CIBC Mellon
Carl Rose is a seasoned financial professional with extensive experience in fund accounting and investment analysis. Currently serving as a Senior Fund Accountant at CIBC Mellon since August 2021, Carl previously held various senior analyst positions at Franklin Templeton from December 2003, where responsibilities included overseeing investment analyst assignments, conducting cash management trades, calculating net asset values (NAV), and ensuring adherence to service quality standards. Carl's educational background includes an Accountant/Programmer Analyst Diploma in Accounting and Finance from Centennial College, the Canadian Securities Course from the Canadian Securities Institute, and an Advanced Certification in QuickBooks Online from Intuit Inc.
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CIBC Mellon
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CIBC Mellon is a Canadian company exclusively focused on the investment servicing needs of Canadian institutional investors and international institutional investors into Canada. Founded in 1996, CIBC Mellon is 50-50 jointly owned by The Bank of New York Mellon (BNY Mellon) and Canadian Imperial Bank of Commerce (CIBC). CIBC Mellon's investment servicing solutions for institutions and corporations are provided in close collaboration with our parent companies, and include custody, multicurrency accounting, fund administration, recordkeeping, pension services, exchange-traded fund services, securities lending services, foreign exchange processing and settlement, and treasury services. As at December 29, 2023, CIBC Mellon had more than C$2.6 trillion of assets under administration on behalf of banks, pension funds, investment funds, corporations, governments, insurance companies, foreign insurance trusts, foundations and global financial institutions whose clients invest in Canada. CIBC Mellon is part of the BNY Mellon network, which as at December 29, 2023 had US$47.8 trillion in assets under custody and/or administration. CIBC Mellon is a licensed user of the CIBC trade-mark and certain BNY Mellon trade-marks, is the corporate brand of CIBC Mellon Global Securities Services Company Inc and CIBC Mellon Trust Company, and may be used as a generic term to refer to either or both companies.