Contact-
www.linkedin.com/in/jean-sb- (LinkedIn)
Top Skills
Executive Leadership
Management
Consulting
Languages
Spanish (Limited Working)
French (Native or Bilingual)
Jean S. Bérard CPA-CA CFIP
CCIE
Executive Strategic Business Consultant - CFO - CCO
Summary
Helping corporations in various industries and fields with leadership,
strategic planning, business development, finance, compliance,
operations, treasury, capital markets, real estate, cyber intelligence
and social selling, audits, forensic investigations, information
technology and change management in order to increase profitability
while reducing legal, reputational and compliance risks.
English (Native or Bilingual)
Certifications
Jeff Weiner on Establishing a Culture
and a Plan for Scaling
Content Marketing Foundations
Experience
Virtual / Remote
Executive Strategic Business Consultant - CFO - CCO
Building an Integrated Online
Marketing Plan
January 2016 - Present
Worldwide
Social Media Marketing: Social CRM
Helping corporations in various industries and fields with leadership, strategic
Twitter Marketing: Organizing Chats
planning, business development, finance, compliance, operations, treasury,
capital markets, real estate, cyber intelligence and social selling, audits,
forensic investigations, information technology and change management in
order to increase profitability while reducing legal, reputational and compliance
risks.
Valeurs mobilières Banque Laurentienne Inc.
Chief Compliance Officer
January 2014 - December 2015 (2 years)
Montreal & United States
Built a compliance team to ensure compliance with regulatory and legal
environments across Canada (AMF) and the United States (FINRA).
Supervised 175 institutiional and retail representatives with assets over $ 2
billion. Monitoring of trading activities, syndication, social networks, clients'
objectives, AML, internal and external investigations, investor immigrant
program and FATCA.
Institut de l'oeil des Laurentides
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Vice-President, Finance, Real Estate & Board Member
January 2012 - December 2013 (2 years)
Boisbriand, Quebec, Canada
Successfully restructured and efficiently managed the specialized medical
clinic composed of 5 ophtalmoligists, 10 optometrists, 5 surgery rooms and
33 examination rooms. Member of the board of directors, contributed to
implementing strategies to maximize shareholders' equity while providing
exceptional public services.
Sectoral Asset Management
Chief Financial Officer & Chief Compliance Officer
January 2010 - December 2011 (2 years)
Montreal / Switzerland
Managed USD $ 5 Billion international healthcare public & private funds and
a team of 25 professionals including portfolio managers, financial analysts
as well as marketing, trading, back-office and administration employees.
Registered portfolio manager and investment fund manager in Canada (AMF)
and the United States (SEC).
Self-Home designer & builder 2004 & 2009
Residential contractor
April 2009 - December 2009 (9 months)
Montreal, Quebec, Canada
Succesfully designed & built my own residential property - 2004 and 2009.
Societe Generale Securities Services - SGSS
Chief Financial Officer & Chief Compliance Officer
April 2006 - March 2009 (3 years)
Toronto, Ontario, Canada
Successfully managed the start-up of the international derivatives brokerage
services to institutional clients in Toronto and Montreal.
TMX Group
Director, Financial & Sales compliance & Director, Market Surveillance
September 2000 - March 2006 (5 years 7 months)
Montreal, Quebec, Canada
Supervised a group of 20 brokerage firms as well as derivatives trading
activity on the Montreal Exchange for retail, institutional and corporate clients
represented by more than 200 bokerage firms around the world. Successfully
restructured, trained and hired a team of 11 professionals for audits of
financial, sales and trading compliance, market monitoring and investigations.
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Newedge
Financial Controller / Head MIS & IT
January 1994 - June 2000 (6 years 6 months)
Montreal / Toronto / Winnipeg
Successfully managed the start-up and growth of the international derivatives
brokerage firm to 40 employees based in Montreal, Toronto and Winnipeg
offering services to institutional, corporate and retail clients.
EY
Senior, Audit & Corporate restructuring
January 1990 - December 1993 (4 years)
Montreal, Quebec, Canada
Financial audits & restructuring of corporations in various fields of activity.
Education
Chartered Professional Accountants of Canada (CPA Canada)
CPA-CA, Accounting · (1992)
International Institute of Certified Forensic Investigation
Professionals USA
Certified Forensic Investigation Professional, Financial Forensics and Fraud
Investigation
Cyber Intelligence Institute USA
Certified Cyber Intelligence Expert, Information Technology
Canadian Securities Institute
Multiple, Investments and Securities
FINRA USA
Multiple, Investments and Securities · (2014 - 2014)
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