Alex B.
5.0
Studied at Rotman School of Management, University of Toronto
Worked at BMO
Available tomorrow at 9:00 PM UTC
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Work Experience
Advisor
Portage CyberTech
2025 - Present
Financial modeling, investor presentation, strategic advice
MBA Candidate
Rotman School of Management
2022 - Present
Head TA, TA, Review Tutor for twenty Accounting and Finance courses at both undergraduate and graduate levels over two years / four terms Research Assistant for projects on financial distress, M&A, valuation, with faculty from London Business School, NYU Stern, Notre Dame Full tuition funded by merit-based scholarships and TA / RA-ships
Principal
Apex Advisory
2020 - Present
Apex Advisory: Consulting for early & growth stage companies and their investors. Financial Modeling Capital Advisory Investor Presentations Strategic Advice Apex Academy: Training and mentorship program for high potential and overlooked undergraduate students.
Research Associate
Columbia Business School
2023 - 2024
Supervisor: Professor Thomas Bourveau (Summer 2024) Research Areas: Human Capital Disclosure, OTC Markets Supervisor: Professor Parinitha Sastry (2023 - 2024) Research Areas: Climate Finance, Financial Institutions
Director, Financial Planning & Analysis
Converge Technology Solutions
2018 - 2023
Founding finance hire $80M reverse takeover IPO $600M revolving credit line with CIBC and JPMorgan Exited to H.I.G. Capital in 2025
Principal, Capital Markets & Chief of Staff
Fulcrum Technology Holdings
2018 - 2021
Technology private equity
Strategic Finance
Ecobee
2017 - 2018
Series C Raise ($127 million)
Energy & Environment Fellow
MaRS Discovery District
2017 - 2018
Researched adoption of smart buildings technology
Investment Banking
BMO
2015 - 2016
Mergers & Acquisitions Team Recruiting Captain for Queen's University and University of Waterloo
Private Equity
PSP Investments
2014 - 2014
Direct Private Equity
Investment Banking
Canaccord Genuity
2013 - 2013
Education
Rotman School of Management, University of Toronto
Master of Business Administration - MBA
2022 - 2025
• Creative Destruction Lab Fellowship Student (2022) • Peter Godsoe / Scotiabank Scholarship in Financial Engineering (2024) • Peter Godsoe / Scotiabank Scholarship in Financial Engineering (2025) • Ontario Graduate Scholarship (2024) • Dean's List (2024) • Advisor / Instructor, Rotman Asset Management Association (RAMA) • Advisor, Rotman Entrepreneurship & Venture Capital Association (REVCA)
Smith School of Business, Queen's University
Master of Management in Artificial Intelligence (MMAI), Artificial Intelligence
2019 - 2020
• Nominated recipient of Vector Institute Scholarship in Artificial Intelligence (VSAI) • Queen's University Alternative Assets Fund • Ontario Investment Associate, Front Row Ventures • Exchange Study Tour, Mannheim Business School
Smith School of Business, Queen's University
Bachelor of Commerce, Finance
2010 - 2015
Co-Founder, Limestone Capital
29 Reviews
Overall Rating
5.0
Alex has helped clients get into these schools:
Alex has helped clients get into these companies: