cudiamat Vancouver, Canada Area Details
Myrna Cudiamat's TD Wealth Management Experience April 2012 - July 2014
Job Mobile Mortgage Specialist at TD
Industry Banking
Experience
TD  July 2014 - Present
TD Wealth Management   April 2012 - July 2014
TD Bank Group  March 2007 - May 2012

Skills
Mutual Funds, Mortgage Lending, Investments, Banking, Loans, Credit, Small Business Lending, Retirement Planning, Investment Advisory, Lines Of Credit, Consumer Lending, Retail Banking, Home Equity Lines of..., Credit Analysis, Investment Strategies, Funding, Asset Management, Alternative Investments, Financial Advisory, Bonds

Education
British Columbia Institute of Technology / BCIT
International Trade Diploma

Sammi Wang Sammi Wang Toronto, Canada Area Details
Sammi Wang's TD Wealth Management Experience March 2011 - Present
Job Financial Planner at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   March 2011 - Present
TD Bank Group  November 2008 - February 2011

Skills
Wealth Management, Mutual Funds, Investments, Mortgage Lending, Investment Strategies, Risk Management, Portfolio Management, Strategic Financial..., Credit, Financial Services, Estate Planning, Financial Analysis, Financial Modeling, Loans, Banking

Education
Concordia University   2001 — 2005
Bachelor of Commerce, Accounting and Finance

John J. Kim John J. Kim Vancouver, Canada Area Details
John J. Kim's TD Wealth Management Experience February 2014 - April 2014
Job Accounts Receivable at Imprint Plus
Industry Accounting
Experience
Imprint Plus  March 2015 - Present
JK Photography  August 2008 - Present
Livingston International  September 2014 - February 2015
TD Wealth Management   February 2014 - April 2014
Dennis W. Chung Inc. C.A.   April 2008 - April 2010

Skills
Bookkeeping, Photography, QuickBooks, Wealth Management, Personal Income Tax..., Customer Service, Accounts Payable, Accounts Receivable, Financial Statements, Accounting, Payroll, Account Reconciliation, Bank Reconciliation, Liaison, Photoshop, Sage, Tax Preparation

Education
Douglas College   2011 — 2014
Bachelor of Business Administration (BBA), Accounting

Douglas College   2008 — 2011
Accounting Management Diploma, Accounting

Rhofa Prayitno Rhofa Prayitno Greater New York City Area Details
Rhofa Prayitno's TD Wealth Management Experience April 2013 - April 2014
Job Aspiring Personal Trainer
Industry Retail
Experience
Consulate General of Malaysia   April 2014 - Present
Indosoul Fitness   July 2012 - Present
TD Wealth Management   April 2013 - April 2014
Citi  September 2012 - February 2013
Citibank  January 2008 - September 2012
Lenscrafters  August 2007 - January 2009
Citibank  December 2006 - December 2007
Citibank  October 2003 - November 2006
Coach  November 2004 - January 2005
NBA Store  October 2000 - September 2003

Skills
Process Scheduler, Sales, Relationship Management, Credit Cards, Customer Service, Cross Selling, Consumer Lending, Refinance, Core Banking, Team Building, Teamwork, Branch Banking, Coaching, Time Management, Employee Training

Education
City University of New York City College   2000 — 2001
Architecture

College of Staten Island   1998 — 1999
Architecture

Stephen M. Joyner, CRPC® Stephen M. Joyner, CRPC® Glastonbury, Connecticut Details
Stephen M. Joyner, CRPC®'s TD Wealth Management Experience 2002 - 2009
Job Financial Planner
Industry Financial Services
Experience
Integrated Financial Partners, Inc.   2010 - Present
TD Wealth Management   2002 - 2009

Skills
Financial Planning, Retirement Planning, Portfolio Analysis, Investments, 401(k) Rollovers, Retirement Distribution..., Wealth Management, Mutual Funds, Retirement Plans, Financial Services, Sales, Portfolio Management, Wealth Accumulation, Fee Only Planning, Family Income..., Education Funding, Tax Reduction Strategies, Investment Analysis, Wealth Transfer Planning, Legacy Planning, Beneficiary Planning, Charitable Gifting, Special Needs Planning, Insurance, Life Insurance, Long Term Care Insurance, Business Owner Planning, Business Continuity..., Employee Educational..., SEP and SIMPLE Plans, Benefit and..., Finance

Education
Florida Atlantic University

Nitin Prasad, PMP Nitin Prasad, PMP Toronto, Canada Area Details
Nitin Prasad, PMP's TD Wealth Management Experience June 2014 - July 2014
Job Project & Service Management
Industry Information Technology and Services
Experience
Pervazive   April 2008 - Present
CIBC  March 2015 - Present
TD  August 2014 - February 2015
TD Wealth Management   June 2014 - July 2014
John Hancock Financial Services  June 2013 - May 2014
KPMG  February 2013 - May 2013
GlaxoSmithKline  June 2011 - January 2013
Collabera  June 2007 - March 2008
Dell Interrnational Services, Philippines   July 2006 - May 2007
Madison Retailers, Philippines   August 2005 - March 2006

Skills
Certified Project..., Business Management, Account Management, Cross-functional Team..., Requirements Gathering, Business Alignment, People Management, PMP, Team Management, Customer Relations, Project Implementation, Process Improvement, Team Leadership, Telecommunications, SDLC, Software Project..., Operations Management, Team Building, Outsourcing, Project Delivery, Requirements Analysis, Call Center, Analytics, PMO, IT Solutions, IT Business Management, IT Business Strategy, Manage Client..., P & L Ownership, Agile Project Management, Business Process..., Regulatory Requirements, IT Service Management, Strategy, Management, Project Portfolio..., Change Management, Customer Service, ERP, Project Management, CRM

Education
Asian Institute of Management   2004 — 2006
MBA, Marketing & Finance

R V College of Engineering   1995 — 1999
B.E, Electronics & Communication

Sam Michael Sam Michael Toronto, Canada Area Details
Sam Michael's TD Wealth Management Experience March 2012 - Present
Job IT Solution Developer at TD Wealth Management
Industry Computer Software
Experience
TD Wealth Management   March 2012 - Present
Bank of Montreal  December 2010 - October 2011
Streampoint Solutions Inc   May 2010 - September 2010
Great Web Design   July 2009 - March 2010
Oss-Im View/Cancable Inc (division of Dependable Home Tech) in Burlington-Ontario   July 2008 - November 2008
Visual 2000 International (Montreal)   July 2006 - April 2008
Discount Holiday Center, Toronto   December 2005 - June 2006
Aria Systems Inc  November 1998 - September 2005
MEMRB International Inc   April 1997 - October 1998

Skills
JavaScript, T-SQL, ASP.NET, .NET, Access, SQL Server, Crystal Reports, Databases, SQL, SDLC, DHTML, Visual Basic, VB.NET, CSS, HTML, IIS, C#, AJAX, Visio, Software Development, Database Design, Visual Studio, Web Development, Windows, ASP, Application Development, Microsoft SQL Server, Troubleshooting, Software Project..., Web Services, Oracle, Business Process, XML, Requirements Analysis, Business Analysis, Integration

Education
Ain Shams University   1991 — 1996
Bachelor of Business Administration (BBA), MIS concentration

Saint George College   1979 — 1991

Gosia Brzozowska Gosia Brzozowska Toronto, Canada Area Details
Gosia Brzozowska's TD Wealth Management Experience March 2014 - Present
Job Estate Planning Advisor Associate at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   March 2014 - Present
TD Life   July 2012 - March 2014
TD Bank Group  September 2010 - July 2012

Skills
Banking, Retail Banking, Insurance, Life Insurance, Customer Service, Training, Process Improvement, Sales, Analysis, Change Management, Team Leadership, Coaching, Management, Business Strategy, New Business Development, Negotiation, Team Building, Strategic Planning, Project Management, Wealth Management, Risk Management, Mutual Funds, Financial Services, Relationship Management

Education
Uniwersytet w Białymstoku
Polish Philology and Humanities

Jessica Kreitzer Jessica Kreitzer Ottawa, Canada Area Details
Jessica Kreitzer's TD Wealth Management Experience December 2013 - December 2014
Job Human Resources Specialist at WiLAN
Industry Banking
Experience
WiLAN  December 2014 - Present
TD Wealth Management   December 2013 - December 2014
TD Canada Trust  August 2012 - December 2013
TD Canada Trust  June 2006 - May 2012
Tommy and Lefebvre   2000 - 2008

Skills
Team Leadership, Team Management, Sales, Complaint Management, Compliance, People Development, Time Management, Retail Banking, Connecting People, Loans, Sales Management, Credit, Banking, Coaching, Small Business Lending, Mortgage Lending, Recruiting, Consumer Lending, Cross Selling, Financial Advisory, Home Equity Lines of..., Investments, Lines Of Credit, Mutual Funds, Customer Service, Deposits

Education
Athabasca University
University Certificate, Human Resources and Labour Relations

Carleton University   2006 — 2010
Bachelor of Arts (BA), Psychology

University College of Cape Breton   2004 — 2006
Bachelor of Business Administration (B.B.A.)

Shweta Sapru Shweta Sapru Toronto, Canada Area Details
Shweta Sapru's TD Wealth Management Experience January 2015 - Present
Job Director of Sales & Operations at Zari & Zevar
Industry Retail
Experience
TD Wealth Management   January 2015 - Present
Zari & Zevar   April 2011 - November 2014
TD  June 2010 - February 2011
Emirates NBD  January 2007 - December 2007
Emirates NBD  October 2005 - December 2006
Emirates NBD  September 2004 - September 2005
Emirates NBD  October 2001 - August 2004

Skills
Retail, Retail Banking, Customer Service..., Customer Service, Commercial Banking, Portfolio Management, Fashion Design, Fashion Buying, Fashion Jewelry, Fashion Blogging, Cross-functional Team..., Team Leadership, Team Building, Management, International Sales, Purchase Management, Online Retail, Sales, Training, Banking

Education
George Brown College   2009 — 2009
Canadian Securities Certificate, Finance

London School of Economics and Political Science   2004 — 2005
Diploma, Marketing

Champlain College   1999 — 2004
Bachelor of Applied Science (BASc), Information Technology

Katherine Aure Katherine Aure Toronto, Canada Area Details
Katherine Aure's TD Wealth Management Experience January 2012 - July 2014
Job Sr. QA Analyst at TD Wealth Management
Industry Information Technology and Services
Experience
TD Wealth Management   January 2012 - July 2014
Alpha Group  September 2011 - January 2012
TD Securities  April 2011 - July 2011
TD Securities  February 2010 - March 2011
CIBC  August 2009 - January 2010
INTRIA Items Inc.  2007 - August 2009
CIBC World Markets  October 2004 - April 2005
Farelogix  2002 - 2004
Simvest Solutions   February 2001 - November 2001
Simvest Solutions   November 1999 - January 2001

Skills
Testing, Test Planning, User Acceptance Testing, Functional Analysis, User Interface Design, Requirements Analysis, Test Cases, Manual Testing, Quality Assurance, Software Quality..., End User Training, End User Support, SDLC, Databases, Analysis, Documentation, Microsoft Office, Organizing, Problem Solving, Quality Center, Calypso, Summit, MarkitServe, Wall Street, JIRA, IBM PC, Software Documentation, Defect Tracking, QTP, System Testing, Business Analysis, Test Strategy, Regression Testing, Visio, Test Management, Agile Testing, Release Management, Test Automation, Systems Analysis, HP Quality Center

Education
Seneca College of Applied Arts and Technology   1997 — 2000
Diploma, Computer Programming and Operating

Far Eastern University   1994 — 1996
Certificate, Computer

La Consolacion College   1990 — 1994
High School, High School/Secondary Diplomas and Certificates

Eric J Gibson Eric J Gibson Greater Philadelphia Area Details
Eric J Gibson's TD Wealth Management Experience September 2013 - Present
Job Wealth Operations Specialist at TD Bank
Industry Financial Services
Experience
TD Wealth Management   September 2013 - Present
Farmers Insurance  October 2012 - August 2013
SEI  April 2012 - May 2012
Independence Planning Group  June 2011 - December 2011
Purgatory Publishing Inc./ West End Games   October 2003 - September 2009
Motorola  March 2007 - September 2007
US Navy  August 1992 - November 1997

Skills
Microsoft Office, InDesign, Small Business, Public Speaking, Microsoft Excel, Investments, Strategic Financial..., Microsoft Word, Strategic Planning, Marketing Communications, Social Media, Marketing, Customer Service, Leadership, Sales, Management, Project Management, Social Networking, Account Management, Financial Analysis, Personal Financial..., Financial Risk, Insurance, Property & Casualty..., Life & Health Insurance..., Whole Life

Education
La Salle University   2015 — 2018
Master of Science (M.S.), Information Technology Leadership

Kutztown University of Pennsylvania   2009 — 2011
BS: Finance (Economics Minor), Financial Analysis, Financial Management, Economics, 3.24

Drexel University   2006 — 2008
Entrepreneurship, Legal Studies (Business)

Delaware County Community College   2005 — 2006
Business Administration (Transfer, 3.81

Narinee Hardyal Narinee Hardyal Toronto, Canada Area Details
Narinee Hardyal's TD Wealth Management Experience May 2015 - Present
Job Life Inforce Case Manager at TD Wealth Management
Industry Insurance
Experience
TD Wealth Management   May 2015 - Present
Qualified Financial Services  April 2014 - May 2015
Qualified Financial Services  March 2011 - April 2014
Performins Canada Inc   April 2008 - March 2011
Performins Canada Inc   June 2007 - May 2008
Performins Canada Inc   April 2006 - June 2007
Performins Canada Inc   January 2006 - April 2006
Jonas Software  1997 - 2005

Skills
Software Documentation, Strategic Financial..., Microsoft Office, Insurance, Marketing Strategy, Risk Management, Long-term Care, Life Insurance, Microsoft Word, Fixed Annuities, Wealth Management, Team Building, Marketing Communications, Account Management, Customer Service, Retirement Planning, Employee Benefits, Health Insurance, Project Management, Team Leadership, Business Analysis, Critical Illness, Wealth, Term Life Insurance, Disability Insurance, Estate Planning, Investments, Outlook, Pensions, Event Management, Financial Planners, Retirement, Strategic Planning, Sales, Sales Compensation, Policy Servicing, Account Reconciliation, Benefits Administration, Administrative..., Financial Services, Succession Planning, Small Business, Salesforce.com, Marketing, Customer Retention, Long Term Care Insurance, Office Administration, Personal Finance, Whole Life, Microsoft Excel

Education
Centennial College
Business Administration and Management, General

Don Fowell Don Fowell Toronto, Canada Area Details
Don Fowell's TD Wealth Management Experience May 2009 - Present
Job Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   May 2009 - Present
ScotiaMcLeod  April 1999 - April 2009

Education
Bishop's University   1989 — 1993
Bachelor, Economics and Business

Mamaroneck High School   1984 — 1988
NY State High School Diplomat

Tom Burbank Tom Burbank Greater Boston Area Details
Tom Burbank's TD Wealth Management Experience 2008 - 2010
Job Financial Planner at Northeast Planning Associates
Industry Financial Services
Experience
Northeast Planning Associates  March 2010 - Present
TD Wealth Management   2008 - 2010
VALIC  2001 - 2008

Skills
Retirement Planning, Wealth Accumulation, Wealth Management, Retirement, Investment Advisory, Financial Planners, Investment Strategies, Wealth, 401k Rollovers, IRAs, Strategic Financial..., Mutual Funds, Estate Planning, Series 7, Fixed Annuities, Asset Allocation, 401k

Education
College for Financial Planning   2008 — 2009
CRPC, Financial Planning and Services

Plymouth State College   1975 — 1979
Bachelor of Arts, English Language and Literature/Letters

Shelly Gouchie Shelly Gouchie Toronto, Canada Area Details
Shelly Gouchie's TD Wealth Management Experience July 2012 - Present
Job Sales Assistant at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   July 2012 - Present
TD Canada Trust  June 2009 - July 2012
TD Canada Trust  June 2008 - June 2009

Skills
Banking, Retail Banking, Credit, Loans, Mortgage Lending, Consumer Lending, Commercial Banking, Credit Analysis, Small Business Lending, Mutual Funds, Commercial Lending, Lines Of Credit, Wealth Management, Investments, Credit Risk, Residential Mortgages, Portfolio Management, Financial Analysis, Retirement Planning, Strategic Financial...

Education
Canadian Securities Institute
Investment Funds in Canada

Georgian College
Health Siences

Nada Buhendi Nada Buhendi Toronto, Canada Area Details
Nada Buhendi's TD Wealth Management Experience March 2011 - September 2011
Job Senior Business Analyst Currently Staffed at CIBC
Industry Computer Software
Experience
Verax Consulting   March 2014 - Present
ARGUS Software  May 2012 - February 2014
Deloitte  January 2008 - May 2012
TD  January 2012 - April 2012
Interac  September 2011 - December 2011
TD Wealth Management   March 2011 - September 2011
TD Wealth Management   May 2010 - February 2011
MD Financial (Wealth Management)   April 2010 - June 2010
MD Financial (Wealth Management)   April 2009 - March 2010
MD Financial (Wealth Management)   September 2008 - March 2009

Skills
Wealth Management, Real Estate, UML, Requirements Analysis, Business Process Mapping, Process Improvement, Visio, Use Case Analysis, Software Design, User Interface Design, Requirement..., Product Design, Functional Requirements, Regulatory Requirements, Class Diagrams, Workshop Facilitation, PowerPoint development, Stakeholder Management, Feature Definition, SDLC, Business Analysis, SQL, Relational Databases, XML Schema, Financial Services, Business Process Design, IT Strategy, Business Process, Requirements Gathering, Quality Assurance, Enterprise Architecture, Project Management

Education
Concordia University   2004 — 2007
B.Comm, Management Information Systems

Queen's University   2001 — 2004
Bachelor of Science (B.Sc.), Computer Software Engineering

Ibn Khuldoon National School

HUIMIN (Tracy) SUN HUIMIN (Tracy) SUN Toronto, Canada Area Details
HUIMIN (Tracy) SUN's TD Wealth Management Experience 2011 - 2015
Job Studied at York University
Industry Accounting
Experience
TD Wealth Management   2011 - 2015
Professional Association of Internes and Residents of Ontario (PAIRO)   May 2011 - September 2011
George Brown College  May 2010 - April 2011

Skills
Teamwork skills, Multi-tasking, Prioritization skills, Attention to details, Critical thinking skills, Problem analysis and..., Taking inititiave, Quick learning skills, Performing numerical..., Performing clerical work, Meeting deadlines, Extracting information, Analyzing data, Highly proficient with..., Teamwork

Education
York University   2012 — 2015
Bachelor’s Degree, Spec.Hons. Administrative Studies (Accounting)

George Brown College   2010 — 2012
Advanced Diploma, Business Administration (Accounting)

Darryl Betts, CPA, CGA, CFP Darryl Betts, CPA, CGA, CFP Toronto, Canada Area Details
Darryl Betts, CPA, CGA, CFP's TD Wealth Management Experience January 2011 - Present
Job Senior Financial Analyst at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   January 2011 - Present
Vedo Construction   May 2003 - Present
Freedom 55 Financial  June 2006 - December 2010
F. Marcella Grail, Chartered Accountant   September 2009 - October 2010

Skills
Life Insurance License, Mutual Funds License, Public Speaking, Financial Analysis, Financial Statements, Financial Planning, Financial Services, Consulting

Education
George Brown College
Architectural Technology Diploma

University of Toronto
Engineer’s Degree, Civil Engineering

St. Michael's College School

Mark Durance, CFP® Mark Durance, CFP® Ottawa, Canada Area Details
Mark Durance, CFP®'s TD Wealth Management Experience 2010 - 2015
Job
Industry Financial Services
Experience
TD Wealth Management   2010 - 2015
TD  2008 - 2010
TD  2005 - 2008
TD  2004 - 2005
Best Western International  2001 - 2004
JDSU  1998 - 2001

Skills
Certified Financial..., Financial Analysis, Wealth Management, Relationship Management, Business Development, Investments, Sales, Customer Service, Teamwork, Financial Services, Retail Banking, Administration, Communication, Continuing Education, Mortgage Lending, Consumer Lending, Cross Selling, Computer Proficiency, Finance

Education
Carleton University
Bachelor's Degree, Economics, Minor in Business

Rahul Kaul Rahul Kaul Toronto, Canada Area Details
Rahul Kaul's TD Wealth Management Experience April 2012 - Present
Job Associate High Value Operations Support at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   April 2012 - Present
International Performance Management Institute (IPMI)   November 2011 - February 2012
IQPC  August 2009 - October 2010
State Street  January 2009 - April 2009
HyperQuality  November 2007 - April 2008
Convergys  2004 - 2007

Skills
Customer Service, Training, Call Center, Strategic Planning, Team Management, Time Management, Management, Call Centers, Microsoft Office, Forecasting, Vendor Management, Banking, Business Development, Leadership, CRM, B2B, Relationship Management

Education
George Brown College   2008 — 2009
Marketing Management - Financial Services, Financial Servies

Guru Gobind Singh Indraprastha University   2000 — 2004
Bachelors of Information Systems (Hons.)

