RBC Financial Group
Industry: Financial services company
DescriptionThe Royal Bank of Canada is a Canadian multinational financial services company and the largest bank in Canada by market capitalization. The bank serves over 16 million clients and has 80,000 employees worldwide. Customer service: 1 (800) 769-2553 Credit card support: 1 (800) 769-2512 Headquarters: Toronto, Canada CEO: David I. McKay (Aug 1, 2014–)
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RBC Financial Group Employees
Employee
Years
Job
Industry
Hatice Sagirdak Hatice Sagirdak's RBC Financial Group Experience May 2009 - Present
Job Manager, Client Experience Coaches at RBC
Industry Banking
Experience
RBC April 2014 - Present
RBC Financial Group May 2009 - Present
RBC January 2005 - Present
RBC 2009 - 2011
2007-2009 2007 - 2009
McDonald's Restaurant January 1999 - January 2002
Skills
Management, Talent Management, Leadership, Human Resources, Employee Training, Change Management, Sales Management, New Business Development, Strategic Planning, Sales, Coaching, Call Centers, Strategy, Team Building, Customer Experience, Banking, Relationship Management, Customer Service, Data Analysis, Team Management, Performance Management, CRM, Team Leadership, Credit, Business Analysis, Risk Management, Vendor Management, Marketing, Financial Analysis, Retail Banking, Credit Risk, Business Development, Process Improvement, Training, Business Planning, Portfolio Management, Financial Services, Credit Analysis, Credit Cards, Business Process..., Loans
Education
Université de Montréal 2004 — 2007
BAC, Marketing
University of Montreal 2003 — 2006
progress Marketing Degree; Business Administration (Marketing)
Ahuntsic College 2000 — 2003
The Institute of Canadian Bankers
The institute of Canadian Bankers
RBC April 2014 - Present
RBC Financial Group May 2009 - Present
RBC January 2005 - Present
RBC 2009 - 2011
2007-2009 2007 - 2009
McDonald's Restaurant January 1999 - January 2002
Skills
Management, Talent Management, Leadership, Human Resources, Employee Training, Change Management, Sales Management, New Business Development, Strategic Planning, Sales, Coaching, Call Centers, Strategy, Team Building, Customer Experience, Banking, Relationship Management, Customer Service, Data Analysis, Team Management, Performance Management, CRM, Team Leadership, Credit, Business Analysis, Risk Management, Vendor Management, Marketing, Financial Analysis, Retail Banking, Credit Risk, Business Development, Process Improvement, Training, Business Planning, Portfolio Management, Financial Services, Credit Analysis, Credit Cards, Business Process..., Loans
Education
Université de Montréal 2004 — 2007
BAC, Marketing
University of Montreal 2003 — 2006
progress Marketing Degree; Business Administration (Marketing)
Ahuntsic College 2000 — 2003
The Institute of Canadian Bankers
The institute of Canadian Bankers
Rashmi Gandhi, CPA, CMA Rashmi Gandhi, CPA, CMA's RBC Financial Group Experience September 2004 - June 2006
Job Accountant at Telmetrics Inc
Industry Financial Services
Experience
Telmetrics Inc May 2014 - Present
Superior Energy January 2013 - May 2014
Sunlife Financial March 2011 - March 2013
Manulife Financial August 2008 - March 2011
Individual Insurance Finance May 2007 - August 2008
A.R Kaufman Public School September 2005 - June 2007
RBC Financial Group September 2004 - June 2006
Skills
Analytical and problem..., Strong quantitative and..., Proactive, Experience in..., Financial Analysis, Cash Flow, Variance Analysis, Financial Reporting, IFRS, Access, Word, PowerPoint, Forecasting, Budgeting, Reconciliation, Accounts Receivable, Excel, Accounts Payable, General Ledger, Auditing, Microsoft Excel, Account Reconciliation, Accounting, Finance, Analysis
Education
Certified Management Accountants of Ontario 2009 — 2012
Certified Management Accountant (CMA), 86%
University of Guelph 2004 — 2007
BBA, Accounting & Finance
Telmetrics Inc May 2014 - Present
Superior Energy January 2013 - May 2014
Sunlife Financial March 2011 - March 2013
Manulife Financial August 2008 - March 2011
Individual Insurance Finance May 2007 - August 2008
A.R Kaufman Public School September 2005 - June 2007
RBC Financial Group September 2004 - June 2006
Skills
Analytical and problem..., Strong quantitative and..., Proactive, Experience in..., Financial Analysis, Cash Flow, Variance Analysis, Financial Reporting, IFRS, Access, Word, PowerPoint, Forecasting, Budgeting, Reconciliation, Accounts Receivable, Excel, Accounts Payable, General Ledger, Auditing, Microsoft Excel, Account Reconciliation, Accounting, Finance, Analysis
Education
Certified Management Accountants of Ontario 2009 — 2012
Certified Management Accountant (CMA), 86%
University of Guelph 2004 — 2007
BBA, Accounting & Finance
Suky Dosanjh Suky Dosanjh's RBC Financial Group Experience January 1998 - November 2009
Job Human Resources Administrator at Black Press Group Ltd.
