RBC Wealth Management
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RBC Wealth Management Employees
Sixty40pdx March 2014 - Present
Sixty40pdx March 2014 - Present
Home 2012 - March 2014
RBC Wealth Management June 2001 - November 2011
ICC June 1977 - December 2000
Skills
Coaching
Education
Los Angeles College of Chiropractic 1973 — 1977
DC, CHIROPRACTIC
Queens College 1970 — 1973
ba, psychology
Cape Cod Financial Services March 2014 - Present
JHS Capital Advisors, LLC 2011 - February 2014
RBC Wealth Management 2005 - 2011
Legg Mason 1995 - 2005
Prudential Securities 1987 - 1995
Skills
Branch Banking, Finance
Education
Northeastern University
Hope: Global March 2011 - June 2013
Evolution Experience Hair July 2012 - January 2013
RBC Wealth Management March 2008 - August 2009
Joyce Meyer Ministries August 2006 - January 2008
Skills
Photography, Microsoft Office, Office Administration, Team Leadership, Fine Art, Journalism, Online Research, Online Journalism, Marketing Strategy, Marketing Communications, Market Research, Social Networking, Social Media, Data Entry, Data Analysis, Administrative..., Non-profits, Non-fiction, Fashion Design, Illustration, Book Illustration, Poverty, Problem Solving, Customer Service, Telephone, Community Outreach, Community Development, Report Writing, Sustainability, Technical Drawing, Public Administration, Event Management, Event Photography, Event Planning, Nonprofits, Management, Newsletters, micr, Microsoft Excel, Microsoft Word, Confidentiality, Managing Start-ups, Phone Etiquette, Multi-line Phone
Education
Hillsong International Leadership College 2010 — 2012
Diploma, Theological and Ministerial Studies/Leadership
Oral Roberts University 2004 — 2005
International Relations and Affairs
RBC Wealth Management 2015 - Present
RBC Wealth Management 2013 - 2014
Collateral Risk Solutions 2009 - 2012
AXA Advisors 2008 - 2009
Pension Architects 2006 - 2007
PrimeVest Financial Services May 2005 - August 2005
Skills
Leadership, Coaching, Finance, Cross-functional Team..., Customer Service, CRM, Team Building, Management, Strategic Planning, Analysis, Microsoft Office, Sales
Education
Pepperdine University 2003 — 2007
Bachelor of Science (B.S.), Business Administration
RBC Wealth Management November 2011 - Present
RBC Wealth Management November 2010 - November 2011
Education
Robbinsdale Cooper High 1999 — 2003
High school diploma, Generals
North Hennepin Community College
Generals
RBC Wealth Management November 2005 - Present
Morgan Stanley Wealth Management November 2000 - November 2005
United States Marine Corps August 1994 - August 1998
Education
North Central College 2000 — 2005
Bachelor of Arts (B.A.), Finance and Marketing
St. Ignatius College Prep 1990 — 1994
RBC Wealth Management February 2015 - Present
RBC Wealth Management October 2012 - February 2015
Diamond Capital Advisors May 2011 - June 2012
Pepperdine Private Capital Markets Project July 2011 - May 2012
Indomitable Entertainment May 2011 - July 2011
Susan G. Komen for the Cure January 2011 - May 2011
E4H Inc 2009 - 2010
Ryan Homes 2005 - 2008
Skills
Financial Modeling, Private Equity, Investment Banking, Market Analysis, Negotiation, Dispute Resolution, Valuation, Financial Analysis, Due Diligence, Finance
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2010 — 2012
MBA, Finance
Penn State University 2001 — 2005
BS, Supply Chain and Information Systems
RBC Wealth Management February 2013 - April 2014
RBC Wealth Management June 2007 - February 2013
Rasmussen College June 2006 - July 2007
United States Air Force October 1997 - October 2001
Skills
Wealth Management, Financial Services, Mutual Funds, Investments, Portfolio Management, Series 7, Equities, Asset Management, Fixed Income, Retirement Planning, Banking, Securities, Asset Allocation, Strategic Financial..., Series 63, Investment Strategies, Risk Management
Education
Rasmussen College-Minnesota
Network Administration, Information Technology
RBC Wealth Management June 1994 - Present
RBC Wealth Management 1994 - 2015
RBC Wealth Management 1994 - 2015
US Navy March 1987 - June 1994
Education
Oregon State University 1983 — 1987
Mechanical Engineering / Business
North Salem Highschool
Sunrise Wealth Management March 2014 - Present
Key Investment Services October 2009 - March 2014
RBC Wealth Management April 2007 - October 2009
Russell Investments October 2002 - April 2007
Skills
Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, Finance, Financial Services, Banking, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Series 63
Education
University of Washington 1999 — 2001
Bachelor of Arts (B.A.), Business Administration and Management
Pierce College 1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General
RBC Wealth Management March 2010 - Present
Penner Business Solutions January 2001 - Present
Delta Air Lines October 2008 - March 2010
Wells Fargo Bank February 2007 - August 2008
Target June 2002 - February 2007
Pep Boys September 2002 - November 2002
TXU June 2001 - June 2002
Wells Fargo January 2001 - June 2001
Target February 1997 - January 2001
Carlson Companies February 1996 - February 1997
Education
Red River College 1991 — 1993
Associate Degree, Computer Analyst/Programmer
United Planners Financial Services August 2012 - Present
Synergy Financial Group of Arizona July 2010 - Present
ASEA 2012 - 2013
GWRRA 2009 - 2011
The Planning Group of Scottsdale, LLC March 2004 - June 2010
RBC Wealth Management May 2002 - March 2004
Sutro & Co 1998 - 2002
Skills
Certified Financial..., 401k, Securities, Management, Wealth Management, Investments, Investment Advisory, Wealth, Marketing, Fixed Annuities, FINRA, Wealth Management..., Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Investment Management, IRAs, Asset Management, Strategic Financial..., Series 63, Series 7, Life Insurance, Mutual Funds, Estate Planning, Alternative Investments, Long-term Care, Finance
Education
Northern Arizona University, College of Business Administration 1964 — 1967
Bachelor of Science, Marketing
RBC March 2015 - Present
RBC Wealth Management April 2014 - February 2015
RBC ROYAL BANK June 2008 - April 2014
Skills
Credit, Financial Advisory, Investments, Customer Service, Credit Cards, Lines Of Credit, Residential Mortgages, Loans, Banking, Portfolio Management, Risk Management
Education
Preston University 2003 — 2006
Bachelor's degree, Business Administration and Management, General
Ford Motor Company January 2014 - Present
Ford Motor Company September 2011 - December 2013
Ford Motor Company July 2010 - August 2011
Ford Motor Company February 2009 - June 2010
Ford Motor Company January 2007 - January 2009
Ford Motor Company June 2005 - December 2006
DFAS June 2004 - August 2004
RBC Wealth Management June 2002 - August 2002
Education
Purdue University - Krannert School of Management 2003 — 2005
Master of Business Administration (MBA)
Purdue University 1999 — 2003
Bachelor of Applied Science (BASc)
RBC Wealth Management August 2014 - Present
Minnesota National Guard Army Signal Officer May 2012 - Present
RBC Wealth Management June 2013 - August 2014
RBC Wealth Management January 2013 - June 2013
RBC Wealth Management June 2010 - August 2011
St. Francis Borgia Church September 2005 - May 2007
Skills
Leadership, Marketing, Management, Sales, Business Services, Microsoft Excel, Microsoft Office, Investments, PowerPoint, Research, Microsoft Word, Economics, Public Speaking, Customer Service, Asset Managment, Event Planning, Strategic Planning, Time Management, Asset Management, CRM, Business Development, Business Analysis
Education
Purdue University - Krannert School of Management 2007 — 2012
Bachelor of Science, Economics; Management, Marketing, Military Science
RBC Wealth Management July 2011 - Present
Education
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™
Series 7 & 66
Providence College
BS, Biology, Mathematics
RBC Wealth Management December 2014 - Present
Christie Coghlan Investment Management, LLC August 2011 - April 2014
Merrill Lynch September 2008 - August 2011
Financial Strategies Group November 2005 - September 2008
TD Print Productions January 1997 - December 1999
Shearson Lehman Brothers January 1983 - December 1986
A.G. Edwards & Sons, Inc. January 1981 - December 1983
Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities
Education
Quinnipiac University 1999 — 2003
Bachelor's degree, Management, 3.4 GPA
RBC Wealth Management May 2010 - Present
DB Alex Brown 1993 - 2010
Education
Princeton University 1975 — 1979
BA, History/International Relations
Hotchkiss 1971 — 1975
RBC Wealth Management June 2009 - Present
Morgan Stanley November 2002 - June 2009
Ahold May 1988 - August 2001
Education
Penn State University 1990 — 1994
Master of Business Administration (M.B.A.), Business Administration, Management and Operations
The Ohio State University 1977 — 1981
BSBA, Accounting, 3.5
Cresa May 2015 - Present
Avison Young RDU July 2014 - April 2015
CSC Leasing September 2009 - May 2014
RBC Wealth Management 2008 - 2008
Estes Express Lines 2008 - 2008
Peebles Golf Car Sales 2006 - 2006
Skills
New Business Development, Marketing, Vendor Management, Account Management, Start-ups, Professional Services, Data Center, Solution Selling, Cloud Computing, Sales, Managed Services, Sales Management, Management, Customer Service, Sales Process, Salesforce.com, Business Development, CRM, Negotiation
Education
North Carolina State University 2005 — 2009
BS Business Administration, Finance
Woodberry Forest High School 2003 — 2005
RBC Wealth Management April 2015 - Present
RBC Wealth Management December 2014 - Present
Skills
Financial Analysis, Portfolio Management, Capital Markets, Financial Modeling, Corporate Finance, Valuation, Equity Research, Trading, Financial Markets, Bloomberg, Credit Analysis, Credit, Investments, Equities, Investment Management, Mutual Funds, Investment Strategies, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Macroeconomics, Monetary Economics, Federal Reserve Policy, Quantitative Risk..., Asset Allocation, Economics, Wealth Management, Quantitative Analytics, Asset Management, Financial Risk, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Data Analysis, Statistical Data..., Statistical Modeling, Leadership, Stata, SPSS, Oracle Database, Management, Analysis, Customer Service
Education
Strome College of Business 2012 — 2014
Master of Business Administration (M.B.A.), Financial Analysis and Valuation, Candidate
Old Dominion University 2008 — 2011
Bachelor of Science (BS), Finance & Economics
RBC Wealth Management July 2011 - Present
Citigroup May 2007 - July 2011
The Bank of New York Mellon 2005 - 2007
JPMorgan 2000 - 2005
Skills
Trust Services, Wealth Management, Asset Managment, Investments, Banking, Private Banking, Capital Markets, Financial Modeling, Financial Advisory, Risk Management, Strategic Financial..., Retirement Planning
Education
Pennsylvania State University-Great Valley Graduate Center 2008 — 2013
MBA, Business Administration
University of Delaware 1995 — 1999
Bachlor of Arts, International Relations, French
RBC December 2014 - Present
RBC September 2014 - November 2014
RBC March 2013 - February 2014
Women In Leadership January 2012 - December 2013
RBC August 2011 - March 2013
MS Society of Canada - Oakville Division April 2009 - September 2011
Queen's School of Business September 2010 - April 2011
Queen's School of Business 2007 - 2011
RBC Wealth Management May 2010 - September 2010
BOOM! Marketing April 2009 - September 2009
Skills
Requirements Gathering, Leadership, Business Analysis, Project Management, Transformation, Business Strategy, Management, Emotional Intelligence, Consulting, Collaboration, Change Management, Process Improvement, IT Strategy, Risk Management, Teamwork, Marketing Strategy, Banking, MS Project, Requirements Analysis, Critical Thinking, Communication, Business Process Design, Business Case, Use Case Analysis, Time Management, Business Requirements, Data Analysis, Business Process..., Analysis, Influence Without..., Conflict Resolution, Prioritization, Project Management..., Business Case..., Scope Management, System Requirements, Communication Skills, PMF, SDLC, Athletics, Requirements Management, Execution
Education
Queen's University 2007 — 2011
BComm, Management of Information Systems and Psychology
King's Collegiate 2003 — 2007
Wilmington Yoga Center September 2015 - Present
Beautycounter May 2015 - Present
doTERRA October 2014 - Present
Love Is Raw August 2014 - Present
Wilmington Yoga Center May 2013 - Present
RBC Wealth Management June 2009 - June 2015
Morgan Stanley Smith Barney August 2003 - June 2009
Morgan Stanley Smith Barney August 2003 - June 2009
Morgan Stanley Smith Barney August 2003 - June 2009
Skills
Budgets, Business Planning, Finance, Securities, Sales Management, Mutual Funds, Financial Analysis, Financial Services, Investments, Microsoft Excel, Series 7, Time Management, Trading, Financial Advisory, Team Building, Sales, Social Media Marketing, Public Speaking, Customer Service, Management, Social Media, Leadership, Social Networking, Microsoft Word, Marketing, Event Planning, Event Management
Education
Wake Forest Rolesville, H.S 1992 — 1995
General Studies
North Carolina State University
Choctaw Nation of Oklahoma June 2014 - June 2015
Northern Trust Corporation April 2012 - April 2014
Signal Hill Investment Services February 2011 - March 2012
Fidelity Investments June 2009 - February 2011
RBC Wealth Management June 2007 - June 2009
Frost Bank June 2003 - June 2007
Skills
New Business Development, Business Strategy, Business Analysis, Business Planning, Sales Management, Sales Presentations, Sales Process, Financial Analysis, Financial Planning, Financial Modeling, Financial Markets, Strategic Consulting, Consultative Selling, Management Consulting, Relationship Management, Commercial Banking, Private Banking, Asset Allocation, General Insurance, Entrepreneurship..., Entrepreneurship...
Education
Southeastern Oklahoma State University 2001 — 2003
Master of Business Administration (M.B.A.), Finance, General
Oklahoma State University 1998 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services
RBC Wealth Management July 2003 - Present
Education
American College
Chartered Financial Consultant®
Roanoke College 1997 — 2001
Bachelor of Business Administration (BBA), Finance Concentration
Duke University 2005 — 2006
Executive Certificate in Certified Financial Planning, Accounting and Finance
RBC Wealth Management July 2010 - Present
Education
North Carolina State University 2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Wealth Management September 2014 - Present
T. Rowe Price May 2013 - Present
Institute for Policy and Opinion Research January 2013 - April 2013
Skills
Mutual Funds, Investments
Education
Roanoke College 2009 — 2013
Bachelor of Business Administration (B.B.A.)
Laird Norton Wealth Management September 2003 - Present
North Park University January 2007 - January 2013
Evangelical Covenant Church - North Pacific Conference April 2009 - January 2012
ASA Advisors 2001 - 2003
RBC Wealth Management 1997 - 2001
Merrill Lynch 1994 - 1998
3M 1989 - 1994
Skills
Portfolio Management, Financial Planning, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, Philanthropy, Financial Analysis, Securities, Strategic Planning, Elder Care Planning, Wealth, Strategy, Financial Planners, Financial Advisory, Management, Financial Services, Finance
Education
North Park University 1986 — 1989
BA, Economics
RBC Wealth Management October 2007 - Present
Skills
Experienced,..., Award winning consultant, Dedicated Volunteer, Asset Managment, Business Development, Customer Service, Entrepreneurship, Risk Management, Innovation, Key Account Management, Financial Modeling, Account Management, New Business Development, Problem Solving, Strategic Planning, Sales, Sales Management, Customer Satisfaction, Sales Process, Published Author, Travel, Writing, Creative Writing, Asset Management, Financial Advisory, 401k, Leadership, Budgets, Finance, Financial Services, Portfolio Management, Management, Project Planning, Banking, Small Business, Investments, Mutual Funds
Education
Philadelphia University 1974 — 1978
BS, Business/Commerce, General
Mount St. Joseph Academy 1970 — 1974
High School Diploma, College Prep school
St Philip Neri 1968 — 1970
Piper Jaffray September 2005 - Present
RBC Wealth Management 2002 - 2005
American Express Financial Advisors 1989 - 2002
Dechert LLP 1987 - 1989
Skills
Financial Services, Investment Management, Mutual Funds, Management, Securities, Private Equity, Hedge Funds, Alternative Investments
Education
Northwestern University School of Law
Doctor of Law (J.D.)
