See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI

Credentials

  • Canadian Securities Course
    Canadian Securities Institute
  • CFA Level III Candidate
    CFA Institute

Experience

    • Venture Capital and Private Equity Principals
    • 1 - 100 Employee
    • Senior Director
      • May 2021 - Present

      BMO Capital Partners is a Canadian-based investor with C$1.5 billion under management. Its evergreen investment program is built upon minority/non-control equity co-investments and subordinated debt as well as venture, growth and private equity funds.

    • Director
      • Feb 2019 - Apr 2021

    • Canada
    • Financial Services
    • 700 & Above Employee
    • Director - Private Equity & Financial Sponsor Coverage
      • Feb 2017 - Jan 2019

    • Senior Associate - Private Equity & Financial Sponsor Coverage
      • Sep 2016 - Jan 2017

    • Associate - Corporate Finance Division (Sr. Debt)
      • Jan 2014 - Aug 2016

  • BMO Financial Group
    • Toronto, Canada Area
    • Co-op Associate - Diversified Industries, Corporate Finance Division
      • May 2013 - Aug 2013
      • Toronto, Canada Area

  • Mackenzie Investments
    • Toronto, Canada Area
    • Research Associate/Investment Analyst (Co-op)
      • Sep 2012 - Dec 2012
      • Toronto, Canada Area

  • Roynat Capital
    • Toronto, Canada Area
    • Co-op Analyst
      • Jan 2012 - Apr 2012
      • Toronto, Canada Area

    • Bookkeeper
      • Sep 2010 - Feb 2011
      • Toronto, Canada Area

Education

  • 2011 - 2013
    McMaster University
    Co-op MBA, Finance and Strategic Business Valuation
  • 2006 - 2010
    The University of Western Ontario
    Bachelor of Management and Organizational Studies, Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Venture Capital and Private Equity Principals”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles