RBC Global Asset Management (U.S.) Inc.
Industry: Company
DescriptionFounded: 1983 Subsidiary: Access Capital Strategies LLC Parent organization: RBC Global Asset Management Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportRBC Global Asset ManagementWebsiteDirections Saved (0) Saved Save Financial consultant in Boston, Massachusetts Address: 155 Federal St, Boston, MA 02110 Phone: (617) 722-4700Category: : Website: Place name: : : : : : Hours: Website: http://www.rbcgam.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RBC Global Asset Management Posting publicly on the Web Write a review Reviews Be the first to review
RBC Global Asset Management (U.S.) Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Global Asset Management (U.S.) Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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RBC Global Asset Management (U.S.) Inc. Employees
RBC Global Asset Management (U.S.) Inc. April 2001 - Present
NorthShore Advisors LLC January 1998 - April 2001
Voyageur Asset Management June 1990 - January 1998
Kidder Peabody September 1987 - June 1990
Skills
Alternative Investments, Securities, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments
Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)
RBC Global Asset Management (U.S.) Inc. March 2015 - Present
Advanced Capital Group May 2013 - March 2015
Quantitative Advantage, LLC 2011 - April 2013
Kenwood Capital Management 2004 - 2009
Evensen Dodge, Inc 2001 - 2003
Edina Public Schools 1998 - 2001
Skills
Education, Macroeconomics, Quantitative Research, Portfolio Management, Asset Allocation, Risk Management, Equities, Asset Managment, Fixed Income, Quantitative Analytics, Financial Modeling, Investments, Investment Strategies, Finance, VBA
Education
University of Minnesota - Carlson School of Management 2003 — 2005
MBA, Finance
Harvard University Graduate School of Education 1997 — 1998
Master of Education, Secondary Mathematics
Northwestern University 1993 — 1997
BA, Economics, Math
RBC Global Asset Management (U.S.) Inc. September 2005 - Present
National City Bank November 2002 - September 2005
Banc One Investment Advisors February 2000 - September 2002
STRS Ohio September 1991 - February 2000
Department of Treasury 1990 - 1991
Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Asset Managment
Education
The Ohio State University 1985 — 1990
B.A, Economics
RBC Global Asset Management (U.S.) Inc. December 2010 - Present
RBC Wealth Management March 2006 - December 2010
Piper Jaffray January 2000 - March 2006
Piper Jaffray 1999 - 2006
Skills
Retirement, Series 7, Securities, Mutual Funds, Series 63, FINRA, Investment Advisory, Series 24, Alternative Investments, Asset Management, Wealth Management, Investments, Fixed Income, Asset Allocation, Financial Services
Education
Augsburg College 2007 — 2008
MBA
Concordia University-St. Paul 1993 — 1995
B.A., English & Secondary Education
University of Minnesota-Duluth 1991 — 1993
English
Yoga Center of Minneapolis
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Fidelity Investments June 2012 - August 2012
Brown Brothers Harriman June 2011 - August 2011
Brown Brothers Harriman June 2010 - August 2010
Start-Up Bank, Investment Group June 2009 - August 2009
Skills
Economics, Investments, Equities, Fixed Income, Social Media, Event Planning, Leadership, Editing, Marketing, Customer Service, Market Research, Management, Portfolio Management, Asset Management
Education
Bowdoin College 2009 — 2013
Bachelor of Arts (B.A.), Economics
Danish Institute for Study Abroad 2011 — 2011
Global Economics Program
Noble & Greenough School 2005 — 2009
High School, High Academic Distinction
RBC Global Asset Management (U.S.) Inc. April 2012 - Present
RBC Wealth Management April 2010 - April 2012
Wells Fargo 2009 - 2009
TranCentral Financial 2007 - 2009
Sun Place Inc 2005 - 2007
Education
Bethel University 2009 — 2012
Master's, MBA
LMW Consulting 2010 - Present
RBC Global Asset Management (U.S.) Inc. 1999 - 2009
The Chicago Trust Company/Chicago Capital 1995 - 1999
Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Economics
University of Illinois at Chicago
Bachelor of Science (BS), Finance
RBC Global Asset Management (U.S.) Inc. May 2014 - Present
The Hartford July 2012 - May 2014
The Hartford October 2011 - July 2012
H&S PaInting LLC January 2005 - October 2011
Skills
Mutual Funds, Fund Accounting, Microsoft Excel, Access, Bloomberg Terminal, Interactive Data, Structured Debt, NAV Calculations, Treasury, Short-term investments, Fixed Income, Derivatives, Investments, Finance, Portfolio Management, Accounting, Account Reconciliation
Education
Minnesota State University, Mankato 2007 — 2011
BS, Finance
GSL High
GSL High
RBC Global Asset Management (U.S.) Inc. August 2014 - Present
Mellon Capital Management April 2010 - August 2014
Mellon Capital Management March 2007 - April 2011
Mellon Capital Management December 2005 - March 2007
Skills
Marketing Communications, Marketing Strategy, Event Management, Event Planning, Trade Shows, Brand Management, Email Marketing, Relationship Management, Budgets, Asset Allocation, Business Development, Analysis, Management, Marketing, Strategy, Strategic Planning
Education
Northeastern University 2000 — 2005
Bachelor of Business Administration (BBA), Finance & Marketing Communications
Northeastern University
Bachelor of Science, Business Administration
RBC Global Asset Management (U.S.) Inc. May 2014 - Present
RBC Capital Markets March 2012 - May 2014
RBC Capital Markets May 2010 - March 2012
LSBE Financial Markets Program March 2009 - May 2010
Regis Corporation May 2009 - August 2009
Regis Corporation May 2008 - August 2008
Regis Corporation May 2007 - August 2007
Skills
Fundamental Analysis, Technical Analysis, International Finance, Political Science, Finance, Financial Markets, Microsoft Excel
Education
University of St. Thomas 2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General
University of Minnesota Duluth 2006 — 2010
B.B.A., Financial Markets, Finance
Boo Bicycles June 2009 - Present
Jamis Sutter Home men's professional cycling team January 2010 - December 2011
Time Pro Cycling January 2008 - December 2008
Princeton Cycling Team September 2007 - June 2008
Ball Aerospace June 2007 - August 2007
RBC Global Asset Management (U.S.) Inc. July 2006 - September 2006
Frey's Lawn Service April 1997 - August 2005
Skills
Customer Relations, Spanish, Excel, Word, Mathematics, Direct Sales, Marketing Strategy, Sponsorship, Engineering, Industrial Design, Testing, Product Management, Customer Service, Marketing, Microsoft Excel, New Business Development, Sales, Business Strategy, Coaching, Cycling, Entrepreneurship, Retail
Education
Princeton University 2005 — 2009
B.S.E, Mechanical and Aerospace Engineering
Theodore Roosevelt High School 2001 — 2005
RBC Global Asset Management (U.S.) Inc. February 1995 - Present
RBC Wealth Management - Voyageur Asset Management 1995 - Present
kfan-clear channel 2002 - 2012
Skills
Alternative Investments, Asset Management, Asset Managment, Investments
Education
University of Minnesota-Twin Cities
Bachelor of Science in Business
RBC Global Asset Management March 2015 - Present
Advantus Capital Management July 2010 - March 2015
RBC Global Asset Management (U.S.) Inc. August 1993 - July 2010
Aegon USA Investment Management May 1990 - July 1993
Xerox 1985 - 1987
Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Investments, Capital Markets, Equities, Mutual Funds, Securities, Investment Management, Bonds, Derivatives, Trading, Equity Research, Series 7, Asset Management, Structured Finance
Education
University of Iowa 1988 — 1990
MBA, Emphasis Investment Finance
Miami University 1981 — 1985
B.S. in B.A., Finance
RBC Global Asset Management (U.S.) Inc. July 2013 - Present
Esplanade Capital March 2012 - July 2013
BlackRock April 2006 - March 2012
Norbridge, Inc. May 2005 - April 2006
Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Capital Markets, Derivatives, Mutual Funds, Asset Managment, Equities
Education
Harvard University 2001 — 2005
Bachelor of Arts (B.A.), Economics
RBC Global Asset Management (U.S.) Inc. 2010 - Present
Faribault Daily News/Huckle Publishing 2008 - 2009
The Tribune 2004 - 2008
Associated Press 2004 - 2008
Skills
Editing, Publications, Copy Editing, Writing, Journalism, Newspapers, Storytelling, AP Style, Management, Social Media
Education
Iowa State University 2001 — 2004
Bachelor's Degree, Journalism and Mass Communication, 3.67
RBC Global Asset Management (U.S.) Inc. June 2015 - August 2015
Chestnut Hill Travel Agency April 2015 - June 2015
Boston University September 2014 - May 2015
Global App Initiative May 2014 - May 2015
Boston University School of Management May 2014 - May 2015
InCrowd, Inc November 2013 - September 2014
Boston University School of Management May 2014 - August 2014
Global App Initiative January 2014 - May 2014
Harvard Undergraduate Women in Business May 2013 - December 2013
Boston University General Accounting Department September 2013 - October 2013
Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Research, Customer Service, Financial Analysis, Time Management, Public Speaking, Data Analysis, Leadership, Market Research, Finance, Event Planning
Education
Boston University Questrom School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Finance and Operation Management
Boston Latin School 2008 — 2012
High School Diploma
RBC Global Asset Management (U.S.) Inc. April 2014 - Present
Banyan Partners August 2013 - March 2014
Silver Bridge March 2012 - August 2013
Brown Brothers Harriman August 2011 - March 2012
America's Growth Capital February 2011 - April 2011
Dow Jones Enterprise Media Group October 2010 - December 2010
Skills
Series 7, Series 63
Education
Boston University 2007 — 2011
B.A., Economics, International Business
IBM July 2014 - Present
Favecast September 2013 - January 2014
RBC Global Asset Management (U.S.) Inc. May 2013 - August 2013
Boston Scientific February 2013 - April 2013
Boston Scientific June 2012 - August 2012
GrubHub August 2011 - June 2012
Skills
Social Media, Facebook, Social Media Marketing, Social Networking, Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Marketing Communications, Advertising, Marketing, SPSS, Blogging, Public Relations
Education
Boston University 2010 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General
Boston University - School of Management 2010 — 2014
Graduated with Latin Honors- Cum Laude
RBC Global Asset Management (U.S.) Inc. 2001 - Present
Skills
Equity Research, Investments, Alternative Investments, Mutual Funds, Asset Managment, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Asset Allocation, Hedge Funds, Management, Performance Attribution
Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy
RBC Global Asset Management (U.S.) Inc. January 2014 - Present
Advantus Capital Management June 2007 - January 2014
Automated Realty/DirectByOwner.com August 2003 - April 2012
Advantus Capital Management August 1998 - August 2002
Skills
Fixed Income, Securities, Factset, Performance Attribution, Portfolio Performance..., Scenario Analysis, What-if Simulations, ALM, Cash Flow Forecasting, Private Placements, Insurance, Performance Benchmarking, Analytics, Report Writing, Bloomberg, Bloomberg Terminal, Eagle, Bonds, Excel, Spreadsheets, RFP, Portia, PowerPoint, Word, Microsoft Office, Client Services, Customer Relations, MS Project, Real Estate Negotiation, Investment Properties, Property Management, Customer Service, Mutual Funds, Analysis, Investments, Asset Management, Series 7, Portfolio Management, Asset Allocation
Education
St. Catherine University 2009 — 2013
Bachelor of Science (BS), Financial Economics
Inver Hills Community College
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies
Kaplan
Northfield High School
RBC Global Asset Management (U.S.) Inc. July 2015 - August 2015
Education
St. Lawrence University 2012 — 2016
Bachelor's degree, Economics and Business in the Liberal Arts
St. John's Prep 2009 — 2012
RBC Global Asset Management (U.S.) Inc. September 2013 - Present
Wells Fargo Bank, N.A. October 2007 - September 2013
Wells Fargo Bank N.A. September 2001 - October 2007
Wells Fargo Bank. N.A. July 2000 - September 2001
Wells Fargo Bank. N.A. 1999 - 2000
Wells Fargo Bank. N.A. September 1994 - December 1999
Skills
Project Management, Enterprise Risk..., Change Management, Employee Training, Program Development, Risk Management, Issue Management, Financial Services, Banking, Process Improvement, Financial Risk, Relationship Management, Financial Analysis, CRM, Investments, Sales, Management, Finance, Portfolio Management
Education
University of Saint Thomas - School of Business 2005 — 2011
MBA, Strategic Management, Finance, Entrepreneurship
Minnesota State University, Mankato 1996 — 2000
BS, Economics w/ Minor in Business Administration
RBC Global Asset Management (U.S.) Inc. August 2008 - Present
Access Capital Strategies LLC February 1997 - August 2008
Skills
Portfolio Management, Investments, Fixed Income
Education
University of Rochester - Simon Business School 1969 — 1971
MBA, Finance and marketing
University of Notre Dame 1964 — 1968
BA, Pre-med/Psychology
RBC Global Asset Management (U.S.) Inc. March 2012 - Present
Aritas Securities LLC May 2011 - January 2012
Cornell University March 2009 - April 2011
Cornell University March 2007 - March 2009
North Carolina State University August 2003 - February 2007
Entelos June 2006 - August 2006
Skills
R, Python, MATLAB, Perl, SQL, C++, C#, Signal Processing, Research, Linux, Windows, High Performance..., Data Mining, Statistical Modeling, Machine Learning, Monte Carlo Simulation, Matlab, Algorithms, Quantitative Finance, Optimization, Data Analysis, Predictive Analytics, Quantitative Analytics, Time Series Analysis, Bioinformatics, Mathematical Modeling, Statistics, LaTeX, Numerical Analysis, Interpretation Of Data
Education
North Carolina State University 2004 — 2007
PhD, Electrical Engineering (Major), Statistics (Minor)
North Carolina State University 2001 — 2003
MS, Electrical Engineering