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
University of Minnesota-Twin Cities
Bachelor of Arts (B.A. summa cum laude), History
RBC Wealth Management January 2011 - Present
BMO Bank of Montreal August 2003 - September 2010
Investors Group Financial Services Inc. March 2000 - July 2003
RBC - Royal Trust July 1981 - January 2000
Skills
Estate Planning, Financial Planners, Succession Planning, Banking, Wealth, Financial Services, Cash Management, Performance Management, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Securities, Portfolio Management, High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Finance, Private Banking, Credit, Certified Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Commercial Banking, Fixed Income, Financial Advisory, Mortgage Lending, Relationship Management, Alternative Investments, Retirement, Retail Banking, Loans, Pensions, Series 7, Consumer Lending, Hedge Funds
Education
Financial Management Advisor 2005 — 2006
FMA, Financial Management Advisor
Professional Financial Planner 1996 — 1999
Professional Financial Planner, Financial Planning
Certified Financial Planner 1986 — 1989
CFP, Certified Financial Planner
Red River College 1979 — 1981
Business Administration, Accounting & Finance
Scotiabank March 2014 - Present
Scotia Private Client Group February 2013 - March 2014
RBC Wealth Management July 2011 - February 2013
RBC Royal Bank April 2010 - July 2011
RBC Royal Bank July 2008 - April 2010
CDL Jovem Fortaleza 2000 - 2001
Skills
Wealth Management, Canadian Securities..., Mutual Funds, Investments, Banking, Strategic Financial..., Investment Advisory, Credit, Portfolio Management, Retirement Planning, Financial Advisory, Mortgage Lending, Retail Banking, Relationship Management, Risk Management, Investment Strategies
Education
Pontifícia Universidade Católica do Rio de Janeiro 1998 — 2000
Bachelor, Business Administration
Universidade de Fortaleza 1995 — 2000
Bachelor, Civil Engineer
RBC Wealth Management 2008 - Present
RBC Wealth Managment February 2007 - Present
RBC August 2001 - January 2007
Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Banking, Mutual Funds, Retail Banking, Financial Analysis, Strategic Financial..., Risk Management, Retirement, Asset Managment
Education
Queen's University 1997 — 2001
B.Sc. Eng
St. Joe's 1993 — 1997
Calamita Wealth Management July 2010 - Present
RBC Wealth Management March 2005 - July 2010
Wachovia, A Wells Fargo Company January 1999 - March 2005
Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Asset Allocation, Investments, Investment Advisory, Mutual Funds, Retirement, Financial Advisory, Asset Managment
Education
Weatherhead School of Management at Case Western Reserve University 1996 — 1997
Masters of Business Administration, Marketing, Policy
Ohio University 1989 — 1993
Bachelors of Business Administration, Finance, International Business, German
RBC Wealth Management January 2012 - December 2012
Aveda May 2009 - October 2010
Advanced MarketPlace (AMP) June 2008 - January 2009
UnitedHealth Group October 2007 - February 2008
Allianz Life March 2007 - September 2007
UnitedHealth Group March 2006 - March 2007
Regis Corporation April 2005 - February 2006
Skills
SAP CRM, Windows 7, Mac OS, Photoshop, AS400 system, HP Service Manager, HP Service Desk, CMDB, MS Project, MS Visio, SharePoint, Social Media Outreach, Customer Service, Troubleshooting, Project Planning, Project Coordination, ITIL, IT Service Management, Sales, Project Management, Information Technology, Enterprise Software, Change Management
Education
RMC Project Management, Inc.
Project Management Prep Coursework, 16 CEUs
North Hennepin Community College
Certificate, Project Management
North Hennepin Community College
Associate of Arts (A.A.)
Milliman, Inc. April 2014 - Present
Premier Staffing Inc. November 2013 - March 2014
RBC Wealth Management September 2005 - January 2013
Jones Lang LaSalle October 2001 - August 2005
LPISC/Jones Lang LaSalle July 2000 - September 2001
Skills
Administrative..., Outlook, Microsoft Excel, Spreadsheets, File Management, PowerPoint, Calendaring, Microsoft Word, Microsoft Office, Executive Support, Office Administration, Event Planning, Visio, Customer Service, Invoicing, Administrative..., Administration, Confidentiality, Time Management
Education
Otterbein University
Special Education, Theater Arts, English
Exusia, Inc. June 2015 - Present
Technical Advantage Medical Billing Co. February 2011 - December 2014
NYC Department of Education November 2009 - January 2011
Cushman & Wakefield September 2008 - October 2008
RBC Wealth Management February 2008 - September 2008
AllianceBernstein May 2007 - December 2007
Natixis August 1991 - August 2006
Skills
Microsoft Office, Mac, Google Docs, Customer Service, Editing
Education
Pace University 1983 — 1987
BBA, Business Administration
CIBC May 2014 - Present
HSBC Bank Canada August 2012 - May 2014
HSBC Securities May 2007 - August 2012
RBC Wealth Management January 2000 - May 2007
First Marathon 1997 - 1999
Skills
Bloomberg Terminal, Wealth Management, Investment Advisory, High Net Worth..., Managed Accounts, Separately Managed..., Investments, Insurance, Asset Management, Business Strategy, New Business Development, Contract Negotiation, Vendor Relations
Education
Queen's University 1993 — 1997
Bachelor of Commerce, Finance, law, marketing
Northwestern Memorial Hospital October 2013 - Present
Presence Health October 2012 - October 2013
Presence Health March 2011 - October 2012
RBC Wealth Management November 2010 - March 2011
Presence Health April 2010 - October 2010
Simplex Investments, LLC, Chicago May 2008 - April 2010
Schroeder Material, Worth May 2005 - August 2008
Skills
Financial Modeling, Program Management, Strategy, Epic Resolute Hospital..., Hospital Revenue Cycle, Options, Microsoft Excel, Project Management, Software Documentation, Customer Service, Data Analysis, Hospitals, Analysis, Management, Business Analysis
Education
Northwestern University 2015 — 2016
Master's Degree, Predictive Analytics
Loyola University Chicago 2003 — 2007
Bachelor of Arts, Economics
Wells Fargo Advisors, LLC October 2012 - Present
RBC Wealth Management July 2006 - October 2012
Smith Barney May 2001 - July 2006
Alper Services LLC January 1998 - May 2001
American Express Financial Advisors August 1994 - January 1998
Baxter Healthcare August 1989 - August 1994
General Electric June 1988 - December 1988
Porsche September 1987 - April 1988
Ernst & Young September 1984 - September 1986
Education
University of Illinois at Chicago 1986 — 1989
MBA, Finance, International Business
Southern Methodist University 1980 — 1984
BBA, Accounting