Dawn Shand Dawn Shand South Burlington, Vermont Details
Dawn Shand's TD Wealth Management Experience 2008 - 2015
Job Financial Data AdministratorTD
Industry Banking
Experience
TD Wealth Management   2008 - 2015
TD Wealth Management   1999 - 2008

Skills
MS Office, Excel, Power...

Education
Champlain College
bachelor degree in Business Management

Alina Kupelian Alina Kupelian Montreal, Canada Area Details
Alina Kupelian's TD Wealth Management Experience June 2013 - December 2013
Job Planning analyst
Industry Retail
Experience
Groupe Dynamite  November 2014 - Present
Reitmans  June 2014 - November 2014
TD Wealth Management   June 2013 - December 2013
TD  May 2012 - June 2013
Midtown Sanctuaire   May 2011 - May 2012
Browns Shoes Inc.  November 2008 - November 2010
kidbiz   June 2008 - October 2008

Skills
Financial Analysis, Financial Modeling, Investments, Corporate Finance, Banking, Derivatives, Bloomberg, Credit Analysis, Financial Accounting, Accounting, Finance, Sales, Retail Banking, Management, Customer Service, Bloomberg Terminal, Back Office, Microsoft Word, Retail, Strategic Planning, Outlook

Education
Concordia University   2009 — 2013
Bcomm, Finance

Vanier College   2007 — 2009
Bachelor of Commerce (B.Com.), Commerce

Julia Parisi Julia Parisi Greater New York City Area Details
Julia Parisi's TD Wealth Management Experience May 2014 - August 2014
Job Marketing, L'Oréal USA Luxury Products Division
Industry Cosmetics
Experience
L'Oréal   June 2015 - Present
TD Wealth Management   May 2014 - August 2014
Armani Exchange  May 2013 - August 2013
Soho Project  May 2012 - August 2012

Skills
Microsoft Excel, Microsoft Word, Facebook, Social Media, Marketing, PowerPoint, SPSS, Social Networking, Social Media Marketing, Research, Microsoft Office, Teamwork, Event Management, Photoshop, Data Analysis, Time Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2011 — 2015
Bachelor of Science (BS), Finance, Marketing

Blind Brook High School   2008 — 2011

Sheri Zernentsch Sheri Zernentsch Toronto, Canada Area Details
Sheri Zernentsch's TD Wealth Management Experience 2009 - 2011
Job Senior Manager, Strategy and Transformation Financial Crimes & Fraud Management Group at TD Bank Group
Industry Public Relations and Communications
Experience
TD Bank Group  October 2014 - Present
TD Bank Group  December 2012 - October 2014
TD Bank Group  April 2011 - December 2012
TD Wealth Management   2009 - 2011
St. Michael's Hospital   2003 - 2004
GlycoDesign   November 2000 - March 2003

Skills
Internal Communications, Communication Training, Corporate Communications, Strategic Communications, Crisis Communications, Speech Writing, Social Media, Media Relations, Relationship Management, Strategic Planning, Crisis Management, Marketing Communications, Change Management, Press Releases, Event Planning

Education
Prosci Change Management   2013 — 2013
Certification in Change Management, Organizational Change Management

Canadian Securities Institute   2002 — 2003
Canadian Securities Course (CSC), Securities

Concordia University   1995 — 1998
Master of Arts, Media Studies, Communications

Queen's University   1991 — 1995
Bachelor of Arts Honours, Drama & Film

Josee Drouin Josee Drouin Vancouver, Canada Area Details
Josee Drouin's TD Wealth Management Experience 2015 - Present
Job Associate Private Wealth Management at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   2015 - Present
TD Wealth Management   2013 - 2015
TD Bank Group  2012 - 2013
TD Bank Group  2008 - 2012

Skills
Customer Service, Microsoft Office, Loans, Microsoft Excel, Teamwork, Time Management

Education
Capilano University   2010 — 2015
Bachelor of Business Administration

Canadian Securities Institute   2014 — 2014
Canadian Securities Course

Amiens Picardie School of Management   2011 — 2011
Study Abroad Program

Gia Provanzano Gia Provanzano Ipswich, Massachusetts Details
Gia Provanzano's TD Wealth Management Experience October 2012 - January 2014
Job Accounting, Auditing and Payroll
Industry Accounting
Experience
ClubCorp  June 2014 - Present
Citizens Bank  February 2014 - June 2014
TD Wealth Management   October 2012 - January 2014
Bioremedy   2009 - 2012
Banco Santander  October 2010 - October 2011
Salem Five Bank  August 2009 - October 2010

Skills
Mortgage Lending, Residential Mortgages, Consumer Lending, Consumer Products, Life Insurance, Health Insurance, Accident Insurance, Investments, Sales, Operations Management, Internal Audit, Sales Management, Notary Public, Small Business, New Business Development, Holistic Health, Wellness, Pain Management, Nutrition, Loans, Credit, Banking, Relationship Management, Financial Services, Retail Banking, Cross Selling, Small Business Lending, Commercial Lending, Wealth Management, Series 63, Mutual Funds, Portfolio Management, Retirement Planning, Finance, Customer Service, Management, Leadership, Commercial Banking

Education
Emmanuel College
Bachelor's degree, Political Science and Government

Ryan Jazon Tan Ryan Jazon Tan Toronto, Canada Area Details
Ryan Jazon Tan's TD Wealth Management Experience September 2003 - June 2007
Job Global Operations at CIBC Technology and Operations
Industry Financial Services
Experience
CIBC  June 2012 - Present
ManpowerGroup  December 2009 - September 2011
TD Wealth Management   September 2003 - June 2007
HSBC Commercial Banking  March 2006 - September 2006

Skills
Finance, Software, Accounts Receivable

Education
De La Salle University   1995 — 1999
Bachelor of Science (BS), Computer Software and Media Applications

Manish Lahori Manish Lahori Toronto, Canada Area Details
Manish Lahori's TD Wealth Management Experience December 2011 - November 2013
Job Quality Control Team Leader AML Financial Intelligence Unit, BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  May 2015 - Present
BMO Capital Markets  December 2013 - May 2015
TD Wealth Management   December 2011 - November 2013
Microsoft Corporation  August 2009 - July 2011
IBM Global Process Services  April 2007 - July 2009

Skills
Team Management, Leadership, Customer Service, Teamwork, Business Analysis, Vendor Management, Analysis, Team Leadership, Requirements Analysis, CRM, Management, Banking, Market Research, Data Analysis, Microsoft Office, Business Process..., Business Process, Strategy, Business Development, Finance, Project Management, Financial Analysis, Financial Services

Education
George Brown College   2012 — 2013
Post Graduate Diploma, Entrepreneurial and Small Business Operations

George Brown College   2011 — 2012
Post Graduate Diploma, Marketing Management - Financial Services

Symbiosis institute of Management Studies   2009 — 2011
MBA - Finance Management, First Class with Honors

University of Pune   2006 — 2009
Bachelor of Commerce (B.Com.), Accounting and Finance

Shayne Feinberg Shayne Feinberg Montreal, Canada Area Details
Shayne Feinberg's TD Wealth Management Experience April 2012 - August 2012
Job Account Manager at NELMAR Security Packaging Systems Inc.
Industry Packaging and Containers
Experience
NELMAR Security Packaging Systems Inc.  May 2015 - Present
NELMAR Security Packaging Systems Inc.  July 2014 - May 2015
Maximus Grande Taille   September 2011 - June 2014
TD Wealth Management   April 2012 - August 2012
La Capsule Sportive   April 2010 - March 2011

Skills
Social Media Marketing, Marketing, Teamwork, Online Marketing, Sales, Time Management, Microsoft Office, Customer Service, Email Marketing, Digital Marketing, Press Releases, Google Analytics, MailChimp, Corporate Blogging, Content Marketing, WordPress

Education
Concordia University   2011 — 2014
Bachelor of Commerce (BCom), Marketing

Dawson College   2008 — 2010
DEC, Commerce

Divakar Vijayakumar Divakar Vijayakumar Greater New York City Area Details
Divakar Vijayakumar's TD Wealth Management Experience September 2010 - Present
Job Project Specialist
Industry Financial Services
Experience
TD Wealth Management   September 2010 - Present
TD Wealth Management   July 2006 - August 2010

Skills
Fixed Income, Access, Financial Reporting, Risk Management, Visio, MS Project, Microsoft Office, Strategic Financial..., Financial Modeling, Microsoft Excel, Financial Analysis, Data Mining, Database Administration, Excel, Quantitative Modeling, Corporate Finance, MS Office Suite, Wealth Management, Project Planning, Investments, Management, Portfolio Management, Finance