National Institute of Technology Karnataka 1997 — 2001
B.E., Electronics and Communication Engineering
Little Flower Junior College 1995 — 1997
St Patricks High School 1983 — 1995
RBC Global Asset Management (U.S.) Inc. October 2014 - Present
RBC Global Asset Management (U.S.) Inc. October 2013 - October 2014
RBC Global Asset Management (U.S.) Inc. May 2013 - October 2013
Magnetar Capital June 2012 - September 2012
Environmental Defense Fund July 2011 - September 2011
TC Education Foundation November 2010 - September 2011
Skills
Statistics, R, Microsoft Excel, Data Analysis, Microsoft SQL Server, Java, Minitab, Data Mining, Mandarin, PowerPoint, Outlook, Photoshop, InDesign, Business Analysis, Research
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor's Degree, Statistics & Management
Century 21 M&M and Associates July 2013 - Present
ACN Telecommunications July 2010 - Present
Keller Williams Realty July 2012 - July 2013
Century 21 April 2010 - July 2012
Citigroup April 2007 - November 2008
Lehman Brothers November 2004 - April 2007
RBC Global Asset Management (U.S.) Inc. October 2002 - November 2004
Skills
Short Sales, Real Estate, Relocation, Property, Foreclosures, First Time Home Buyers, National Association of..., Residential Homes, Investments, Selling, Buyers, e-PRO, Referrals, Rentals, New Home Sales, Negotiation, Real Estate Transactions, Sales, Marketing, ABR, Pricing, Sellers, Investment Properties, Investors, Seniors, Real Property, Luxury, Property Management, Short Sale &..., Price, REO, Listings, Single Family Homes, Condos, Buyer Representation, Certified Distressed..., Buyer's Price Opinion..., Technology Certified, First Time Buyers, Residential, FHA, GRI, SRS
Education
Diablo Valley College 2009 — 2009
Real Estate
New York University 1985 — 1989
BS, Business
RBC Global Asset Management (U.S.) Inc. June 2015 - Present
All Star Financial June 2014 - August 2014
Skills
Microsoft Excel, Statistics, Hockey, PowerPoint, Economics
Education
St. Olaf College 2012 — 2016
Bachelor of Arts (B.A.), Economics, Statistics
St. Louis University High School 2005 — 2009
Diploma
RBC Global Asset Management (U.S.) Inc. February 1995 - Present
Piper Capital Management May 1991 - February 1995
Minnesota North Stars June 1988 - May 1991
Education
Minnesota School of Business 1978 — 1980
Patrick Henry High School 1974 — 1978
RBC Global Asset Management January 2014 - Present
RBC Global Asset Management (U.S.) Inc. October 2011 - December 2013
Wellington Management Company March 2011 - September 2011
Boston College 2010 - 2011
BlackRock October 2007 - September 2010
BlackRock December 2004 - September 2007
Susquehanna International Group October 2002 - December 2004
Skills
Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Alternative Investments, Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Valuation, Investment Management, Mutual Funds, Asset Allocation, Securities, Derivatives, Bloomberg Terminal, Bonds, Asset Management
Education
Boston College - Wallace E. Carroll Graduate School of Management 2009 — 2012
M.B.A. Graduated With Distinction and Honors, Specialization in Asset Management, 3.89
Drexel University - College of Business and Administration 1999 — 2004
BSBA, Concentration: Finance & Economics
Arexim Engineering EAD October 2011 - Present
Rhodope Nook Ltd June 2008 - Present
Bulgarian National Bank February 2010 - October 2011
PAC Doverie AD July 2008 - February 2010
Allianz Bulgaria December 2007 - July 2008
UBB Asset Managemet February 2007 - December 2007
Allianz Bulgaria August 2006 - February 2007
RBC Global Asset Management (U.S.) Inc. May 2005 - August 2006
Wells Fargo May 2004 - August 2004
UBS Investment Bank September 2000 - March 2003
Skills
Bloomberg, Blackberry, SAP, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Portfolio Management, Budget, Business Analysis, Microsoft Excel, Asset Managment, Fixed Income, Bonds, Financial Markets, Money Market, Asset Management, Capital Markets, Banking, Credit, Equities, Market Risk, Financial Risk, Investment Management, Asset Allocation, Mutual Funds, Finance, Strategy, Project Finance, Business Planning, Business Strategy, Financial Reporting, Valuation, Investment Banking, Derivatives, FX Options, Investments
Education
University of Minnesota-Twin Cities 2003 — 2005
MBA, Finance, General
University of Bridgeport 1998 — 2002
Bachelor's degree, Finance and International Business
RBC Global Asset Management (U.S.) Inc. August 2014 - Present
BlackRock January 2005 - August 2014
State Street Research & Management 1996 - January 2005
State Street Research & Management November 1993 - 1996
Education
University of Massachusetts Boston