Richmond, The American International University in London 1983 — 1983
RBC Wealth Management June 2002 - Present
United Health Group April 1988 - June 2002
Education
North Hennepin Community College 1983 — 1984
Law Enforcement
RBC Wealth Management August 2005 - Present
Education
General Electric Financial Management Program 1977 — 1979
Diploma, Financial Management
Old Dominion University 1974 — 1977
B.S. Business Administration, Accounting
U.S. Army Aviation School 1971 — 1971
Diploma, Rotary Wing Aviation
RBC Wealth Management April 2012 - Present
Morgan Stanley February 1992 - April 2012
Drovers Bank December 1986 - February 1992
Education
Penn State University 1982 — 1986
BS Finance, Finance & Economics
RBC Wealth Management September 2008 - Present
Vector Marketing May 1997 - August 2008
Education
Penn State University 2005 — 2007
MBA, General Business
Penn State University 1993 — 1997
BS Marketing
ATB Securities September 2013 - Present
RBC Wealth Management February 2007 - September 2013
ATB Financial 2013 - 2013
CIBC- Edmonton, Ab October 2006 - February 2007
CIBC - Edmonton, Ab Financial Services March 2006 - October 2006
ATB Financial- Edmonton, Ab April 2004 - March 2006
ATB Financial- Edmonton, Ab October 2003 - April 2004
ATB Financial- Edmonton, Ab July 2002 - October 2003
Skills
Financial Planning, Wealth Management, Investments, Retirement, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Customer Service, Banking, Strategic Financial..., Financial Advisory, Credit, Finance, Wealth, Financial Services
Education
DESIGNATIONS 2009 — 2010
CFP, Financial Planning and Services
Northern Alberta Institute of Technology 2000 — 2002
Finance, Finance
SWELL Clubs Santa Barbara Athletic Club January 2015 - Present
Self Employed January 2013 - Present
CEO Support Systems, Inc. 1999 - 2013
RBC Wealth Management 2000 - 2002
Skills
Hatha Yoga, Corporate Communications, Training, Program Management, CRM, Team Leadership, Employee Training, Business Strategy, Internal Communications, Management, Negotiation, Strategy, Management Consulting, Public Speaking, Marketing Strategy, Marketing Communications, Customer Service, Strategic Planning, Marketing, Leadership, Project Management, Editing, Team Building, Consulting, Sales, Event Planning
Education
Northeastern Illinois University
Universite de Bruxelles, Belgium
Doctor of Philosophy (PhD), Management Communication
University of Illinois at Urbana-Champaign
Master's degree, Organizational Communication, General
RBC September 2015 - Present
RBC Wealth Management December 2013 - September 2015
RBC Wealth Management November 2010 - November 2013
Fidelity International May 2007 - December 2009
Fidelity International July 2006 - April 2007
Fidelity International April 2004 - June 2006
Fidelity International July 2003 - January 2004
Fidelity International May 2000 - June 2003
KPMG Cape Town 1997 - 2000
Education
CFA Institute 2004 — 2006
CFA charter, Economics, Finance, Investments
South African Institute of Chartered Accountants 1997 — 2000
CA(SA), Audit, Finance
South African Institute of Financial Markets 1999 — 1999
International Capital Markets qualification, Ethics, Economics, Financial Instruments
Rhodes University 1993 — 1996
B.Comm (Hons), Accounting, Commercial Law
Stutterheim High School
PNC July 2011 - Present
Evans Capital Management January 2010 - July 2011
RBC Wealth Management 2007 - 2009
Keim Dusckas Caryl Wealth Management Group January 2006 - January 2007
Education
Oklahoma State University 2003 — 2007
Finance & Economics, Portfolio Management
Texans Financial February 2013 - Present
JHB Capital November 2011 - February 2013
RBC Wealth Management July 2010 - September 2011
Pecos Valley Energy May 2009 - August 2010
K-Life Ministries August 2007 - May 2010
Skills
Investments, Financial Analysis, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Financial Modeling, Series 7, Strategic Planning, Strategic Financial..., Leadership, Valuation, Customer Service
Education
Oklahoma State University 2002 — 2007
Bachelor of Arts, Liberal Studies; Speech Communications and Religious Studies
Thomas Fay Custer HS 1998 — 2002
Coldwell Banker Burnet February 2002 - Present
RBC Wealth Management March 2002 - March 2005
Microsoft Corporation October 2000 - January 2002
Skills
Residential Homes, Real Estate, First Time Home Buyers, Investment Properties, Real Estate Transactions, Sellers, ABR, Selling, SFR, Property, Buyers, Move Up Buyers, Relocation, Single Family Homes, Townhomes
Education
North Dakota State University 1997 — 2001
B.S., Business Administration & Accounting
RBC Wealth Management October 2009 - Present
Crowell Weedon & Co August 2008 - October 2009
Crowell Weedon & Co June 2002 - August 2007
Skills
Investments, Securities, Mutual Funds, Equities, Series 7, Bloomberg, Portfolio Management, Retirement Planning, Financial Analysis, Alternative Investments, Series 63, Wealth Management, Investment Strategies, Retirement, Insurance, Asset Management
Education
Sonoma State University 2005 — 2007
BA, Economics
Pasadena City College 2003 — 2005
AA, Psychology
George Mason University August 2015 - Present
Mason Investment Club (MIC) May 2015 - Present
George Mason University January 2015 - Present
Dorm Room Capital November 2014 - Present
RBC Wealth Management June 2013 - August 2013
Northern Virginia Community College August 2011 - May 2012
Skills
Investments, Financial Markets, Finance, Equities, Equity Trading, Technical Analysis, Microsoft Office, Financial Analysis, Securities, Options, Tutoring, PowerPoint, Microsoft Word, Microsoft Excel, Risk Management, Research, Leadership, Data Analysis, Time Management, Teamwork, Financial Statement..., Accounting, Statistics, Trading, Public Speaking, Teaching, Higher Education
Education
George Mason University - School of Business 2013 — 2015
Bachelor of Science (BS), Finance; Minor, Economics, 3.92
Northern Virginia Community College 2011 — 2013
Associate of Science (A.S.), Business Administration, 4.0
NWEA July 2015 - Present
Oregon State University May 2015 - June 2015
Startup Weekend Willamette February 2015 - February 2015
RBC Wealth Management July 2013 - September 2013
Chevron June 2011 - September 2011
Skills
Entrepreneurship, Strategic Planning, Leadership, International Business, Account Management, International Trade, Business Analysis, Market Analysis, French, Business Strategy, Customer Relations, Project Management, Logistics, Data Analysis, Big-picture Thinking, Process Development, Market Forecasting, Disruptive Technologies, Computer Information..., Analysis, Trend Analysis, Process Modeling, Logistics Analysis, Relational Databases, International Market..., Risk Management, Commodity Risk...
Education
Oregon State University
Business Information Systems
RBC Wealth Management January 2001 - Present
Education
Oregon State University 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Speech Communication
United States Marine Corps November 2014 - Present
United States Marine Corps July 2014 - November 2014
RBC Wealth Management July 2013 - June 2014
Barclays Capital July 2009 - May 2013
Skills
Capital Markets, Financial Modeling, Investment Banking, Leadership, Investments, Financial Analysis, Strategy, Valuation, Microsoft Excel
Education
Princeton University
KHC Professional Services 2013 - Present
CAA South Central Ontario 2008 - 2012
Bell Canada 2002 - 2006
Oracle Corporation Canada 2000 - 2002
RBC Wealth Management 1998 - 2000
RBC Wealth Management 1996 - 1998
Scotiabank 1991 - 1996
Skills
Analytics, Segmentation, Customer Experience, Database Marketing, Business Intelligence, Vendor Management, Business Analysis, Telecommunications, CRM, Product Management, Team Leadership, Cross-functional Team..., Team Management, Business Strategy, Strategy, Mergers & Acquisitions, Customer Insight, Membership Growth, Membership Development, Direct Marketing, Marketing Strategy, Sales Management, Leadership, Integrated Marketing, Market Research, Management, Sales, Customer Satisfaction, Customer Retention, Business Planning, Program Management, Marketing, Enterprise Software, Project Management, Analysis, Budgets, Competitive Analysis, Loyalty Marketing, Campaign Management, Customer Acquisition, Loyalty Programs, Multi-channel Marketing, Email Marketing, E-commerce, Marketing Management, Digital Marketing, B2B Marketing, Lead Generation
Education
Queen's University
Master of Business Administration (MBA), Business Administration and Management, General
University of New Brunswick
Bachelor of Science (B.Sc.), Computer Science
GV Financial Advisors September 2007 - Present
RBC Wealth Management December 2004 - October 2006
Fegan and Associates February 1999 - October 2004
Skills
Wealth Management, Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Asset Allocation, Investments, Series 7, Asset Managment, Tax, Accounting, Financial Planners, Life Insurance, Sales
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2003 — 2005
MBA, Finance
University of Southern California 1992 — 1996
BS, Kinesiology
RBC Wealth Management October 1997 - Present
Banc One Investment Advisors May 1984 - October 1997
Education
Northwestern University 1973 — 1978
Bachelor’s Degree, Computer Science
Washington University in St. Louis 1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance
Liberty High School - Youngstown, Ohio 1970 — 1973
High School
RBC Wealth Management October 2014 - Present
RBC January 2013 - October 2014
RBC Wealth Management July 2011 - January 2013
Wells Fargo February 2010 - July 2011
Target February 2006 - February 2010
Skills
Customer Service, Team Leadership, Follow Through, Following Instructions, Close Attention to..., Communication Skills, Compliance, Dependable Team Player, Attention to Detail, Finance, Credit, Investments, Mortgage Lending, Relationship Management, Sales
Education
St. Cloud State University 2011 — 2013
Bachelor of Arts (B.A.), Elective Studies
North Hennepin Community College 2010 — 2012
Associate of Arts (A.A.), General Studies
RBC Wealth Management January 2013 - Present
Allianz Life 2003 - 2012
Skills
Business Process..., Insurance, Business Analysis, Financial Services, Analysis, Process Improvement, Forecasting
Education
North Hennepin Community College
RBC Wealth Management September 2015 - Present
RBC Wealth Management December 2013 - August 2015
Alpha Kappa Psi - Lambda Omicron Chapter November 2013 - November 2014
AXA Advisors, LLC March 2013 - May 2014
The Vitamin Shoppe, Inc. June 2011 - January 2014
Education
North Carolina State University 2011 — 2015
B.S. Business Administration, Finance
Invoyent August 2015 - Present
Optum July 2011 - July 2014
Ameriprise Financial Services, Inc. May 2010 - August 2010
RBC Wealth Management January 2009 - May 2010
Skills
Financial Modeling, Analysis, Data Analysis, Analytics, Process Improvement, Access, Business Intelligence, Project Management, Financial Analysis, PowerPoint, Customer Service, Microsoft Excel, Management
Education
University of Minnesota - Carlson School of Management 2007 — 2011
Bachelor of Science in Business, Finance & Marketing
Queensland University of Technology 2011 — 2011
University of Pennsylvania - The Wharton School 2014 — 2014
RBC Wealth Management January 2009 - Present
Smith Barney November 2001 - December 2008
Interstate/ Johnson Lane January 1993 - November 2001
Education
North Carolina State University
Virgina Episcopal School
NFP Advisor Services February 2009 - Present
NFP Advisor Services September 2009 - February 2011
NFP Advisor Services December 2006 - September 2009
RBC Wealth Management September 2002 - October 2006
Morgan Stanley April 2000 - September 2002
Skills
Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management, Team Building, Customer Service, Management, Written & Oral..., Media Development, Organizational..., Development Of Employees, Employee Training, Vendor Management, Financial Services, Strategic Planning, Project Management, Marketing, Learning Management..., Analysis, Investment Advisory, Investments, Wealth Management, Instructor-led Training, E-Learning, Staff Development, Finance, Series 7, Blended Learning, Financial Advisory, Learning Management, Captivate, Securities, Distance Learning, ADDIE, CRM
Education
Purdue University 2012 — 2015
Candidate: Master of Science (MS), Learning Design and Technology, 3.6 GPA Current
The University of Texas at Dallas
Bachelor's degree, Economics and Finance
Cushman & Wakefield June 2015 - Present
RBC Wealth Management June 2015 - Present
RBC Wealth Management July 2014 - August 2014
Heymann and Fletcher Attorneys at Law June 2013 - August 2013
Adath Shalom Pre School 2011 - 2013
Zeta Beta Tau Fraternity September 2012 - December 2012
Zeta Beta Tau Fraternity February 2012 - September 2012
Iroquois Springs June 2010 - August 2012
Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Research, Legal Research, Event Planning, Customer Service, Fundraising, Teamwork
Education
Quinnipiac University 2014 — 2016
Master of Business Administration (MBA), Traditional MBA
Quinnipiac University 2011 — 2015
History, 3.133
RBC Wealth Management July 2014 - Present
Wells Fargo Advisors July 2013 - July 2014
Morgan Stanley Wealth Management June 2011 - July 2013
Education
Roanoke College
RBC Wealth Management January 1993 - Present
Education
Oklahoma State University
Bachelor’s Degree, English Language and Literature, General
NWEA October 2012 - Present
RBC Wealth Management February 2010 - October 2011
Skills
Microsoft Office, Outlook, Leadership, Customer Service, Management, Editing, Program Management, Public Speaking, Project Management, Staff Development, Training, Process Improvement, Team Building, Research, Educational Technology, Microsoft Excel, Data Analysis, Event Planning, Marketing, Curriculum Development, Coaching, Teaching, Nonprofits, Project Planning
Education
Portland State University
Bachelor of Science (B.S.), Sociology
Portland State University - CEPE
Certification - Project Management
RBC Wealth Management October 2014 - Present
RBC Wealth Management October 2012 - September 2014
RBC Wealth Management October 2006 - September 2012
Ameriprise Financial Services, Inc. June 2006 - October 2006
Education
Purdue University 2002 — 2006
Business Management, Minor in Finance
RBC Wealth Management April 2012 - Present
Merrill Lynch May 2005 - April 2012
Education
North Central College 2000 — 2005
Bachelor of Arts (B.A.), Psychology
Osgoode Hall Law School January 2012 - Present
Blaney McMurtry LLP June 2009 - Present
Sole Practitioner November 2007 - June 2009
RBC Wealth Management 1999 - 2007
Heenan Blaikie LLP 1995 - 1999
Fasken Martineau LLP 1991 - 1995
Skills
Estate Law, Legal Advice, Dispute Resolution, Litigation, Legal Research, Document Drafting, Trusts, Estate Planning, Dispute, Powers of Attorney, Financial Planners
Education
The University of Western Ontario 1986 — 1989
Bachelor of Laws (LL.B.)
