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Senior Leadership Team
Neil Purba– President
Zawad Zafir – Co-Executive Vice President
Zawad Zafir – Co-Executive Vice President
Neil holds a Bachelor’s degree in Finance & Economics from the University of Toronto.
Prior to Rotman, Neil was in corporate strategy at RBC building out RBC’s Digital and Personal/Commercial strategy.
For his summer internship, Neil worked at Morgan Stanley as a Summer Associate in the Investment Banking Division.
Zawad Zafir – Co-Executive Vice President
Zawad Zafir – Co-Executive Vice President
Zawad Zafir – Co-Executive Vice President
Zawad Zafir is a CFA Charterholder and has an Advanced Diploma in Management Accounting.
He also holds a Bachelor’s degree in Business Administration from North South University, Bangladesh.
Prior to Rotman, Zawad was a Senior Consultant at Deloitte where he focused on strategy, operations, and transaction advisory. For his summer intern
Zawad Zafir is a CFA Charterholder and has an Advanced Diploma in Management Accounting.
He also holds a Bachelor’s degree in Business Administration from North South University, Bangladesh.
Prior to Rotman, Zawad was a Senior Consultant at Deloitte where he focused on strategy, operations, and transaction advisory. For his summer internship, Zawad will work as a Summer Jr. Associate in FirePower Capital’s Mergers and Acquisitions team.
Issa Ashqar– Co-Executive Vice President
Zawad Zafir – Co-Executive Vice President
Issa Ashqar– Co-Executive Vice President
Issa holds a Bachelor’s degree in Accounting and Finance from McGill University and is a CFA Charterholder.
Prior to Rotman, Issa was an Investment Analyst at GMS Capital Partners where he focused on private equity investments in the healthcare space.
For his summer internship, Issa worked at CIBC Capital Markets as an Investment Banking Associate in the M&A group
Diana Mwandidya – Vice President, R-Women
Diana Mwandidya – Vice President, R-Women
Diana Mwandidya – Vice President, R-Women
Diana is a CFA Charter holder and qualified professional accountant. She holds a Postgraduate Diploma in Financial Markets from the University of Johannesburg.
Prior to Rotman, Diana worked in corporate finance in Malawi, specializing in transaction advisory and valuations. Before that she was an equity analyst in South Africa covering gl
Diana is a CFA Charter holder and qualified professional accountant. She holds a Postgraduate Diploma in Financial Markets from the University of Johannesburg.
Prior to Rotman, Diana worked in corporate finance in Malawi, specializing in transaction advisory and valuations. Before that she was an equity analyst in South Africa covering global equities as a generalist.
For her summer internship, Diana worked at RBC Capital Markets as an Investment Banking Associate.
Sherlyn Yang – Vice President, Internal
Diana Mwandidya – Vice President, R-Women
Diana Mwandidya – Vice President, R-Women
Sherlyn holds an HBA from Richard Ivey Business School.
Prior to Rotman, Sherlyn worked in investment banking and private equity in Toronto and China.
For her summer internship, Sherlyn worked at TD Canada Trust as an Investment Banking Associate.
Erick Brown – Vice President, Development
Diana Mwandidya – Vice President, R-Women
Erick Brown – Vice President, Development
Erick Brown Martinez is a CFA Charterholder and holds a Bachelor's degree in Industrial Engineering from Pontificia Universidad Catolica del Peru.
Prior to Rotman, Erick has worked in M&A and Business Development roles at LXG Capital and Banco Santander Peru.
For his summer internship, Erick worked at CIBC Capital Markets as an Investme
Erick Brown Martinez is a CFA Charterholder and holds a Bachelor's degree in Industrial Engineering from Pontificia Universidad Catolica del Peru.
Prior to Rotman, Erick has worked in M&A and Business Development roles at LXG Capital and Banco Santander Peru.
For his summer internship, Erick worked at CIBC Capital Markets as an Investment Banking Associate in the Consumer, Industrials & Telecommunications group.
Enrique Latina - Vice President, External
Deeksha Juneja – Vice President, Communications & Alumni Relations
Deeksha Juneja – Vice President, Communications & Alumni Relations
Enrique holds a Bachelor’s degree in Science from Western University.
Prior to Rotman, Enrique was a Trading Analyst at KnightsbridgeFX where he focused on currencies and economic research.
For his summer internship, Enrique worked at CIBC Capital Markets as an Investment Banking Associate in the Energy, Infrastructure & Transition Group.
Deeksha Juneja – Vice President, Communications & Alumni Relations
Deeksha Juneja – Vice President, Communications & Alumni Relations
Deeksha Juneja – Vice President, Communications & Alumni Relations
Deeksha holds a bachelor's degree in Computer Engineering from Iowa State University.
Prior to Rotman, Deeksha was a Project Manager at Acropolis Infotech, a boutique tech consulting firm where she focused on client relations, project management, and team management.
For her summer internship, Deeksha worked at CIBC as a TLAP Associate in Wealth Management Technology.
Duc Trinh – Vice President, Finance
Deeksha Juneja – Vice President, Communications & Alumni Relations
Duc Trinh – Vice President, Finance
Duc Trinh holds a Bachelor’s degree in Accounting and Finance from Colby-Sawyer College in the U.S. Duc has completed all 3 levels of the CFA program.
Prior to Rotman, Duc was a Finance Manager at Shutterstock, Inc., where he focused on international expansion and finance operations.
For his summer internship, Duc worked at BMO Financial G
Duc Trinh holds a Bachelor’s degree in Accounting and Finance from Colby-Sawyer College in the U.S. Duc has completed all 3 levels of the CFA program.
Prior to Rotman, Duc was a Finance Manager at Shutterstock, Inc., where he focused on international expansion and finance operations.
For his summer internship, Duc worked at BMO Financial Group as a Senior Treasury Analyst in the Global Corporate Funding group.
Nick Uleryk-Carvalho – Vice President, Corporate Finance
Nick Uleryk-Carvalho – Vice President, Corporate Finance
Nick Uleryk-Carvalho – Vice President, Corporate Finance
Nick holds a Bachelor of Arts from the University of British Columbia.
Prior to Rotman, Nick was a Personal Banking Associate at TD where he focused on credit origination.
For his summer internship, Nick worked at National Bank Financial as an Investment Banking Summer Analyst in the Mergers and Acquisitions Group.
Remi Monaco – Vice President, Fintech
Nick Uleryk-Carvalho – Vice President, Corporate Finance
Nick Uleryk-Carvalho – Vice President, Corporate Finance
Remi holds a Bachelor of Arts in Sociology and Philosophy from the University of Toronto.
Prior to Rotman, Remi supported the Commodities and Equity Derivatives Sales and Trading desks at RBC Capital Markets, where he focused on trade booking optimization through automation.
This summer Remi worked at Layer2 Blockchain Inc. as an Associate in their DeFi group.
Yamini Talgaonkar – Vice President, Capital Markets
Meetpreet Kaur– Vice President, Equity, Diversity & Inclusion
Meetpreet Kaur– Vice President, Equity, Diversity & Inclusion
Yamini holds a Bachelor’s degree in Mechanical Engineering from VJTI, Mumbai University.
Prior to Rotman, Yamini was an intern at Myna Mahila Foundation where she focused on fundraising. Prior to that, Yamini was an Associate at Kotak Investment Bank with the industrials & automotive group.
For her summer internship, Yamini worked at CIBC G
Yamini holds a Bachelor’s degree in Mechanical Engineering from VJTI, Mumbai University.
Prior to Rotman, Yamini was an intern at Myna Mahila Foundation where she focused on fundraising. Prior to that, Yamini was an Associate at Kotak Investment Bank with the industrials & automotive group.
For her summer internship, Yamini worked at CIBC Global Investment Bank as a Summer Associate in the Energy, Infrasture & Transition group.
Meetpreet Kaur– Vice President, Equity, Diversity & Inclusion
Meetpreet Kaur– Vice President, Equity, Diversity & Inclusion
Meetpreet Kaur– Vice President, Equity, Diversity & Inclusion
Meetpreet completed her bachelor's degree in Finance from SP Jain School of Global Management across Singapore, Dubai, and Sydney.
