Compliance, Finance & Operations

COMPLIANCE
 
Anne Parker  Anne E. Parker, LLB, ICD.D, Managing Director, Chief Operating Officer & Chief Compliance Officer
Responsibilities:Compliance, investment operations, legal affairs and information technology
Career began:1985
At Greystone:2006
Previous experience:Executive Director of Communities of Tomorrow; Vice-President of Trade Policy and Communications, IPSCO
Education:LL.B., BA, University of Saskatchewan, Institute of Corporate Directors Course (ICD.D)
 
Bill Wheatley  William M. Wheatley, LLB, Managing Director & General Counsel
Career began:
1972
At Greystone:
1988
Previous experience:
Chairman, Saskatchewan Securities Commission; Chief of Staff, Departments of Finance and Justice, Government of Saskatchewan; Lawyer, Davidson, Davidson & Neill; President, Drope Realty.
Education:
LL.B., B. Comm, University of Saskatchewan
     
Charla Halstead  Charla Halstead, CA, Director
Responsibilities: Corporate and client compliance
Career began: 1996 
At Greystone:2008 
Previous experience: Assoc. VP, Financial Policy, Concetra Financial; Faculty of Business Admin., Sessional Lecturer, Univ. of Regina; Facilitator, CA School of Business, Team Leader, Audit Services, Virtus Group LLP 
Education: B.Comm, University of Saskatchewan; CA Designation, Institute of Chartered Accountants
     
Angela Rygh  Angela Rygh, CFA, Director, Regulatory Compliance
  Responsibilities:Regulatory compliance 
  Career began: 1995
  At Greystone:2008
  Previous experience: Research Officer, Investments, Saskatchewan Government Insurance; Financial Planner, RBC Dominion Securities; Investment Analyst, James P. Marshall, A Hewitt Company
  Education: B. Comm (Hon), University of Manitoba; Chartered Financial Analyst; Certified Financial Planner
    
Jennifer Zerr  Jennifer Zerr, CA, Compliance Manager
Responsibilities:Investment policy compliance
Career began:2003
At Greystone:2010
Previous experience:Audit Manager/Auditor, Provincial Auditor Saskatchewan; Module Facilitator, CA School of Business; Commodity Accountant, Viterra; Accounting Clerk, Kenneth Newman CMA
Education:B. Admin., University of Regina; Chartered Accountant
    

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   Jared Hein, CA, Compliance Manager
   Responsibilities:Investment policy compliance
   Career began:2007
   At Greystone:2011
   Previous 
 experience:
Financial Systems Analyst, Viterra Inc.; External 
Auditor, Meyers Norris Penny
   Education:B.Admin, University of Regina; Chartered 
Accountant
    
FINANCE
 
Nola Joorisity  Nola D. Joorisity, FCA, CMA, Managing Director & Chief Financial Officer
  Responsibilities: Finance, human resources & administration 
  Career began: 1989
  At Greystone: 2008 
  Previous experience: CEO, Institute of Chartered Accountants of Saskatchewan 
  Education: Chartered Accountant, Fellow Chartered Accountant, Certified Management Accountant, B. Com. University of Saskatchewan 
     
Kristen Schneider  Kristen Schneider, Manager, Corporate Accounting
  Responsibilities: Finance
  Career began: 2004  
  At Greystone: 2006 
  Previous experience:  Assistant Accountant, Scarecrow Productions Inc. & Mouseland Productions Inc.; Accounting Clerk, Capri Films
  Education:  B. Admin. - Accounting & Financial Analyst Certificate, Colorado State University
     
OPERATIONS
 
Anne Parker  Anne E. Parker, LLB, ICD.D, Managing Director, Chief Operating Officer & Chief Compliance Officer
Responsibilities:Investment operations, legal affairs and information technology
Career began:1985
At Greystone:2006
Previous experience:
Executive Director of Communities of Tomorrow; Vice-President of Trade Policy and Communications, IPSCO
Education:LL.B., BA, University of Saskatchewan
     
Darcy Boyer  Darcy J. Boyer, MBA, Senior Vice-President, Information Technology
Responsibilities:Information systems
Career began:1982
At Greystone:2000
Previous experience:
Systems & engineering positions, Farm Credit Canada, SaskTel, Crown Life, SaskPower
Education:MBA, Athabasca University
     
Chari Lalonde  Chari Lalonde, CHRP, Director, Human Resources
  Responsibilities:  Human Resources & Administration
  Career began: 1990
  At Greystone: 2001
  Previous experience: Paralegal, The Merchant Law Group; Finance Administrator, Millstreet Development Corp.
  Education: Certificate in Business Administration, University of Regina; Certificate in Human Resources, Queens University; Certificate in Human Resources, SIAST