Queen's University 1982 — 1986
Bachelor of Arts (B.A.), History and Economics
Ontario Teachers' Pension Plan March 2014 - January 2015
RBC Wealth Management September 2013 - December 2013
RBC Wealth Management August 2011 - July 2013
RBC Dexia Investor Services May 2009 - May 2011
RBC Dexia Investor Services November 2008 - May 2009
RBC Dexia Investor Services April 2007 - May 2008
Bank of Montreal June 2006 - April 2007
TMX Group June 2004 - June 2006
CIBC Mellon January 2004 - June 2004
CIBC Mellon June 2002 - January 2004
Skills
Risk Management, Project Management, Equities, FX Hedging, FX trading, Capital Markets, Requirements Analysis, Requirements Gathering, Requirements Management, Testing, Business Analysis, Financial Risk, PMP, SDLC, Business Requirements, User Acceptance Testing, Business Process, MS Project, Portfolio Management, Integration, Software Project..., Wealth Management, FX Derivatives, Bonds, Operational Activities, Training, Business Systems..., Information Technology, Credit Risk, PMO, Project Portfolio..., Trading
Education
Bay 3000 Corporate Education- PMP Course 2010 — 2010
Professional Risk Managers' International Association- UK 2006 — 2006
Canadian Securities Institute 2001 — 2001
Middle East Technical University 1992 — 1996
BA
ted
RBC Wealth Management April 2015 - Present
J.P. Morgan February 2013 - April 2015
Morgan Stanley Smith Barney, Private Portfolio Group January 2012 - January 2013
Morgan Stanley Smith Barney, Private Portfolio Group September 2008 - January 2012
Citigroup Smith Barney July 2007 - September 2008
Skills
Fixed Income, Equities, Investments, Trading, Securities, Series 7, Equity Trading, Portfolio Management, Bloomberg, Trade Management, Change Leadership, Series 63, Series 65
Education
Pace University - Lubin School of Business 2003 — 2007
BBA, Finance
FINRA
Series 7, Finance
NASAA
Series 66, Finance
RBC Wealth Management January 2006 - Present
Legg Mason May 1997 - January 2006
Chase Manhattan Corporation 1989 - 1997
Skills
Separately Managed..., Series 7, Asset Allocation, Managed Accounts, Money Management, Retirement Planning, Wealth Management, Series 66, Trust Services, Investment Advisory, ETFs, FINRA, Investment Strategies, Series 63, Mutual Funds, Portfolios, High Net Worth..., Alternative Investments, Series 24, Retirement, Wealth, Fixed Income, Asset Management, Securities, Financial Advisory, Portfolio Management, 401k, Bonds, Investments, Financial Planning, Equities, Estate Planning, Stocks, Annuities, Private Banking, Options, Liquidity, Asset, Securitization, Hedging, Hedge Funds, Credit, Debt, Reporting & Analysis, Equity Trading, Cash Management, Mortgage, Brokerage, Currency, Capital Markets
Education
Queens College 1978 — 1985
BA, Communication and Media Studies
Ameriprise Financial Services, Inc. September 2014 - Present
RBC Wealth Management January 2014 - April 2014
Ameriprise Financial Services, Inc. March 2009 - August 2013
Ameriprise Financial Services, Inc. January 2006 - March 2009
Ameriprise Financial Services, Inc. September 1999 - December 2005
Ameriprise Financial Services, Inc. March 1997 - September 1999
MCI Corporation September 1995 - February 1997
MCI Corporation August 1993 - August 1995
Skills
Project Management, Vendor Management, Team Leadership, Customer Service, Process Improvement, Governance, Program Management, Risk Management, Business Analysis, Cross-functional Team..., SDLC, Business Process..., Change Management, Outsourcing, IT Strategy, ITIL
Education
University of Minnesota-Twin Cities 1990 — 1992
Bachelor of Arts (B.A.), Sociology
North Hennepin Community College 1989 — 1990
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies
RBC Wealth Management November 2013 - Present
Opower March 2011 - September 2013
U.S. House of Representatives January 2011 - March 2011
Skills
Sales Operations, Sales, Energy, Business Development, Operations Management, Microsoft Office, Networking, People-oriented, Social Media, Public Speaking, Strategic Planning, Strategy, Management, Solution Selling, Microsoft Excel, Data Analysis, Leadership, Salesforce.com, SaaS, Enterprise Software, Consulting, Finance, Research, Energy Efficiency, Building Relationships, Start-ups, Competitive Analysis, Marketing, Program Management, Outstanding..., People Skills, Lead Generation, Strategic Partnerships, Analytics, Entrepreneurship
Education
Penn State University 2006 — 2010
Energy, Business, and Finance
Providence College Economics Department September 2009 - May 2010
RBC Wealth Management September 2009 - December 2009
Maguire's Restaurant May 2004 - September 2009
Education
Providence College 2006 — 2010
BA, Quantitative Economics
Goldman Sachs 2013 - Present
RBC Wealth Management 2009 - 2012
Attucks Asset Management 2008 - 2009
Carpe Diem Capital Management 2006 - 2009
Skills
Series 7, Series 66, Financial Analysis, Financial Advisory, Personal Financial..., Investment Management, Hedge Funds, Venture Capital
Education
Northwestern University 2001 — 2005
Bachelor of Arts (B.A.), Economics
The University of Edinburgh 2004 — 2004
Study Abroad Program, Economics
RBC Wealth Management May 2008 - Present
UBS December 1999 - December 2008
Merrill Lynch December 1994 - December 1999
Kidder Peabody December 1990 - December 1994
Donaldson, Lufkin & Jenrette December 1988 - December 1990
Underwood, Neuhaus 1986 - 1988
CE Vetco Gray February 1978 - August 1986
Cameron Iron Works 1976 - 1979
Education
The University of Texas at Austin 1972 — 1973
Bachelor of Arts, Humanities
Ohio University 1973 — 1974
International Relations
Coronado High School 1962 — 1969
RBC Wealth Management November 1988 - Present
Education
Regis University 1978 — 1982
RBC Wealth Management August 2014 - Present
Wells Fargo March 2014 - July 2014
Aimia Inc November 2012 - February 2014
Affinion Group January 2009 - June 2012
Carlson Companies, Inc. June 2006 - January 2009
Citigroup 1998 - 2006
Skills
Disaster Recovery, SDLC, System Administration, Vendor Management, Active Directory, Network Administration, Project Management..., Cross Functional Team..., Process Improvement, IT Audit, Compliance, Acquisition Integration, Technology Integration, Enterprise Architecture, Technology Assessment, VMware, Networking, SaaS, Technology Evaluation, CRM, Leadership, Project Management, Management, Enterprise Software, Business Analysis, ITIL, Program Management, Integration, Agile Methodologies, Cloud Computing, Infrastructure
Education
Northwestern Health Sciences University 1992 — 1996
BS in Human Biology, Doctor of Chiropractic, Physician
Valparaiso University 1990 — 1992
Pre-Med, Pre-Chiropractic
RBC Wealth Management July 2012 - Present
First Clearing/Wells Fargo Advisors September 2004 - July 2012
Corporate Executive Board August 2003 - September 2004
Scott and Stringfellow January 2000 - August 2003
Wallace Computer Services June 1998 - January 2000
Education
Randolph-Macon College 1994 — 1998
B.A., Business and Economics
RBC Wealth Management October 2014 - Present
Merrill Lynch November 2006 - October 2014
PricewaterhouseCoopers March 2002 - November 2007
V4 Consulting June 2001 - March 2002
Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Investments
Education
Purdue University 1996 — 2001
Engineering, Electrical and Electronics Engineering
Center Grove 1993 — 1996
RBC Wealth Management February 2012 - Present
RBC Wealth Management April 2010 - January 2012
RBC Wealth Management August 2008 - March 2010
Novak Construction February 2008 - May 2008
Crescendo Realty Corporation March 2007 - January 2008
Great Point Capital LLC January 2005 - February 2007
Great Point Capital July 2002 - July 2004
Education
Northwestern University 1997 — 2001
Bachelor of the Arts, Political Science
RBC Wealth Management 2011 - Present
Skills
Leadership, Project Management, Process Improvement
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
North Dakota State University 1993 — 1997
BS, Construction Engineering
RBC Wealth Management May 2006 - Present
JBHanauer & Co. 2006 - October 2009
Ryan Beck & Co. 2002 - 2006
Gruntal & Co 1997 - 2002
Drexel Burnham Lambert 1981 - 1989
Education
Pace University - Lubin School of Business 1981 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing
City University of New York-Brooklyn College 1975 — 1979
Bachelor of Arts - Economics
Archer Investment Management Solution June 2014 - Present
Innovest Systems 2009 - 2013
Fiserv 2002 - 2008
RBC Wealth Management 1992 - 2002
Smith Barney 1991 - 1992
Skills
CRM, Financial Services, Portfolio Management, Strategy, Program Management, Business Process, Management, Business Process..., Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Investments, Finance, Financial Analysis, Equities, Asset Management
Education
Pace University - Lubin School of Business
MBA, Financial Management
Siena College
BS, Finance
RBC Wealth Management September 2006 - Present
Piper Jaffray 2002 - August 2006
Skills
Credit Risk, Risk Management, Reporting & Analysis, Financial Analysis, Analytics, Process Improvement, Regulatory Compliance, Series 7, Securities, Investments, Equities, Wealth Management, Banking
Education
Northern State University
B.S., Mathematics
RBC Wealth Management October 2007 - Present
Education
Purdue University 1993 — 1997
Group 3 Marketing June 2009 - Present
Brave New Workshop Comedy Theater December 2008 - June 2009
RBC Wealth Management September 2006 - October 2008
Minnesota Timberwolves September 2001 - July 2006
Minnesota Timberwolves and Lynx 2000 - 2006
Minnesota Timberwolves July 2000 - September 2001
Nike September 1999 - May 2000
Skills
Assistant Swim Coach -..., Co-Head Dryland Coach &...
