Financial Institutions Briefing - Toronto
IN PERSON | Vantage Venues
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CloseMr. Robinson is an Associate Managing Director in the Life Insurance Group at Moody’s Ratings. He is responsible for managing analysts who cover a broad array of life and health insurance companies. Prior to joining Moody’s in 1999, Mr. Robinson worked in the Investment Policy and Strategy Group of the Trust Company of the West. Previously he had been with AXA Financial. Mr. Robinson holds a degree in economics from Duke University and a Masters Degree in Actuarial Science from Georgia State University. He is a Fellow of the Society of Actuaries and a CFA charterholder.
Robert Colangelo is Vice President for the North America Financial Institutions Group. Based in Toronto, he is a lead credit analyst for the largest Canadian banks and insurance companies and publishes related research on these institutions as well as the banking and insurance sectors.
Rob joined Moody’s in June 2021. Before joining Moody’s, Rob worked at another credit rating agency based in Toronto where he was a lead analyst on the large Canadian banks and various credit unions and other financial institutions in Canada. Rob also held a wide range of senior level positions in Finance at Royal Bank of Canada (RBC), including roles in External Reporting, Investor Relations and performance management reporting and forecasting. Rob holds a Bachelor of Commerce degree from the University of Toronto and is a Chartered Professional Accountant (CA).
Manoj Jethani is a Vice President – Senior Credit Officer in the US life insurance team within the Financial Institutions Group at Moody’s Ratings where he is a lead analyst and has responsibility for a portfolio of North American life insurers.
Prior to joining Moody’s in 2006, he worked as an actuary at a private actuarial consulting firm in Stamford, CT and as a credit analyst at Mashreq Bank in Dubai, UAE.
Manoj holds a Bachelor of Science in Management Information Systems and Finance from the University of Connecticut and holds a Master’s in Business Administration (MBA) with a specialization in Banking, Strategy and Finance from New York University’s Stern School of Business.
Rabia Yusufzai is an Analyst in the FIG Toronto office responsible for the ratings of Canadian banks, property and casualty insurers, pension managers and crown corporations.
Donald Robertson is a Managing Director & Global Co-Head of Banking, based in New York. In this role, he oversees the North American analytical teams covering banks, finance companies and securities firms. As a senior leader in Moody’s Ratings’ Financial Institutions Group, his focus is on leading the North American banking franchise, deepening analytical approaches and engagement, and adapting processes, tools and work flows to address rapid digitalization.
Previously, Donald was a lead analyst for global investment banks, securities firms and market infrastructure firms. In this role he had direct responsibility for the ratings of a number of US and European banks, exchange operators, electronic market makers and clearing houses. Donald was the lead author of Moody’s rating methodologies for Securities Industry Market Makers and Securities Industry Service Providers and played an integral role in their development and implementation.
Donald joined Moody’s in 2007 as an accounting specialist. In this role, he developed and authored Moody’s cross-sector rating methodology for Financial Statement Adjustments in the Analysis of Financial Institutions and helped develop and implement Moody’s system for spreading, adjusting and analyzing banks’ financial reporting.
Prior to joining Moody’s Ratings, Donald was a Director of Financial Audit at Siemens Corporation, responsible for leading a team conducting IFRS and US GAAP audits in the Americas’ region. Donald started his career at PwC in Glasgow, UK and thereafter transferred to PwC’s New York Metro region where he was an audit manager with a client base in the pharmaceutical industry.
Donald is a CA and CPA (inactive) and holds an undergraduate degree from the University of Glasgow.
Robert Colangelo is Vice President for the North America Financial Institutions Group. Based in Toronto, he is a lead credit analyst for the largest Canadian banks and insurance companies and publishes related research on these institutions as well as the banking and insurance sectors.
Rob joined Moody’s in June 2021. Before joining Moody’s, Rob worked at another credit rating agency based in Toronto where he was a lead analyst on the large Canadian banks and various credit unions and other financial institutions in Canada. Rob also held a wide range of senior level positions in Finance at Royal Bank of Canada (RBC), including roles in External Reporting, Investor Relations and performance management reporting and forecasting. Rob holds a Bachelor of Commerce degree from the University of Toronto and is a Chartered Professional Accountant (CA).
Rita Sahu is a Vice President - Senior Credit Officer in the Financial Institutions Group of Moody’s Investors Service, covering a portfolio of US banks. She joined Moody’s in 2003 as an Associate Analyst and has had lead analytical responsibilities since 2005.Before joining Moody’s, Rita held positions with J.P. Morgan, primarily in counterparty credit risk management, where she was responsible for monitoring and reporting on the firm’s global trading activities. Prior to J.P. Morgan, she was a compliance officer at Republic National Bank of New York. Rita began her career as a bank examiner for large regional and community banks with the Office of the Comptroller of the Currency.Rita holds a BS in accounting from Rutgers University and an MBA in finance from Columbia Business School
Rabia Yusufzai is an Analyst in the FIG Toronto office responsible for the ratings of Canadian banks, property and casualty insurers, pension managers and crown corporations.