Worldsource Financial Management
Description
Address: 625 Cochrane Dr, Markham, ON L3R 9R9, Canada Hours: Closed ⋅ Opens 8AM Friday8AM–8PMSaturdayClosedSundayClosedMonday8AM–8PMTuesday8AM–8PMWednesday8AM–8PMThursday8AM–8PMSuggest an edit Unable to add this file. Please check that it is a valid photo. Province: Ontario Phone: +1 905-940-0044: : Category: Website: Place name: : : : : Website: https://www.worldsourcefinancial.com/ Category: Consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business? Questions & answers Ask a question See all questions (1) Popular times Fridays MondaysTuesdaysWednesdaysThursdaysFridaysSaturdaysSundaysBased on visits to this place. : 6a9a12p3p6p9p12a3a6a9a12p3p6p9p12a3a6aClosed Sundays—pick another dayClosed Saturdays—pick another dayHistogram showing popular times on MondaysHistogram showing popular times on TuesdaysHistogram showing popular times on WednesdaysHistogram showing popular times on ThursdaysHistogram showing popular times on Fridays Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Worldsource Financial Management Posting publicly on the Web Write a review Reviews Be the first to review
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Worldsource Financial Management Employees
Employee
Years
Job
Industry
Genna Conte Genna Conte's Worldsource Financial Management Experience 2007 - 2009
Job Expert Wordsmith / Media Specialist
Industry Marketing and Advertising
Experience
London Life / Great-West Lifeco Inc January 2014 - Present
Lot 86 Entertainment April 2012 - Present
Jones Entertainment Group March 2010 - April 2012
Abanico Magazine 2008 - 2010
Worldsource Financial Management 2007 - 2009
The Keg Steakhouse + Bar October 1998 - April 2006
Weber Shandwick 1997 - 2000
Skills
Marketing Communications, Writing, Social Media Marketing, Public Relations, Management, Ideas Development, Entertainment, Event Management, Event Planning, Social Media, Marketing, Digital Media, Publicity, Corporate Communications, New Media, Press Releases, Online Marketing, Strategy
Education
York University 2004 — 2007
Honors BA, English/Psychology
Humber College
Photography
London Life / Great-West Lifeco Inc January 2014 - Present
Lot 86 Entertainment April 2012 - Present
Jones Entertainment Group March 2010 - April 2012
Abanico Magazine 2008 - 2010
Worldsource Financial Management 2007 - 2009
The Keg Steakhouse + Bar October 1998 - April 2006
Weber Shandwick 1997 - 2000
Skills
Marketing Communications, Writing, Social Media Marketing, Public Relations, Management, Ideas Development, Entertainment, Event Management, Event Planning, Social Media, Marketing, Digital Media, Publicity, Corporate Communications, New Media, Press Releases, Online Marketing, Strategy
Education
York University 2004 — 2007
Honors BA, English/Psychology
Humber College
Photography
Allan Karpyshyn Allan Karpyshyn's Worldsource Financial Management Experience January 1999 - February 2007
Job Wealth Manager at Investment Planning Corporation of Canada
Industry Financial Services
Experience
Investment Planning Counsel October 2014 - Present
Assante Wealth Management March 2007 - September 2014
Worldsource Financial Management January 1999 - February 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Retirement, Wealth, Portfolio Management, Estate Planning, Investment Strategies, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management
Education
Olds High School
The University of Calgary
Investment Planning Counsel October 2014 - Present
Assante Wealth Management March 2007 - September 2014
Worldsource Financial Management January 1999 - February 2007
Skills
Wealth Management, Retirement Planning, Investment Advisory, Mutual Funds, Strategic Financial..., Investments, Retirement, Wealth, Portfolio Management, Estate Planning, Investment Strategies, Financial Advisory, Asset Allocation, Wealth Management..., Asset Management
Education
Olds High School
The University of Calgary
Michelle Bernard Michelle Bernard's Worldsource Financial Management Experience August 2010 - February 2011
Job National Accounts, Inside Sales and Marketing Specialist
Industry Financial Services
Experience
Manulife Financial July 2013 - Present
Manulife Financial July 2011 - July 2013
Sun Life Financial February 2011 - July 2011
Worldsource Financial Management August 2010 - February 2011
Skills
Interviews, Insurance, Technical Recruiting, HR Consulting, Executive Pay, SDLC, Organizational..., Employer Branding, PeopleSoft, Training Delivery, Life Insurance, Organizational Design, Vendor Management, Employee Training, Personnel Management, Financial Services, Workshop Facilitation, Needs Analysis, Compensation & Benefit, Lotus Notes
Education
Concordia University
Bachelor of Arts (B.A.), Education and Child Studies
Manulife Financial July 2013 - Present
Manulife Financial July 2011 - July 2013
Sun Life Financial February 2011 - July 2011
Worldsource Financial Management August 2010 - February 2011
Skills
Interviews, Insurance, Technical Recruiting, HR Consulting, Executive Pay, SDLC, Organizational..., Employer Branding, PeopleSoft, Training Delivery, Life Insurance, Organizational Design, Vendor Management, Employee Training, Personnel Management, Financial Services, Workshop Facilitation, Needs Analysis, Compensation & Benefit, Lotus Notes
Education
Concordia University
Bachelor of Arts (B.A.), Education and Child Studies
John Foster, CFP® John Foster, CFP®'s Worldsource Financial Management Experience 1998 - 2001
Job Regional Sales Director at GreatWest Life
Industry Financial Services
Experience
Great-West Life June 2010 - Present
Great-West Life June 2002 - May 2010
Worldsource Financial Management 1998 - 2001
Skills
Critical Illness, Disability Insurance, Retirement Planning, Retirement, Mutual Funds, Estate Planning, Financial Risk, Wealth Management, Wealth, Investments, Financial Services, Strategic Financial..., Financial Planners, Asset Management, Financial Advisory, Pensions, Segregated Funds, Life Insurance, Investment Strategies, Investment Advisory, Wealth Accumulation, Insurance, Portfolio Management, Financial Planning
Education
University of Guelph
Great-West Life June 2010 - Present
Great-West Life June 2002 - May 2010
Worldsource Financial Management 1998 - 2001
Skills
Critical Illness, Disability Insurance, Retirement Planning, Retirement, Mutual Funds, Estate Planning, Financial Risk, Wealth Management, Wealth, Investments, Financial Services, Strategic Financial..., Financial Planners, Asset Management, Financial Advisory, Pensions, Segregated Funds, Life Insurance, Investment Strategies, Investment Advisory, Wealth Accumulation, Insurance, Portfolio Management, Financial Planning
Education
University of Guelph
Rajen Attwala Rajen Attwala's Worldsource Financial Management Experience August 2010 - December 2013
Job Compliance Officer at CI Investments Inc. – Canada’s Investment Company
Industry Financial Services
Experience
CI Investments Inc. – Canada’s Investment Company June 2015 - Present
CI Investments Inc. – Canada’s Investment Company October 2014 - June 2015
CI Investments Inc. January 2014 - September 2014
Worldsource Financial Management August 2010 - December 2013
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Wealth, Insurance, Financial Services, Derivatives, Capital Markets, Financial Analysis, Customer Service
Education
George Brown College 2006 — 2010
Bachelor of Applied Business, Financial Planning and Services
CI Investments Inc. – Canada’s Investment Company June 2015 - Present
CI Investments Inc. – Canada’s Investment Company October 2014 - June 2015
CI Investments Inc. January 2014 - September 2014
Worldsource Financial Management August 2010 - December 2013
Skills
Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Investments, Investment Advisory, Portfolio Management, Investment Strategies, Asset Management, Wealth, Insurance, Financial Services, Derivatives, Capital Markets, Financial Analysis, Customer Service
Education
George Brown College 2006 — 2010
Bachelor of Applied Business, Financial Planning and Services
Jessica Keefe Jessica Keefe's Worldsource Financial Management Experience July 2012 - November 2013
Job Case Manager at Sun Life Financial
Industry Insurance
Experience
Sun Life Financial December 2013 - Present
Worldsource Financial Management July 2012 - November 2013
Skills
Insurance, Outlook, Customer Service, Stylistic Editing, Copy Editing, Disability Insurance, Structural Editing, Life Insurance, Proofreading, Microsoft Excel, PowerPoint, Teamwork
Education
Simon Fraser University 2013 — 2015
Certificate in Editing, Publishing and Editing
University of Victoria 2006 — 2011
Bachelor of Arts (B.A.), Art History and English
Sun Life Financial December 2013 - Present
Worldsource Financial Management July 2012 - November 2013
Skills
Insurance, Outlook, Customer Service, Stylistic Editing, Copy Editing, Disability Insurance, Structural Editing, Life Insurance, Proofreading, Microsoft Excel, PowerPoint, Teamwork
Education
Simon Fraser University 2013 — 2015
Certificate in Editing, Publishing and Editing
University of Victoria 2006 — 2011
Bachelor of Arts (B.A.), Art History and English
Ken Bruger Ken Bruger's Worldsource Financial Management Experience 1994 - 2006
Job
Industry Computer Software
Experience
Univeris September 2012 - Present
dms Organization Ltd. April 2012 - September 2012
Worldsource Wealth Management Inc. 1994 - April 2012
Worldsource Wealth Management 1999 - 2007
Worldsource Financial Management 1994 - 2006
Skills
Strategy, Leadership, Management, Business Analysis, Coaching, Training, Process Improvement, Change Management, Strategic Planning, SDLC, Risk Management, IT Management, Insurance, Vendor Management, IT Strategy, Team Building, Requirements Analysis, Mutual Funds, Asset Managment, Business Process, Asset Management, CRM, Financial Services, Portfolio Management, Project Management, Team Leadership, Strategic Financial...
Education
Seneca College of Applied Arts and Technology 1990 — 1993
Fire Protection Engineering
York University
Univeris September 2012 - Present
dms Organization Ltd. April 2012 - September 2012
Worldsource Wealth Management Inc. 1994 - April 2012
Worldsource Wealth Management 1999 - 2007
Worldsource Financial Management 1994 - 2006
Skills
Strategy, Leadership, Management, Business Analysis, Coaching, Training, Process Improvement, Change Management, Strategic Planning, SDLC, Risk Management, IT Management, Insurance, Vendor Management, IT Strategy, Team Building, Requirements Analysis, Mutual Funds, Asset Managment, Business Process, Asset Management, CRM, Financial Services, Portfolio Management, Project Management, Team Leadership, Strategic Financial...
