Global energy analyst covering oil & gas, refining, midstream, renewable and nuclear companies across Citi Investment Management's global portfolio offering.Canadian equity dividend growth portfolio manager.Exempt Market Dealer / Dealing RepresentativePortfolio Manager / Advising Representative

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* State Street Global Advisors acquired GE Asset Management in 2016.Reporting to the CIO, I was hired to lead the opening of the Canadian office in Montreal for GE Asset Management and was responsible for starting the Canadian equity fund while being the international energy analyst. I did this successfully by finding top talent, mentoring, and fostering them to be promoted to senior positions.• The Canadian equity product was the first GE Asset product to receive a rating by investment consultants and paved the way for the firm to make inroads with the investment consulting community on other products which enabled asset growth in our team.• Successfully built a book of over $2 billion in assets from pension plan and endowment fund clients in our Canadian equity mandate across 20+ clients nationwide and in the US.• Fully integrated as part of the global portfolio management and analyst team. Our international equities team managed over $30 billion in assets, while firm-wide we managed $120G+ across asset classes.• While a portfolio manager, I was also the international energy analyst for 12 years. I made tailored recommendations to the portfolio managers of our International, Emerging, European, Canadian and China equity funds This led me to travel extensively to meet with hundreds of companies, analysts, government officials and do company site visits.

* ING is now Intact InsuranceReporting to the CIO, I led the equities team for the Property & Casualty insurance company. The team prepared the investment policies for the P&C company, the pension plan and mutual funds, and managed the portfolios across taxable and non-taxable accounts in large cap and small cap Canadian equities, preferred shares and a dividend rollover portfolio. I regularly made presentations to the board on our performance results, our views on the markets, and recommendations for changes to investment policies.• Initially hired to manage a $325M preferred shares portfolio. Already the largest preferred shares portfolio in Canada at the time, it was managed on after-tax basis. The assets grew as ING made acquisitions. The portfolio grew to over $500M, 5% of the Canadian preferred shares market at the time.• With the preferred shares portfolio at its maximum, I was asked to develop an alternative dividend income strategy called the dividend rollover portfolio comprised of high dividend yielding stocks with a dual objective of beating its custom benchmark and generating over 1.35 times the yield of the benchmark with active trading. The portfolio beat all its objectives and continues today as one of the most important strategies for Intact Insurance.• By the end of 1996, I was given the opportunity to manage the TSX benchmarked portfolio. Over the 3 ¾ years I became the portfolio manager, value-added was over 600bp annualized.• Mentored, coached, and supervised new team members to successfully take over the preferred shares and dividend rollover portfolios while I focused on the large cap portfolio and had oversight of all equity mandates.• Developed strong relationships with companies and brokers.

Member of the team that built investment consulting as a practice at Mercer in Toronto. Initially responsible for preparing the quarterly pooled fund survey, I championed the revamping of the survey to improve its reach and acceptability.The consulting practice, with its time sheets and peer reviews, taught me to have an irreproachable work ethic. As part of the consulting practice, I worked on investment policies, performance monitoring and investment manager searches and was responsible for preparing external manager analysis and research for our clients.