RBC Global Asset Management (U.S.) Inc. March 2015 - Present
PA Dry Mix September 2014 - December 2014
Blue Mountain Lacrosse June 2009 - August 2014
Durham University September 2013 - May 2014
Merrill Lynch October 2012 - December 2012
Roanoke College August 2011 - December 2011
Skills
PowerPoint, Microsoft Excel, Management, Public Speaking, Teamwork, Leadership, Microsoft Office, SPSS, Microsoft Word, Prezi, Data Analysis, Social Media, Time Management, Access, Cash Flow Analysis, Corporate Finance, Finacial Management, Cost Accounting, Business Valuation, Industry Research, Stata, Regression Analysis, Economics, Bloomberg, Thompson One, Mergers & Acquisitions, Financial Analysis, Customer Relations, Team Building, Team Management, Airline Economics, Sports Coaching, Research
Education
University of Durham 2013 — 2014
Master of Science (MSc), Financial Management, 3.13
Roanoke College 2010 — 2013
Bachelor of Business Administration (BBA), Business Administration
RBC Global Asset Management (U.S.) Inc. June 1993 - Present
Merrill Lynch March 1980 - June 1993
Skills
Asset Allocation, Asset Management, Series 7, Bloomberg, Fixed Income, Portfolio Management, Performance Attribution, Asset Managment
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General
RBC Global Asset Management (U.S.) Inc. 2006 - Present
RBC Capital Markets 2000 - 2006
RBC Capital Markets 1999 - 2000
Skills
Alternative Investments, Investor Relations, Investor Reporting, Sales Presentations, Hedge Fund Due Diligence, Financial Accounting, Analysis, Management, Budgets, Business Development, Financial Analysis
Education
Lehigh University 1993 — 1997
Bachelor of Science (B.S.), Finance, General
Royal Bank of Canada Global Asset Management US March 2008 - Present
RBC Global Asset Management (U.S.) Inc. 2008 - Present
USBank Asset Management 1997 - 2008
Honeywell 1982 - 1994
Skills
Crystal Reports, Visio, SQL, Requirements Gathering, Database Design, Requirements Analysis, Microsoft SQL Server, Software Project..., Data Modeling, Software Development, IIS, Asset Management, ASP, ASP.NET, .NET, Sybase, ADO.NET, VBScript, Visual Studio
Education
University of Minnesota-Twin Cities
Marketing with minor in Communication
RBC Global Asset Management (U.S.) Inc. May 2014 - Present
Russell Reynolds Associates April 2013 - May 2014
Russell Reynolds Associates May 2010 - February 2012
Industrial Growth Partners December 2006 - March 2010
Crimson Microsystems September 2001 - January 2004
Intel Corporation September 2000 - September 2001
Hospitality - HIlton, Hyatt, American West Airlines January 1995 - September 2000
Education
Golden Gate University
RBC Global Asset Management (U.S.) Inc. August 2015 - Present
RBC Global Asset Management (U.S.) Inc. March 2009 - Present
Skills
Fixed Income, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management
Education
University of Minnesota - Carlson School of Management 2004 — 2007
MBA
University of Minnesota Duluth 1996 — 2000
BBA
RBC Global Asset Management (U.S.) Inc. 2012 - Present
Providence Capital 2002 - 2012
The Crawford Group 2001 - 2002
Lakeside Capital Management 1999 - 2001
Renaissance Capital 1996 - 1998
Education
University of Rochester - Simon Business School 1994 — 1996
MBA
University of Michigan 1992 — 1993
Moscow Aviation Institute (National Research University) 1988 — 1993
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Two Sigma Investments January 2011 - February 2012
Wellington Management April 2010 - January 2011
Neuberger Berman May 2009 - April 2010
Lehman Brothers January 2007 - May 2009
T. Rowe Price 2003 - 2007
Wilshire Associates 2001 - 2003
Intel Corporation 1999 - 2001
US Navy 1991 - 1996
US Navy 1991 - 1996
Education
University of Washington, Michael G. Foster School of Business 1996 — 1999
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Envestnet, Inc October 2014 - Present
Placemark Investments July 2012 - October 2014
RBC Global Asset Management (U.S.) Inc. January 2003 - June 2012
Skills
Asset Management, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Series 7, Securities, Investment Management, Investment Advisory
Education
University of Hawaii at Manoa 1991 — 1992
MA, History
University of Dayton 1989 — 1991
MBA
United States Air Force Academy 1983 — 1987
BS, History
RBC Global Asset Management (U.S.) Inc. October 2013 - Present
PFM Asset Management LLC April 2001 - January 2013
Evolution Motorsports LLC April 2010 - January 2012
Robert Charles Lesser & Co May 2000 - April 2001
Skills
Marketing Strategy, Marketing, Strategy, Start-ups, Team Building, New Business Development, Business Strategy, Financial Analysis, Entrepreneurship, Budgets, Due Diligence, Investments
Education
Emory University 1998 — 2000