Industry Human Resources
Experience
Black Press Group Ltd. April 2014 - Present
Target Canada February 2013 - April 2014
Sevco Enterprises Ltd November 2009 - February 2013
RBC Financial Group January 1998 - November 2009
Prince Consulting Corporation February 2007 - December 2008
Skills
Training, Management, Payroll, Access, Customer Satisfaction, Accounts Receivable, Customer Service, Risk Management, Accounting, Banking, Coaching, Integration, Office Management, Bookkeeping, Bank Reconciliation, Human Resources
Education
Beedie School of Business
Bachelor of Business Administration, Human Resource Management; Human Resource Management
Simon Fraser University 2005 — 2011
Bachelor of Business Administration, Human Resource Management Completion; Business Communication
Black Press Group Ltd. April 2014 - Present
Target Canada February 2013 - April 2014
Sevco Enterprises Ltd November 2009 - February 2013
RBC Financial Group January 1998 - November 2009
Prince Consulting Corporation February 2007 - December 2008
Skills
Training, Management, Payroll, Access, Customer Satisfaction, Accounts Receivable, Customer Service, Risk Management, Accounting, Banking, Coaching, Integration, Office Management, Bookkeeping, Bank Reconciliation, Human Resources
Education
Beedie School of Business
Bachelor of Business Administration, Human Resource Management; Human Resource Management
Simon Fraser University 2005 — 2011
Bachelor of Business Administration, Human Resource Management Completion; Business Communication
Barin Robertson Barin Robertson's RBC Financial Group Experience August 2006 - November 2008
Job Private Client Advisor at Alberta Private Client
Industry Financial Services
Experience
ATB Financial 2013 - 2014
RBC Wealth Management November 2008 - November 2013
RBC Financial Group August 2006 - November 2008
Bissett Investment Management October 2004 - August 2006
RBC Financial Group January 2003 - October 2004
Skills
Wealth Management, Investments, Investment Advisory, Wealth Management..., Series 7, Retirement Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Private Banking, Asset Allocation, Investment Strategies, High Net Worth..., Financial Planning
Education
The University of British Columbia 1993 — 1997
BComm, Finance, General
CSI
PFP, Financial Planning and Services
Johnsview Elementary
ATB Financial 2013 - 2014
RBC Wealth Management November 2008 - November 2013
RBC Financial Group August 2006 - November 2008
Bissett Investment Management October 2004 - August 2006
RBC Financial Group January 2003 - October 2004
Skills
Wealth Management, Investments, Investment Advisory, Wealth Management..., Series 7, Retirement Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Private Banking, Asset Allocation, Investment Strategies, High Net Worth..., Financial Planning
Education
The University of British Columbia 1993 — 1997
BComm, Finance, General
CSI
PFP, Financial Planning and Services
Johnsview Elementary
Francois Chartrand Francois Chartrand's RBC Financial Group Experience January 2008 - 2010
Job Vice President, Quality chez Versacom
Industry Translation and Localization
Experience
Versacom July 2015 - Present
Concordia University September 2010 - Present
ACGL 2014 - Present
Textualis Translations Inc January 2010 - June 2015
RBC Financial Group January 2008 - 2010
RBC Financial Group August 2002 - January 2008
THE CANADIAN DEPOSITORY FOR SECURITIES LIMITED January 2001 - January 2002
ALIS TECHNOLOGIES INC January 2000 - January 2001
THE CANADIAN DEPOSITORY FOR SECURITIES LIMITED January 1997 - January 2000
Skills
Localization, Translation, Public Relations, Linguistics, Customer Relations, Automotive translation, Montreal translation, Financial translation, French translation, Spanish translation, Press Releases, Teaching, Financial Translation, Higher Education, French, Research, Customer Service, Technical Translation, Project Management, Spanish, Editing, Multilingual, Marketing, Management, Creative Writing, English, Team Management, Proofreading, Foreign Languages, Intercultural..., Anglais, Traduction, Français, Édition, Localisation..., Multilingue, Relations publiques
Education
Université de Montréal 1994 — 1997
Bachelor's Degree, Translation
Université de Montréal 1994 — 1997
Master's Degree, Translation
Université de Montréal 1993 — 1997
Bachelor's Degree, Translation
CÉGEP DE BOIS-DE-BOULOGNE 1990 — 1992
Specialized, finance and technology
Collège Saint-Hilaire 1985 — 1991
DES, General
Versacom July 2015 - Present
Concordia University September 2010 - Present
ACGL 2014 - Present
Textualis Translations Inc January 2010 - June 2015
RBC Financial Group January 2008 - 2010
RBC Financial Group August 2002 - January 2008
THE CANADIAN DEPOSITORY FOR SECURITIES LIMITED January 2001 - January 2002
ALIS TECHNOLOGIES INC January 2000 - January 2001
THE CANADIAN DEPOSITORY FOR SECURITIES LIMITED January 1997 - January 2000
Skills
Localization, Translation, Public Relations, Linguistics, Customer Relations, Automotive translation, Montreal translation, Financial translation, French translation, Spanish translation, Press Releases, Teaching, Financial Translation, Higher Education, French, Research, Customer Service, Technical Translation, Project Management, Spanish, Editing, Multilingual, Marketing, Management, Creative Writing, English, Team Management, Proofreading, Foreign Languages, Intercultural..., Anglais, Traduction, Français, Édition, Localisation..., Multilingue, Relations publiques
Education
Université de Montréal 1994 — 1997
Bachelor's Degree, Translation
Université de Montréal 1994 — 1997
Master's Degree, Translation
Université de Montréal 1993 — 1997
Bachelor's Degree, Translation
CÉGEP DE BOIS-DE-BOULOGNE 1990 — 1992
Specialized, finance and technology
Collège Saint-Hilaire 1985 — 1991
DES, General
Agnew D. Gary B.Sc.Psyc. Agnew D. Gary B.Sc.Psyc.'s RBC Financial Group Experience October 2008 - January 2009
Job Gary D. Agnew, Behavioral Investment and Risk Counselling
Industry Individual & Family Services
Experience
Gary D. Agnew Behavioral Investment and Risk Counselling November 2012 - Present
RBC Insurance January 2009 - June 2012
RBC Financial Group. October 2008 - January 2009
Criterion Consulting Ltd. (Calgary) September 2004 - October 2008
Skills
