TD Wealth Management
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TD Wealth Management Employees
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
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)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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:
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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
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
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
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
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
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
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
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)
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
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
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.)
TD Wealth Management 2008 - 2015
TD Wealth Management 1999 - 2008
Skills
MS Office, Excel, Power...
Education
Champlain College
bachelor degree in Business Management
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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.)
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
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.)
TD Wealth Management December 2002 - Present
Education
Drexel University
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
TD Wealth Management August 2015 - Present
RBC Global Asset Management September 2013 - Present
Education
Dalhousie University
MBA
Queen's University
B. Comm
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.)
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
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