Education
Seneca College of Applied Arts and Technology 1990 — 1993
Fire Protection Engineering
York University
Rick Kenney, CFA, CIM, FCSI Rick Kenney, CFA, CIM, FCSI's Worldsource Financial Management Experience January 2010 - August 2010
Job V.P. Compliance | BMO Private Banking | Legal, Corporate & Compliance Group | BMO Financial Group
Industry Investment Management
Experience
BMO Private Banking March 2015 - Present
Counsel Portfolio Services Inc. September 2010 - February 2015
Worldsource Financial Management January 2010 - August 2010
ScotiaMcLeod July 2006 - December 2008
RBC Action Direct 2004 - 2006
CIBC 1990 - 1995
Skills
Investments, Management, Fixed Income, Equities, Financial Risk, Alternative Investments, Wealth Management, Securities, Risk Management, Investment Advisory, AML, Investment Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management, Business Strategy, Financial Analysis, Derivatives, Capital Markets, Auditing, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Anti Money Laundering
Education
CFA Institute 1996 — 2003
CFA Charter, Investment Analysis, CFA
Canadian Securities Institute 1995 — 1995
Chartered Investment Management
McMaster University 1990 — 1993
B.A., Economics
Sheridan College
St. Thomas
St. Veronica
BMO Private Banking March 2015 - Present
Counsel Portfolio Services Inc. September 2010 - February 2015
Worldsource Financial Management January 2010 - August 2010
ScotiaMcLeod July 2006 - December 2008
RBC Action Direct 2004 - 2006
CIBC 1990 - 1995
Skills
Investments, Management, Fixed Income, Equities, Financial Risk, Alternative Investments, Wealth Management, Securities, Risk Management, Investment Advisory, AML, Investment Management, Retirement Planning, Portfolio Management, Mutual Funds, Asset Management, Business Strategy, Financial Analysis, Derivatives, Capital Markets, Auditing, Investment Strategies, Hedge Funds, Asset Allocation, Asset Managment, Anti Money Laundering
Education
CFA Institute 1996 — 2003
CFA Charter, Investment Analysis, CFA
Canadian Securities Institute 1995 — 1995
Chartered Investment Management
McMaster University 1990 — 1993
B.A., Economics
Sheridan College
St. Thomas
St. Veronica
Sharon Komlenovich Sharon Komlenovich's Worldsource Financial Management Experience January 2015 - Present
Job Financial Services Professional
Industry Financial Services
Experience
Worldsource Financial Management January 2015 - Present
Worldsource Securities Inc. March 2014 - December 2014
Worldsource Financial Management November 2012 - March 2014
DYNAMIC FUNDS 2008 - 2011 2008 - 2011
Dundee Wealth Mgmt 2004 - 2008
Dundee Wealth Mgmt 2002 - 2004
Dundee Wealth Mgmt 1999 - 2002
Fortune Fnancial Corp 1996 - 1999
Skills
Collaborative Problem..., Identifying Process..., Team Synergy, Coaching Staff, Team Leadership, Skilled Communicator, Timely Decision Making, Identifying Client Needs, Leadership Development, RESP, Financial Services, Wealth Management, RRSP, Investment Advisory, Strategic Financial..., Mutual Funds, Building Relationships
Education
Centennial College 1994 — 1996
Worldsource Financial Management January 2015 - Present
Worldsource Securities Inc. March 2014 - December 2014
Worldsource Financial Management November 2012 - March 2014
DYNAMIC FUNDS 2008 - 2011 2008 - 2011
Dundee Wealth Mgmt 2004 - 2008
Dundee Wealth Mgmt 2002 - 2004
Dundee Wealth Mgmt 1999 - 2002
Fortune Fnancial Corp 1996 - 1999
Skills
Collaborative Problem..., Identifying Process..., Team Synergy, Coaching Staff, Team Leadership, Skilled Communicator, Timely Decision Making, Identifying Client Needs, Leadership Development, RESP, Financial Services, Wealth Management, RRSP, Investment Advisory, Strategic Financial..., Mutual Funds, Building Relationships
Education
Centennial College 1994 — 1996
Brintha Thambirajah Brintha Thambirajah's Worldsource Financial Management Experience April 2009 - Present
Job Team leader at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management April 2009 - Present
Worldsource Financial Management January 2009 - Present
Assante Wealth Management October 1996 - November 2008
ASSANTE WEALTH MANAGEMENT / CIG MUTUAL FUND January 1996 - January 2008
YARLMETAL FABRICATION January 1993 - January 1996
Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Securities, Risk Management, Insurance, Financial Services, Banking, Equities, Asset Managment, Portfolio Management, Hedge Funds, Retirement Planning, Financial Risk, Trading, Leadership, Accounting, Asset Management
Education
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Accounting
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Accounting and Finance
Worldsource Financial Management April 2009 - Present
Worldsource Financial Management January 2009 - Present
Assante Wealth Management October 1996 - November 2008
ASSANTE WEALTH MANAGEMENT / CIG MUTUAL FUND January 1996 - January 2008
YARLMETAL FABRICATION January 1993 - January 1996
Skills
Mutual Funds, Wealth Management, Investments, Strategic Financial..., Securities, Risk Management, Insurance, Financial Services, Banking, Equities, Asset Managment, Portfolio Management, Hedge Funds, Retirement Planning, Financial Risk, Trading, Leadership, Accounting, Asset Management
Education
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Accounting
Seneca College of Applied Arts and Technology 1991 — 1994
Diploma, Accounting and Finance
Dean Vergados Dean Vergados's Worldsource Financial Management Experience August 2013 - Present
Job Business System Analyst at Worldsource Financial Management
Industry Information Technology and Services
Experience
Worldsource Financial Management August 2013 - Present
Worldsource Financial Management January 2012 - August 2013
Worldsource Securities Inc December 2009 - July 2011
Skills
Process Improvement, Project Management, Business Analysis, Univeris EWMS, Vendor Management, Microsoft SQL Server, SAP, MS Project, Adobe Creative Suite, Risk Management, Strategic Planning, Wealth Management, Mutual Funds, Change Management, IT Strategy
Education
Ryerson University 2004 — 2011
BCom, Business Technology Management
Worldsource Financial Management August 2013 - Present
Worldsource Financial Management January 2012 - August 2013
Worldsource Securities Inc December 2009 - July 2011
Skills
Process Improvement, Project Management, Business Analysis, Univeris EWMS, Vendor Management, Microsoft SQL Server, SAP, MS Project, Adobe Creative Suite, Risk Management, Strategic Planning, Wealth Management, Mutual Funds, Change Management, IT Strategy
Education
Ryerson University 2004 — 2011
BCom, Business Technology Management
Demetre Patsolas Demetre Patsolas's Worldsource Financial Management Experience January 2002 - January 2007
Job Network Engineer at Toronto Stock Exchange
Industry Computer & Network Security
Experience
Toronto Stock Exchange January 2015 - Present
Symantec Cloud Services August 2013 - January 2015
TeraGo Networks January 2012 - 2013
TeraGo Networks January 2010 - January 2012
TeraGo Networks July 2008 - March 2010
TeraGo Networks July 2007 - July 2008
Worldsource Financial Management January 2002 - January 2007
Skills
BGP, Network Design, Switches, Routers, VPN, IP, CCNP, Network Administration, Troubleshooting, Cisco Routers, Networking, OSPF, MPLS, LAN-WAN, Cisco Technologies, Frame Relay, TCP/IP, Network Engineering, QoS, SNMP, EIGRP, MPLS VPN, Cisco IOS, IPv6, Internet Services, CCNA, Computer Network..., Routing, RIP, Routing Protocols, Wireless, Network Architecture, CCIE, CCIE R&S, Data Center, Disaster Recovery, Active Directory
Education
Seneca College of Applied Arts and Technology
Toronto Stock Exchange January 2015 - Present
Symantec Cloud Services August 2013 - January 2015
TeraGo Networks January 2012 - 2013
TeraGo Networks January 2010 - January 2012
TeraGo Networks July 2008 - March 2010
TeraGo Networks July 2007 - July 2008
Worldsource Financial Management January 2002 - January 2007
Skills
BGP, Network Design, Switches, Routers, VPN, IP, CCNP, Network Administration, Troubleshooting, Cisco Routers, Networking, OSPF, MPLS, LAN-WAN, Cisco Technologies, Frame Relay, TCP/IP, Network Engineering, QoS, SNMP, EIGRP, MPLS VPN, Cisco IOS, IPv6, Internet Services, CCNA, Computer Network..., Routing, RIP, Routing Protocols, Wireless, Network Architecture, CCIE, CCIE R&S, Data Center, Disaster Recovery, Active Directory
Education
Seneca College of Applied Arts and Technology
Vince Martino's Worldsource Financial Management Experience July 2001 - Present
Job Investment Funds Advisor at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management July 2001 - Present
Centurian Financial Services Inc. July 2001 - Present
Seneca College of Applied Arts and Technology January 2011 - June 2013
Worldsource Financial Management Inc. October 2004 - November 2009
Brownstone Investment Planning Inc. January 2000 - June 2001
The Height of Excellence Financial Planning Inc. September 1997 - January 2000
Money Concepts (Canada) Limited May 1985 - May 1997
Imperial Life Assurance Company of Canada November 1981 - May 1985
Education
Seneca College of Applied Arts and Technology 1978 — 1981
Worldsource Financial Management July 2001 - Present
Centurian Financial Services Inc. July 2001 - Present
Seneca College of Applied Arts and Technology January 2011 - June 2013
Worldsource Financial Management Inc. October 2004 - November 2009
Brownstone Investment Planning Inc. January 2000 - June 2001
The Height of Excellence Financial Planning Inc. September 1997 - January 2000
Money Concepts (Canada) Limited May 1985 - May 1997
Imperial Life Assurance Company of Canada November 1981 - May 1985
Education
Seneca College of Applied Arts and Technology 1978 — 1981
Trevor Line Trevor Line's Worldsource Financial Management Experience April 2011 - August 2014
Job Vice President, Business Development at Worldsource Financial Management
Industry Financial Services
Angel Georgijev-Lowe, CFP Angel Georgijev-Lowe, CFP's Worldsource Financial Management Experience September 2013 - Present
Job Financial Planner Georgijev Financial Group/Worldsource Financial Management Inc.
Industry Financial Services
Experience
Worldsource Financial Management September 2013 - Present
The Gryphin Advantage Inc. September 2013 - Present
Georgijev Financial Group May 2002 - Present
HUB Capital Inc. 2002 - August 2013
Skills
Retirement Planning, Critical Illness, Investments, Financial Planners, Retirement, Life Insurance, Insurance, Mutual Funds, Employee Benefits, Estate Planning, Small Business, Retirement Savings, Health Insurance, Financial Advisory, Wealth, Disability Insurance, Wealth Management, Long Term Care Insurance, Fixed Annuities, Strategic Financial..., Finance, Term Life Insurance, Investment Strategies, Long-term Care, Investment Advisory, Pensions, Wealth Accumulation, Segregated Funds, Financial Services, Financial Planning, Risk Management, Personal Finance, Wealth Management...
Education
FPSC
CFP, Certified Financial Planner
Fanshawe College 2000 — 2002
Financial Services, Business
Sir Frederick Banting S.S
Worldsource Financial Management September 2013 - Present
The Gryphin Advantage Inc. September 2013 - Present
Georgijev Financial Group May 2002 - Present
HUB Capital Inc. 2002 - August 2013
Skills
Retirement Planning, Critical Illness, Investments, Financial Planners, Retirement, Life Insurance, Insurance, Mutual Funds, Employee Benefits, Estate Planning, Small Business, Retirement Savings, Health Insurance, Financial Advisory, Wealth, Disability Insurance, Wealth Management, Long Term Care Insurance, Fixed Annuities, Strategic Financial..., Finance, Term Life Insurance, Investment Strategies, Long-term Care, Investment Advisory, Pensions, Wealth Accumulation, Segregated Funds, Financial Services, Financial Planning, Risk Management, Personal Finance, Wealth Management...