Disability Insurance, Retirement Planning, Insurance, Investments, Employee Benefits, Retirement, Critical Illness, Group Benefits, Term Life Insurance, Retirement Savings, Health Insurance, Wealth, Estate Planning, Savings, Wealth Management, Segregated Funds, Long Term Care, Insurance Planning, Annuities, Universal Life, Wealth Accumulation, Income Protection, Accident, Health, Wealth Transfer, Buy-sell Agreements, Retirement Solutions, Consumer Behaviour, Business Economics, Behavioral Finance, Organizational Behavior, Nudging, Choice Architecture, Heuristic Analysis, Bias for Action
Education
The Johns Hopkins University 2014 — 2014
Clinical Laboratory Science/Medical Technology/Technologist
University of Toronto - Rotman School of Management 2013 — 2013
Behavioral Economics
The University of Calgary
BSc. Psyc., Behavioral Sciences
Gary D. Agnew Behavioral Investment and Risk Counselling November 2012 - Present
RBC Insurance January 2009 - June 2012
RBC Financial Group. October 2008 - January 2009
Criterion Consulting Ltd. (Calgary) September 2004 - October 2008
Skills
Disability Insurance, Retirement Planning, Insurance, Investments, Employee Benefits, Retirement, Critical Illness, Group Benefits, Term Life Insurance, Retirement Savings, Health Insurance, Wealth, Estate Planning, Savings, Wealth Management, Segregated Funds, Long Term Care, Insurance Planning, Annuities, Universal Life, Wealth Accumulation, Income Protection, Accident, Health, Wealth Transfer, Buy-sell Agreements, Retirement Solutions, Consumer Behaviour, Business Economics, Behavioral Finance, Organizational Behavior, Nudging, Choice Architecture, Heuristic Analysis, Bias for Action
Education
The Johns Hopkins University 2014 — 2014
Clinical Laboratory Science/Medical Technology/Technologist
University of Toronto - Rotman School of Management 2013 — 2013
Behavioral Economics
The University of Calgary
BSc. Psyc., Behavioral Sciences
Didar Parhar Didar Parhar's RBC Financial Group Experience April 2005 - June 2006
Job Strategic and Financial Advisor, M&A Execution, Global Investment Banking, RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets June 2006 - Present
RBC Financial Group April 2005 - June 2006
PricewaterhouseCoopers September 2002 - January 2005
PricewaterhouseCoopers January 2000 - September 2002
Skills
Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Development, Financial Modeling, Financial Analysis, Valuation, Capital Markets
Education
CPA BC (The Institute of Chartered Accountants of British Columbia)
Chartered Accountant
CPA Ontario (The Institute of Chartered Accountants of Ontario)
CPA, CA
The University of British Columbia
Commerce
RBC Capital Markets June 2006 - Present
RBC Financial Group April 2005 - June 2006
PricewaterhouseCoopers September 2002 - January 2005
PricewaterhouseCoopers January 2000 - September 2002
Skills
Mergers & Acquisitions, Investment Banking, Due Diligence, Corporate Development, Financial Modeling, Financial Analysis, Valuation, Capital Markets
Education
CPA BC (The Institute of Chartered Accountants of British Columbia)
Chartered Accountant
CPA Ontario (The Institute of Chartered Accountants of Ontario)
CPA, CA
The University of British Columbia
Commerce
Michael Jarvis Michael Jarvis's RBC Financial Group Experience July 2004 - June 2006
Job
Industry Financial Services
Experience
PDX, Inc. February 2013 - Present
Express Employment Professionals - Specialized Recruiting Group July 2011 - 2012
Lone Star Media Group February 2009 - July 2011
First Command Financial Services April 2006 - November 2008
RBC Financial Group July 2004 - June 2006
First Citizens Bank February 2002 - July 2004
Skills
Technical Recruiting, Talent Management, Policy, Contract Negotiation, Banking, Executive Management, Talent Acquisition, Applicant Tracking..., Onboarding, Sourcing, Executive Search, College Recruiting, Hiring, Performance Management, Employee Relations, HRIS, Full-cycle Recruiting, Interviewing, Screening, Search, Background Checks, Compliance, Vendor Management, Compensation, Team Building, Coaching, Mentoring, Change Management, Recruitment/Retention, Business Analysis, Customer Relations, Mergers, Organizational..., Account Management, Healthcare, Employee Benefits, Start-ups, Operations Management, Strategic Planning, Negotiation, Process Improvement, Call Center, Salary Negotiation, Vendor Relations, New Business Development, Metrics, Administration, Employee Engagement, Analysis, Strategic Sourcing
Education
University of North Carolina at Charlotte
BA, Economics
PDX, Inc. February 2013 - Present
Express Employment Professionals - Specialized Recruiting Group July 2011 - 2012
Lone Star Media Group February 2009 - July 2011
First Command Financial Services April 2006 - November 2008
RBC Financial Group July 2004 - June 2006
First Citizens Bank February 2002 - July 2004
Skills
Technical Recruiting, Talent Management, Policy, Contract Negotiation, Banking, Executive Management, Talent Acquisition, Applicant Tracking..., Onboarding, Sourcing, Executive Search, College Recruiting, Hiring, Performance Management, Employee Relations, HRIS, Full-cycle Recruiting, Interviewing, Screening, Search, Background Checks, Compliance, Vendor Management, Compensation, Team Building, Coaching, Mentoring, Change Management, Recruitment/Retention, Business Analysis, Customer Relations, Mergers, Organizational..., Account Management, Healthcare, Employee Benefits, Start-ups, Operations Management, Strategic Planning, Negotiation, Process Improvement, Call Center, Salary Negotiation, Vendor Relations, New Business Development, Metrics, Administration, Employee Engagement, Analysis, Strategic Sourcing
Education
University of North Carolina at Charlotte
BA, Economics
Al Ogrodnik Al Ogrodnik's RBC Financial Group Experience 2002 - 2004
Job Talent Acquisition at Illumiti
Industry Staffing and Recruiting
Experience
Illumiti July 2014 - Present
Maple Leaf Foods July 2010 - July 2014
Alliance Recruitment Specialists April 2006 - July 2010
Salesforce.com June 2005 - December 2005
SAP Canada May 2004 - June 2005
RBC Financial Group 2002 - 2004
Microsoft Canada 2001 - 2002
ITI Information Technology Institute 1998 - 2000
Skills
Talent Acquisition, Recruiting, Talent Management, Sourcing, Management, Leadership, Human Resources, Consulting, Technical Recruiting, SAP, Temporary Placement, Job Descriptions, Applicant Tracking..., Onboarding, Vendor Management, Internet Recruiting, Succession Planning, Interviews, Performance Management, Employee Engagement, Screening Resumes, Screening, Employee Relations, Benefits Negotiation, Personnel Management, Executive Search, HRIS, Contract Recruitment, Organizational..., Workforce Planning, SAP HR, Resource Management, Employer Branding, HR Policies, New Hire Orientations, Technical Hiring
