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Patrick M.

Patrick M.

Logistics Coordinator

Followers of Patrick M.727 followers
location of Patrick M.Ottawa, Ontario, Canada

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  • Timeline

  • About me

    Treasury Manager at Super.com

  • Education

    • Telfer School of Management at the University of Ottawa

      2012 - 2016
      Honours, Bachelor of Commerce (B.Com.) Finance

  • Experience

    • Accuride Corporation

      May 2012 - May 2016
      Logistics Coordinator

    • TD Direct Investing

      Jun 2016 - Feb 2018
      Investment Representative

    • RBC Dominion Securities

      Feb 2018 - Jan 2020
      Associate

    • Shopify

      Jan 2020 - Jun 2023

      - US Fixed Income Trading, Execution, and Settlement management- Daily Portfolio Management, Credit Analysis, Risk Analytics, and Liquidity Overview- Compliance Reporting- International Corporate Banking- Cash Flow Forecasting- Treasury Management System Operation - US Fixed Income Trading, Execution, and Settlement management- Daily Portfolio Management, Credit Analysis, Risk Analytics, and Liquidity Overview- Compliance Reporting- Treasury Management System Maintenance and Integration- Cash Flow Forecasting

      • Senior Treasury Analyst - Investments & International Banking

        Sept 2021 - Jun 2023

      • Treasury Analyst - Investments

        Jan 2020 - Jun 2023

    • Instacart

      Jun 2023 - Feb 2024
      Senior Treasury Analyst

      Responsibilities include:- Implementation and maintenance of investments- Banking relationships and maintenance - Cash forecasting - Implementation and integration of TMS software

    • Super.com

      Jun 2024 - now
      Treasury Manager

  • Licenses & Certifications

    • Bloomberg Essentials Training

    • Wealth Managment Essentials

      Canadian Securities Institute

    • Advanced Data Manipulation in Excel

      The Marquee Group

    • Registered Representative

      IIROC (Investment Industry Regulatory Organization of Canada)

    • CFA Level 2

      CFA Institute
      May 2018
      View certificate certificate

    • Canadian Securities Course

      Canadian Securities Institute (CSI)
      Jul 2016

    • Building a Financial Model

      The Marquee Group

    • Derivatives Fundamentals and Options License

      Canadian Securities Institute (CSI)
      May 2017

  • Volunteer Experience

    • President

      Issued by Ireland Canada Chamber of Commerce, Ottawa on Dec 2023
      Ireland Canada Chamber of Commerce, OttawaAssociated with Patrick M.

    • Board Member

      Issued by Dandelion Dance on Oct 2019
      Dandelion DanceAssociated with Patrick M.

    • Youth Boxing Coach

      Issued by Warriors Boxing London on Jan 2009
      Warriors Boxing LondonAssociated with Patrick M.