Education
FPSC
CFP, Certified Financial Planner
Fanshawe College 2000 — 2002
Financial Services, Business
Sir Frederick Banting S.S
Jennifer Elizabeth Smith's Worldsource Financial Management Experience November 2012 - July 2013
Job Compliance Officer at WFG Canada
Industry Financial Services
Experience
World Financial Group, (WFG) August 2015 - Present
B2B Bank May 2014 - August 2015
Rogers Communications July 2013 - May 2014
Worldsource Financial Management November 2012 - July 2013
Transamerica Life Canada January 2008 - November 2012
Tangerine Gecko Art Gallery September 2007 - January 2009
CIBC January 2008 - December 2008
LE CHÂTEAU January 1998 - January 2008
D+H November 2004 - April 2007
Jacob Annexe January 2001 - January 2003
Skills
Insurance, Banking, Team Leadership, Investments, Customer Service, Training, Coaching, Call Center, Analysis, Risk Management, Financial Services, Mutual Funds, Marketing, Recruiting, Process Improvement, Strategic Planning, Business Analysis, Strategic Financial..., Microsoft Excel, Management, Business Strategy, Relationship Management, Teamwork, Sales
Education
Carleton University 2000 — 2004
Bachelor of Arts, Law
World Financial Group, (WFG) August 2015 - Present
B2B Bank May 2014 - August 2015
Rogers Communications July 2013 - May 2014
Worldsource Financial Management November 2012 - July 2013
Transamerica Life Canada January 2008 - November 2012
Tangerine Gecko Art Gallery September 2007 - January 2009
CIBC January 2008 - December 2008
LE CHÂTEAU January 1998 - January 2008
D+H November 2004 - April 2007
Jacob Annexe January 2001 - January 2003
Skills
Insurance, Banking, Team Leadership, Investments, Customer Service, Training, Coaching, Call Center, Analysis, Risk Management, Financial Services, Mutual Funds, Marketing, Recruiting, Process Improvement, Strategic Planning, Business Analysis, Strategic Financial..., Microsoft Excel, Management, Business Strategy, Relationship Management, Teamwork, Sales
Education
Carleton University 2000 — 2004
Bachelor of Arts, Law
Julio Cesar Arreola Robles Julio Cesar Arreola Robles's Worldsource Financial Management Experience April 2014 - August 2015
Job Compliance Registration Officer at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management April 2014 - August 2015
Carestream Health March 2011 - August 2013
Hewlett-Packard August 2010 - March 2011
Sanmina January 2008 - September 2008
Skills
Financial Services, Compliance, Anti Money Laundering, Financial Analysis, Financial Reporting, Corporate Finance, Quality Control, SAP ERP, Microsoft Excel, Account Management, Customer Satisfaction, Account Reconciliation, Data Import/export, Purchasing, Purchase Orders, Purchase Requisitions, Customer Service, Customer Oriented, Payments, Treasury, Six Sigma, Accounts Payable, Accounts Receivable
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Ontario College Graduate Certificate, Financial Services Compliance Administration, Post-Graduate
Universidad Panamericana 2011 — 2012
Specialist in Corporate Finance, Corporate Finance
Universidad Panamericana 2005 — 2009
Bachelor's Degree, Administration and International Business
Worldsource Financial Management April 2014 - August 2015
Carestream Health March 2011 - August 2013
Hewlett-Packard August 2010 - March 2011
Sanmina January 2008 - September 2008
Skills
Financial Services, Compliance, Anti Money Laundering, Financial Analysis, Financial Reporting, Corporate Finance, Quality Control, SAP ERP, Microsoft Excel, Account Management, Customer Satisfaction, Account Reconciliation, Data Import/export, Purchasing, Purchase Orders, Purchase Requisitions, Customer Service, Customer Oriented, Payments, Treasury, Six Sigma, Accounts Payable, Accounts Receivable
Education
Seneca College of Applied Arts and Technology 2013 — 2014
Ontario College Graduate Certificate, Financial Services Compliance Administration, Post-Graduate
Universidad Panamericana 2011 — 2012
Specialist in Corporate Finance, Corporate Finance
Universidad Panamericana 2005 — 2009
Bachelor's Degree, Administration and International Business
Nick Renda Nick Renda's Worldsource Financial Management Experience January 2005 - August 2008
Job
Industry Hospitality
Experience
Fidelity Investments August 2008 - April 2015
Worldsource Financial Management January 2005 - August 2008
Worldsource Financial Management January 2002 - December 2004
Skills
Microsoft Excel, Management, Microsoft Word, Microsoft Office, Research, PowerPoint, Training, Sales, Operations Management, Recruiting, Team Building
Education
Aspen University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Fidelity Investments August 2008 - April 2015
Worldsource Financial Management January 2005 - August 2008
Worldsource Financial Management January 2002 - December 2004
Skills
Microsoft Excel, Management, Microsoft Word, Microsoft Office, Research, PowerPoint, Training, Sales, Operations Management, Recruiting, Team Building
Education
Aspen University 2010 — 2011
Master of Business Administration (MBA), Business Administration and Management, General
Siena College 1992 — 1997
Bachelor of Applied Science (B.A.Sc.), Finance, General
Eric Piedrahita Eric Piedrahita's Worldsource Financial Management Experience January 2002 - November 2006
Job Regional Branch Manager at FundEX Investments Inc.
Industry Financial Services
Experience
FundEX Investments Inc. September 2011 - Present
FundEX Investments Inc. October 2010 - September 2011
FundEX Investments Inc. January 2007 - October 2010
Worldsource Financial Management January 2002 - November 2006
Worldsource Financial Management 2000 - 2002
Worldsource Financial Management January 2000 - January 2001
Fortune Financial Corp 1997 - 1999
Skills
Mutual Funds
Education
Investment Funds Institute of Canada 2010 — 2011
Officers', Partners', Directors' Course
Investment Funds Institute of Canada 2009 — 2010
Branch Manager's Course
Investment Funds Institute of Canada 2008 — 2009
CIFC, Canadian Investment Funds Course
Investment Funds Institute of Canada 2000 — 2001
CIFOC, Canadian Investment Funds Operations Course
SENECA COLLEGE
Seneca College of Applied Arts and Technology 1990 — 1992
Law Enforcement
LAURENTIAN UNIVERSITY
York University
FundEX Investments Inc. September 2011 - Present
FundEX Investments Inc. October 2010 - September 2011
FundEX Investments Inc. January 2007 - October 2010
Worldsource Financial Management January 2002 - November 2006
Worldsource Financial Management 2000 - 2002
Worldsource Financial Management January 2000 - January 2001
Fortune Financial Corp 1997 - 1999
Skills
Mutual Funds
Education
Investment Funds Institute of Canada 2010 — 2011
Officers', Partners', Directors' Course
Investment Funds Institute of Canada 2009 — 2010
Branch Manager's Course
Investment Funds Institute of Canada 2008 — 2009
CIFC, Canadian Investment Funds Course
Investment Funds Institute of Canada 2000 — 2001
CIFOC, Canadian Investment Funds Operations Course
SENECA COLLEGE
Seneca College of Applied Arts and Technology 1990 — 1992
Law Enforcement
LAURENTIAN UNIVERSITY
York University
Josh MacLean Josh MacLean's Worldsource Financial Management Experience January 2010 - April 2012
Job Investment Advisor | IPC Securities Corporation
Industry Financial Services
Experience
IPC Securities Corp February 2015 - Present
MacLean Spinney Investment Group April 2012 - Present
YourCFO Advisory Group Inc. June 2012 - February 2015
Worldsource Financial Management January 2010 - April 2012
Skills
Mutual Funds, Life Insurance, Securities, Sales, Social Media, Strategic Planning, Financial Planners, Investment Advisory, Investment Strategies, Investments, Retirement Planning, ETFs, Investment Management, Asset Allocation, Wealth, Wealth Management, Financial Advisory, Estate Planning, Retirement, Bonds, Financial Planning
Education
Fanshawe College 2003 — 2005
Landscape Design
IPC Securities Corp February 2015 - Present
MacLean Spinney Investment Group April 2012 - Present
YourCFO Advisory Group Inc. June 2012 - February 2015
Worldsource Financial Management January 2010 - April 2012
Skills
Mutual Funds, Life Insurance, Securities, Sales, Social Media, Strategic Planning, Financial Planners, Investment Advisory, Investment Strategies, Investments, Retirement Planning, ETFs, Investment Management, Asset Allocation, Wealth, Wealth Management, Financial Advisory, Estate Planning, Retirement, Bonds, Financial Planning
Education
Fanshawe College 2003 — 2005
Landscape Design
Fayyaz Samji's Worldsource Financial Management Experience May 2012 - March 2014
Job
Industry Research
Experience
Ontario Tobacco Research Unit, UofT July 2015 - Present
360°Kids August 2013 - Present
City of Markham June 2015 - September 2015
Worldsource Financial Management May 2012 - March 2014
Skills
Epidemiology, Data Analysis, Research, SPSS, Tobacco Control, Childhood Obesity, Healthcare, Leadership, Management, Program Management, Program Evaluation, Teaching, Community Outreach, Time Management, Teamwork, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook
Education
University of Liverpool 2013 — 2015
Master of Public Health (MPH), Management of Health Systems
University of Waterloo 2007 — 2012
Honours Bachelor of Science, Biology; Spanish
Universidad Antonio de Nebrija 2011 — 2011
Spanish
Thornlea S.S.
Ontario Tobacco Research Unit, UofT July 2015 - Present
360°Kids August 2013 - Present
City of Markham June 2015 - September 2015
Worldsource Financial Management May 2012 - March 2014
Skills
Epidemiology, Data Analysis, Research, SPSS, Tobacco Control, Childhood Obesity, Healthcare, Leadership, Management, Program Management, Program Evaluation, Teaching, Community Outreach, Time Management, Teamwork, Customer Service, Microsoft Office, Microsoft Excel, PowerPoint, Outlook
Education
University of Liverpool 2013 — 2015
Master of Public Health (MPH), Management of Health Systems
University of Waterloo 2007 — 2012
Honours Bachelor of Science, Biology; Spanish
Universidad Antonio de Nebrija 2011 — 2011
Spanish
Thornlea S.S.
Phillip Bhagoutie Phillip Bhagoutie's Worldsource Financial Management Experience 2008 - 2011
Job Operations and Business Development Expert at Toronto, Ontario
Industry Financial Services
Experience
Worldsource Financial Management 2008 - 2011
Nunavut Business Credit Corporation(NBCC) 2007 - 2008
Global Maxfin Investments Inc. May 2005 - 2007
Assante Wealth Management 1999 - 2005
Fortune Financial Corporation 1995 - 1999
Skills
Mutual Funds, Wealth Management, Management, Securities, Retirement Planning, Business Development, Strategy, Insurance, Risk Management, Asset Managment, Investments, Strategic Partnerships, Business Strategy, Portfolio Management, Leadership, Financial Services, Investment Advisory, Retirement, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Strategic Planning, Finance, Change Management, Asset Management, Financial Planning, Team Management
Education
Trevecca Nazarene University 1981 — 1985
BSc, Computer Information Systems
Trevecca Nazarene University 1981 — 1985
BSc, Business Administration
CERTIFICATION
Worldsource Financial Management 2008 - 2011
Nunavut Business Credit Corporation(NBCC) 2007 - 2008
Global Maxfin Investments Inc. May 2005 - 2007
Assante Wealth Management 1999 - 2005
Fortune Financial Corporation 1995 - 1999
Skills
Mutual Funds, Wealth Management, Management, Securities, Retirement Planning, Business Development, Strategy, Insurance, Risk Management, Asset Managment, Investments, Strategic Partnerships, Business Strategy, Portfolio Management, Leadership, Financial Services, Investment Advisory, Retirement, Financial Advisory, Investment Strategies, Financial Analysis, Strategic Financial..., Strategic Planning, Finance, Change Management, Asset Management, Financial Planning, Team Management
Education
Trevecca Nazarene University 1981 — 1985
BSc, Computer Information Systems
Trevecca Nazarene University 1981 — 1985
BSc, Business Administration
CERTIFICATION
Nalini Sarvanandan's Worldsource Financial Management Experience July 2013 - Present
Job Financial Advisor at Worldsource Financial Management
Industry Banking
Experience
Worldsource Financial Management July 2013 - Present
TD Bank Group May 2006 - Present
Skills
Banking, Credit, Credit Analysis, Wealth Management, Risk Management, Risk, Mutual Funds, Asset Management, Financial Risk, Loans, Financial Services, Mortgage Lending, Analysis
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Computer Programming and Analysis
Worldsource Financial Management July 2013 - Present
TD Bank Group May 2006 - Present
Skills
Banking, Credit, Credit Analysis, Wealth Management, Risk Management, Risk, Mutual Funds, Asset Management, Financial Risk, Loans, Financial Services, Mortgage Lending, Analysis
Education
Seneca College of Applied Arts and Technology 1997 — 2000
Computer Programming and Analysis
Desjardins, Ryan's Worldsource Financial Management Experience June 2008 - Present
Job Financial Planner at Worldsource Financial Management
Industry Financial Services
Experience
PIB Financial July 2008 - Present
Worldsource Financial Management June 2008 - Present
MSCU September 2006 - July 2008
TD Canada Trust March 2004 - September 2006
Skills
Finance, Investment Strategies, Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Management, Banking, Customer Service, Financial Advisory, Financial Planning, Financial Services, Investment Advisory, Retirement, Risk Management
Education
Conestoga College 2001 — 2004
Diploma, Business Administration Financial Planning
PIB Financial July 2008 - Present
Worldsource Financial Management June 2008 - Present
MSCU September 2006 - July 2008
TD Canada Trust March 2004 - September 2006
Skills
Finance, Investment Strategies, Retirement Planning, Wealth Management, Mutual Funds, Investments, Asset Management, Banking, Customer Service, Financial Advisory, Financial Planning, Financial Services, Investment Advisory, Retirement, Risk Management
Education
Conestoga College 2001 — 2004
Diploma, Business Administration Financial Planning
Cindy Jenner Cowan, CFP's Worldsource Financial Management Experience December 2010 - Present
Job Regional Compliance Officer & Policy and Procedures Officer at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management December 2010 - Present
Worldsource Financial Management Inc February 2010 - December 2010
Worldsource Financial Management October 2007 - January 2010
Worldsource Financial Management August 2006 - October 2007
Standard Life/Performa 2003 - 2006
Standard Life/Performa January 2000 - January 2003
EFI 1999 - 1999
Harold T Hope Investments/Moneywatch 1989 - 1993
Education
British Columbia Institute of Technology 2003 — 2005
Associate Certificate with Honors
Worldsource Financial Management December 2010 - Present
Worldsource Financial Management Inc February 2010 - December 2010
Worldsource Financial Management October 2007 - January 2010
Worldsource Financial Management August 2006 - October 2007
Standard Life/Performa 2003 - 2006
Standard Life/Performa January 2000 - January 2003
EFI 1999 - 1999
Harold T Hope Investments/Moneywatch 1989 - 1993
Education
British Columbia Institute of Technology 2003 — 2005
Associate Certificate with Honors
Mahshid Afrooz's Worldsource Financial Management Experience September 2012 - December 2014
Job Compliance Officer at Worldsource Securities Inc.