Education
University of Manitoba 1983 — 1987
Science, Zoology
Illumiti July 2014 - Present
Maple Leaf Foods July 2010 - July 2014
Alliance Recruitment Specialists April 2006 - July 2010
Salesforce.com June 2005 - December 2005
SAP Canada May 2004 - June 2005
RBC Financial Group 2002 - 2004
Microsoft Canada 2001 - 2002
ITI Information Technology Institute 1998 - 2000
Skills
Talent Acquisition, Recruiting, Talent Management, Sourcing, Management, Leadership, Human Resources, Consulting, Technical Recruiting, SAP, Temporary Placement, Job Descriptions, Applicant Tracking..., Onboarding, Vendor Management, Internet Recruiting, Succession Planning, Interviews, Performance Management, Employee Engagement, Screening Resumes, Screening, Employee Relations, Benefits Negotiation, Personnel Management, Executive Search, HRIS, Contract Recruitment, Organizational..., Workforce Planning, SAP HR, Resource Management, Employer Branding, HR Policies, New Hire Orientations, Technical Hiring
Education
University of Manitoba 1983 — 1987
Science, Zoology
Cipriani Vince's RBC Financial Group Experience April 2004 - August 2010
Job Mortgage Specialist Bank of Montreal
Industry Banking
Experience
Bank of Montreal May 2015 - Present
TD Bank Group August 2010 - August 2014
TD Canada Trust August 2010 - August 2014
RBC Financial Group April 2004 - August 2010
Skills
Coaching, Small Business, Project Management, Business Analysis, Account Management, Team Leadership, Financial Services, Mortgage Lending, Strategic Planning, Banking, Credit, Risk Management, Financial Analysis
Education
University of Ottawa / Université d'Ottawa 1986 — 1991
Bachelors of Social Science, Criminology
Bank of Montreal May 2015 - Present
TD Bank Group August 2010 - August 2014
TD Canada Trust August 2010 - August 2014
RBC Financial Group April 2004 - August 2010
Skills
Coaching, Small Business, Project Management, Business Analysis, Account Management, Team Leadership, Financial Services, Mortgage Lending, Strategic Planning, Banking, Credit, Risk Management, Financial Analysis
Education
University of Ottawa / Université d'Ottawa 1986 — 1991
Bachelors of Social Science, Criminology
Alireza Fadaie, Eng. PFP, CHS Alireza Fadaie, Eng. PFP, CHS's RBC Financial Group Experience 2004 - 2005
Job Financial Sensei , Investors Group
Industry Financial Services
Experience
Investors Group Financial Services Inc. March 2008 - Present
Investors Group Financial Services Inc. October 2010 - Present
Warriors Club Martial Arts Academy September 2008 - Present
BMO Fiancial Group 2005 - 2008
RBC Financial Group 2004 - 2005
Skills
Investments, Small Business, Retirement Planning, Management, Coaching, Entrepreneurship, Customer Service, Insurance, Sales, Strategic Planning, Wealth Management, Mutual Funds, Training, Banking, Public Speaking, Financial Analysis, Team Building, Employee Benefits, Mortgage Lending, Time Management, Estate Planning, Sales Management, Budgets, Microsoft Excel, Budget
Education
The Financial Advisors Association of Canada 2011 — 2012
Certified Health Insurance Specialist, Health and Wellness, General
Canadian Securities Institute 2008 — 2010
Certificate, Professional Financial Planning
Simon Fraser University 2004 — 2005
Graduate Diploma in Business Administration, Business Administration and Management, General
Iran Azad University 1995 — 2003
Bachelors Degree, Civil Engineering
Financial Planning Standards Council
“FPSC Level 1 ™ Certificant”
Investors Group Financial Services Inc. March 2008 - Present
Investors Group Financial Services Inc. October 2010 - Present
Warriors Club Martial Arts Academy September 2008 - Present
BMO Fiancial Group 2005 - 2008
RBC Financial Group 2004 - 2005
Skills
Investments, Small Business, Retirement Planning, Management, Coaching, Entrepreneurship, Customer Service, Insurance, Sales, Strategic Planning, Wealth Management, Mutual Funds, Training, Banking, Public Speaking, Financial Analysis, Team Building, Employee Benefits, Mortgage Lending, Time Management, Estate Planning, Sales Management, Budgets, Microsoft Excel, Budget
Education
The Financial Advisors Association of Canada 2011 — 2012
Certified Health Insurance Specialist, Health and Wellness, General
Canadian Securities Institute 2008 — 2010
Certificate, Professional Financial Planning
Simon Fraser University 2004 — 2005
Graduate Diploma in Business Administration, Business Administration and Management, General
Iran Azad University 1995 — 2003
Bachelors Degree, Civil Engineering
Financial Planning Standards Council
“FPSC Level 1 ™ Certificant”
Leesa Joseph Leesa Joseph's RBC Financial Group Experience 2006 - 2008
Job Currently available for Product and Marketing opportunities
Industry Financial Services
Experience
Expedia Cruise Ship Centers 2005 - Present
B2B Bank (Division of Laurentian Bank) 2011 - 2013
B2B Trust (Division of Laurentian Bank) 2009 - October 2011
RBC Insurance 2008 - 2009
RBC Financial Group 2006 - 2008
RBC Insurance 2004 - 2006
TD Bank Financial Group 2002 - 2004
TD Bank Financial Group 2000 - 2001
TD Asset Management Inc. 1999 - 2000
TD Bank Financial Group 1997 - 1999
Skills
Account Management, Wealth Management, Mutual Funds, Product Marketing, Financial Services, Strategy, Business Development, Online Advertising, Management, Marketing, Marketing Strategy, Product Development, Strategic Partnerships, Insurance, Advertising, Banking, Relationship Management, Risk Management, Investments
Education
Canadian Securities Institute (CSI)
CSC
College Montmorency
DEC - Diplôme d'études collégiales, Business Administration
Institute of Canadian Bankers (ICB)
IFIC
Life Office Management Association (LOMA)
FLMI, Level 1
Southern Illinois University, Carbondale
B.SC. - Bachelor of Science, Management
Southern Illinois University, Carbondale
MBA - Master, Business Administration
The Institute of Canadian Bankers (ICB)
PFP
Expedia Cruise Ship Centers 2005 - Present
B2B Bank (Division of Laurentian Bank) 2011 - 2013
B2B Trust (Division of Laurentian Bank) 2009 - October 2011
RBC Insurance 2008 - 2009
RBC Financial Group 2006 - 2008
RBC Insurance 2004 - 2006
TD Bank Financial Group 2002 - 2004
TD Bank Financial Group 2000 - 2001
TD Asset Management Inc. 1999 - 2000
TD Bank Financial Group 1997 - 1999
Skills
Account Management, Wealth Management, Mutual Funds, Product Marketing, Financial Services, Strategy, Business Development, Online Advertising, Management, Marketing, Marketing Strategy, Product Development, Strategic Partnerships, Insurance, Advertising, Banking, Relationship Management, Risk Management, Investments
Education
Canadian Securities Institute (CSI)
CSC
College Montmorency
DEC - Diplôme d'études collégiales, Business Administration
Institute of Canadian Bankers (ICB)
IFIC
Life Office Management Association (LOMA)
FLMI, Level 1
Southern Illinois University, Carbondale
B.SC. - Bachelor of Science, Management
Southern Illinois University, Carbondale
MBA - Master, Business Administration
The Institute of Canadian Bankers (ICB)
PFP
Paul Virdee Paul Virdee's RBC Financial Group Experience January 1995 - January 2006
Job at CIBC Mortgages
Industry Financial Services
Experience
CIBC Mortgages November 2007 - Present
Business Objects April 2006 - March 2007
RBC Financial Group January 1995 - January 2006
RBC Investments January 1994 - January 2006
RBC 1994 - 2006
Education
Simon Fraser University 2001 — 2003
MBA
Institute of Canadian Bankers 2002 — 2002
PFP, Financial Planner
Institute of Canadian Bankers 1997 — 1997
BCO, Branch Compliance Officer's Course
Canadian Securities Institute 1995 — 1996
CSC, Canadian Securities Course
Simon Fraser University 1991 — 1994
B.A., Economics
CIBC Mortgages November 2007 - Present
Business Objects April 2006 - March 2007
RBC Financial Group January 1995 - January 2006
RBC Investments January 1994 - January 2006
RBC 1994 - 2006
Education
Simon Fraser University 2001 — 2003
MBA
Institute of Canadian Bankers 2002 — 2002
PFP, Financial Planner
Institute of Canadian Bankers 1997 — 1997
BCO, Branch Compliance Officer's Course
Canadian Securities Institute 1995 — 1996
CSC, Canadian Securities Course
Simon Fraser University 1991 — 1994
B.A., Economics
Shelley Lockhart Shelley Lockhart's RBC Financial Group Experience November 2004 - April 2009
Job Manager, HR Effectiveness at RBC
Industry Financial Services
Experience
RBC June 2015 - Present
RBC Learning 2010 - Present
RBC 1989 - 2012
RBC - Recruitment & Learning April 2007 - June 2010
RBC Financial Group November 2004 - April 2009
RBC February 2006 - July 2008
RBC October 1996 - October 2004
RBC June 1989 - May 2001
Skills
Change Management, Conflict Resolution, Career Development, Teamwork, Performance Management, Coaching, Needs Analysis, Banking, Leadership Development, Relationship Management, Instructional Design, Vendor Management, Team Leadership, Organizational..., Leadership, Training, Talent Management, Organizational..., Human Resources, Program Management, Strategy
Education
St. Francis Xavier University 1991 — 1992
Adult Ed Certificate, Adult Education
Western University 1980 — 1981
BEd, Education
University of Waterloo 1975 — 1979
BMath, Mathematics, Computer Science
RBC June 2015 - Present
RBC Learning 2010 - Present
RBC 1989 - 2012
RBC - Recruitment & Learning April 2007 - June 2010
RBC Financial Group November 2004 - April 2009
RBC February 2006 - July 2008
RBC October 1996 - October 2004
RBC June 1989 - May 2001
Skills
Change Management, Conflict Resolution, Career Development, Teamwork, Performance Management, Coaching, Needs Analysis, Banking, Leadership Development, Relationship Management, Instructional Design, Vendor Management, Team Leadership, Organizational..., Leadership, Training, Talent Management, Organizational..., Human Resources, Program Management, Strategy
Education
St. Francis Xavier University 1991 — 1992
Adult Ed Certificate, Adult Education
Western University 1980 — 1981
BEd, Education
University of Waterloo 1975 — 1979
BMath, Mathematics, Computer Science
Jay Fischbach Jay Fischbach's RBC Financial Group Experience 2004 - 2007
Job Country Manager, Canada at AFEX
Industry Financial Services
Experience
AFEX June 2014 - Present
Jameson Bank September 2012 - June 2014
RBC Investor Services November 2011 - September 2012
RBC Dexia Investor Services August 2011 - November 2011
RBC Dexia Investor Services April 2010 - August 2011
RBC Dexia Investor Services August 2009 - April 2010
RBC Dexia Investor Services 2006 - April 2010
RBC FINANCIAL GROUP 2004 - 2007
X.EYE INC January 2001 - January 2004
OPEREX January 2000 - January 2001
Skills
Business Strategy, Cross-functional Team..., Change Management, Team Leadership, Operations Management, Contract Negotiation, Strategic Planning, People Management, Management, Program Management, Project Management, Business Analysis, Financial Services, Strategy, Business Planning, Leadership, Vendor Management, CRM, Banking, Analysis
Education
University of Phoenix
MBA, Technology Management
York University
H.B.Sc., Geography
Thornhill
AFEX June 2014 - Present
Jameson Bank September 2012 - June 2014
RBC Investor Services November 2011 - September 2012
RBC Dexia Investor Services August 2011 - November 2011
RBC Dexia Investor Services April 2010 - August 2011
RBC Dexia Investor Services August 2009 - April 2010
RBC Dexia Investor Services 2006 - April 2010
RBC FINANCIAL GROUP 2004 - 2007
X.EYE INC January 2001 - January 2004
OPEREX January 2000 - January 2001
Skills
Business Strategy, Cross-functional Team..., Change Management, Team Leadership, Operations Management, Contract Negotiation, Strategic Planning, People Management, Management, Program Management, Project Management, Business Analysis, Financial Services, Strategy, Business Planning, Leadership, Vendor Management, CRM, Banking, Analysis
Education
University of Phoenix
MBA, Technology Management
York University
H.B.Sc., Geography
Thornhill
Appeline Monteiro Appeline Monteiro's RBC Financial Group Experience May 2002 - May 2006
Job Executive Assistant/HR Administrator/Office Management
Industry Newspapers
Experience
Seeking career opportunities AdministrationTorstar Media GroupAugust 2006 - March 2015
RBC Financial Group May 2002 - May 2006
Skills
Visio, Proofreading, Marketing Communications, Creative Writing, Customer Service, Social Media, Calendaring, Editing, Administrative..., Event Planning, Microsoft Office, Social Networking, System Administration, Travel Arrangements, Database Administration, Diary Management, PowerPoint, Microsoft Word, Copy Editing, Windows, Microsoft Excel, Outlook, Internal Communications, Software Documentation, Executive Support, Human Resources, SharePoint, Time Management, Budgets, Administrative...
Education
Auxilium convent high school
University of Mumbai
Undergrad Studies, Arts & literature
Seeking career opportunities AdministrationTorstar Media GroupAugust 2006 - March 2015
RBC Financial Group May 2002 - May 2006
Skills
Visio, Proofreading, Marketing Communications, Creative Writing, Customer Service, Social Media, Calendaring, Editing, Administrative..., Event Planning, Microsoft Office, Social Networking, System Administration, Travel Arrangements, Database Administration, Diary Management, PowerPoint, Microsoft Word, Copy Editing, Windows, Microsoft Excel, Outlook, Internal Communications, Software Documentation, Executive Support, Human Resources, SharePoint, Time Management, Budgets, Administrative...
Education
Auxilium convent high school
University of Mumbai
Undergrad Studies, Arts & literature
Daniel Matros Daniel Matros's RBC Financial Group Experience 2006 - 2009
Job Contractor Software Development at ING DIRECT Canada
Industry Computer Software
Experience
ING DIRECT Canada July 2011 - Present
Destiny Solutions Inc. February 2010 - August 2011
TD Securities 2009 - January 2010
RBC Financial Group 2006 - 2009
Ethoca 2005 - 2006
Necho Systems 2005 - 2005
Blockade Systems Corp. 2001 - 2005
Pathway Communications 1998 - 2001
Skills
Websphere, Web Services, Java Enterprise Edition, Agile Methodologies, Software Development, Oracle, Eclipse, SDLC, Tomcat, SQL, Hibernate, Java, Spring, Ant, JSP, XML, MySQL, SOA, UML, JavaScript, Struts, JUnit, EJB, Weblogic, JDBC, CVS, SOAP, Servlets, DB2
Education
1995 — 1996
Master of Science Degree, Software Engineering
1991 — 1995
Bachelor of Science Degree, Software Engineering
Sun Microsystems Inc.
SUN Certified Programmer for the Java 2 Platform, Standard Edition 5.0 (SCJP)
Sun Microsystems Inc.
SUN Certificate in Distributed Programming
ING DIRECT Canada July 2011 - Present
Destiny Solutions Inc. February 2010 - August 2011
TD Securities 2009 - January 2010
RBC Financial Group 2006 - 2009
Ethoca 2005 - 2006
Necho Systems 2005 - 2005
Blockade Systems Corp. 2001 - 2005
Pathway Communications 1998 - 2001
Skills
Websphere, Web Services, Java Enterprise Edition, Agile Methodologies, Software Development, Oracle, Eclipse, SDLC, Tomcat, SQL, Hibernate, Java, Spring, Ant, JSP, XML, MySQL, SOA, UML, JavaScript, Struts, JUnit, EJB, Weblogic, JDBC, CVS, SOAP, Servlets, DB2
Education
1995 — 1996
Master of Science Degree, Software Engineering
1991 — 1995
Bachelor of Science Degree, Software Engineering
Sun Microsystems Inc.
SUN Certified Programmer for the Java 2 Platform, Standard Edition 5.0 (SCJP)
Sun Microsystems Inc.
SUN Certificate in Distributed Programming
Mihaela Toma (Mazilu)'s RBC Financial Group Experience April 2001 — July 2017
Job IT Senior Manager of Client Services at AML Business Solutions
Industry Information Technology and Services
Experience
ScotiaBank July 2017 — Present
RBC Financial Group April 2001 — July 2017
RBC Canada December 2003 — September 2008
RBC Investments 2001 — 2003
Skills
SDLC, Business Analysis, Change Management, Banking, Requirements Analysis, Vendor Management, User Acceptance Testing, ITIL, Requirements Gathering, PMP, Integration, Service Delivery, IT Management, Release Management, Risk Management, Enterprise Architecture, Agile Methodologies, SOA, Business Requirements, Project Delivery, PMO, Project Portfolio..., Software Project..., IT Strategy, Business Process, Resource Management, Visio, Systems Analysis, Governance, IT Service Management, Solution Architecture, Data Warehousing, Business Process..., Agile Project Management, Business Intelligence, SharePoint, Business Process Design, IT Operations, Disaster Recovery, Testing, Quality Assurance, Software Documentation
Education
Politehnica University of Timisoara 1988 — 1993
Robotics, computers science
Liceul Decebal Deva 1984 — 1988
Mathematics and Physics
ScotiaBank July 2017 — Present
RBC Financial Group April 2001 — July 2017
RBC Canada December 2003 — September 2008
RBC Investments 2001 — 2003
Skills
SDLC, Business Analysis, Change Management, Banking, Requirements Analysis, Vendor Management, User Acceptance Testing, ITIL, Requirements Gathering, PMP, Integration, Service Delivery, IT Management, Release Management, Risk Management, Enterprise Architecture, Agile Methodologies, SOA, Business Requirements, Project Delivery, PMO, Project Portfolio..., Software Project..., IT Strategy, Business Process, Resource Management, Visio, Systems Analysis, Governance, IT Service Management, Solution Architecture, Data Warehousing, Business Process..., Agile Project Management, Business Intelligence, SharePoint, Business Process Design, IT Operations, Disaster Recovery, Testing, Quality Assurance, Software Documentation
Education
Politehnica University of Timisoara 1988 — 1993
Robotics, computers science
Liceul Decebal Deva 1984 — 1988
Mathematics and Physics
Michelle Braaten's RBC Financial Group Experience April 2002 - May 2006
Job
Industry Human Resources
Experience
MBraaten Advisory, Inc. January 2011 - Present
CIBC November 2011 - August 2013
RBC May 2006 - January 2011
RBC Financial Group April 2002 - May 2006
Wachovia Financial Corporation April 1998 - March 2002
Skills
Talent Management, Talent Acquisition, Recruiting, Onboarding, Employer Branding, Program Management, Strategy, Sourcing, Leadership, Graduate Recruitment, Change Management, International..., Strategic Planning, Vendor Management, Diversity, Project Planning, Applicant Tracking..., Employee Engagement, Human Resources, Management, Performance Management
Education
University of South Carolina-Columbia
BA
MBraaten Advisory, Inc. January 2011 - Present
CIBC November 2011 - August 2013
RBC May 2006 - January 2011
RBC Financial Group April 2002 - May 2006
Wachovia Financial Corporation April 1998 - March 2002
Skills
Talent Management, Talent Acquisition, Recruiting, Onboarding, Employer Branding, Program Management, Strategy, Sourcing, Leadership, Graduate Recruitment, Change Management, International..., Strategic Planning, Vendor Management, Diversity, Project Planning, Applicant Tracking..., Employee Engagement, Human Resources, Management, Performance Management
Education
University of South Carolina-Columbia
BA
Beatrice Moldovanu's RBC Financial Group Experience November 2005 - Present
Job
Industry Financial Services
Experience
RBC Financial Group November 2005 - Present
RBC Insurance June 2003 - November 2005
Stabilia Inc. February 2001 - June 2003
Skills
ISTQB Certified, ITIL Certified, Performance Testing, User Acceptance Testing, Business Requirements, SDLC, Quality Assurance, SQL, QTP, QALoad, CMM, ASP.NET, HTML, XML, VBScript, e-Test Suite, HP Performance Center, Web Services, Software Quality..., Quality Center, DB2, Requirements Analysis, Test Planning, Visio, Test Management, Requirements Gathering, System Testing, Test Automation, Testing, HP QTP, HP Quality Center
Education
RBC Financial Group November 2005 - Present
RBC Insurance June 2003 - November 2005
Stabilia Inc. February 2001 - June 2003
Skills
ISTQB Certified, ITIL Certified, Performance Testing, User Acceptance Testing, Business Requirements, SDLC, Quality Assurance, SQL, QTP, QALoad, CMM, ASP.NET, HTML, XML, VBScript, e-Test Suite, HP Performance Center, Web Services, Software Quality..., Quality Center, DB2, Requirements Analysis, Test Planning, Visio, Test Management, Requirements Gathering, System Testing, Test Automation, Testing, HP QTP, HP Quality Center
Education
Chris Spires's RBC Financial Group Experience March 2001 - Present
Job Sr. Banker Sports Program at RBC Financial Group
Industry Banking
Experience
RBC Financial Group March 2001 - Present
RBC Bank USA 2001 - Present
Education
University of South Carolina-Columbia 1995 — 1999
Bachelors, Political Science, Accounting
RBC Financial Group March 2001 - Present
RBC Bank USA 2001 - Present
Education
University of South Carolina-Columbia 1995 — 1999
Bachelors, Political Science, Accounting
Dan Cescon's RBC Financial Group Experience Manager, Financial PlanningRBC2007 - Present
Job Sales Mgr, Financial Planning at RBC Financial Group
Industry Financial Services
Experience
RBC Financial Group Manager, Financial PlanningRBC2007 - Present
Education
The University of British Columbia 1971 — 1976
RBC Financial Group Manager, Financial PlanningRBC2007 - Present
Education
The University of British Columbia 1971 — 1976
Scott Manns's RBC Financial Group Experience 1999 - 2003
Job Director, Advice Centre Channel Strategy and Optimization at RBC Royal Bank
Industry Financial Services
Experience
RBC Royal Bank April 2015 - Present
RBC January 2013 - Present
RBC Insurance November 2005 - June 2013
RBC Insurance November 2005 - November 2009
RBC 2003 - 2005
RBC Financial Group 1999 - 2003
Skills
Strategy, Sales Management, Sales, Performance Management, Insurance, Relationship Management, Banking, Change Management, Financial Services
Education
University of Manitoba 1990 — 1994
BSc Agriculture
RBC Royal Bank April 2015 - Present
RBC January 2013 - Present
RBC Insurance November 2005 - June 2013
RBC Insurance November 2005 - November 2009
RBC 2003 - 2005
RBC Financial Group 1999 - 2003
Skills
Strategy, Sales Management, Sales, Performance Management, Insurance, Relationship Management, Banking, Change Management, Financial Services
Education
University of Manitoba 1990 — 1994
BSc Agriculture
Elisabetta Bigsby's RBC Financial Group Experience 1977 - 2007
Job Chair HR Committee of the Board at Caisse de depot et placement du Quebec
Industry Financial Services
Experience
Caisse de depot et placement du Quebec 2009 - Present
International Consortium Executive Development Research June 2007 - Present
RBC Financial Group 1977 - 2007
Skills
Talent Management
Education
Università degli Studi di Genova
Caisse de depot et placement du Quebec 2009 - Present
International Consortium Executive Development Research June 2007 - Present
RBC Financial Group 1977 - 2007
Skills
Talent Management
Education
Università degli Studi di Genova
Naznine Virjee's RBC Financial Group Experience May 2010 - Present
Job VP at RBC
Industry Banking
Experience
RBC Financial Group May 2010 - Present
RBC May 2005 - April 2010
RBC Royal Bank March 2004 - April 2005
Skills
Banking, Risk Management, Commercial Banking, Capital Markets, Loans, Financial Services, Trade Finance, Business Development, Credit, Management, Credit Analysis, Private Banking, Credit Risk, Leadership, Financial Institutions, Finance, Mortgage Lending, Retail Banking, Wealth Management, Commercial Lending, Portfolio Management, Lines Of Credit, Mutual Funds, Financial Analysis, Corporate Finance, Relationship Management, Investments, Financial Risk, Cash Management, Consumer Lending, Small Business Lending, Treasury Management, Commercial Mortgages, Residential Mortgages, Cross Selling, Asset Based Lending, Credit Cards, Strategic Financial..., Financial Structuring, Financial Planning
Education
Université Paris Dauphine 1971 — 1975
MBA, Finance and Management Control
Lycee Moliere, Paris XVI, France
RBC Financial Group May 2010 - Present
RBC May 2005 - April 2010
RBC Royal Bank March 2004 - April 2005
Skills
Banking, Risk Management, Commercial Banking, Capital Markets, Loans, Financial Services, Trade Finance, Business Development, Credit, Management, Credit Analysis, Private Banking, Credit Risk, Leadership, Financial Institutions, Finance, Mortgage Lending, Retail Banking, Wealth Management, Commercial Lending, Portfolio Management, Lines Of Credit, Mutual Funds, Financial Analysis, Corporate Finance, Relationship Management, Investments, Financial Risk, Cash Management, Consumer Lending, Small Business Lending, Treasury Management, Commercial Mortgages, Residential Mortgages, Cross Selling, Asset Based Lending, Credit Cards, Strategic Financial..., Financial Structuring, Financial Planning
Education
Université Paris Dauphine 1971 — 1975
