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Flag of PANAMA
toronto, panama
It's currently 4:56 PM here
Joined February 28, 2012
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Stuart J.

@EunoiaCapital

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Flag of PANAMA
toronto, panama
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Beautiful Thinking

Concurrent to academic accreditations in Marketing and Economics (BA), I began my career in sales and advertising working for an Event Marketing Agency in Montreal, Quebec focused on the development of promotional strategies for various national marketing campaigns. In particular, a strong acumen for business development while marketing for Canon Canada Inc., won me national recognition for distinct performance and dedication. My keen interest in the financial services industry and vigorous pursuit of industry specific designations propelled me into the dominions of corporate finance and management consulting for numerous venture and institutional clients. Further to providing independent financial consulting services to small business enterprises, I have worked as an investor relations specialist, financial advisor and director of operations for private equity projects in line with leading establishments such as Citco Fund Services Inc., TD Canada Trust, and Deutsche Equity Partners. I have held positions on the Board of Directors at Select Bank PLC, a U.K. based private equity firm, and 3W Securities Inc., a subsidiary of Select Bank which provides trading services to worldwide investors. Areas of professional specialization include business plan development and implementation, investment advisory services with focus on structured products and placements, hedge fund portfolio management and strategic product marketing and sales.

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Experience

Managing Director

Select Bank PLC
Jan 2011 - Feb 2012 (1 year, 1 month)
As the head of operations for a UK based private equity firm, I was responsible for overseeing the firm's strategic internal growth and global development. Responsibilities included creation & review of business plans, sales and business development, joint venture & financing agreements, investment modeling; building investment funds, presenting offerings to investors and raising capital as well as performing market research and investment viability studies.

Financial Advisor

TD Canada Trust
Sep 2009 - Jan 2011 (1 year, 4 months)
As an FA with a top-tier Canadian bank, my role included management at the branch level, preparing and presenting seminars with groups of actual and potential clients regarding investments, banking and the economy as well as utilizing opportunities to drive business growth and cross-sell products. With only three quarters of performance in my first fiscal year with the firm I was ranked fourth in the largest Canadian district for cumulative new investments.

Investor Relations Specialist

Citco Fund Services (Canada) Inc.
Apr 2008 - Sep 2009 (1 year, 5 months)
I was responsible for the management of a diverse portfolio of hedge fund clientele with AUM totalling over 2 Billion USD. This role had an extremely high work volume requiring strong organization and prioritization skills with duties including trade reconciliation, fund accounting, NAV calculations, reporting, and problem resolution as well as liaising with multiple departments in order to coordinate efficient operations.

Education

BA - Economics

2003 - 2007
(4 years)

Business Admin - Marketing

2001 - 2003
(2 years)

Qualifications

Investment Funds In Canada

Institute of Canadian Bankers
2007
Mutual Fund License for Canadian Securities Traders

Canadian Securities Course

Canadian Securities Institute
2007
License for Canadian Securities Traders

Conduct and Practices Handbook

Canadian Securities Institute
2008
Ethics License for Canadian Securites Traders

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