University of Toronto St. George Campus - Finance
-Canadian Securities Course [CSC]\n-Derivative Fundamentals & Options Licensing Course [DFOL]\n-Trader Training Course [TTC]\n-Equity Trading & Sales Course [ETS]\n-Fixed Income Trading & Sales Course [FIT]\n-Understanding High Frequency Trading [UHFT]
Canadian Securities Institute
MFin
Master of Finance
University of Toronto - Rotman School of Management
Chartered Financial Analyst (CFA) charterholder
CFA Institute
Bachelor of Commerce (B.Com.)
Finance & Mathematical Economics
University of Toronto
Burke
EdgePoint Wealth Management
University of Toronto
Canadian Ski Instructors' Alliance / Alliance des moniteurs de ski du Canada
Gluskin Sheff + Associates
Scotiabank (Trade Services & Financial Institutions)
-P&L calculation and analysis
reconciliation
attribution and risk analysis for equity and fixed income portfolios\n-Backup trade support by communicating with custodians
brokers
and traders when full time seat is vacated
Performance Measurement Analyst
Trade Settlement Backup
Toronto
Canada Area
Gluskin Sheff + Associates
Rotman School of Management
RSM2306 (MBA program) Options and Futures\n-2012 summer semester\n\nRSM230 (B.Com program) Financial Markets\n-2016 spring semester
Teaching Assistant
University of Toronto
Toronto
Canada Area
RSM332 (B.Com program) Capital Market Theory\n-2015 fall semester\n-2016 summer semester\n-2016 fall semester\n\nRSM435 (B.Com program) Futures and Options Markets\n-2018 summer semester\n-2019 summer semester
Sessional Lecturer
University of Toronto
-Summer 2010 Internship\n-Researched banks in emerging markets
Credit Analyst
Toronto
Canada Area
Scotiabank (Trade Services & Financial Institutions)
Ontario
Canada
Part-Time PDP and Level 1 Course Conductor
Canadian Ski Instructors' Alliance / Alliance des moniteurs de ski du Canada
-Collaborated with traders while simultaneously assigning trades to traders
ensuring short-trades were secured and ‘same stock’ trades were assigned appropriately for optimal/fair execution\n-Performed research on Bloomberg and performed calculations; made electronic inputs to facilitate trading\n-Prepared daily working capital lists to identify overdraft accounts per model and currency; set up and called in the corresponding FX
communicated instructions to custodian\n-Communicated with brokers and shared relevant information on trades to traders and investment team\n-Conducted thorough checks of all trades and models to ensure accuracy and no violation of restrictions
Trading Desk Administrator
Toronto
Canada Area
Gluskin Sheff + Associates
-Trading Canadian
US
and global equities on a two person desk
Institutional Equity Trader
Toronto
Canada Area
EdgePoint Wealth Management
University of Toronto's Rotman School of Management
Rotman School of Management Outstanding Teaching Award
University of Toronto's Rotman School of Management