She has completed all three levels of the CFA Program.
Prior to Rotman, Meetpreet spent over three years working in business management, equity research and the start-up space.
Directors
Fernando Torrealba - Director, Capital Markets
Fernando Torrealba - Director, Capital Markets
Fernando Torrealba - Director, Capital Markets
Fernando holds an Honours Bachelor’s degree in History and Political Science from the University of Toronto.
As a part-time student, Fernando is currently in the Training & Development Department at RBC Dominion Securities, training IAs and their Associates to use the bank's internal systems.
For his summer internship, Fernando worked at RBC as a Summer Associate in the M&A team.
Andrew Chen - Director, Development
Fernando Torrealba - Director, Capital Markets
Fernando Torrealba - Director, Capital Markets
Andrew Chen holds an HBA degree from Richard Ivey Business School.
Prior to Rotman, Andrew was a Senior Analyst at Overbay Capital Partners where Andrew focused on Private Equity Secondaries.
For his summer internship, Andrew worked at CIBC Capital Markets as an Investment Banking Summer Associate in the Mergers and Acquisitions group.
Greg Wimmer - Director, External
Fernando Torrealba - Director, Capital Markets
Greg Wimmer - Director, External
Greg holds a Bachelor’s degree in Chemical Engineering from the University of British Columbia.
Prior to Rotman, Greg was a Field Engineer at Peter Kiewit where he worked on the construction and pre-commissioning of the Heartland Petrochemical Complex.
For his summer internship, he worked at Scotiabank in the Trade Floor Risk Management group covering equity derivatives.
Pritika Poddar - Director, R-Women
Ricky Park - Director, Communications & Alumni Relations
Ricky Park - Director, Communications & Alumni Relations
Pritika Poddar holds a bachelor’s degree in Banking and Insurance from Mumbai University.
Prior to Rotman, she was working as Portfolio Analyst in Private Wealth Management at Edelweiss Financial Services focused on building investment portfolios for HNI Clients.
For Summer Internship, worked at CIBC as Summer Associate within Corporate Banking division.
Ricky Park - Director, Communications & Alumni Relations
Ricky Park - Director, Communications & Alumni Relations
Ricky Park - Director, Communications & Alumni Relations
Ricky holds a Bachelor’s degree in Biology and Art History from Western University and a Masters in Public Administration degree from Queen’s University.
Prior to Rotman, Ricky was an Analyst at AIG’s Multinational team focusing on Captive Insurance and continues to serve as a Naval Warfare Officer in the Royal Canadian Navy as a reservis
Ricky holds a Bachelor’s degree in Biology and Art History from Western University and a Masters in Public Administration degree from Queen’s University.
Prior to Rotman, Ricky was an Analyst at AIG’s Multinational team focusing on Captive Insurance and continues to serve as a Naval Warfare Officer in the Royal Canadian Navy as a reservist.
For his summer internship, Ricky worked at SLC Management as a Private Fixed Income Analyst in the Infrastructure Debt group.
Gonzalo Irujo Palacious - Equity, Diversity & Inclusion
Gonzalo Irujo Palacious - Equity, Diversity & Inclusion
Gonzalo Irujo Palacious - Equity, Diversity & Inclusion
Gonzalo holds a Bachelor’s degree in Economics from Pontifical Catholic University of Peru.
Prior to Rotman, Gonzalo was an Investment Associate at Core Capital where he focused on Real Estate Investments.
For his summer internship, Gonzalo worked at CIBC as a GLDP summer associate in the National Accounts – Commercial Banking team.
Rinal Shah - Internal
Gonzalo Irujo Palacious - Equity, Diversity & Inclusion
Gonzalo Irujo Palacious - Equity, Diversity & Inclusion
Rinal is a CFA Charterholder and holds a Bachelor’s degree in Finance from St. Xavier’s College, Kolkata, India.
Prior to Rotman, Rinal worked with Aamara Capital, a boutique family office in Mumbai, India where she focused on equity research and investment management. She also worked with IIFL Investment Managers in the Global Products and Alternate Asset Advisory teams.