RBC Global Asset Management (U.S.) Inc.

Industry: Company

Description

Founded: 1983 Subsidiary: Access Capital Strategies LLC Parent organization: RBC Global Asset Management Inc.FeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee photos See outsideMoved, closed, or was never hereReportRBC Global Asset ManagementWebsiteDirections Saved (0) Saved Save Financial consultant in Boston, Massachusetts Address: 155 Federal St, Boston, MA 02110 Phone: (617) 722-4700Category: : Website: Place name: : : : : : Hours: Website: http://www.rbcgam.com/ Category: Financial consultant Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of RBC Global Asset Management Posting publicly on the Web Write a review Reviews Be the first to review

RBC Global Asset Management (U.S.) Inc. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Global Asset Management (U.S.) Inc.. You can filter them based on skills, years of employment, job, education, department, and prior employment.

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RBC Global Asset Management (U.S.) Inc. Employees

Employee
Years
Job
Industry
Carol Kuha, CFA Carol Kuha, CFA Greater Minneapolis-St. Paul Area Details
Carol Kuha, CFA's RBC Global Asset Management (U.S.) Inc. Experience April 2001 - Present
Job COO at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   April 2001 - Present
NorthShore Advisors LLC   January 1998 - April 2001
Voyageur Asset Management  June 1990 - January 1998
Kidder Peabody  September 1987 - June 1990

Skills
Alternative Investments, Securities, Asset Management, Equities, Financial Services, Fixed Income, Hedge Funds, Investments

Education
University of Minnesota-Twin Cities
Bachelor of Science (B.S.)

Joshua Howard, CFA Joshua Howard, CFA Greater Minneapolis-St. Paul Area Details
Joshua Howard, CFA's RBC Global Asset Management (U.S.) Inc. Experience March 2015 - Present
Job Director of Investment Risk at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   March 2015 - Present
Advanced Capital Group   May 2013 - March 2015
Quantitative Advantage, LLC   2011 - April 2013
Kenwood Capital Management   2004 - 2009
Evensen Dodge, Inc  2001 - 2003
Edina Public Schools  1998 - 2001

Skills
Education, Macroeconomics, Quantitative Research, Portfolio Management, Asset Allocation, Risk Management, Equities, Asset Managment, Fixed Income, Quantitative Analytics, Financial Modeling, Investments, Investment Strategies, Finance, VBA

Education
University of Minnesota - Carlson School of Management   2003 — 2005
MBA, Finance

Harvard University Graduate School of Education   1997 — 1998
Master of Education, Secondary Mathematics

Northwestern University   1993 — 1997
BA, Economics, Math

Barbara Browning Barbara Browning Greater Boston Area Details
Barbara Browning's RBC Global Asset Management (U.S.) Inc. Experience September 2005 - Present
Job Senior Portfolio Manager at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   September 2005 - Present
National City Bank  November 2002 - September 2005
Banc One Investment Advisors  February 2000 - September 2002
STRS Ohio  September 1991 - February 2000
Department of Treasury  1990 - 1991

Skills
Investments, Portfolio Management, Equity Research, Equities, Asset Management, Asset Managment

Education
The Ohio State University   1985 — 1990
B.A, Economics

Theresa Seto Alewine Theresa Seto Alewine Greater Minneapolis-St. Paul Area Details
Theresa Seto Alewine's RBC Global Asset Management (U.S.) Inc. Experience December 2010 - Present
Job at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   December 2010 - Present
RBC Wealth Management  March 2006 - December 2010
Piper Jaffray  January 2000 - March 2006
Piper Jaffray  1999 - 2006

Skills
Retirement, Series 7, Securities, Mutual Funds, Series 63, FINRA, Investment Advisory, Series 24, Alternative Investments, Asset Management, Wealth Management, Investments, Fixed Income, Asset Allocation, Financial Services

Education
Augsburg College   2007 — 2008
MBA

Concordia University-St. Paul   1993 — 1995
B.A., English & Secondary Education

University of Minnesota-Duluth   1991 — 1993
English

Yoga Center of Minneapolis

Andrew LoRusso Andrew LoRusso Greater Boston Area Details
Andrew LoRusso's RBC Global Asset Management (U.S.) Inc. Experience September 2013 - Present
Job Associate, Institutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   September 2013 - Present
Fidelity Investments  June 2012 - August 2012
Brown Brothers Harriman  June 2011 - August 2011
Brown Brothers Harriman  June 2010 - August 2010
Start-Up Bank, Investment Group   June 2009 - August 2009

Skills
Economics, Investments, Equities, Fixed Income, Social Media, Event Planning, Leadership, Editing, Marketing, Customer Service, Market Research, Management, Portfolio Management, Asset Management

Education
Bowdoin College   2009 — 2013
Bachelor of Arts (B.A.), Economics

Danish Institute for Study Abroad   2011 — 2011
Global Economics Program

Noble & Greenough School   2005 — 2009
High School, High Academic Distinction

Lindsay Strong Lindsay Strong Greater Minneapolis-St. Paul Area Details
Lindsay Strong's RBC Global Asset Management (U.S.) Inc. Experience April 2012 - Present
Job
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   April 2012 - Present
RBC Wealth Management  April 2010 - April 2012
Wells Fargo  2009 - 2009
TranCentral Financial   2007 - 2009
Sun Place Inc   2005 - 2007

Education
Bethel University   2009 — 2012
Master's, MBA

Linda Wieczorek Linda Wieczorek Greater Chicago Area Details
Linda Wieczorek's RBC Global Asset Management (U.S.) Inc. Experience 1999 - 2009
Job Finance, Strategy & Investment Management
Industry Investment Management
Experience
LMW Consulting   2010 - Present
RBC Global Asset Management (U.S.) Inc.   1999 - 2009
The Chicago Trust Company/Chicago Capital   1995 - 1999

Education
The University of Chicago Booth School of Business
Master of Business Administration (MBA), Finance and Economics

University of Illinois at Chicago
Bachelor of Science (BS), Finance

Ryan Schaitberger Ryan Schaitberger Greater Minneapolis-St. Paul Area Details
Ryan Schaitberger's RBC Global Asset Management (U.S.) Inc. Experience May 2014 - Present
Job Portfolio Administrator at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   May 2014 - Present
The Hartford  July 2012 - May 2014
The Hartford  October 2011 - July 2012
H&S PaInting LLC   January 2005 - October 2011

Skills
Mutual Funds, Fund Accounting, Microsoft Excel, Access, Bloomberg Terminal, Interactive Data, Structured Debt, NAV Calculations, Treasury, Short-term investments, Fixed Income, Derivatives, Investments, Finance, Portfolio Management, Accounting, Account Reconciliation

Education
Minnesota State University, Mankato   2007 — 2011
BS, Finance

GSL High

GSL High

Lauren Crisafi Lauren Crisafi Greater Boston Area Details
Lauren Crisafi's RBC Global Asset Management (U.S.) Inc. Experience August 2014 - Present
Job Marketing Manager at RBC Global Asset Management (U.S.) Inc.
Industry Marketing and Advertising
Experience
RBC Global Asset Management (U.S.) Inc.   August 2014 - Present
Mellon Capital Management  April 2010 - August 2014
Mellon Capital Management  March 2007 - April 2011
Mellon Capital Management  December 2005 - March 2007

Skills
Marketing Communications, Marketing Strategy, Event Management, Event Planning, Trade Shows, Brand Management, Email Marketing, Relationship Management, Budgets, Asset Allocation, Business Development, Analysis, Management, Marketing, Strategy, Strategic Planning

Education
Northeastern University   2000 — 2005
Bachelor of Business Administration (BBA), Finance & Marketing Communications

Northeastern University
Bachelor of Science, Business Administration

Garrett McConnach Garrett McConnach Greater Minneapolis-St. Paul Area Details
Garrett McConnach's RBC Global Asset Management (U.S.) Inc. Experience May 2014 - Present
Job Portfolio Administrator at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   May 2014 - Present
RBC Capital Markets  March 2012 - May 2014
RBC Capital Markets  May 2010 - March 2012
LSBE Financial Markets Program  March 2009 - May 2010
Regis Corporation  May 2009 - August 2009
Regis Corporation  May 2008 - August 2008
Regis Corporation  May 2007 - August 2007

Skills
Fundamental Analysis, Technical Analysis, International Finance, Political Science, Finance, Financial Markets, Microsoft Excel

Education
University of St. Thomas   2013 — 2017
Master of Business Administration (M.B.A.), Business Administration and Management, General

University of Minnesota Duluth   2006 — 2010
B.B.A., Financial Markets, Finance

Nick Frey Nick Frey Fort Collins, Colorado Details
Nick Frey's RBC Global Asset Management (U.S.) Inc. Experience July 2006 - September 2006
Job Owner of Boo Bicycles
Industry Sporting Goods
Experience
Boo Bicycles   June 2009 - Present
Jamis Sutter Home men's professional cycling team   January 2010 - December 2011
Time Pro Cycling   January 2008 - December 2008
Princeton Cycling Team   September 2007 - June 2008
Ball Aerospace  June 2007 - August 2007
RBC Global Asset Management (U.S.) Inc.   July 2006 - September 2006
Frey's Lawn Service   April 1997 - August 2005

Skills
Customer Relations, Spanish, Excel, Word, Mathematics, Direct Sales, Marketing Strategy, Sponsorship, Engineering, Industrial Design, Testing, Product Management, Customer Service, Marketing, Microsoft Excel, New Business Development, Sales, Business Strategy, Coaching, Cycling, Entrepreneurship, Retail

Education
Princeton University   2005 — 2009
B.S.E, Mechanical and Aerospace Engineering

Theodore Roosevelt High School   2001 — 2005

Lou Nanne Lou Nanne Greater Minneapolis-St. Paul Area Details
Lou Nanne's RBC Global Asset Management (U.S.) Inc. Experience February 1995 - Present
Job Senior Managing Director, Institutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   February 1995 - Present
RBC Wealth Management - Voyageur Asset Management   1995 - Present
kfan-clear channel   2002 - 2012

Skills
Alternative Investments, Asset Management, Asset Managment, Investments

Education
University of Minnesota-Twin Cities
Bachelor of Science in Business

Randy Harrison Randy Harrison Greater Minneapolis-St. Paul Area Details
Randy Harrison's RBC Global Asset Management (U.S.) Inc. Experience August 1993 - July 2010
Job Vice President, Institutional Portfolio Manager at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management  March 2015 - Present
Advantus Capital Management  July 2010 - March 2015
RBC Global Asset Management (U.S.) Inc.   August 1993 - July 2010
Aegon USA Investment Management  May 1990 - July 1993
Xerox  1985 - 1987

Skills
Fixed Income, Portfolio Management, Asset Allocation, Bloomberg, Asset Managment, Alternative Investments, Investments, Capital Markets, Equities, Mutual Funds, Securities, Investment Management, Bonds, Derivatives, Trading, Equity Research, Series 7, Asset Management, Structured Finance

Education
University of Iowa   1988 — 1990
MBA, Emphasis Investment Finance

Miami University   1981 — 1985
B.S. in B.A., Finance

Ashley Hyotte Ashley Hyotte Boston, Massachusetts Details
Ashley Hyotte's RBC Global Asset Management (U.S.) Inc. Experience July 2013 - Present
Job Institutional Portfolio Manager at RBC
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   July 2013 - Present
Esplanade Capital   March 2012 - July 2013
BlackRock  April 2006 - March 2012
Norbridge, Inc.   May 2005 - April 2006

Skills
Investment Strategies, Asset Allocation, Alternative Investments, Investment Management, Hedge Funds, Capital Markets, Derivatives, Mutual Funds, Asset Managment, Equities

Education
Harvard University   2001 — 2005
Bachelor of Arts (B.A.), Economics

William Dillon William Dillon Minneapolis, Minnesota Details
William Dillon's RBC Global Asset Management (U.S.) Inc. Experience 2010 - Present
Job Senior Proposal Writer at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   2010 - Present
Faribault Daily News/Huckle Publishing   2008 - 2009
The Tribune  2004 - 2008
Associated Press  2004 - 2008

Skills
Editing, Publications, Copy Editing, Writing, Journalism, Newspapers, Storytelling, AP Style, Management, Social Media

Education
Iowa State University   2001 — 2004
Bachelor's Degree, Journalism and Mass Communication, 3.67

Yuen Chun Lee Yuen Chun Lee Greater Boston Area Details
Yuen Chun Lee's RBC Global Asset Management (U.S.) Inc. Experience June 2015 - August 2015
Job Student Currently Studying Abroad in London, UK
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   June 2015 - August 2015
Chestnut Hill Travel Agency   April 2015 - June 2015
Boston University  September 2014 - May 2015
Global App Initiative  May 2014 - May 2015
Boston University School of Management  May 2014 - May 2015
InCrowd, Inc  November 2013 - September 2014
Boston University School of Management  May 2014 - August 2014
Global App Initiative  January 2014 - May 2014
Harvard Undergraduate Women in Business  May 2013 - December 2013
Boston University General Accounting Department   September 2013 - October 2013

Skills
Microsoft Office, PowerPoint, Teamwork, Microsoft Excel, Microsoft Word, Research, Customer Service, Financial Analysis, Time Management, Public Speaking, Data Analysis, Leadership, Market Research, Finance, Event Planning

Education
Boston University Questrom School of Business   2012 — 2016
Bachelor of Business Administration (BBA), Finance and Operation Management

Boston Latin School   2008 — 2012
High School Diploma

Emily Moran Emily Moran Boston, Massachusetts Details
Emily Moran's RBC Global Asset Management (U.S.) Inc. Experience April 2014 - Present
Job Associate Portfolio Manager at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   April 2014 - Present
Banyan Partners  August 2013 - March 2014
Silver Bridge  March 2012 - August 2013
Brown Brothers Harriman  August 2011 - March 2012
America's Growth Capital  February 2011 - April 2011
Dow Jones Enterprise Media Group   October 2010 - December 2010

Skills
Series 7, Series 63

Education
Boston University   2007 — 2011
B.A., Economics, International Business

Rebecca Pleskow Rebecca Pleskow Greater Boston Area Details
Rebecca Pleskow's RBC Global Asset Management (U.S.) Inc. Experience May 2013 - August 2013
Job Associate Marketing & Communications Operations Professional at IBM
Industry Marketing and Advertising
Experience
IBM  July 2014 - Present
Favecast  September 2013 - January 2014
RBC Global Asset Management (U.S.) Inc.   May 2013 - August 2013
Boston Scientific  February 2013 - April 2013
Boston Scientific  June 2012 - August 2012
GrubHub  August 2011 - June 2012

Skills
Social Media, Facebook, Social Media Marketing, Social Networking, Microsoft Office, PowerPoint, Event Planning, Microsoft Excel, Microsoft Word, Marketing Communications, Advertising, Marketing, SPSS, Blogging, Public Relations

Education
Boston University   2010 — 2014
Bachelor of Business Administration (BBA), Marketing/Marketing Management, General

Boston University - School of Management   2010 — 2014
Graduated with Latin Honors- Cum Laude

Kenneth A. Tyszko, CPA, CFA Kenneth A. Tyszko, CPA, CFA Greater Chicago Area Details
Kenneth A. Tyszko, CPA, CFA's RBC Global Asset Management (U.S.) Inc. Experience 2001 - Present
Job Managing Director, Senior Portfolio Manager at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   2001 - Present

Skills
Equity Research, Investments, Alternative Investments, Mutual Funds, Asset Managment, Asset Management, Equities, Fixed Income, Portfolio Management, Investment Management, Asset Allocation, Hedge Funds, Management, Performance Attribution

Education
University of Illinois at Urbana-Champaign - College of Business
BS, Accountancy

Sara (Holter) DeWolfe Sara (Holter) DeWolfe Greater Minneapolis-St. Paul Area Details
Sara (Holter) DeWolfe's RBC Global Asset Management (U.S.) Inc. Experience January 2014 - Present
Job Associate Portfolio Manager at RBC GAM
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   January 2014 - Present
Advantus Capital Management  June 2007 - January 2014
Automated Realty/DirectByOwner.com   August 2003 - April 2012
Advantus Capital Management  August 1998 - August 2002

Skills
Fixed Income, Securities, Factset, Performance Attribution, Portfolio Performance..., Scenario Analysis, What-if Simulations, ALM, Cash Flow Forecasting, Private Placements, Insurance, Performance Benchmarking, Analytics, Report Writing, Bloomberg, Bloomberg Terminal, Eagle, Bonds, Excel, Spreadsheets, RFP, Portia, PowerPoint, Word, Microsoft Office, Client Services, Customer Relations, MS Project, Real Estate Negotiation, Investment Properties, Property Management, Customer Service, Mutual Funds, Analysis, Investments, Asset Management, Series 7, Portfolio Management, Asset Allocation

Education
St. Catherine University   2009 — 2013
Bachelor of Science (BS), Financial Economics

Inver Hills Community College
Associate of Arts and Sciences (AAS), Liberal Arts and Sciences/Liberal Studies

Kaplan

Northfield High School

Andrew Belli Andrew Belli Marblehead, Massachusetts Details
Andrew Belli's RBC Global Asset Management (U.S.) Inc. Experience July 2015 - August 2015
Job Student at Saint Lawrence University
Industry
Experience
RBC Global Asset Management (U.S.) Inc.   July 2015 - August 2015

Education
St. Lawrence University   2012 — 2016
Bachelor's degree, Economics and Business in the Liberal Arts

St. John's Prep   2009 — 2012

Joseph Taffe Joseph Taffe Greater Minneapolis-St. Paul Area Details
Joseph Taffe's RBC Global Asset Management (U.S.) Inc. Experience September 2013 - Present
Job Operational Risk Analyst at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   September 2013 - Present
Wells Fargo Bank, N.A.   October 2007 - September 2013
Wells Fargo Bank N.A.   September 2001 - October 2007
Wells Fargo Bank. N.A.   July 2000 - September 2001
Wells Fargo Bank. N.A.   1999 - 2000
Wells Fargo Bank. N.A.   September 1994 - December 1999

Skills
Project Management, Enterprise Risk..., Change Management, Employee Training, Program Development, Risk Management, Issue Management, Financial Services, Banking, Process Improvement, Financial Risk, Relationship Management, Financial Analysis, CRM, Investments, Sales, Management, Finance, Portfolio Management

Education
University of Saint Thomas - School of Business   2005 — 2011
MBA, Strategic Management, Finance, Entrepreneurship

Minnesota State University, Mankato   1996 — 2000
BS, Economics w/ Minor in Business Administration

Ron Homer Ron Homer Greater Boston Area Details
Ron Homer's RBC Global Asset Management (U.S.) Inc. Experience August 2008 - Present
Job President, Access Capital Strategies at Voyageur Asset Management
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   August 2008 - Present
Access Capital Strategies LLC   February 1997 - August 2008

Skills
Portfolio Management, Investments, Fixed Income

Education
University of Rochester - Simon Business School   1969 — 1971
MBA, Finance and marketing

University of Notre Dame   1964 — 1968
BA, Pre-med/Psychology

Lalit Ponnala Lalit Ponnala New York, New York Details
Lalit Ponnala's RBC Global Asset Management (U.S.) Inc. Experience March 2012 - Present
Job Quantitative Research Analyst
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   March 2012 - Present
Aritas Securities LLC   May 2011 - January 2012
Cornell University  March 2009 - April 2011
Cornell University  March 2007 - March 2009
North Carolina State University  August 2003 - February 2007
Entelos  June 2006 - August 2006

Skills
R, Python, MATLAB, Perl, SQL, C++, C#, Signal Processing, Research, Linux, Windows, High Performance..., Data Mining, Statistical Modeling, Machine Learning, Monte Carlo Simulation, Matlab, Algorithms, Quantitative Finance, Optimization, Data Analysis, Predictive Analytics, Quantitative Analytics, Time Series Analysis, Bioinformatics, Mathematical Modeling, Statistics, LaTeX, Numerical Analysis, Interpretation Of Data

Education
North Carolina State University   2004 — 2007
PhD, Electrical Engineering (Major), Statistics (Minor)

North Carolina State University   2001 — 2003
MS, Electrical Engineering

National Institute of Technology Karnataka   1997 — 2001
B.E., Electronics and Communication Engineering

Little Flower Junior College   1995 — 1997

St Patricks High School   1983 — 1995

Zhao Liu Zhao Liu Greater Minneapolis-St. Paul Area Details
Zhao Liu's RBC Global Asset Management (U.S.) Inc. Experience October 2014 - Present
Job Risk Analyst at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   October 2014 - Present
RBC Global Asset Management (U.S.) Inc.   October 2013 - October 2014
RBC Global Asset Management (U.S.) Inc.   May 2013 - October 2013
Magnetar Capital  June 2012 - September 2012
Environmental Defense Fund  July 2011 - September 2011
TC Education Foundation   November 2010 - September 2011

Skills
Statistics, R, Microsoft Excel, Data Analysis, Microsoft SQL Server, Java, Minitab, Data Mining, Mandarin, PowerPoint, Outlook, Photoshop, InDesign, Business Analysis, Research

Education
University of Minnesota-Twin Cities   2009 — 2013
Bachelor's Degree, Statistics & Management

Monique Fountaine GRI®, SRS, ABR® SFR®, CDPE Monique Fountaine GRI®, SRS, ABR® SFR®, CDPE San Francisco Bay Area Details
Monique Fountaine GRI®, SRS, ABR® SFR®, CDPE's RBC Global Asset Management (U.S.) Inc. Experience October 2002 - November 2004
Job Real Estate Broker/Director of Short Sales/Notary Public at Century 21 M&M and Associates
Industry Real Estate
Experience
Century 21 M&M and Associates  July 2013 - Present
ACN Telecommunications  July 2010 - Present
Keller Williams Realty  July 2012 - July 2013
Century 21  April 2010 - July 2012
Citigroup  April 2007 - November 2008
Lehman Brothers  November 2004 - April 2007
RBC Global Asset Management (U.S.) Inc.   October 2002 - November 2004

Skills
Short Sales, Real Estate, Relocation, Property, Foreclosures, First Time Home Buyers, National Association of..., Residential Homes, Investments, Selling, Buyers, e-PRO, Referrals, Rentals, New Home Sales, Negotiation, Real Estate Transactions, Sales, Marketing, ABR, Pricing, Sellers, Investment Properties, Investors, Seniors, Real Property, Luxury, Property Management, Short Sale &..., Price, REO, Listings, Single Family Homes, Condos, Buyer Representation, Certified Distressed..., Buyer's Price Opinion..., Technology Certified, First Time Buyers, Residential, FHA, GRI, SRS

Education
Diablo Valley College   2009 — 2009
Real Estate

New York University   1985 — 1989
BS, Business

Connor Quinn Connor Quinn Greater Minneapolis-St. Paul Area Details
Connor Quinn's RBC Global Asset Management (U.S.) Inc. Experience June 2015 - Present
Job Intern at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   June 2015 - Present
All Star Financial  June 2014 - August 2014

Skills
Microsoft Excel, Statistics, Hockey, PowerPoint, Economics

Education
St. Olaf College   2012 — 2016
Bachelor of Arts (B.A.), Economics, Statistics

St. Louis University High School   2005 — 2009
Diploma

Terry Magnuson Terry Magnuson Greater Minneapolis-St. Paul Area Details
Terry Magnuson's RBC Global Asset Management (U.S.) Inc. Experience February 1995 - Present
Job Administrative Assistant at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   February 1995 - Present
Piper Capital Management  May 1991 - February 1995
Minnesota North Stars   June 1988 - May 1991

Education
Minnesota School of Business   1978 — 1980

Patrick Henry High School   1974 — 1978

Allen Laine, CFA Allen Laine, CFA Boston, Massachusetts Details
Allen Laine, CFA's RBC Global Asset Management (U.S.) Inc. Experience October 2011 - December 2013
Job Equity Analyst, RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management  January 2014 - Present
RBC Global Asset Management (U.S.) Inc.   October 2011 - December 2013
Wellington Management Company  March 2011 - September 2011
Boston College  2010 - 2011
BlackRock  October 2007 - September 2010
BlackRock  December 2004 - September 2007
Susquehanna International Group  October 2002 - December 2004

Skills
Portfolio Management, Investments, Fixed Income, Equities, Bloomberg, Alternative Investments, Equity Research, Financial Modeling, Asset Managment, Hedge Funds, Valuation, Investment Management, Mutual Funds, Asset Allocation, Securities, Derivatives, Bloomberg Terminal, Bonds, Asset Management

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2012
M.B.A. Graduated With Distinction and Honors, Specialization in Asset Management, 3.89

Drexel University - College of Business and Administration   1999 — 2004
BSBA, Concentration: Finance & Economics

Kamen Dimitrov, CFA Kamen Dimitrov, CFA Bulgaria area Details
Kamen Dimitrov, CFA's RBC Global Asset Management (U.S.) Inc. Experience May 2005 - August 2006
Job Financial manager at Arexim Engineering Ltd
Industry Plastics
Experience
Arexim Engineering EAD   October 2011 - Present
Rhodope Nook Ltd   June 2008 - Present
Bulgarian National Bank  February 2010 - October 2011
PAC Doverie AD   July 2008 - February 2010
Allianz Bulgaria  December 2007 - July 2008
UBB Asset Managemet   February 2007 - December 2007
Allianz Bulgaria  August 2006 - February 2007
RBC Global Asset Management (U.S.) Inc.   May 2005 - August 2006
Wells Fargo  May 2004 - August 2004
UBS Investment Bank  September 2000 - March 2003

Skills
Bloomberg, Blackberry, SAP, Financial Analysis, Financial Modeling, Corporate Finance, Managerial Finance, Portfolio Management, Budget, Business Analysis, Microsoft Excel, Asset Managment, Fixed Income, Bonds, Financial Markets, Money Market, Asset Management, Capital Markets, Banking, Credit, Equities, Market Risk, Financial Risk, Investment Management, Asset Allocation, Mutual Funds, Finance, Strategy, Project Finance, Business Planning, Business Strategy, Financial Reporting, Valuation, Investment Banking, Derivatives, FX Options, Investments

Education
University of Minnesota-Twin Cities   2003 — 2005
MBA, Finance, General

University of Bridgeport   1998 — 2002
Bachelor's degree, Finance and International Business

Caroline McGowan Caroline McGowan Boston, Massachusetts Details
Caroline McGowan's RBC Global Asset Management (U.S.) Inc. Experience August 2014 - Present
Job Office Manager at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   August 2014 - Present
BlackRock  January 2005 - August 2014
State Street Research & Management  1996 - January 2005
State Street Research & Management  November 1993 - 1996

Education
University of Massachusetts Boston

Conner DuBois Conner DuBois Lancaster, Pennsylvania Area Details
Conner DuBois's RBC Global Asset Management (U.S.) Inc. Experience March 2015 - Present
Job Cash Management Specialist at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   March 2015 - Present
PA Dry Mix   September 2014 - December 2014
Blue Mountain Lacrosse   June 2009 - August 2014
Durham University  September 2013 - May 2014
Merrill Lynch  October 2012 - December 2012
Roanoke College  August 2011 - December 2011

Skills
PowerPoint, Microsoft Excel, Management, Public Speaking, Teamwork, Leadership, Microsoft Office, SPSS, Microsoft Word, Prezi, Data Analysis, Social Media, Time Management, Access, Cash Flow Analysis, Corporate Finance, Finacial Management, Cost Accounting, Business Valuation, Industry Research, Stata, Regression Analysis, Economics, Bloomberg, Thompson One, Mergers & Acquisitions, Financial Analysis, Customer Relations, Team Building, Team Management, Airline Economics, Sports Coaching, Research

Education
University of Durham   2013 — 2014
Master of Science (MSc), Financial Management, 3.13

Roanoke College   2010 — 2013
Bachelor of Business Administration (BBA), Business Administration

scott cabalka scott cabalka Greater Minneapolis-St. Paul Area Details
scott cabalka's RBC Global Asset Management (U.S.) Inc. Experience June 1993 - Present
Job Vice President, Institutional Portfolio Manager at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   June 1993 - Present
Merrill Lynch  March 1980 - June 1993

Skills
Asset Allocation, Asset Management, Series 7, Bloomberg, Fixed Income, Portfolio Management, Performance Attribution, Asset Managment

Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance, General

Charles Seybold Charles Seybold New York, New York Details
Charles Seybold's RBC Global Asset Management (U.S.) Inc. Experience 2006 - Present
Job Vice President, RBC Alternative Asset Managment Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   2006 - Present
RBC Capital Markets  2000 - 2006
RBC Capital Markets  1999 - 2000

Skills
Alternative Investments, Investor Relations, Investor Reporting, Sales Presentations, Hedge Fund Due Diligence, Financial Accounting, Analysis, Management, Budgets, Business Development, Financial Analysis

Education
Lehigh University   1993 — 1997
Bachelor of Science (B.S.), Finance, General

Scott Malmsten Scott Malmsten Eden Prairie, Minnesota Details
Scott Malmsten's RBC Global Asset Management (U.S.) Inc. Experience 2008 - Present
Job Senior Developer at RBC Global Asset Management
Industry Information Technology and Services
Experience
Royal Bank of Canada Global Asset Management US   March 2008 - Present
RBC Global Asset Management (U.S.) Inc.   2008 - Present
USBank Asset Management   1997 - 2008
Honeywell  1982 - 1994

Skills
Crystal Reports, Visio, SQL, Requirements Gathering, Database Design, Requirements Analysis, Microsoft SQL Server, Software Project..., Data Modeling, Software Development, IIS, Asset Management, ASP, ASP.NET, .NET, Sybase, ADO.NET, VBScript, Visual Studio

Education
University of Minnesota-Twin Cities
Marketing with minor in Communication

Michelle Blasius Michelle Blasius Greater Minneapolis-St. Paul Area Details
Michelle Blasius's RBC Global Asset Management (U.S.) Inc. Experience May 2014 - Present
Job Asset Management, Private Equity, Professional Services,
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   May 2014 - Present
Russell Reynolds Associates  April 2013 - May 2014
Russell Reynolds Associates  May 2010 - February 2012
Industrial Growth Partners  December 2006 - March 2010
Crimson Microsystems   September 2001 - January 2004
Intel Corporation  September 2000 - September 2001
Hospitality - HIlton, Hyatt, American West Airlines   January 1995 - September 2000

Education
Golden Gate University

Kelly Axtell Kelly Axtell Greater Minneapolis-St. Paul Area Details
Kelly Axtell's RBC Global Asset Management (U.S.) Inc. Experience August 2015 - Present
Job Business Manager U.S. Distribution at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   August 2015 - Present
RBC Global Asset Management (U.S.) Inc.   March 2009 - Present

Skills
Fixed Income, Mutual Funds, Asset Management, Asset Allocation, Investment Strategies, Investment Management

Education
University of Minnesota - Carlson School of Management   2004 — 2007
MBA

University of Minnesota Duluth   1996 — 2000
BBA

Alexey Baskakov, CFA Alexey Baskakov, CFA Greater Minneapolis-St. Paul Area Details
Alexey Baskakov, CFA's RBC Global Asset Management (U.S.) Inc. Experience 2012 - Present
Job Sr. Credit Analyst at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   2012 - Present
Providence Capital  2002 - 2012
The Crawford Group  2001 - 2002
Lakeside Capital Management   1999 - 2001
Renaissance Capital  1996 - 1998

Education
University of Rochester - Simon Business School   1994 — 1996
MBA

University of Michigan   1992 — 1993

Moscow Aviation Institute (National Research University)   1988 — 1993

Gerry Cosgrove Gerry Cosgrove Greater Boston Area Details
Gerry Cosgrove's RBC Global Asset Management (U.S.) Inc. Experience February 2012 - Present
Job Managing Director, Head of Consultant Relations U.S. at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   February 2012 - Present
Two Sigma Investments  January 2011 - February 2012
Wellington Management  April 2010 - January 2011
Neuberger Berman  May 2009 - April 2010
Lehman Brothers  January 2007 - May 2009
T. Rowe Price  2003 - 2007
Wilshire Associates  2001 - 2003
Intel Corporation  1999 - 2001
US Navy  1991 - 1996
US Navy  1991 - 1996

Education
University of Washington, Michael G. Foster School of Business   1996 — 1999
MBA, Finance

University of Pennsylvania   1987 — 1991
BA, Economics

Erik Preus Erik Preus Minneapolis, Minnesota Details
Erik Preus's RBC Global Asset Management (U.S.) Inc. Experience January 2003 - June 2012
Job Managing Director at Envestnet, Inc
Industry Investment Management
Experience
Envestnet, Inc  October 2014 - Present
Placemark Investments  July 2012 - October 2014
RBC Global Asset Management (U.S.) Inc.   January 2003 - June 2012

Skills
Asset Management, Mutual Funds, Asset Allocation, Investments, Alternative Investments, Wealth Management, Series 7, Securities, Investment Management, Investment Advisory

Education
University of Hawaii at Manoa   1991 — 1992
MA, History

University of Dayton   1989 — 1991
MBA

United States Air Force Academy   1983 — 1987
BS, History

Angela Brownawell Angela Brownawell Harrisburg, Pennsylvania Area Details
Angela Brownawell's RBC Global Asset Management (U.S.) Inc. Experience October 2013 - Present
Job Relationship Manager/ Marketing Coordinator at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   October 2013 - Present
PFM Asset Management LLC  April 2001 - January 2013
Evolution Motorsports LLC   April 2010 - January 2012
Robert Charles Lesser & Co   May 2000 - April 2001

Skills
Marketing Strategy, Marketing, Strategy, Start-ups, Team Building, New Business Development, Business Strategy, Financial Analysis, Entrepreneurship, Budgets, Due Diligence, Investments

Education
Emory University   1998 — 2000
Bachelor of Arts, Economics

Adam Pawling Adam Pawling Minneapolis, Minnesota Details
Adam Pawling's RBC Global Asset Management (U.S.) Inc. Experience January 2014 - Present
Job Proposal Writer, CFA Level 1 Candidate
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   January 2014 - Present
AOI College   March 2012 - December 2013
Travel University International  February 2011 - April 2011
Babson College  January 2008 - December 2009
Income Research and Management   April 2007 - October 2007
Baring Asset Management  July 2006 - February 2007
John Hancock Financial Services  January 2005 - July 2006
Boston Financial Data Services  August 2003 - January 2005
Fidelity Investments  February 2001 - November 2001
Liberty Mutual Insurance  April 2000 - February 2001

Skills
Equities, RFP Writing, Client Service, Researching, Writing, SQL, Consultant Database..., Client Presentations, Communication, Public Speaking, Client Operations, Asset Management, Financial Services, Research, Securities, Mutual Funds, RFP, Investment Management, Training, Leadership, Marketing, Client Services

Education
Babson College - Franklin W. Olin Graduate School of Business   2008 — 2009
MBA, Finance

University of St. Andrews   1992 — 1996
Bachelor of Arts (B.A.), Philosophy and Religious Studies

Jaime Santana, CFA Jaime Santana, CFA Greater Chicago Area Details
Jaime Santana, CFA's RBC Global Asset Management (U.S.) Inc. Experience November 2011 - January 2014
Job Senior Financial Analyst at PMA Financial Network
Industry Investment Management
Experience
PMA Financial Network  March 2014 - Present
RBC Global Asset Management (U.S.) Inc.   November 2011 - January 2014
RBC Correspondent & Advisor Services   July 2008 - November 2011
Allied Cash Holdings, LLC   May 2006 - March 2008
National Home Management Solutions, LLC   August 2005 - April 2006

Skills
Financial Modeling, Analysis, Forecasting, Financial Reporting, Financial Analysis, Quantitative Analysis, Team Leadership, Strategic Financial..., Portfolio Management, Budgets, Management, Account Reconciliation, Bloomberg, Strategy, Asset Management, Fixed Income, Capital Markets, Investments, Equities, Strategic Planning, Financial Planning, Analytics, Economics, Customer Service, Data Analysis, Finance, Financial Services

Education
University of Illinois at Urbana-Champaign   2001 — 2005
BA, Economics

Pam Nellis Pam Nellis Greater Minneapolis-St. Paul Area Details
Pam Nellis's RBC Global Asset Management (U.S.) Inc. Experience October 2011 - Present
Job Manager, Business Technology Services at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   October 2011 - Present
Nellis Consulting LLC   January 2011 - October 2011
RBC Global Asset Management (U.S.) Inc.   January 2011 - September 2011
Ameriprise Financial  1987 - 2009

Skills
Asset Management, Business Analysis, CRM, Contract Negotiation, Equities, Finance, Hedge Funds, Investment Management, Investments, Leadership, Management, Portfolio Management, Program Management, Project Management, Testing, Vendor Management

Education
Minnesota State University, Mankato
BS, Computer Science & Business

Jim Stitt Jim Stitt Greater Minneapolis-St. Paul Area Details
Jim Stitt's RBC Global Asset Management (U.S.) Inc. Experience January 2013 - October 2014
Job Head of Data Management at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management  November 2014 - Present
RBC Global Asset Management (U.S.) Inc.   January 2013 - October 2014
RBC Global Asset Management  April 2009 - January 2013
Voyageur Asset Management  February 2007 - April 2009

Skills
Fixed Income, Analytics, Risk Management, R, Asset Allocation, Asset Management, Matlab, Perl, C, C++, C#, Microsoft SQL Server, Quantitative Analytics, Eagle PACE, Enterprise Risk..., Team Leadership

Education
University of California, San Diego   1993 — 1997
BS, Physics - Biophysics

Nii Adjetey Mensah Nii Adjetey Mensah San Francisco Bay Area Details
Nii Adjetey Mensah's RBC Global Asset Management (U.S.) Inc. Experience May 2006 - August 2006
Job Capital Forecasting & Analysis at Wells Fargo Corporate Treasury
Industry Financial Services
Experience
Wells Fargo  May 2012 - Present
Wells Fargo  March 2011 - May 2012
Wells Fargo  September 2007 - February 2011
Wells Fargo  August 2006 - August 2007
RBC Global Asset Management (U.S.) Inc.   May 2006 - August 2006
Augsburg College  September 2005 - August 2006
The Saint Paul Chamber Orchestra  June 2005 - September 2005
Drink (The Original Fun Bar)   November 2004 - August 2005
Spin Nightclub   November 2004 - August 2005
The Saint Paul Chamber Orchestra  January 2005 - June 2005

Skills
Public Speaking, Microsoft Excel, Event Planning, Social Media, PowerPoint, Financial Modeling, Corporate Finance, Analysis, Budgets, Capital Markets, Accounting, Leadership, Risk Management, Strategy, Finance

Education
Augsburg College   2002 — 2006
Bachelor of Arts, Double Major: Finance, Music Business

Chad Simmons Chad Simmons Greater Boston Area Details
Chad Simmons's RBC Global Asset Management (U.S.) Inc. Experience December 2012 - Present
Job Vice PresidentAdvisory Solutions Group at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   December 2012 - Present
Eaton Vance  May 2008 - December 2012
Eaton Vance  March 2007 - May 2008
Costco Wholesale  May 2002 - April 2008

Skills
Mutual Funds, Investments, Series 63, Series 7, Asset Allocation, Alternative Investments, Fixed Income, Series 6, Separately Managed..., Microsoft Excel, Sales, Customer Service, Absolute Return, Closed-end Funds, ETFs, Municipal Bonds, FINRA, PowerPoint, Microsoft Word, Management, Financial Planners, Statistics, Series 66, Series 79, Structured Notes, Estate Planning, Tax-advantaged..., CRM, Series 3, Investment Strategies, Retirement, Financial Planning, Portfolio Management

Education
Boston University   2009 — 2010
CFP, Finance

Bridgewater State University   2002 — 2006
B.A, Finance and Accounting

Bridgewater-Raynham   1999 — 2002

Andy Donohue Andy Donohue Greater Boston Area Details
Andy Donohue's RBC Global Asset Management (U.S.) Inc. Experience January 2013 - Present
Job Vice President, Instutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   January 2013 - Present
RBC Global Asset Management (U.S.) Inc.   February 2012 - Present
Pyramis Global Advisors  January 2009 - January 2012
State Street Global Advisors  January 2008 - December 2008
Wellington Management  June 2005 - January 2008
International Client Service   January 2005 - June 2005
Deutsche Bank  August 2001 - July 2003
State Street Bank and Trust  August 2000 - August 2001

Education
D'Amore-McKim School of Business at Northeastern University   2003 — 2005
MBA, MBA

Union College   1996 — 2000
BA, Economics and Modern Languages

Susanna Gibbons, CFA Susanna Gibbons, CFA Greater Minneapolis-St. Paul Area Details
Susanna Gibbons, CFA's RBC Global Asset Management (U.S.) Inc. Experience May 2007 - August 2014
Job Director, Carlson Fixed Income Fund at Carlson School of Management
Industry Investment Management
Experience
Carlson School of Management  September 2014 - Present
RBC Global Asset Management (U.S.) Inc.   May 2007 - August 2014
Voyageur Asset Management  May 2007 - December 2009
Jeffrey Slocum & Associates  2005 - 2007
St. Paul Companies`   1996 - 2003
Metropolitan Life Insurance Company  July 1990 - July 1996
Cohen Feit   June 1988 - September 1989
J.P. Morgan   1985 - 1988