MBA, Finance and Management Control
Lycee Moliere, Paris XVI, France
Gita Mensah , CA, CPA, CTP, CIA's RBC Financial Group Experience March 2005 - August 2008
Job Senior Finance Professional
Industry Accounting
Experience
GE Capital September 2013 - Present
GE Corporate Treasury February 2011 - August 2013
RBS CITIZENS – Credit Card Operations, Bridgeport CT May 2010 - December 2010
PEPSI BOTTLING GROUP, Somers, NY June 2009 - October 2009
RBC Financial Group March 2005 - August 2008
Deloitte & Touche LLP (Canada) September 1997 - May 2004
Skills
Financial Reporting, Accounting, Auditing, Risk Management, Risk Assessment, Financial Accounting, Internal Controls, Financial Analysis, Business Analysis, GAAP, Tax, IFRS, Analytics, US GAAP, External Audit, Internal Audit, Account Reconciliation, Cash Flow, Sarbanes-Oxley Act, General Ledger, Project Management
Education
St. Joseph's Convent
St. Xavier's College
BSc, Mathematics, Statistics
GE Capital September 2013 - Present
GE Corporate Treasury February 2011 - August 2013
RBS CITIZENS – Credit Card Operations, Bridgeport CT May 2010 - December 2010
PEPSI BOTTLING GROUP, Somers, NY June 2009 - October 2009
RBC Financial Group March 2005 - August 2008
Deloitte & Touche LLP (Canada) September 1997 - May 2004
Skills
Financial Reporting, Accounting, Auditing, Risk Management, Risk Assessment, Financial Accounting, Internal Controls, Financial Analysis, Business Analysis, GAAP, Tax, IFRS, Analytics, US GAAP, External Audit, Internal Audit, Account Reconciliation, Cash Flow, Sarbanes-Oxley Act, General Ledger, Project Management
Education
St. Joseph's Convent
St. Xavier's College
BSc, Mathematics, Statistics
Karen Luprypa, CFA's RBC Financial Group Experience 1995 - 2000
Job Chief Risk Officer at Westcourt Capital Corporation
Industry Investment Management
Experience
Westcourt Capital Corporation November 2012 - Present
Dancap Global Asset Management July 2007 - April 2012
Montreal Exchange December 2006 - June 2007
EdgeStone Capital Partners 2004 - 2006
RBC Private Counsel 2002 - 2004
RBC Global Services 2000 - 2002
RBC Financial Group 1995 - 2000
RBC Capital Markets 1993 - 1995
RBC Capital Markets 1989 - 1993
RBC 1986 - 1989
Skills
Asset Management, Portfolio Management, Alternative Investments, Private Equity, Investment Strategies, Derivatives, Due Diligence, Institutional, Pensions
Education
University of Manitoba 1982 — 1985
Bachelor of Commerce (B.Com.), Accounting and Finance
CFA Institute
Chartered Financial Analyst
Westcourt Capital Corporation November 2012 - Present
Dancap Global Asset Management July 2007 - April 2012
Montreal Exchange December 2006 - June 2007
EdgeStone Capital Partners 2004 - 2006
RBC Private Counsel 2002 - 2004
RBC Global Services 2000 - 2002
RBC Financial Group 1995 - 2000
RBC Capital Markets 1993 - 1995
RBC Capital Markets 1989 - 1993
RBC 1986 - 1989
Skills
Asset Management, Portfolio Management, Alternative Investments, Private Equity, Investment Strategies, Derivatives, Due Diligence, Institutional, Pensions
Education
University of Manitoba 1982 — 1985
Bachelor of Commerce (B.Com.), Accounting and Finance
CFA Institute
Chartered Financial Analyst
Patricia Seaman's RBC Financial Group Experience January 2009 - May 2009
Job Financial Services Professional
Industry Financial Services
Experience
RBC Financial Group January 2009 - May 2009
RBC Dominion Securities October 2008 - December 2008
BMO Nesbitt Burns October 2005 - October 2008
MFC Global Investments April 2003 - October 2005
Manulife Real Estate April 2001 - March 2003
Ministry of the Attorney General January 2001 - January 2002
Governing Council January 1998 - January 2001
Education
University of Calgary 1978 — 1983
Honors Bachelor of Arts, English Literature; Fine Arts
RBC Financial Group January 2009 - May 2009
RBC Dominion Securities October 2008 - December 2008
BMO Nesbitt Burns October 2005 - October 2008
MFC Global Investments April 2003 - October 2005
Manulife Real Estate April 2001 - March 2003
Ministry of the Attorney General January 2001 - January 2002
Governing Council January 1998 - January 2001
Education
University of Calgary 1978 — 1983
Honors Bachelor of Arts, English Literature; Fine Arts
Mike Witoski's RBC Financial Group Experience May 2003 - December 2004
Job Sr. Commercial Banker for transportation, logistics, manufacturing, distribution and wholesalers
Industry Banking
Experience
RBC September 2013 - Present
RBC July 2007 - September 2013
PwC January 2005 - July 2007
RBC Financial Group May 2003 - December 2004
RBC Financial Group January 2001 - December 2004
RBC Financial Group April 1999 - January 2001
Skills
Commercial Banking, Cash Flow, Banking, Finance, Cash Management, Entrepreneurship, Strategy, Strategic Financial..., Wealth Management, Investments, CRM, Start-ups, Management, Building Relationships, Credit, Sales, Analysis, Portfolio Management, Leadership, Small Business, Financial Analysis, Loans, Credit Analysis, Commercial Lending, Team Management, Mortgage Lending, Retail Banking
Education
The University of Winnipeg
B.A, Business Administration and Economics
RBC September 2013 - Present
RBC July 2007 - September 2013
PwC January 2005 - July 2007
RBC Financial Group May 2003 - December 2004
RBC Financial Group January 2001 - December 2004
RBC Financial Group April 1999 - January 2001
Skills
Commercial Banking, Cash Flow, Banking, Finance, Cash Management, Entrepreneurship, Strategy, Strategic Financial..., Wealth Management, Investments, CRM, Start-ups, Management, Building Relationships, Credit, Sales, Analysis, Portfolio Management, Leadership, Small Business, Financial Analysis, Loans, Credit Analysis, Commercial Lending, Team Management, Mortgage Lending, Retail Banking
Education
The University of Winnipeg
B.A, Business Administration and Economics
Wells Fargo
Fidelity Investments
U.S. Bank
Northwestern Mutual
Wells Fargo Bank
USAA
Charles Schwab
Ameriprise Financial Services, Inc.