Industry Financial Services
Experience
Worldsource Securities Inc. January 2015 - Present
- January 2014 - Present
Worldsource Financial Management September 2012 - December 2014
Worldsource Financial Management October 2010 - August 2012
Worldsource Financial Management May 2010 - October 2010
Worldsource Financial Management Inc May 2004 - May 2010
Worldsource Financial Management Inc. February 2003 - April 2003
Seneca College 2000 - 2002
Skills
Mutual Funds, Investments, Securities, Wealth Management, AML, Financial Services, KYC
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Computer Programing and Analysis
Worldsource Securities Inc. January 2015 - Present
- January 2014 - Present
Worldsource Financial Management September 2012 - December 2014
Worldsource Financial Management October 2010 - August 2012
Worldsource Financial Management May 2010 - October 2010
Worldsource Financial Management Inc May 2004 - May 2010
Worldsource Financial Management Inc. February 2003 - April 2003
Seneca College 2000 - 2002
Skills
Mutual Funds, Investments, Securities, Wealth Management, AML, Financial Services, KYC
Education
Seneca College of Applied Arts and Technology 1999 — 2002
Computer Programing and Analysis
Lisa Shah, MBA(hons), PMP's Worldsource Financial Management Experience 1995 - 1999
Job Trainer / Relationship Manager at Assante Wealth Management
Industry Financial Services
Experience
Assante Wealth Management TrainerCI Investments1999 - Present
Worldsource Financial Management 1995 - 1999
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Risk Management, Wealth Management, Retirement Planning, Insurance, Investment Advisory, Financial Advisory, Financial Services, Financial Analysis, Securities, Accounting, New Business Development, Asset Managment, Banking, Credit, Equities, Asset Allocation, Relationship Management, Financial Markets, Derivatives, Investment Strategies, Mortgage Lending, Capital Markets
Education
University of Liverpool 2005 — 2007
MBA
Assante Wealth Management TrainerCI Investments1999 - Present
Worldsource Financial Management 1995 - 1999
Skills
Investments, Strategic Financial..., Portfolio Management, Mutual Funds, Risk Management, Wealth Management, Retirement Planning, Insurance, Investment Advisory, Financial Advisory, Financial Services, Financial Analysis, Securities, Accounting, New Business Development, Asset Managment, Banking, Credit, Equities, Asset Allocation, Relationship Management, Financial Markets, Derivatives, Investment Strategies, Mortgage Lending, Capital Markets
Education
University of Liverpool 2005 — 2007
MBA
Ron Wagnell's Worldsource Financial Management Experience June 2011 - Present
Job Senior Business Analyst at Worldsource Financial Management
Industry Financial Services
Experience
Worldsource Financial Management June 2011 - Present
TD Waterhouse 2009 - 2011
Dundee Securities September 2004 - October 2008
Merrill Lynch 1997 - 2004
Skills
SQL, Brokerage, Securities, Equities, Wealth Management, Business Analysis, Compliance, Back Office, Fixed Income, Change Management, Mutual Funds, Portfolio Management, Bonds, Trading, Customer Service, Mergers, Investments, Process Improvement, Executive Management, Requirements Gathering, People Management, Financial Services, Management, Capital Markets, Risk Management, Finance, Business Requirements, Strategic Financial..., Banking
Education
Dawson College 1970 — 1971
Level 1 - Accounting, Accounting
Verdun High School 1966 — 1970
Dawson College
Accounting
Worldsource Financial Management June 2011 - Present
TD Waterhouse 2009 - 2011
Dundee Securities September 2004 - October 2008
Merrill Lynch 1997 - 2004
Skills
SQL, Brokerage, Securities, Equities, Wealth Management, Business Analysis, Compliance, Back Office, Fixed Income, Change Management, Mutual Funds, Portfolio Management, Bonds, Trading, Customer Service, Mergers, Investments, Process Improvement, Executive Management, Requirements Gathering, People Management, Financial Services, Management, Capital Markets, Risk Management, Finance, Business Requirements, Strategic Financial..., Banking
Education
Dawson College 1970 — 1971
Level 1 - Accounting, Accounting
Verdun High School 1966 — 1970
Dawson College
Accounting
Brad Shearing's Worldsource Financial Management Experience 2003 - 2004
Job Centum One Financial Group Inc, Franchise Owner, Mortgage Agent
Industry Financial Services
Experience
Centum One Financial Group Inc 2007 - Present
Worldsource Financial Management 2003 - 2004
Skills
Refinance, Mortgage Lending, Residential Mortgages, Commercial Mortgages, Certified Mortgage..., Reverse Mortgages, Debt Consolidation, Investment Properties
Education
Durham University 2001 — 2002
Master of Arts (M.A.), Business, Management, Marketing, and Related Support Services
Trent University 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Austin
Centum One Financial Group Inc 2007 - Present
Worldsource Financial Management 2003 - 2004
Skills
Refinance, Mortgage Lending, Residential Mortgages, Commercial Mortgages, Certified Mortgage..., Reverse Mortgages, Debt Consolidation, Investment Properties
Education
Durham University 2001 — 2002
Master of Arts (M.A.), Business, Management, Marketing, and Related Support Services
Trent University 1996 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Austin
Andrew Deans-Buchan's Worldsource Financial Management Experience November 1994 - Present
Job Manager Data and Application Systems at Worldsource Securities Inc.
Industry Financial Services
Experience
Worldsource Wealth Management November 1994 - Present
Worldsource Financial Management November 1994 - Present
Worldsource Securities Inc. 1994 - Present
Skills
Mutual Funds, Wealth Management, JBoss Application Server, Database Administration, Data Warehousing, Business Analysis, System Conversion, Risk Management, IT Operations, IT Solutions, Insurance, Financial Services, FundSERV, Microsoft SQL Server, JBoss EAP, Data Mining, Data Recovery, Disaster Recovery, Strategic Financial..., Web Development, JDBC, Jasper Reports, LogiXML, XML, Windows Server, Sun Storage, Fiber Switches, Java Enterprise Edition, Active Directory, Web Services, System Deployment, System Architecture, System Testing, Tortoise SVN, Securities, Investments, Wealth, Equities, Report Writing, ETL, MySQL, Data Conversion, Infrastructure, Investment Strategies, Asset Managment, IT Strategy, IT Management, Team Building, Data Modeling, SDLC
Education
Northern
Fanshawe College
Western University
Worldsource Wealth Management November 1994 - Present
Worldsource Financial Management November 1994 - Present
Worldsource Securities Inc. 1994 - Present
Skills
Mutual Funds, Wealth Management, JBoss Application Server, Database Administration, Data Warehousing, Business Analysis, System Conversion, Risk Management, IT Operations, IT Solutions, Insurance, Financial Services, FundSERV, Microsoft SQL Server, JBoss EAP, Data Mining, Data Recovery, Disaster Recovery, Strategic Financial..., Web Development, JDBC, Jasper Reports, LogiXML, XML, Windows Server, Sun Storage, Fiber Switches, Java Enterprise Edition, Active Directory, Web Services, System Deployment, System Architecture, System Testing, Tortoise SVN, Securities, Investments, Wealth, Equities, Report Writing, ETL, MySQL, Data Conversion, Infrastructure, Investment Strategies, Asset Managment, IT Strategy, IT Management, Team Building, Data Modeling, SDLC
Education
Northern
Fanshawe College
Western University
Graeme King's Worldsource Financial Management Experience 2000 - 2009
Job Client Relationship Manager at Manulife Financial
Industry Financial Services
Experience
Manulife Financial, Group Retirement Solutions 2010 - Present
Worldsource Financial Management 2000 - 2009
Dundee Private Investors 1998 - 2000
Skills
Insurance, Mutual Funds, Finance, Sales, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investments, Disability Insurance, Start-ups, Certified Financial..., Life Insurance, Pensions, Financial Services, Fixed Annuities, Estate Planning, Financial Advisory, Investment Advisory, Investment Strategies
Education
Financial Planners Standards Council
Certified Financial Planner
Institute for Advanced Financial Education
Chartered Life Underwriter
International Foundation of Employee Benefit Plans
Retirement Plans Associate
Semiahmoo
Semiahmoo
The University of British Columbia
B. Comm., Commerce
Manulife Financial, Group Retirement Solutions 2010 - Present
Worldsource Financial Management 2000 - 2009
Dundee Private Investors 1998 - 2000
Skills
Insurance, Mutual Funds, Finance, Sales, Retirement Planning, Wealth Management, Retirement, Strategic Financial..., Investments, Disability Insurance, Start-ups, Certified Financial..., Life Insurance, Pensions, Financial Services, Fixed Annuities, Estate Planning, Financial Advisory, Investment Advisory, Investment Strategies
Education
Financial Planners Standards Council
Certified Financial Planner
Institute for Advanced Financial Education
Chartered Life Underwriter
International Foundation of Employee Benefit Plans
Retirement Plans Associate
Semiahmoo
Semiahmoo
The University of British Columbia
B. Comm., Commerce
Laila Nurani's Worldsource Financial Management Experience September 2000 - December 2012
Job Financial Planner
Industry Financial Services
Experience
Worldsource Financial Management September 2000 - December 2012
Cole Taylor Bank 1990 - 1992
Skills
Estate Planning, Financial Planning, Retirement Planning, Insurance Planning, Investment Advisory
Education
University of Illinois at Chicago 1985 — 1988
BA, Accounting
Worldsource Financial Management September 2000 - December 2012
Cole Taylor Bank 1990 - 1992
Skills
Estate Planning, Financial Planning, Retirement Planning, Insurance Planning, Investment Advisory
Education
University of Illinois at Chicago 1985 — 1988
BA, Accounting
Alina Zhukova's Worldsource Financial Management Experience March 2011 - May 2011
Job Quality Control Administrator
Industry Financial Services
Experience
FundEX Investments Inc. November 2011 - Present
Worldsource Financial Management March 2011 - May 2011
Desjardins Financial Security November 2010 - January 2011
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Financial Service Practitioner Post-graduation Certificate
Kyiv National Economics University 2006 — 2010
Bachelor, Financial Management
FundEX Investments Inc. November 2011 - Present
Worldsource Financial Management March 2011 - May 2011
Desjardins Financial Security November 2010 - January 2011
Education
Seneca College of Applied Arts and Technology 2010 — 2011
Financial Service Practitioner Post-graduation Certificate
Kyiv National Economics University 2006 — 2010
Bachelor, Financial Management