Education
UCLA Anderson School of Management   2015 — 2015
Mergers & Acquisitions

Pace University - Lubin School of Business   2012 — 2013
Masters, Finance

City University of New York-Baruch College - Zicklin School of Business   2002 — 2006
Bachelor of Science, Finance and Investing

Karen Philbrick Hamblen Karen Philbrick Hamblen Portland, Maine Area Details
Karen Philbrick Hamblen's TD Wealth Management Experience July 2005 - November 2009
Job Senior Account Administrator at Spinnaker Trust
Industry Investment Management
Experience
Spinnaker Trust  November 2009 - Present
TD Wealth Management   July 2005 - November 2009
HM Payson & Co  May 1998 - July 2005

Skills
Investment Management, Banking, Wealth Management, Equities, Investments, Trusts, Mutual Funds, IRAs

Education
Ascenus IRA Fall Forum   2014 — 2014

Ascenus IRA Fall Forum   2014 — 2014

Cannon Financial Institute   2007 — 2011
Trust School

Elmira College   1994 — 1998
Business Administration, Management

Ascenus IRA Fall Forum

Ascenus IRA Fall Forum

Ascenus IRA Fall Forum

Greg Boileau, CFP Greg Boileau, CFP Ottawa, Canada Area Details
Greg Boileau, CFP's TD Wealth Management Experience January 2009 - Present
Job Financial Planning at TD Waterhouse
Industry Financial Services
Experience
TD Wealth Management   January 2009 - Present

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

Education
Carleton University   2000 — 2004

Lampros Parousis Lampros Parousis Toronto, Canada Area Details
Lampros Parousis's TD Wealth Management Experience September 2011 - Present
Job Private Client Wealth Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   September 2011 - Present
TD Canada Trust  July 2009 - August 2011
TD Asset Management  January 2008 - July 2009

Skills
Wealth Management, Estate Planning, Credit Analysis, Mutual Funds, Credit, Mortgage Lending, Retail Banking, Banking, Investments, Portfolio Management, Strategic Financial..., Loans, Investment Advisory, Relationship Management, Retirement Planning, Private Banking, Wealth, Finance, High Net Worth..., Wealth Management..., Residential Mortgages, Financial Advisory, Investment Strategies, Commercial Banking, Securities, Small Business, Strategy, Commercial Lending, Consumer Lending, Fixed Income, Equities, Asset Allocation, Asset Management, Capital Markets, Financial Risk

Education
University of Toronto   1994 — 1998
Bachelor of Arts, Management

Dalhousie University   2003 — 2007
Master of Business Administration, Financial Services

Ivey Business School at Western University   2014 — 2015
Family Enterprise Advisor Program

Gavin Fairweather, CFA Gavin Fairweather, CFA Toronto, Canada Area Details
Gavin Fairweather, CFA's TD Wealth Management Experience June 2008 - November 2010
Job Associate Equity Research at Cormark Securities
Industry Capital Markets
Experience
Cormark Securities  June 2012 - Present
TD Asset Management  November 2010 - June 2012
TD Wealth Management   June 2008 - November 2010
Dundee Bank of Canada   May 2007 - August 2007
Capital District Health Authority  September 2006 - December 2006
Liberty Tax Service  January 2006 - May 2006

Skills
Equity Valuation, Equity Research, Financial Modeling, Advanced Microsoft..., Bloomberg, Asset Managment, Equities, Bonds, Mutual Funds, Derivatives, Valuation, Investment Sales, Pitch Development, Proposal Writing, Options, Trading, Alternative Investments, Corporate Finance, Financial Analysis, InvestOne

Education
Dalhousie University   2004 — 2008
BComm, Finance

West Island College - Class Afloat   2003 — 2003

Charlotte Smallwood Charlotte Smallwood Toronto, Canada Area Details
Charlotte Smallwood's TD Wealth Management Experience September 2004 - July 2010
Job Program Manager at TD Mutual Funds
Industry Banking
Experience
TD Mutual Funds  August 2011 - Present
TD Wealth Management   September 2004 - July 2010
CI Investments Inc.  June 2002 - August 2004

Skills
Portfolio Management, Relationship Management, Product Management, Mutual Funds, Investments, Wealth Management, Financial Services, Risk Management

Education
Dalhousie University   1997 — 2001
BComm

Maria Gesmundo-O'Reilly Maria Gesmundo-O'Reilly Toronto, Canada Area Details
Maria Gesmundo-O'Reilly's TD Wealth Management Experience November 2011 - September 2012
Job Compliance Officer at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   November 2011 - September 2012
CIBC, Retail Lending Operations   August 2010 - August 2011
TD Canada Trust  January 2008 - October 2009
TD CT Credit Administration Services   September 2006 - July 2007
TD Canada Trust Branch Services Centre   June 1999 - September 2006
Laurentian Bank  January 1996 - January 1999

Skills
Banking, Risk Management, Leadership, Management, Credit, Coaching, Strategy, Operations Management, Team Building, Customer Service, Human Resources, Call Centers, Loans, Customer Experience, Access, AML, Retail Banking, Relationship Management, Financial Services, Process Improvement, Finance, Financial Analysis, Mutual Funds, Wealth Management, Securities, Mortgage Lending, Change Management

Education
Centro Escolar University   1996 — 2001
Bachelor of Science, Medical Technology

Richard McCutcheon Richard McCutcheon Greater New York City Area Details
Richard McCutcheon's TD Wealth Management Experience January 2010 - May 2010
Job Telecommunications Expense Analyst
Industry Telecommunications
Experience
Bessemer Trust  August 2015 - Present
Tangoe  October 2012 - August 2015
TD Wealth Management   January 2010 - May 2010
E*TRADE Financial  February 2008 - July 2009
Fordham Financial Management  August 2007 - February 2008
Blockbuster inc  January 2000 - January 2005

Skills
Leadership, Human Resources, Microsoft Excel, Training, Banking, Marketing, Software Documentation, Time Management, Microsoft Word, Accounting, Retail, Financial Services, Process Improvement, Customer Service, Business Analysis, Account Management

Education
Bloomsburg University of Pennsylvania   2003 — 2007
Bachelor of Science, Finance and Marketing

Jennifer Mashini Jennifer Mashini Basking Ridge, New Jersey Details
Jennifer Mashini's TD Wealth Management Experience December 2013 - Present
Job Private Client Specialist at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management   December 2013 - Present
TD Bank, N.A.   February 2011 - December 2013

Skills
Investments, Microsoft Office, Financial Analysis, Analysis, Market Research, Business Planning, Business Strategy, Loans, Customer Service, Leadership, Banking

Education
Universita della Svizzera italiana   2008 — 2010
Master of Science (MSc) Economics, Banking and Finance

Franklin College Switzerland   2005 — 2008
Bachelor of Arts (B.A.), International Banking & Finance, International Economics

Lance Coe Lance Coe Toronto, Canada Area Details
Lance Coe's TD Wealth Management Experience April 2013 - Present
Job QI Tax Function Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   April 2013 - Present
TD Wealth Management   November 2009 - February 2013
TD Waterhouse Canada Inc  February 2006 - November 2009
TD Waterhouse Canada Inc  March 2004 - February 2006

Skills
Mutual Funds, Securities, Reconciliation, Account Reconciliation, Financial Services, Trading, Banking, Derivatives, Equities, Risk Management, Back Office, Capital Markets, Fixed Income, Bloomberg, Financial Risk, Wealth Management, Relationship Management

Education
Durham College
Business Studies – Certificate (In Progress)

Andrew Hughes CFP, CPCA Andrew Hughes CFP, CPCA Toronto, Canada Area Details
Andrew Hughes CFP, CPCA's TD Wealth Management Experience 2006 - 2013
Job Financial Planner at TD Waterhouse
Industry Financial Services
Experience
TD Waterhouse  October 2006 - Present
TD Wealth Management   2006 - 2013
Altamira Financial Services   October 1993 - April 2006
Altamira Investment Services Inc  2001 - 2006

Skills
Financial Planning, Retirement Planning

Education
Acadia University   1989 — 1993
BA

Regina Mundi College

Kirk Kennedy Kirk Kennedy Ottawa, Canada Area Details
Kirk Kennedy's TD Wealth Management Experience October 2013 - Present
Job Investment Advisor TD Wealth
Industry Financial Services
Experience
TD Wealth Management   October 2013 - Present
TD Waterhouse  September 2004 - September 2013
TD CanadaTrust   2002 - 2004

Skills
Retail Banking, Investment Strategies, Bonds, ETFs, Financial Analysis, Mortgage Lending, Options, Loans, Credit, Financial Advisory, Credit Analysis, Residential Mortgages, Financial Risk, Personal Financial..., Fixed Income, Risk Management, Strategic Financial...

Education
Carleton University   1995 — 2000
Economics

DIA Training

DIA Training

Bob Fong Bob Fong Toronto, Canada Area Details
Bob Fong's TD Wealth Management Experience 2006 - 2007
Job IT Manager
Industry Financial Services
Experience
TD Securities  2010 - 2015
TD Securities  2007 - 2009
TD Wealth Management   2006 - 2007
TD Wealth Management   2004 - 2006
Felcom Data Services   2002 - 2004
Transamerica Life Insurance Company  2000 - 2002

Skills
Calypso, Derivatives, Fixed Income, Bloomberg, Trading Systems, Market Risk, FX Options, Interest Rate..., Mutual Funds, Back Office, Capital Markets, Equity Derivatives, Market Data, Options, Sybase, VBA, Electronic Trading, Credit Derivatives

Education
Centennial College
Certificate, Accounting

Reuben Codjoe Reuben Codjoe Greater New York City Area Details
Reuben Codjoe's TD Wealth Management Experience February 2010 - June 2010
Job Client Resolution Specialist at UBS Financial Services
Industry Financial Services
Experience
UBS  March 2011 - Present
Northwestern Mutual  July 2010 - January 2011
TD Wealth Management   February 2010 - June 2010
Barclays Global Investors  November 2007 - October 2009
Smith Barney  March 2006 - October 2007
TD Waterhouse  2004 - 2005

Skills
Series 7, Securities, Wealth Management, Financial Services, ETFs, Financial Advisory, Series 63, Asset Management, Finance, Financial Analysis, Investments

Education
Fairfield University   1995 — 1999
Bachelor of Arts (B.A.), Psychology

Patricia Smus Patricia Smus Portland, Maine Area Details
Patricia Smus's TD Wealth Management Experience November 1994 - January 2012
Job Cash Services Specialist at Stone Coast Fund Services
Industry Investment Management
Experience
Stone Coast Fund Services  January 2013 - Present
TD Wealth Management   November 1994 - January 2012

Education
University of Maine   1976 — 1980
BA, Political Science

Georgetown University   1980 — 1981
Certification, Paralegal Studies

Ben Giffen Ben Giffen Greater Philadelphia Area Details
Ben Giffen's TD Wealth Management Experience March 2014 - Present
Job at TD Bank
Industry Banking
Experience
TD Wealth Management   March 2014 - Present
TD Wealth Management   December 2012 - March 2014
TD Wealth Management   November 2011 - December 2012
TD  October 2010 - November 2011
TD  December 2008 - October 2010
Appalachian Mountain Club  July 2002 - September 2002

Skills
CRM, Executive Support, Product Development

Education
University of Wisconsin-Madison   2007 — 2008
Masters of Engineering, Technical Japanese

University of Wisconsin-Madison   2005 — 2007
Bachelor of Science (B.S.), Japanese, Chemistry

Sophia University   2004 — 2005
Japanese, economics, international relations theory

Connecticut College   2001 — 2004
Japanese, Computer Science, Chemistry

Chris Au-Yeung Chris Au-Yeung Toronto, Canada Area Details
Chris Au-Yeung's TD Wealth Management Experience October 2013 - September 2014
Job Senior Manager, Wealth Development at HSBC Retail Banking and Wealth Management
Industry Financial Services
Experience
HSBC Retail Banking and Wealth Management  September 2014 - Present
TD Wealth Management   October 2013 - September 2014
TD Wealth Management   September 2012 - October 2013

Skills
Investment Strategies, PowerPoint, Sales, Securities, Investments, Relationship Management, Banking, Fixed Income, Capital Markets, Customer Service, Equities, Mutual Funds, Investment Advisory, Portfolio Management, Financial Services, Derivatives, Asset Allocation, Asset Management, Wealth Management

Education
Dalhousie University
Master of Business Administration (M.B.A.)

Emily Dunn Emily Dunn Toronto, Canada Area Details
Emily Dunn's TD Wealth Management Experience October 2014 - Present
Job Senior Manager at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   October 2014 - Present
TD  November 2013 - October 2014
CIBC Wood Gundy  October 2010 - November 2013
CIBC Wood Gundy  February 2008 - October 2010
CIBC  September 2007 - February 2008

Skills
ETFs, Product Management, Team Leadership, Wealth Management, Mutual Funds, Asset Managment, Risk Management, Leadership, Fixed Income, Requirements Gathering, Capital Markets, Equities, Investment Management, Asset Management, Business Analysis, Financial Services, Relationship Management, Wealth, Wealth Management...

Education
Dalhousie University   2001 — 2006

Mamta Verma Mamta Verma Toronto, Canada Area Details
Mamta Verma's TD Wealth Management Experience 2007 - 2008
Job Technical Team lead at CGI
Industry Information Technology and Services
Experience
CGI  December 2010 - Present
Scotiabank  September 2008 - November 2010
Ontario Realty Corporation  July 2008 - August 2008
TD Wealth Management   2007 - 2008
Technion  2006 - 2007
Siemens Information Systems Ltd  2003 - 2005

Skills
Test Planning, System Integration..., QTP, VBScript, Quality Center, Regression Testing, SDLC, System Testing, Mainframe, Sybase, Business Analysis, Integration, Waterfall, SQL, Requirements Analysis, Release Management, Testing, Quality Assurance, User Acceptance Testing, Test Management, Software Quality..., Manual Testing, Defect Tracking, Agile Methodologies, Requirements Gathering, ETL, Test Cases, Test Strategy, Test Automation, Software Project...

Education
Symbiosis institute of Management Studies   2001 — 2003
Masters Diploma In Business Administration

NIIT LTD   1997 — 1998
Honors Diploma in Network Centered Computing

Delhi University   1997 — 2000
Bachelor of Commerce (B.Com.)

David Florio David Florio Greater Philadelphia Area Details
David Florio's TD Wealth Management Experience December 2002 - Present
Job Investment Associate at Commerce Capital Markets
Industry Financial Services
Experience
TD Wealth Management   December 2002 - Present

Education
Drexel University

JESSICA ALLGOOD JESSICA ALLGOOD Glen Ridge, New Jersey Details
JESSICA ALLGOOD's TD Wealth Management Experience May 2015 - Present
Job Executive Assistant to Executive Vice President Head of U.S. Wealth at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   May 2015 - Present
Turn 2 Foundation   February 2015 - April 2015
BlackRock  October 2013 - October 2014
Simon Property Group  May 2013 - August 2013
Associated Press  February 2013 - March 2013
MWW  August 2012 - January 2013
LexisNexis  April 2012 - July 2012
Novartis Pharmaceuticals Corporation  November 2011 - March 2012
Guy Carpenter, High Star Capital, SAT Investment and AFL-CIO   April 2010 - September 2011
Morgan Stanley Investment Management  March 2004 - April 2010

Skills
Human Resources, Training, Microsoft Excel, Management, Marketing, Public Relations, PowerPoint, Administrative..., Microsoft Office, Leadership, Social Media, Time Management, Administrative..., Interviews, Event Planning, Events Coordination, Corporate Events, Travel Arrangements, Business Travel, Leisure Travel

Education
University of Phoenix   2003 — 2006
BA, Finance

City University of New York-Baruch College - Zicklin School of Business

Georgia Beit Georgia Beit Boston, Massachusetts Details
Georgia Beit's TD Wealth Management Experience September 2013 - Present
Job Vice President
Industry Financial Services
Experience
TD Wealth Management   September 2013 - Present
Wells Fargo Family Wealth  January 2011 - August 2013
BECU Trust Company   November 2009 - December 2010
Fidelity Investments  September 2006 - December 2008
FleetBoston Financial  1997 - 2004

Education
Massachusetts School of Law   1993 — 1997
JD, Law

Boston College   1977 — 1981
BA, Political Science

Noemi Sorger Noemi Sorger Toronto, Canada Area Details
Noemi Sorger's TD Wealth Management Experience June 2007 - Present
Job Senior Advisor TD Wealth Management
Industry Banking
Experience
TD Wealth Management   June 2007 - Present
Corporate Planning Associates   March 2005 - June 2006
Sofea Inc.   January 2004 - March 2005

Skills
Wealth Management, Wealth, Retirement Planning, Financial Services

Education
Concordia University
Graduate Diploma in Accountancy

McGill University
B.Com, Accounting

Northmount High School
High School Diploma

Vanier
DEC, Commerce

Michelle Leblanc Michelle Leblanc Toronto, Canada Area Details
Michelle Leblanc's TD Wealth Management Experience July 2011 - May 2015
Job Experienced Financial Services and Administrative Professional
Industry Financial Services
Experience
TD Wealth Management   July 2011 - May 2015
TD Waterhouse  October 1998 - July 2011
TD  January 1997 - September 1998
TD  December 1995 - December 1996
TD  October 1994 - November 1995

Skills
Mutual Funds, Banking, Credit, Relationship Management, Operations, Risk Management, Manage Client..., Wealth Management, Investments, Financial Services, Customer Service, Securities, Retail Banking, Fixed Income, Equities, CRM, Finance

Education
Canadian Securities Institute   2009 — 2009
CSC, CPH

Durham College   1988 — 2001
Advertising Administration, Advertising and Marketing

Brenda Vanderhoek Brenda Vanderhoek Toronto, Canada Area Details
Brenda Vanderhoek's TD Wealth Management Experience August 2009 - December 2013
Job Analyst, Governance, Business Services at TD Asset Management
Industry Financial Services
Experience
TD Asset Management  April 2015 - Present
TD Asset Management  January 2014 - March 2015
TD Wealth Management   August 2009 - December 2013
Perimeter Financial  May 2007 - June 2008
SEI  2008 - 2008
Citco  October 2006 - May 2007
CIBC Private Investment Counsel   April 2004 - October 2006

Skills
Financial Analysis

Education
Carleton University
Bachelor of Science, Geology

Rij Basak Rij Basak Toronto, Canada Area Details
Rij Basak's TD Wealth Management Experience 2014 - 2014
Job MS (Mgmt), PMP, Six Sigma, CAIA, CSC, CIM
Industry Financial Services
Experience
Sylphia Consultancy   January 2007 - Present
RBC  July 2015 - Present
Alpha Square Capital   January 2014 - July 2015
TD Wealth Management   2014 - 2014
Various small businesses  2013 - 2014
RBC  2011 - 2012
TD Bank  2010 - 2011
CIBC  2007 - 2010
RBC  2006 - 2007
CIBC Mellon  2003 - 2006

Skills
Credit Derivatives, CDO, CDS, Value Investing, Financial Analysis, Equity Valuation, Valuation Modeling, Fixed Income, Fixed Income Analysis, Operational Due..., CAIA, Dynamic Asset Allocation, Stochastic Calculus, Management Consulting, Capital Markets, Market Risk, Risk Management, Program Management, Financial Risk, Due Diligence, Banking, Operational Risk, Finance, Credit Risk, Investment Management, Mutual Funds, Investments, Wealth Management, Alternative Investments, Analysis, Portfolio Management, Vendor Management, Management, Financial Services

Education
Harvard Business School   2011 — 2011
Finance, Accounting and Finance, Strategic Management

Investment Banking Institute   2010 — 2010
Financial statements and investments analysis, Investments and Securities

Oklahoma State University   1996 — 1998
Master of Science (MS), Management

BCKV   1991 — 1995
Bachelors, Science & Engineering

Donald Lewis Donald Lewis Greater New York City Area Details
Donald Lewis's TD Wealth Management Experience October 2013 - Present
Job Relationship Manager at TD Private Client Group
Industry Financial Services
Experience
TD Wealth Management   October 2013 - Present
PNC Wealth Management  February 2012 - October 2013
Citibank  September 2010 - December 2011
Wachovia Bank  August 2000 - September 2010
Fleet Bank  1995 - 2000
Citibank  1974 - 1986

Skills
Wealth Management, Mutual Funds, Tax, Banking, Equities, Securities, Fixed Income, Financial Analysis, Risk Management, Private Equity, Hedge Funds, Private Banking, Loans, Investment Strategies, Capital Markets, Portfolio Management, Investments, Bonds, Insurance, Commercial Banking, Credit Analysis, Financial Services, Relationship Management, Retirement, Financial Advisory, Cash Management, Commercial Lending

Education
Boston College - Wallace E. Carroll Graduate School of Management   1972 — 1974
MBA, Finance

Villanova University   1968 — 1972
B.A., Political Science

Rahul Massand Rahul Massand Toronto, Canada Area Details
Rahul Massand's TD Wealth Management Experience November 2013 - August 2014
Job Accounting/Finance
Industry Accounting
Experience
Keyence  March 2015 - Present
TD Wealth Management   November 2013 - August 2014
A & M Financial   January 2013 - October 2013
Arete Bedding & Components Inc.   January 2012 - December 2012
Royal Jewellery   May 2011 - December 2011
The Investment Administration Solution Inc.   April 2010 - December 2010

Skills
Fund Accounting, TPA, Funds Transfer Pricing, Investment Accounting, Financial Accounting, Canadian GAAP, Microsoft Excel, Business Relationship..., Microsoft Office, Accounting, Banking, Financial Reporting, Internal Controls

Education
Athabasca University   2013 — 2015
Bachelor of Commerce (B.Com.), Accounting

George Brown College   2008 — 2011
Accounting and Finance

Claudia Criscitelli Claudia Criscitelli Springfield, Massachusetts Area Details
Claudia Criscitelli's TD Wealth Management Experience 2002 - Present
Job Financial Advisor at Bancnorth Investment Group
Industry Financial Services
Experience
Bancnorth Investment Group  2002 - Present
TD Banknorth  2002 - Present
TD Wealth Management   2002 - Present
State Street Bank & Trust  January 2000 - October 2002

Education
Boston University   1998 — 2002

Robert Esau Robert Esau Greater Boston Area Details
Robert Esau's TD Wealth Management Experience 1993 - 2008
Job Executive Vice President at Bank of New Hampshire
Industry Investment Management
Experience
Bank of New Hampshire  September 2008 - Present
Bank of New Hampshire  2008 - Present
TD Bank Wealth Management  May 1993 - June 2008
TD Wealth Management   1993 - 2008

Education
Bryant University   1966 — 1970
BS/BA, Accounting/Business Management

Marjorie Dieuseul Marjorie Dieuseul Greater New York City Area Details
Marjorie Dieuseul's TD Wealth Management Experience September 2012 - Present
Job Wealth Private Client Specialist
Industry Financial Services
Experience
TD Wealth Management   September 2012 - Present
Comerica Bank & Trust   November 2009 - September 2012
Huntington National Bank  April 2007 - November 2009
Citi Fund Services  November 2005 - April 2007

Skills
Mutual Funds, Financial Services, Securities, Account Reconciliation, Risk Management, Management, FINRA Series 66, FINRA Series 7, Investments, Finance

Education
Franklin University
Bachelor of Science, Human Resource Management

Antonio Gurrera Antonio Gurrera Greater New York City Area Details
Antonio Gurrera's TD Wealth Management Experience June 2013 - Present
Job Private Client Specialist at TD Private Client Group
Industry Financial Services
Experience
TD Wealth Management   June 2013 - Present
TD Wealth Management   November 2012 - May 2013
Syndicated Capital, Inc.   April 2010 - August 2012

Skills
Microsoft Word, Microsoft Excel, PowerPoint, Outlook, Photoshop, Italian languages, Banking, Financial Modeling, Financial Services

Education
Fordham University   2005 — 2009
Bachelors Science, Finance, Economics, Major GPA 3.4

John-Jeffrey Laxton John-Jeffrey Laxton Edmonton, Canada Area Details
John-Jeffrey Laxton's TD Wealth Management Experience May 2010 - September 2010
Job Internet Manager at Go Auto Direct Leduc
Industry Financial Services
Experience
SL Investments   May 2013 - Present
MGI Pacific   December 2011 - March 2013
Blueprint Effects   December 2011 - March 2013
Elite Investment Group  October 2011 - December 2011
Halter (China) Financial Group   August 2011 - October 2011
TD Wealth Management   May 2010 - September 2010
Sprott Investment Fund - Carleton University   September 2009 - April 2010

Skills
Financial Analysis, Financial Modeling, Investments, International Business, International Management, Real Estate, Real Estate Private..., International Real..., Portfolio Management, Valuation, Business Planning, Alternative Investments, Finance, Analysis

Education
Ivey Business School at Western University   2010 — 2011
MSc, Management

HEC School of Management   2010 — 2010
MSc, Management

Carleton University   2006 — 2010
Bachelor, International Business

London School of Economics and Political Science   2009 — 2009
Economics

Renmin University of China   2008 — 2009
Chinese, Business

Silvia Skobla Silvia Skobla Toronto, Canada Area Details
Silvia Skobla's TD Wealth Management Experience March 2015 - Present
Job Technical Writer
Industry Writing and Editing
Experience
TD Wealth Management   March 2015 - Present
Hewlett-Packard  April 2013 - February 2015
CIBC  May 2011 - January 2013
Rexall (Katz Group)   November 2010 - February 2011
SITA  January 2007 - April 2010
Savaria Concord Lifts   2004 - 2007
As Independent Contractor   2003 - 2004
As Independent Contractor   2002 - 2002
NewSun Technologies Ltd.   2000 - 2001
Cancable, Inc.   2000 - 2000

Skills
FrameMaker, Software Documentation, Adobe Acrobat, ITIL, Corporate Communications, Process Improvement, Technical Writing, Web Content, Visio, Microsoft Office, Project Planning, Program Management, Business Analysis, HTML, Lotus Notes, Project Management, Requirements Analysis, Document Management, Technical Documentation, Analysis, Editing, Testing, Manuals, Training

Education
McMaster University   2009 — 2010
Management Studies

Humber College   2007 — 2008
Technical Writing Certificate

Sheridan College   1998 — 1999
International Business

Carleton University   1994 — 1998
BA, Classics

Holly Kresiak Holly Kresiak Springfield, Massachusetts Details
Holly Kresiak's TD Wealth Management Experience April 2001 - February 2006
Job VP, Trust Advisor at Berkshire Bank Wealth Management
Industry Financial Services
Experience
Berkshire Bank Weatlh Management   September 2014 - Present
TD Wealth Management   April 2001 - February 2006

Skills
Personal Trust..., Estate Planning, Banking, Customer Service, Executive..., Microsoft Office, Management, Investment Management, Wealth Management

Education
Bay Path University   2003 — 2005
BS, Business Management

Cannon Financial Institute   2002 — 2005
Trust Administration

American Banking Institute of Southern New England   2000 — 2002
Customer Service Certificate

Mildred Elley Business School   1996 — 1997
PC Software Specialist/Computerized Bookkeeper

Hoosac Valley High School   1992 — 1996

Liping Han Liping Han Montreal, Canada Area Details
Liping Han's TD Wealth Management Experience 2008 - Present
Job Investment Advisor at TD Wealth | provided investment strategies, retirement & estate & business planning,tax management
Industry Investment Management
Experience
TD WEALTH MANAGEMENT   2008 - Present
CDS CLEARING AND DESPOSITORY SERVICES INC.   January 2006 - July 2008
LAURENTIAN FINANCIAL SERVICES   August 2005 - December 2005
AON COOPERATION/COMBINED INSURANCE   July 2004 - March 2005
OPTOMETRIST'S OFFICE   July 2002 - June 2004
HAN YAN TRAVELLING & CONSULTANT AGENCY   August 2000 - February 2001
BEIJING LANGUAGE & CULTURE UNIVERSITY   January 2000 - July 2000
HONG KONG & MACAU OFFICE OF CHINA GOVERNMENT   January 2000 - July 2000
SUMMITRIC   January 1998 - December 1999
ALCOHOL AND SUGAR EXPORT & IMPORT COMPANY   January 1993 - August 1998

Skills
Investments, Trading, Excel, PowerPoint, Accounting, Securities, Microsoft Office, Lotus Notes, Word, Documentation, Administration, Investment Strategies, Financial Services, Analysis, Equities, Asset Management, Fixed Income, Wealth Management, Financial Planning

Education
Concordia University   2002 — 2004
Bachelor of Commerce (BCom), Accounting and Finance

Joanna Mazin Joanna Mazin Toronto, Canada Area Details
Joanna Mazin's TD Wealth Management Experience 2010 - Present
Job Senior Manager, Wealth Advisory Services
Industry Law Practice
Experience
TD Wealth  May 2014 - Present
TD Wealth Management   2010 - Present
Fasken Martineau DuMoulin  2007 - 2010
Artsmarketing Services Inc.  2003 - 2005
National Gallery of Canada  2003 - 2003
Canada Council for the Arts  2002 - 2002
The Museum of Modern Art  2002 - 2002

Skills
Wills, Corporate Law, Mediation, Trusts, Legal Research, Estate Planning, Corporate Governance, Tax Law, Securities, Estate Law, Estate Administration, Legal Advice, High Net Worth..., Estate Tax Planning, Powers of Attorney, Legal Writing

Education
Western University   2005 — 2008
LL.B.

University of Otago   2007 — 2007
Law Exchange Program

Columbia University in the City of New York   2001 — 2003
M.A.

McGill University   1996 — 2000
B.A. (Hons.)

