Peter Cudny, Cim® Email & Phone Number

Calgary, Alberta, Canada

Calgary, Alberta, Canada

Toronto, Canada Area

• Monitor and analyze changes in securities markets and its effects on RBC's investment portfolios
• Enter and review security transactions given by portfolio associates and Sub-Advisors
• Liaise and resolve security quantity and transaction breaks with RBC’s custodian and trade support teams
• Assist external auditors and vendors in providing required information for price queries and breaks
• Coordinate with the finance and tax teams to ensure RBC fund performance and financial statements are accurately displayed
• Perform money market fund valuations ensuring subscriptions/redemptions are properly booked and yields are computed accordingly

Toronto, Canada Area

• Analyzed and processed clients’ corporate actions instructions submitted for various security events including Mergers, Tender Offers, Dutch Auctions, Exchange Offers and Dividend Re-investments
• Responsible for segregating and tendering mutual fund clients’ shares
• Reconciled clients’ securities holdings on a daily basis
• Executed high-risk instructions involving the movement of millions of shares in the securities market developing strong attention to detail
• Daily conduct reviewed ensuring clients’ segregated positions are reviewed and properly processed within CASS requirements
• Assisted in updating Investor & Treasury Services processing guidelines for internal and client use

Economic Development Division, Guelph, ON

• Analyzed and conducted research on investment opportunities for the Investments Team
• Demonstrated high attention to detail through working with clients ensuring proper banking and claim document submission within the Growing Forward 2 and Rural Economic Development programs
• Developed strong teamwork and interpersonal skills in order to build effective professional working relationships with clients and colleagues
• Independently designed a site visit report template document used for data and information tracking for various funding projects
• Provided support amending a change of circumstance template for future contract amendments
• Conducted analytical review of 80+ executive summaries created by Senior Project Analysts designed for funding projects within the Growing Forward 2 program

Economic Development Division, Guelph, ON

• Provided support to the Senior Project Analysts regarding infrastructure investment projects from over 400 municipalities
• Ensured proper submission of various Canadian government applications within the Ontario Community Infrastructure Fund presented by Ontario Premier, Kathleen Wynne
• Administered a government infrastructure program working towards developing Ontario infrastructure
• Analyzed different sets of infrastructure funding data utilizing Microsoft Excel functions
• Served as the primary contact for the program and maintained professional relationships by contacting and providing information to clients/municipalities
• Provided support with change of circumstance notes from municipalities for contract amendments

Guelph, ON

• Responsible for inputting/handling accounts receivables and payables for the business
• Processed cheques for vendors and went to the bank daily in order to handle bank transactions
• Made collection calls to clients/vendors in the outstanding receivables and collected $300 thousand over a 3 month period from outstanding invoices
• Maintained an excellent and professional working relationship with vendors
• Worked closely with the VP of Finance when completing responsibilities and financial tasks
• Arranged, stuffed and handed out payroll to staff while working closely with Human ResourcesFront Desk Receptionist

Milton, ON

• Ensured the golf course was well kept and playable by completing daily turf tasks
• Identified problems on the course, and worked diligently to fix them with managers
• Recorded and identified vehicle related information

Oakville, ON

- Prepped and cooked a variety of foods including burgers, hotdogs and steaks- Took orders from customers and was responsible with handling money at the cash register- Maintained a clean an welcoming restaurant by competing daily cleaning responsibilities- Arranged and replenished inventory in order to keep daily operations running efficiently

Oakville, ON

- Stocked shelves and maintained a clear display of products for customers- Organized deliveries and rotated stock- Evaluated and reported inventory counts to prevent shortages or theft- Responsible for maintaining a clean work and store environment

Bachelor’S Degree (Honours) - Management, Economics & Finance, Gordon S. Lang School Of Business & Economics

Activities and Societies: Deca Guelph ChapterRelevant Courses: - Futures and Options Markets (ECON*4240) - Money, Credit and Finance.

High School