Bachelor of Arts, Economics
RBC Global Asset Management (U.S.) Inc. January 2014 - Present
AOI College March 2012 - December 2013
Travel University International February 2011 - April 2011
Babson College January 2008 - December 2009
Income Research and Management April 2007 - October 2007
Baring Asset Management July 2006 - February 2007
John Hancock Financial Services January 2005 - July 2006
Boston Financial Data Services August 2003 - January 2005
Fidelity Investments February 2001 - November 2001
Liberty Mutual Insurance April 2000 - February 2001
Skills
Equities, RFP Writing, Client Service, Researching, Writing, SQL, Consultant Database..., Client Presentations, Communication, Public Speaking, Client Operations, Asset Management, Financial Services, Research, Securities, Mutual Funds, RFP, Investment Management, Training, Leadership, Marketing, Client Services
Education
Babson College - Franklin W. Olin Graduate School of Business 2008 — 2009
MBA, Finance
University of St. Andrews 1992 — 1996
Bachelor of Arts (B.A.), Philosophy and Religious Studies
PMA Financial Network March 2014 - Present
RBC Global Asset Management (U.S.) Inc. November 2011 - January 2014
RBC Correspondent & Advisor Services July 2008 - November 2011
Allied Cash Holdings, LLC May 2006 - March 2008
National Home Management Solutions, LLC August 2005 - April 2006
Skills
Financial Modeling, Analysis, Forecasting, Financial Reporting, Financial Analysis, Quantitative Analysis, Team Leadership, Strategic Financial..., Portfolio Management, Budgets, Management, Account Reconciliation, Bloomberg, Strategy, Asset Management, Fixed Income, Capital Markets, Investments, Equities, Strategic Planning, Financial Planning, Analytics, Economics, Customer Service, Data Analysis, Finance, Financial Services
Education
University of Illinois at Urbana-Champaign 2001 — 2005
BA, Economics
RBC Global Asset Management (U.S.) Inc. October 2011 - Present
Nellis Consulting LLC January 2011 - October 2011
RBC Global Asset Management (U.S.) Inc. January 2011 - September 2011
Ameriprise Financial 1987 - 2009
Skills
Asset Management, Business Analysis, CRM, Contract Negotiation, Equities, Finance, Hedge Funds, Investment Management, Investments, Leadership, Management, Portfolio Management, Program Management, Project Management, Testing, Vendor Management
Education
Minnesota State University, Mankato
BS, Computer Science & Business
RBC Global Asset Management November 2014 - Present
RBC Global Asset Management (U.S.) Inc. January 2013 - October 2014
RBC Global Asset Management April 2009 - January 2013
Voyageur Asset Management February 2007 - April 2009
Skills
Fixed Income, Analytics, Risk Management, R, Asset Allocation, Asset Management, Matlab, Perl, C, C++, C#, Microsoft SQL Server, Quantitative Analytics, Eagle PACE, Enterprise Risk..., Team Leadership
Education
University of California, San Diego 1993 — 1997
BS, Physics - Biophysics
Wells Fargo May 2012 - Present
Wells Fargo March 2011 - May 2012
Wells Fargo September 2007 - February 2011
Wells Fargo August 2006 - August 2007
RBC Global Asset Management (U.S.) Inc. May 2006 - August 2006
Augsburg College September 2005 - August 2006
The Saint Paul Chamber Orchestra June 2005 - September 2005
Drink (The Original Fun Bar) November 2004 - August 2005
Spin Nightclub November 2004 - August 2005
The Saint Paul Chamber Orchestra January 2005 - June 2005
Skills
Public Speaking, Microsoft Excel, Event Planning, Social Media, PowerPoint, Financial Modeling, Corporate Finance, Analysis, Budgets, Capital Markets, Accounting, Leadership, Risk Management, Strategy, Finance
Education
Augsburg College 2002 — 2006
Bachelor of Arts, Double Major: Finance, Music Business
RBC Global Asset Management (U.S.) Inc. December 2012 - Present
Eaton Vance May 2008 - December 2012
Eaton Vance March 2007 - May 2008
Costco Wholesale May 2002 - April 2008
Skills
Mutual Funds, Investments, Series 63, Series 7, Asset Allocation, Alternative Investments, Fixed Income, Series 6, Separately Managed..., Microsoft Excel, Sales, Customer Service, Absolute Return, Closed-end Funds, ETFs, Municipal Bonds, FINRA, PowerPoint, Microsoft Word, Management, Financial Planners, Statistics, Series 66, Series 79, Structured Notes, Estate Planning, Tax-advantaged..., CRM, Series 3, Investment Strategies, Retirement, Financial Planning, Portfolio Management
Education
Boston University 2009 — 2010
CFP, Finance
Bridgewater State University 2002 — 2006
B.A, Finance and Accounting
Bridgewater-Raynham 1999 — 2002
RBC Global Asset Management (U.S.) Inc. January 2013 - Present
RBC Global Asset Management (U.S.) Inc. February 2012 - Present
Pyramis Global Advisors January 2009 - January 2012
State Street Global Advisors January 2008 - December 2008
Wellington Management June 2005 - January 2008
International Client Service January 2005 - June 2005
Deutsche Bank August 2001 - July 2003
State Street Bank and Trust August 2000 - August 2001
Education
D'Amore-McKim School of Business at Northeastern University 2003 — 2005
MBA, MBA
Union College 1996 — 2000
BA, Economics and Modern Languages
Carlson School of Management September 2014 - Present
RBC Global Asset Management (U.S.) Inc. May 2007 - August 2014
Voyageur Asset Management May 2007 - December 2009
Jeffrey Slocum & Associates 2005 - 2007
St. Paul Companies` 1996 - 2003
Metropolitan Life Insurance Company July 1990 - July 1996
Cohen Feit June 1988 - September 1989
J.P. Morgan 1985 - 1988
Skills
Bloomberg, Portfolio Management, Asset Allocation, Asset Management, Investments, Credit Analysis, Research, People Development, Strategic Thinking, Communication Skills, Presentations, Fixed Income, Asset Managment, Investment Strategies, Capital Markets, Strategy, Equities, Hedge Funds, Credit, Private Equity, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1986 — 1988
MBA, Finance
Bryn Mawr College 1980 — 1984
BA, Psychology
RBC Global Asset Management (U.S.) Inc. May 2011 - Present
Wells Fargo March 2005 - January 2010
Wells Fargo March 2002 - March 2005
Wells Fargo August 1998 - March 2002
Wells Fargo March 1996 - August 1998
Norwest Bank Minnesota, N.A. August 1993 - March 1996
Skills
Bloomberg, Municipal Bonds, Fixed Income, Bonds, Trading, Research, Portfolio Management, Public Finance, Investment Banking, Financial Services, Equities, Asset Allocation, Securities, Capital Markets, Investment Strategies, Credit Analysis, Banking, Series 7, Finance, Investments, Mutual Funds, Series 63, Alternative Investments, Structured Finance, Asset Management, Financial Markets, Derivatives, Investment Management, Financial Modeling
Education
University of Minnesota-Twin Cities 1985 — 1994
B.S., Economics
University of St. Thomas
Executive Education and Professional Development Mini MBA Program
RBC Wealth Management November 2009 - Present
RBC Global Asset Management (U.S.) Inc. November 2005 - November 2009
RBC Global Asset Management (U.S.) Inc. May 2004 - November 2005
Education
Saint John's University 1995 — 1999
BA, Management
RBC Global Asset Management (U.S.) Inc. June 2013 - Present
Eaton Vance January 2013 - May 2013
Eaton Vance September 2010 - December 2012
Eaton Vance January 2009 - August 2010
State Street March 2008 - January 2009
Skills
Series 7, Mutual Funds, Series 6, Series 63, Investments, Series 66, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Securities, Chartered Financial..., Sales, Asset Management
Education
Merrimack College 2003 — 2007
BA, Communication Studies; Political Science
Merrimack College 2003 — 2007
Bachelor of Liberal Arts, Communication Studies
Pine River Capital Management January 2013 - Present
Pine River Capital Management February 2011 - December 2012
Lacrosse Global November 2008 - February 2011
RBC Global Asset Management (U.S.) Inc. July 2004 - October 2008
RBC Capital Markets June 2000 - June 2004
Skills
Hedge Funds, Fixed Income, Derivatives, Financial Markets, MBS, Equities, Capital Markets, Securities, Asset Managment, Financial Modeling, Investments, Trading
Education
University of Minnesota - Carlson School of Management 1999 — 2001
MBA, Finance, Accounting
RBC Global Asset Management (U.S.) Inc. June 2006 - Present
RBC Wealth Managment December 2003 - June 2006
Education
University of Minnesota - Carlson School of Management 2006 — 2009
MBA, Finance, Strategy
The University of North Dakota 1995 — 2000
BA, Finance, Spanish
RBC Global Asset Management May 2011 - Present
RBC Global Asset Management (U.S.) Inc. April 2010 - July 2011
Riversource Distributors/Ameriprise Financial 2006 - April 2010
North American Capital Markets 2001 - 2006
Korn/Ferry International 2000 - 2001
GMAC-Residential Funding Corporation 1998 - 2000
Dain Rauscher 1994 - 1998
Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Asset Management, Asset Allocation, Management, Negotiation, Manage Client..., Series 7, Sales, Financial Services, Securities, Retirement, Series 24
Education
St. Lawrence University 1985 — 1988
B.A., Government
Breck School 1981 — 1984
College Prep
RBC Global Asset Management (U.S.) Inc. October 2012 - Present
AXA Advisors, LLC September 2009 - September 2012
Merrill Lynch & Co. June 2008 - August 2008
Skills
Series 7, Series 63, Series 3, Asset Allocation, Mutual Funds, Investments, Securities, Wealth Management, Fixed Annuities, Investment Advisory, Retirement, 401k, Investment Strategies, Strategic Financial...
Education
Penn State University 2005 — 2009
Bachelor of Science, Finance
Barclays December 2011 - Present
Lord Abbett May 2011 - February 2012
RBC Global Asset Management (U.S.) Inc. August 2010 - May 2011
Vanguard April 1992 - July 2009
Skills
Fixed Income Portfolio..., Asset Management, Quantitative Analytics, Mutual Funds, Bonds, Alternative Investments, Bloomberg, Capital Markets, Equities, Fixed Income, Investment Management, Investments, Portfolio Management, Securities
Education
University of Hawaii - Shidler College of Business 1981 — 1983
MBA, International Business
University of Hawaii - Shidler College of Business 1977 — 1981
BBA, Marketing
Punahou School 1969 — 1976
RBC Global Asset Management (U.S.) Inc. March 2010 - Present
Whitebox Advisors July 2007 - February 2009
Varde Partners August 2002 - July 2007
Skills
Executive..., Event Planning, Project Management, Board Governance, Compliance, Board of Trustees, Mutual Funds, Dealer Agreements, Executive Support, Business Travel, Sales Presentations, Office Management, Financial Analysis, Equities, Equity Trading, Hedge Funds, Fixed Income, Asset Management
Education
University of Minnesota-Twin Cities
RBC Global Asset Management (U.S.) Inc. March 2014 - Present
Dimensional Fund Advisors January 2012 - February 2014
Eaton Vance/Parametric Portfolio Advisors October 2005 - November 2011
State Street Research & Management October 2001 - October 2002
Bank of Boston June 1996 - July 2000
Lehman Brothers January 1992 - June 1996
Offtech, Inc. 1983 - 1990
Xerox January 1980 - January 1983
Skills
Hedge Funds, Institutional Investors, Endowments, Alternative Assets, Asset Allocation, ETFs, Investment Advisory, Fund Of Funds, Portfolio Optimization
Education
Trinity College-Hartford 1975 — 1979
BA, Economics
Westwood High School 1971 — 1975
RBC Global Asset Management (U.S.) Inc. January 2013 - Present
Gulf Oil Limited Partnership December 2000 - January 2013
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Project Management, Administrative..., Customer Service, Budgets, Process Scheduler, SAP, Office Management, Project Planning, Lotus Notes, Contract Management, System Administration, Access, Petroleum, Coordination, Teamwork, Contract Negotiation, Employee Relations, Negotiation
Education
Suffolk University 1995 — 2002
BA, Criminology & Law
City of Lakes Waldorf School August 2015 - Present
RBC Global Asset Management (U.S.) Inc. September 2010 - June 2015
AllianceBernstein May 2004 - July 2010
Morgan Stanley October 2003 - May 2004
Lazard Asset Management September 1999 - October 2003
Skills
Fixed Income, Asset Allocation, Portfolio Management, Series 7, Alternative Investments, Institutional, Marketing Communications, Mutual Funds, Investment Management, Marketing Strategy, Series 63, Hedge Funds, Equities, Client Services, Investment Strategies, Client Service, Grant Writing, Fundraising, Event Planning
Education
Columbia University in the City of New York
MA, Modern European Studies
University of Toronto - University of Trinity College 1995 — 1999
BA, honors, International Relations, European Studies, Business German
RBC Global Asset Management (U.S.) Inc. March 2015 - Present
Abbot Downing, A Wells Fargo Business August 2012 - February 2015
Maaco Collision Repair March 2006 - August 2012
TiffanyAnn's Designs May 2011 - May 2012
Skills
Time Management, Team Building, Customer Service, Achiever, Discipline, Brand Consistency, Communication, Marketing, Copy Editing, Proofreading, Presentation Design, PowerPoint, Microsoft Excel, SharePoint, Meeting Planning, Coordinating Events, Market Research, Market Analysis, Google Analytics, Newsletters
Education
Augsburg College 2008 — 2012
Marketing, International Business
Andover High School 2003 — 2007
Wells Fargo Wealth Management November 2011 - Present
US Bank February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc. January 2006 - October 2008
GMAC-RFC January 2004 - December 2005
RBC Capital Markets January 2002 - June 2003
Piper Jaffray October 1995 - October 2001
Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading
Education
University of St. Thomas 2007 — 2014
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 1990 — 1995
BA, Economics
University of Minnesota-Duluth 1990 — 1995
BBA, Marketing
RBC Global Asset Management (U.S.) Inc. March 2010 - Present
Whitebox Advisors July 2007 - February 2009
Varde Partners June 2002 - June 2007
Skills
Executive..., Event Planning, Event Management, Board Relations, Board Governance, Board of Directors, Board Presentations, Travel Management, Mutual Funds, Global Regulatory..., Dealer Agreements, Compliance, Asset Managment, Client Services
Education
University of Minnesota-Twin Cities
University of Minnesota-Twin Cities
Communication, General
Ryan Labs August 2012 - Present
Total Plan Advisors May 2012 - Present
RBC Global Asset Management (U.S.) Inc. February 2009 - February 2012
Skills
Asset Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Investment Strategies, Investment Management, Equities, Bloomberg, Marketing Strategy, Capital Markets, Mutual Funds, Business Development, Marketing, Financial Analysis, Financial Modeling, Private Equity, Derivatives
Education
Fellow, Society of Actuaries
University of Manitoba
Actuarial Science
RBC Global Asset Management (U.S.) Inc. 2007 - Present
US Bancorp Investments 2003 - 2006
American Express Financial Advisors 2001 - 2003
Skills
Investments, Asset Allocation, Bloomberg, Portfolio Management, Series 7, Mutual Funds, Risk Management, Asset Managment, Equities, Process Improvement, Fixed Income, AML, Project Management, Equity Trading, Trading, Insurance, Capital Markets, Due Diligence, Securities, Strategic Planning
Education
Minnesota Paralegal Institue 1996 — 1997
Post Baccalaureate, Paralegal Certificate
University of Minnesota-Twin Cities 1990 — 1995
Bachelor's degree, Sociology
RBC Global Asset Management (U.S.) Inc. July 2015 - Present
Mercer Investments June 2014 - June 2015
Mercer May 2013 - August 2013
UBS Global Asset Management June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
Northwestern University 2011 — 2013
Bachelor of Arts (BA)
Beijing Foreign Studies University 2012 — 2012
United States Military Academy at West Point 2010 — 2011
Bachelor of Arts (BA)