About Me
I seek to establish long-term relationships with corporate and First Nations clients who can benefit from my skills in the areas of risk management, financial oversight, investment planning, business strategy and financing proposals. I have a strong background of relevant skills, including more than twelve years financial industry work experience and financial education credentials. One of my personal goals is to apply my skills in support of worthwhile causes for the betterment of society and people.
Education
- CFA Institute - Chartered Financial Analyst Level II examination completed June 2005.
- Canadian Securities Institute - Canadian Securities Course, Conduct & Practices Handbook, Derivatives Fundamentals Course, Options Licensing Course, Futures Licensing Course, all examinations completed in 2001.
- Insurance Council of Saskatchewan: Level II Life Insurance licensing examination completed in 2001.
- University of Saskatchewan: Bachelor of Commerce (Finance, Economics) awarded in 2001 with Great Distinction.
Technical Skills
I possess working knowledge of all common computer hardware systems, and am quick to learn computer software programs as required. My word processing speed is 60+ wpm.
- Business Software: All versions of Windows, MS Excel (advanced), MS Office (strong)
- Financial Data: Reuters Bridge, Data Transmission Network, Bloomberg, eSignal, AIQ Charting, FutureSource, CQG Data, Bellcharts Plus, Morningstar, Globeinvestor Gold
- Portfolio Tracking: Any Online Brokerage Trading Platform, Croesus Portfolio Management, Portfolio Tracker, Electronic OES, ISM/T80
- Financial Planning: NaviPlan, Horizons, In Sync
- Accounting: Quickbooks, ACCPAC, Simply Accounting, PCLaw
- Graphic & Web: MS PowerPoint (advanced), Adobe Suite, Dreamweaver, FrontPage