Education
Penn State University 1995 — 1999
B.A., Journalism
RBC Wealth Management June 2012 - Present
RBC Bank January 2009 - May 2012
RBC Bank June 2007 - February 2009
RBC Bank October 2005 - May 2007
BBVA Compass June 2004 - October 2005
BBVA Compass July 2002 - May 2004
American Management Systems (AMS) 1999 - 2002
PNC Financial Services Group 1997 - 1998
First Union 1997 - 1997
PNC 1991 - 1997
Skills
Small Business Lending, Consumer Lending, Credit, Risk Management, Mortgage
Education
Robert Morris University 1993 — 1995
MBA, Finance
The College of Wooster 1986 — 1989
BA, Bus. Economics
RBC Wealth Management July 2014 - Present
Skills
Assurance, US GAAP, Canadian GAAP, Accounting, IFRS, Financial Analysis, Internal Controls, External Audit
Education
Queen's University 2005 — 2009
Bachelor of Commerce (BCom)
University Catholique de Louvain 2008 — 2008
Exchange Program, Commerce
RBC Wealth Management March 2005 - Present
Skills
Portfolio Management, Private Banking, Credit, Credit Analysis, Loans, Fixed Income, Commercial Banking, Banking, Credit Risk
Education
Pace University 2003 — 2005
RBC Wealth Management November 2013 - Present
Copygirl Productions LLC February 2004 - Present
RBC Wealth Management November 2012 - November 2013
RBC Capital Markets August 2010 - November 2012
RBC Capital Markets December 2007 - August 2010
Wachovia Securities September 2002 - April 2004
St. Paul Pioneer Press 2000 - 2002
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Customer Service, Event Planning, Event Management, Research, Editing, Marketing, Series 7, Microsoft Access, Graphic Design, Print Consulting, Desktop Publishing, Sports Marketing, Sports Management, Copywriting, Coaching, Strategic Planning, Leadership, Photoshop, Problem Solving, Analysis, Visio, Process Improvement, FINRA, Business Analysis, Securities, Dreamweaver, Troubleshooting, Requirements Gathering, Investments, Series 24, Risk Management, Software Documentation, Mutual Funds, Training, Management, Time Management, Outlook, Change Management, Financial Services
Education
Winona State University 1994 — 1995
Journalism
Saint Mary's University of Minnesota 1992 — 1994
journalism, computer science
North Hennepin Community College
Associate of Arts (AA), Business Administration
RBC Wealth Management September 1998 - Present
Skills
Wealth Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Series 7, Investments
Education
Willamette University 1979 — 1983
B.S., Political Science
Richmond, The American International University in London 1981 — 1981
Political Science
RBC Wealth Management November 2006 - Present
Advest August 1998 - November 2006
Smith Barney May 1986 - August 1998
Education
Quinnipiac University 1982 — 1986
Bachelor of Science, Finance
Infor July 2012 - Present
Strategic Staffing Solutions August 2010 - December 2011
Advanced Technologies Integration March 2009 - August 2010
RBC Wealth Management April 2007 - January 2009
St. Paul Travelers July 2001 - April 2007
Modis February 1997 - June 2001
MSI Insurance January 1995 - February 1997
Analysts International July 1994 - January 1995
MSI Insurance June 1992 - July 1994
The Toro Company April 1991 - June 1992
Skills
COBOL, DB2, Requirements Analysis, Visio, SOA, JCL, Requirements Gathering, XML, CICS, Oracle, SharePoint, Software Documentation, Easytrieve, Business Analysis, Websphere, Mainframe, VSAM, Java, Java Enterprise Edition, IMS DB/DC
Education
Northwestern College 1983 — 1987
BS, Accounting, Bible, Computer Information Systems
RBC Wealth Management January 2007 - Present
UBS Wealth Management September 2005 - May 2006
Ford Motor Credit Company June 1988 - March 2005
Education
Oklahoma City University 1990 — 1992
MBA, Finance
University of Oklahoma 1983 — 1988
BBA, Finance
RBC Wealth Management June 2007 - Present
Wachovia Securities,LLC September 1991 - June 2007
WIFR- TV September 1989 - September 1991
WTVO-TV Broadcasting January 1972 - August 1989
Skills
Retirement Planning &..., Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Tax deferred Annuities
Education
Northern Illinois University 1970 — 1972
BS, Business, Marketing, Communication
The Private Syndicate January 2010 - Present
RBC Wealth Management May 2004 - December 2009
Wachovia Securities April 1992 - May 2004
Skills
Customer Service, Training, SEO, Online Advertising, Social Media Marketing, Affiliate Marketing, E-commerce, Email Marketing, Lead Generation, Social Media, Small Business, SEM, Social Networking, Web Marketing, Blogging, Marketing, PPC, Facebook, Trading, Options, Futures, Investment Banking, Mergers & Acquisitions, Raising Capital, Portfolio Management, Online Marketing, Strategy, Management, Entrepreneurship, Finance, Sales, Banking, Start-ups, Advertising, Public Relations, Market Research, Investments, Financial Services, Digital Marketing, Marketing Strategy, Business Development, Leadership, New Business Development, Mobile Marketing, Capital Allocation, Valuation, Management Consulting, Business Planning, Business Strategy
Education
Prairie State College
Rensselaer Polytechnic Institute 2011 - Present
Rensselaer Polytechnic Institute 2011 - Present
RBC Wealth Management June 1994 - Present
Rensselaer Polytechnic Institute 2007 - 2011
Rensselaer Polytechnic Institute 2001 - 2006
Skills
Statistics, Teaching, Student Affairs, Data Analysis, Public Speaking, Non-profits, Econometrics, Microsoft Office, Strategic Planning, Analysis, Microsoft Excel, Regression Analysis, Event Planning, Matlab, Program Evaluation, Financial Modeling, Management Consulting, Research, Higher Education, Entrepreneurship, Economics, Finance, Strategy, Investments, Management, Nonprofits, Leadership, Team Leadership, Organizational..., Program Management, Leadership Development, Policy, Proposal Writing, Staff Development, University Teaching
Education
Rensselaer Polytechnic Institute at Hartford 1983 — 1986
MBA, Investments, Finance
Northeastern University
Bachelor of Science (B.S.), Political Science & Economics
Western New England College School of Law
JD, Tax, Business Law
RBC Wealth Management March 2012 - Present
RBC May 1999 - Present
Osgoode Hall Law School 2010 - 2010
Shibley Righton LLP 1998 - 1999
Education
York University - Osgoode Hall Law School
LLM, Trust
Queen's University 1993 — 1996
LLB
Western University 1990 — 1993
BA, Politics
RBC Wealth Management April 2009 - Present
Merrill Lynch July 2006 - April 2009
Smith Barney September 1997 - June 2006
DecisionOne 1996 - 1997
Unisys 1992 - 1996
Digital Equipment Corporation 1980 - 1992
FourPhase Systems 1978 - 1980
BCL America 1978 - 1979
Skills
Retirement Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Series 65, Equities, Series 7, Financial Services, Uniform Combined State..., Asset Allocation
Education
Widener University 1998 — 2005
Masters in Taxation and Financial Planning, Finance
West Chester University of Pennsylvania 1975 — 1977
Bachelor of Arts, Communications
Penn State University 1973 — 1975
Associates Degree, Liberal Arts
BMO Financial Group April 2015 - Present
UBS Investment Bank February 2015 - March 2015
UBS Investment Bank July 2012 - February 2015
Morgan Stanley February 2011 - July 2012
Morgan Stanley June 2009 - February 2011
Citigroup June 2008 - August 2008
RBC Wealth Management June 2007 - August 2007
Skills
Excel, SQL, Equity Derivatives, VAR, Financial Analysis, Corporate Finance, Risk Management, Bloomberg, VBA, Time Series Analysis, Statistical Arbitrage, Exotic Derivatives, Market Risk, Matlab
Education
Oklahoma State University 2007 — 2009
Masters, Quantitative Finance
Oklahoma State University 2003 — 2007
Bachelors of Science, Finance
RBC December 2013 - Present
RBC Wealth Management 2011 - Present
RBC Royal Bank 2004 - 2008
LIFFE 1994 - 1996
Education
University of Oxford 1991 — 1994
MA, Law
Queen's University 1987 — 1991
BA Hons, Political Science
St. Andrew's College 1982 — 1987
RBC Wealth Management January 2014 - Present
RBC February 2010 - January 2014
RBC Wealth Management June 2006 - February 2010
Clarica March 2002 - June 2006
CIBC September 1990 - February 2002
Skills
Wealth Management, Investments, Retirement Planning, Retail Banking, Mutual Funds, Disability Insurance, Strategic Financial..., Finance, Wealth Management..., Commercial Banking, Loans, Retirement, Financial Planning, Insurance, Mortgage Lending, Residential Mortgages, Small Business
Education
Northern Alberta Institute of Technology 1990 — 1992
Finance, Business/Commerce, General
RBC Wealth Management 2012 - Present
TD Waterhouse 2008 - 2011
TD Waterhouse 2008 - 2008
TD Waterhouse 2006 - 2008
Skills
Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management, Banking, Retirement Planning, Financial Analysis, Fixed Income, Investment Strategies, Risk Management, Equities, Credit, Credit Analysis, Customer Service, Investment Advisory, Options, Derivatives, Bloomberg, Bonds, Relationship Management, Strategic Financial...