Centro Linguistico Dante Alighieri   1998 — 1998

Università degli Studi di Siena   1998 — 1998

Scott Cook Scott Cook Ottawa, Canada Area Details
Scott Cook's TD Wealth Management Experience August 2015 - Present
Job at
Industry Financial Services
Experience
TD Wealth Management   August 2015 - Present
RBC Global Asset Management  September 2013 - Present

Education
Dalhousie University
MBA

Queen's University
B. Comm

Belinda Cradden Belinda Cradden Kitchener, Canada Area Details
Belinda Cradden's TD Wealth Management Experience September 2014 - December 2014
Job
Industry Food & Beverages
Experience
Senior Homecare by Angels   September 2014 - Present
TD Wealth Management   September 2014 - December 2014
B & D Deliveries Inc.   July 2002 - August 2014
The Independent Living Centre of Waterloo Region   December 2012 - November 2013
Savarin Springs Inc.   March 2009 - October 2013

Skills
Customer Service, Office Administration, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Networking, Social Skills, Organization Skills, Success Driven, Personal Care Services, Compassion

Education
Conestoga College   2012 — 2015
Personal Support Worker

Forest Heights Collegiate Institute   1995 — 2000
O.S.S.D

Daniel DeSouza Daniel DeSouza Toronto, Canada Area Details
Daniel DeSouza's TD Wealth Management Experience September 2014 - Present
Job Operations Officer at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   September 2014 - Present
TD  October 2013 - Present
McDonald's Corporation  September 2006 - October 2013
Randstad  2012 - 2012
Government of Ontario  October 2009 - April 2010
Durham College  September 2007 - April 2010
Government of Ontario  May 2009 - August 2009
Government of Ontario  May 2008 - August 2008

Skills
Teamwork, Customer Service, Problem Solving, Microsoft Office, Writing, Presenter, Organizing, Internet Research, Business Reporting, Cash Handling Experience, Accounting, Analysis, Organizational Behavior, Strategic Planning, Social Networking, Recruiting, Account Management, Online Research, Business Analysis, Retail, Data Entry, Coaching, Coordination, Report Writing, Organizational..., Human Resources, Supervisory Skills, Employee Training, Team Building, Photoshop, Research, Event Planning, Customer Satisfaction, Public Relations, Data Analysis, Social Media Marketing, Resume Writing, Change Management, Interviews, Employee Relations, Access, Time Management, Accounts Receivable, Microsoft Excel, PowerPoint, Non-profits, Outlook, Team Leadership, Social Media, Personnel Management

Education
University of Ontario Institute of Technology   2011 — 2013
Bachelor of Commerce, Human Resources

Durham College   2007 — 2010
Human Resouce Management, 3.0

charles zanazzi charles zanazzi Greater Boston Area Details
charles zanazzi's TD Wealth Management Experience September 2011 - October 2013
Job Senior Relationship Manager, TD Wealth Private Client Group
Industry Banking
Experience
TD Bank Group  June 2010 - Present
TD Wealth Management   September 2011 - October 2013
Sovereign Bank  2004 - June 2010
BayBank  April 1986 - May 1997

Skills
Wealth Management, Portfolio Management, Investments, Commercial Lending, Commercial Banking, Banking, Credit, Strategic Financial..., Retirement Planning, Financial Analysis, Small Business Lending, Strategic Planning, Cash Management, Business Development, Fixed Income

Education
Babson College - Franklin W. Olin Graduate School of Business   1986 — 1989
M.B.A., Finance and Financial Management Services, Magna Cum Laude

College of the Holy Cross   1980 — 1984
Bachelor of Arts (B.A.), economics/accounting, Magna Cum Laude

Stepinac High School   1976 — 1980

Richard Vanetzian Richard Vanetzian United States Details
Richard Vanetzian's TD Wealth Management Experience June 2010 - Present
Job Manager, Centralized Support Unit at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   June 2010 - Present
TD Wealth Management   June 2008 - November 2010
TD Wealth Management   2002 - 2010

Skills
Retail Banking, Securities, Portfolio Management, Retirement Planning, Series 7, Strategic Financial..., Banking, Asset Managment

Education
Boston University
MBA, BS, ENGINEERING

Suffolk University

Manish Anjani Manish Anjani London, Canada Area Details
Manish Anjani's TD Wealth Management Experience March 2013 - April 2013
Job Accounting Assistant at Startech.com Ltd.
Industry Accounting
Experience
StarTech.com  August 2013 - Present
TD Wealth Management   March 2013 - April 2013
Dillon Consulting Limited  September 2011 - December 2011
TD Wealth Management   January 2011 - April 2011

Skills
Personal Income Tax..., Financial Accounting, Procedural Documentation, Accounts Payable, Timesheet, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access, Banking, Teamwork, Team Leadership, Time Management, Customer Service, Data Analysis, Financial Analysis, Income Tax

Education
Fanshawe College   2009 — 2013
Advanced Diploma, Accounting

Fanshawe College   2009 — 2011
Diploma, Business Accounting, Overall 4.13

Lakshmi Nekkanti Lakshmi Nekkanti Toronto, Canada Area Details
Lakshmi Nekkanti's TD Wealth Management Experience August 2010 - December 2010
Job Testing PMO at Bell
Industry Computer Software
Experience
Bell Canada  December 2012 - Present
Bell Canada  October 2010 - November 2012
TD Wealth Management   August 2010 - December 2010
Dundee Wealth Management  October 2008 - August 2010
National Bank Financial  May 2007 - September 2008
Fidelity Investments,  June 2006 - April 2007
Sun Life Financial  May 2005 - June 2006

Skills
Quality Assurance, Test Planning, Manual Testing, Quality Center, User Acceptance Testing, QTP, SDLC, Test Strategy, System Testing, Oracle, Regression Testing, Unix, DB2, Requirements Analysis, Microsoft SQL Server, Test Cases, Test Automation, HP Quality Center, SharePoint, Software Quality..., TFS, SoapUI, Microsoft Test manager, MS SQL, WSDL, UAT coordination, Post Production, SQL, Agile Testing, UML, GUI, Load Testing, Team Leadership, Vendor Management, JIRA, Neoload, LoadRunner, QA Engineering, Project Status Reporting, PMO, Project Management, Process Improvement

Education
Andhra University
Msc, Mathematics

Troy Aarthun Troy Aarthun Greater Boston Area Details
Troy Aarthun's TD Wealth Management Experience January 2008 - December 2009
Job Financial Advisor, Financial Services Representative at Baystate Financial
Industry Financial Services
Experience
Baystate Financial  June 2012 - Present
John Hancock Financial Network  December 2009 - June 2012
TD Wealth Management   January 2008 - December 2009
Edward Jones  October 2003 - January 2008

Education
United States Military Academy at West Point   1980 — 1984
BS, Engineering, Chemistry

Boston University
Financial Planning

Jeff Kerner Jeff Kerner Toronto, Canada Area Details
Jeff Kerner's TD Wealth Management Experience 2014 - Present
Job MBA, RRC
Industry Investment Management
Experience
TD Wealth Management   2014 - Present
Excel Funds Management Inc.  2011 - 2014
CIBC Wealth Management  2006 - 2011
Berkshire Group  2002 - 2006

Skills
Financial Markets, Mutual Funds, Capital Markets, LBO, Analysis, Financial Modeling, Asset Management, DCF, Mergers, Investments, Equities, Wealth Management, Relationship Management, Financial Services, Investment Strategies, Financial Advisory, Investment Management, Asset Allocation, Investor Relations, Mergers & Acquisitions

Education
Athabasca University   2011 — 2014
Master of Business Administration (M.B.A.)

Investment Banking Institute

McGill University   1997 — 2001
B.A, Industrial Relations, Humanistic Studies

Jennifer Crisafulli Jennifer Crisafulli Montreal, Canada Area Details
Jennifer Crisafulli's TD Wealth Management Experience February 2015 - Present
Job Sales Assistant TD Wealth Management
Industry Capital Markets
Experience
TD Wealth Management   February 2015 - Present
JitneyTrade  October 2008 - July 2014

Skills
Trading Systems, Financial Markets, Derivatives, Equities, Bonds, Electronic Trading, Securities, Equity Trading

Education
Concordia University   2010 — 2014
Bachelor's Degree, Psychology

Concordia University   2010 — 2014
BA Psychology

Rhonda Polansky Rhonda Polansky Toronto, Canada Area Details
Rhonda Polansky's TD Wealth Management Experience June 2002 - Present
Job Investment Advisor at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   June 2002 - Present
Merrill Lynch  February 1998 - May 2002
The Skylighter   1983 - 1997

Skills
Wealth Management, Investments, Wealth Management..., Investment Advisory, Mutual Funds, Securities, Portfolio Management, Asset Allocation, Retirement Planning

Education
Boston University   1970 — 1974
BSc, Biology

Newtonbrook SS

Jon Bentley Jon Bentley Toronto, Canada Area Details
Jon Bentley's TD Wealth Management Experience July 2014 - Present
Job Vice President Branch Manager at TD Wealth Management
Industry Investment Management
Experience
TD Wealth Management   July 2014 - Present
RBC Dominion Securities  July 1998 - June 2014

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

Education
Carleton University   1986 — 1990
Honours BA, Economics Politcal Science

Jennifer Messa Jennifer Messa Greater Philadelphia Area Details
Jennifer Messa's TD Wealth Management Experience November 2014 - Present
Job Senior Relationship Manager at TD Wealth Management
Industry Law Practice
Experience
TD Wealth Management   November 2014 - Present
PNC Wealth Management (Unofficial)   January 2011 - November 2014
Unruh Turner Burke and Frees  2009 - 2011

Education
California Western School of Law
Doctor of Law (J.D.)

Chestnut Hill College
Bachelor of Arts (B.A.)

Temple University - James E. Beasley School of Law
Master of Laws (LL.M.), Taxation

Temple University - James E. Beasley School of Law
Estate Planning Certification

Kimberly Tudhope Kimberly Tudhope Toronto, Canada Area Details
Kimberly Tudhope's TD Wealth Management Experience October 2011 - Present
Job Senior Manager, Business Architect at TD Wealth Shared Services
Industry Banking
Experience
TD Wealth Shared Services   January 2014 - Present
TD Wealth Management   October 2011 - Present
TD Bank Group  1997 - October 2011
TD Waterhouse  March 1997 - January 2000
Richardson Greenshields of Canada Limited   November 1983 - 1997

Skills
Wealth Management, Financial Services, Securities, SDLC, Business Analysis, Equities, Risk Management, Trading, Project Management, Business Requirements, Project Portfolio..., Banking, Capital Markets, Management, Requirements Gathering, Financial Risk, Investments, Analysis, Mutual Funds, Portfolio Management, Retail Banking

Education
Fanshawe College   1980 — 1982
Paralegal

Eddy Solorzano Eddy Solorzano Montreal, Canada Area Details
Eddy Solorzano's TD Wealth Management Experience May 2014 - Present
Job TD Wealth
Industry Financial Services
Experience
TD Wealth Management   May 2014 - Present
TD Wealth Management   December 2012 - May 2014
TD Waterhouse Investor Services  September 2009 - November 2012
TD Bank Group  May 2008 - August 2009

Skills
Mutual Funds, Banking, Finance, Wealth Management, Credit, Management, Financial Analysis, Equities, Investments, Investment Strategies

Education
Concordia University   2001 — 2005
B.A, Major Economics

Ekaterina Krisman Ekaterina Krisman Toronto, Canada Area Details
Ekaterina Krisman's TD Wealth Management Experience February 2014 - Present
Job Financial Planning Associate at TD Wealth
Industry Financial Services
Experience
TD Wealth Management   February 2014 - Present
TD Canada Trust  October 2012 - February 2014
Jones, Gable & Company Ltd.   May 2011 - March 2012

Skills
Investments, Wealth Management

Education
George Brown College   2008 — 2011
Advanced Diploma, Financial Planning

Erik Grindlay Erik Grindlay Toronto, Canada Area Details
Erik Grindlay's TD Wealth Management Experience August 2014 - Present
Job Operations Officer at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   August 2014 - Present
Kelly Services  January 2014 - July 2014
Randstad  July 2013 - January 2014
TD Bank Group  April 2011 - September 2011
Ontario Public Service  September 2010 - April 2011
Ontario Ministry of Finance  October 2009 - April 2010

Skills
Recruiting, Training, Coaching

Education
University of Ontario   2011 — 2013
Bachelor's Degree, Human Resources and Organizational Behaviour

Durham College   2007 — 2010
Advanced Diploma, Human Resources Management

Christopher Netta Christopher Netta Toronto, Canada Area Details
Christopher Netta's TD Wealth Management Experience September 2011 - September 2013
Job TD Small Business Credit Analyst
Industry Banking
Experience
TD  October 2013 - Present
TD Wealth Management   September 2011 - September 2013
TD Wealth Management   September 2010 - September 2011
TD  August 2009 - September 2010

Skills
Wealth Management, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Portfolio Management, Asset Allocation, Series 7, Investment Advisory, Banking, Investment Strategies, Credit, Equities, Options, Derivatives, Bloomberg, Financial Planning

Education
Athabasca University   2009 — 2011
Bachelor's degree, Business Administration and Management, General

Sheridan College   2007 — 2011
Diploma, Finance, General

Nelson DaSilva Nelson DaSilva Toronto, Canada Area Details
Nelson DaSilva's TD Wealth Management Experience June 2012 - Present
Job Financial Planning Associate at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   June 2012 - Present
Metro Inc.  September 2005 - September 2012
TD Wealth Management   July 2011 - June 2012
Ontario Place  2006 - 2008
TTC  2000 - 2004

Skills
Time Management, Teamwork, Microsoft Office, Outlook, Customer Service, Mutual Funds, Finance, Strategic Financial..., Microsoft Excel, Financial Planning, Wealth Management

Education
Canadian Securities Institute   2014 — 2014
Certificate, Conduct & Practices Handbook

George Brown College   2007 — 2011
Advanced Diploma, Financial Planning

Canadian Securities Institute   2010 — 2011
Certificate, Canadian Securities Course

Michael Hampson Michael Hampson Toronto, Canada Area Details
Michael Hampson's TD Wealth Management Experience January 2014 - Present
Job QA Analyst at TD Wealth Management
Industry Information Technology and Services
Experience
TD Wealth Management   January 2014 - Present
Givex  February 2011 - January 2014
Givex  July 2010 - February 2011
Social Game Universe  February 2010 - May 2010
CARQUEST  August 2009 - February 2010

Skills
Testing, Quality Assurance, SDLC, Regression Testing

Education
Dalhousie University   2004 — 2009
Bachelor, Computer Science

Country Day School

Andrea Marier Andrea Marier Montreal, Canada Area Details
Andrea Marier's TD Wealth Management Experience July 2012 - March 2013
Job Business Development Manager, Regional Sales at CIBC Asset Management
Industry Financial Services
Experience
CIBC Asset Management  March 2013 - Present
TD Wealth Management   July 2012 - March 2013
TD Wealth Management   February 2010 - July 2012
TD  January 2009 - February 2010

Skills
Investments, Equities, Fixed Income, Financial Analysis, Derivatives, Strategic Financial..., Trading, Mutual Funds, Sales, Customer Service

Education
Concordia University   2004 — 2008
Bachelor of Commerce (B.Com.), Finance

Eveline Smith-Kavak Eveline Smith-Kavak New York, New York Details
Eveline Smith-Kavak's TD Wealth Management Experience January 2010 - May 2010
Job Financial Representative at New England Financial
Industry Financial Services
Experience
New England Financial  December 2011 - Present
Danske Bank  January 2011 - July 2011
TD Wealth Management   January 2010 - May 2010

Education
Harvard Business School   2003 — 2005
did not graduate, Finance

Estonian Business School   1993 — 1997
B.B.A, Finance

David Sabini David Sabini Montreal, Canada Area Details
David Sabini's TD Wealth Management Experience February 2015 - Present
Job Team Manager at TD Wealth Management
Industry Banking
Experience
TD Wealth Management   February 2015 - Present
TD Direct Investing  August 2013 - Present
TD Waterhouse  April 2011 - August 2013
Nabors Industries  October 2009 - June 2010

Skills
Mutual Funds, Investments, Fixed Income, Stocks, Options Strategies, ETFs, Equity Trading, Investment Strategies, Hedging, FX Options, Derivatives, Technical Analysis, Financial Analysis, Fundamental Analysis, Index Options, FX trading, Banking, Bilingual

Education
Canadian Securities Institute   2011 — 2012

Concordia University   2008 — 2012
Bachelor's degree, Finance, General

John Abbott College   2002 — 2005
DEC-Commerce

Caryn Higgins, AFIM Caryn Higgins, AFIM Barnstable/Yarmouth, Massachusetts Area Details
Caryn Higgins, AFIM's TD Wealth Management Experience November 2011 - Present
Job Project Specialist at TD Wealth Management
Industry Financial Services
Experience
TD Wealth Management   November 2011 - Present
TD Wealth  January 2006 - November 2011
New York Life Investment Management  October 1998 - January 2006

Skills
Fixed Income

Education
Framingham State College   1993 — 1996
Bachelor of Arts (B.A.), Political Science and Government

Jim Fagan Jim Fagan Greater New York City Area Details
Jim Fagan's TD Wealth Management Experience November 2013 - Present
Job Market Leader at TD Wealth Management for high net worth individuals and foundations.
Industry Financial Services
Experience
TD Wealth Management   November 2013 - Present
BNY Mellon  May 2010 - October 2013
AllianceBernstein  August 2008 - May 2010
Cross Pond Solutions   January 2005 - July 2008
Bowne Global Solutions  January 2001 - September 2005
RR Donnelley  January 1994 - December 2000

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Photoshop, Teaching, HTML, Public Speaking, Budgets, Strategic Planning, Management, Risk Management

Education
Harvard Business School   2000 — 2000
AMP Certification, International Business

St. John's University, New York   1974 — 1975
Master of Arts (M.A.)

LeMoyne College, Syracuse   1969 — 1973
Bachelor of Arts (B.A.)

Barbara Parent Barbara Parent Greater Boston Area Details
Barbara Parent's TD Wealth Management Experience April 2011 - September 2012
Job Administrative Professional
Industry Financial Services
Experience
Lake Street Advisors, LLC  June 2014 - Present
Harvard Business School; John Hancock; The Tron Group   February 2013 - May 2014
TD Wealth Management   April 2011 - September 2012
The Tron Group   November 2005 - December 2010
The Brattle Group  February 2003 - June 2005

Skills
Excellent..., MS..., Adobe Acrobat, Lotus Notes, Contacts Database..., Strong Written..., Highly tuned visual..., Event Planning, Calendar Management, Meeting Planning

Education
Fashion Institute of Technology
Master's Degree, Museum Studies

Kent State University
Bachelor's Degree

Fenella Wong Fenella Wong Toronto, Canada Area Details
Fenella Wong's TD Wealth Management Experience 2001 - 2006
Job
Industry Financial Services
Experience
TD Securities Inc.  November 2014 - Present
TD Wealth Operations and Technology   2007 - 2014
TD Wealth Management   2001 - 2006
TD Waterhouse Canada Inc.  1998 - 2001
TD Securities Inc.  1996 - 1998
TDBFG  1992 - 1996
The People Bank  1989 - 1992

Skills
Microsoft Office, Microsoft Excel, Research, Management, Project Management, Customer Service, Strategic Planning, Analysis, Business Strategy, Corporate Actions, Risk Analysis, Equities, Training & Development, Team Leadership, Trades Settlement, Authorization, Bank Reconciliation, Accounts Payable, Accounts Receivable, KYC, Financial Services

Education
Florida International University
Bachelor's Degree, Hospitality Administration/Management

Purdue University, Indianapolis, Indiana   1981 — 1982
Associate's Degree, Hospitality Administration/Management

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