Education
Queen's University
Master of Business Administration (M.B.A.)
Canadian Securities Institute
Fellow of the Canadian Securities Institute, Personal Financial Planner
Northern Alberta Institute of Technology / NAIT
Business Diploma, Honors Finance
The University of Lethbridge
Bachelor of Management, Finance
Motley Fool Wealth Management December 2014 - Present
RBC Wealth Management February 2012 - December 2014
Morgan Stanley Smith Barney April 2010 - August 2011
Morgan Stanley Smith Barney September 2008 - April 2010
Citigroup Smith Barney April 2006 - September 2008
Skills
Series 7, Series 66, Variable Annuities, Portfolio Management, Equity Research Analysis, Life & Health Insurance..., Mutual Funds, Financial Analysis, Sales, Financial Services
Education
Roanoke College 2002 — 2005
BBA, Business Administration
RBC Wealth Management January 2008 - Present
Wells Fargo March 1992 - January 2008
Education
Northern Illinois University 1987 — 1991
BS, Finance and Accounting
Chicago Christian High School
RBC Wealth Management 2003 - Present
Education
Ohio University 1973 — 1977
bgs, philosophy of self
Red Hook Management 2008 - Present
RBC Wealth Management 1996 - 2008
Skills
Portfolio Management, Investments, Fixed Income, Securities, Asset Allocation
Education
Ramapo College of New Jersey 1990 — 1994
Infor July 2012 - Present
Strategic Staffing Solutions August 2010 - December 2011
Advanced Technologies Integration March 2009 - August 2010
RBC Wealth Management April 2007 - January 2009
The St. Paul Companies/Travelers July 2001 - April 2007
Modis February 1997 - July 2001
MSI Insurance January 1995 - February 1997
Analysts International Corporation (AIC) July 1994 - January 1995
MSI Insurance June 1992 - July 1994
The Toro Company April 1991 - June 1992
Skills
DB2, Software Engineering, SDLC, Integration, Databases, COBOL, Requirements Gathering, Microsoft SQL Server, XML, Requirements Analysis, Testing, CICS, Software Development, Data Warehousing, Software Documentation, Business Analysis, Visio, Software Project..., Process Improvement
Education
Northwestern College 1983 — 1988
Bachelor's of Science, Accounting, Bible, Computer Information Systems
Giesecke & Devrient November 2012 - December 2013
CIBC May 2012 - November 2012
RBC Wealth Management April 2010 - April 2012
G&D Software Solutions October 2008 - April 2010
Skills
Quality Center, SDLC, Test Planning, Agile Methodologies, Software Quality..., Business Analysis, Requirements Analysis, Quality Assurance, Business Requirements, User Acceptance Testing, Test Cases, Waterfall, Testing
Education
University of Toronto 2011 — 2012
Cerificate, Business Analysis
Seneca College of Applied Arts and Technology 2003 — 2005
Diploma with Honors, Accounting and Finance
Odessa State Polytechnic University
Bachelor Degree, Engineering
RBC Wealth Management December 2005 - Present
Education
Penn State University
BA, Architecture & Art History
RBC Wealth Management October 2013 - Present
RBC Wealth Management September 2010 - October 2013
Capital Group April 2008 - July 2009
Capital Group January 2005 - March 2008
Skills
Mutual Funds, Retirement Planning, Investment Management, Investment Strategies, Wealth Management, Investments, Training, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Team Building
Education
Radford University 1999 — 2003
BS, Political Science and Government
RBC Wealth Management October 2013 - Present
eBay Inc June 2013 - September 2013
RBC Wealth Management April 2013 - June 2013
Fidelity Investments October 2008 - April 2010
Skills
Investments, Risk Management, Mutual Funds, Wealth Management, Customer Service, Equities, Strategic Financial..., Fixed Income, Trading, Retirement Planning, Options, Securities, Bonds, Bloomberg, Financial Markets, Relationship Management, Management, Microsoft Office, Public Speaking
Education
Rhode Island College 1993 — 1996
Nursing
University of Rhode Island 1990 — 1993
Chemical Engineering
RBC Wealth Management June 2012 - Present
Robert W. Baird & Co. October 2008 - June 2012
Skills
Uniform Combined State..., Retirement Planning, Series 65, Wealth Management, Asset Allocation, Mutual Funds, Investments, 401k Rollovers, FINRA
Education
Tottenville High School 1978 — 1982
Paradise Valley Community College
Certificate, Business Administration and Management, General
Edward Jones October 2012 - Present
The Hartford 2001 - 2012
RBC Wealth Management August 1995 - October 1999
Skills
Sales, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investments
Education
The American College 1998 — 2007
ChFC, Financial Planning and Services
Northwestern University 1985 — 1989
Bachelor's degree, Human Development Social Policy
RBC Wealth Management June 1998 - Present
Cenni's Distributor June 1978 - May 1998
Ridgway National Bank June 1971 - June 1978
Education
Penn State University 1968 — 1971
Bachelor's degree, Accounting
RBC Wealth Management August 2014 - Present
RBC July 2013 - May 2014
RBC Wealth Management May 2012 - September 2012
RBC July 2011 - September 2011
Ontario Place July 2010 - September 2010
Shoppers Drug Mart 2007 - 2008
Skills
Microsoft Excel, Data Analysis, Microsoft Office, Program Management, Project Management, Management Consulting, Team Leadership, Business Analysis, Leadership, Project Planning, Access, Process Improvement, Research, Public Speaking
Education
University of Toronto 2014 — 2015
Certificate, Project Management
Queen's University 2008 — 2012
BA Honours, Economics
RBC Wealth Management February 1994 - Present
Education
North Carolina State University
Bachelor of Arts (BA), Business/Managerial Economics
RBC Wealth Management June 2003 - Present
Education
North Dakota State University 1997 — 2002
Political Science and Government
RBC Wealth Management May 1995 - Present
Education
Penn State University 1987 — 1991
RBC Wealth Management Executive DirectorPerry Tech FoundationNovember 1994 - June 1997
Pacific Northwest Bell October 1976 - October 1994
Education
University of Washington 1989 — 1991
Master of Business Administration (MBA)
Seattle University 1971 — 1975
Masters of Education, Counseling Therapy
Pacific Lutheran University
Bachelor of Architecture (BArch), Speech education