Skills
Bloomberg, Portfolio Management, Asset Allocation, Asset Management, Investments, Credit Analysis, Research, People Development, Strategic Thinking, Communication Skills, Presentations, Fixed Income, Asset Managment, Investment Strategies, Capital Markets, Strategy, Equities, Hedge Funds, Credit, Private Equity, Mergers & Acquisitions

Education
New York University - Leonard N. Stern School of Business   1986 — 1988
MBA, Finance

Bryn Mawr College   1980 — 1984
BA, Psychology

Laurie Mount Laurie Mount Greater Minneapolis-St. Paul Area Details
Laurie Mount's RBC Global Asset Management (U.S.) Inc. Experience May 2011 - Present
Job Fixed Income Research Analyst at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   May 2011 - Present
Wells Fargo  March 2005 - January 2010
Wells Fargo  March 2002 - March 2005
Wells Fargo  August 1998 - March 2002
Wells Fargo  March 1996 - August 1998
Norwest Bank Minnesota, N.A.   August 1993 - March 1996

Skills
Bloomberg, Municipal Bonds, Fixed Income, Bonds, Trading, Research, Portfolio Management, Public Finance, Investment Banking, Financial Services, Equities, Asset Allocation, Securities, Capital Markets, Investment Strategies, Credit Analysis, Banking, Series 7, Finance, Investments, Mutual Funds, Series 63, Alternative Investments, Structured Finance, Asset Management, Financial Markets, Derivatives, Investment Management, Financial Modeling

Education
University of Minnesota-Twin Cities   1985 — 1994
B.S., Economics

University of St. Thomas
Executive Education and Professional Development Mini MBA Program

Tim Bruns Tim Bruns Greater Minneapolis-St. Paul Area Details
Tim Bruns's RBC Global Asset Management (U.S.) Inc. Experience November 2005 - November 2009
Job Senior Overlay Trading Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  November 2009 - Present
RBC Global Asset Management (U.S.) Inc.   November 2005 - November 2009
RBC Global Asset Management (U.S.) Inc.   May 2004 - November 2005

Education
Saint John's University   1995 — 1999
BA, Management

Aidan Forde, CFA Aidan Forde, CFA Greater Boston Area Details
Aidan Forde, CFA's RBC Global Asset Management (U.S.) Inc. Experience June 2013 - Present
Job Vice President at RBC Global Asset Management (U.S.) Inc.
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   June 2013 - Present
Eaton Vance  January 2013 - May 2013
Eaton Vance  September 2010 - December 2012
Eaton Vance  January 2009 - August 2010
State Street  March 2008 - January 2009

Skills
Series 7, Mutual Funds, Series 6, Series 63, Investments, Series 66, Alternative Investments, Asset Allocation, Portfolio Management, Uniform Combined State..., Securities, Chartered Financial..., Sales, Asset Management

Education
Merrimack College   2003 — 2007
BA, Communication Studies; Political Science

Merrimack College   2003 — 2007
Bachelor of Liberal Arts, Communication Studies

Christine Ji, CFA Christine Ji, CFA Greater Minneapolis-St. Paul Area Details
Christine Ji, CFA's RBC Global Asset Management (U.S.) Inc. Experience July 2004 - October 2008
Job Marketing and Investor Relations at Pine River Capital Management
Industry Financial Services
Experience
Pine River Capital Management  January 2013 - Present
Pine River Capital Management  February 2011 - December 2012
Lacrosse Global   November 2008 - February 2011
RBC Global Asset Management (U.S.) Inc.   July 2004 - October 2008
RBC Capital Markets  June 2000 - June 2004

Skills
Hedge Funds, Fixed Income, Derivatives, Financial Markets, MBS, Equities, Capital Markets, Securities, Asset Managment, Financial Modeling, Investments, Trading

Education
University of Minnesota - Carlson School of Management   1999 — 2001
MBA, Finance, Accounting

David Vasichek David Vasichek Greater Minneapolis-St. Paul Area Details
David Vasichek's RBC Global Asset Management (U.S.) Inc. Experience June 2006 - Present
Job Sr. Portfolio Administrator at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   June 2006 - Present
RBC Wealth Managment  December 2003 - June 2006

Education
University of Minnesota - Carlson School of Management   2006 — 2009
MBA, Finance, Strategy

The University of North Dakota   1995 — 2000
BA, Finance, Spanish

John Utter John Utter Greater Minneapolis-St. Paul Area Details
John Utter's RBC Global Asset Management (U.S.) Inc. Experience April 2010 - July 2011
Job Head, Institutional Client Service, U.S.
Industry Financial Services
Experience
RBC Global Asset Management  May 2011 - Present
RBC Global Asset Management (U.S.) Inc.   April 2010 - July 2011
Riversource Distributors/Ameriprise Financial   2006 - April 2010
North American Capital Markets   2001 - 2006
Korn/Ferry International  2000 - 2001
GMAC-Residential Funding Corporation  1998 - 2000
Dain Rauscher  1994 - 1998

Skills
Fixed Income, Portfolio Management, Investments, Mutual Funds, Asset Management, Asset Allocation, Management, Negotiation, Manage Client..., Series 7, Sales, Financial Services, Securities, Retirement, Series 24

Education
St. Lawrence University   1985 — 1988
B.A., Government

Breck School   1981 — 1984
College Prep

Frank Berry Frank Berry Boston, Massachusetts Details
Frank Berry's RBC Global Asset Management (U.S.) Inc. Experience October 2012 - Present
Job Assoc. Vice President, Advisory Solutions Group at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   October 2012 - Present
AXA Advisors, LLC  September 2009 - September 2012
Merrill Lynch & Co.   June 2008 - August 2008

Skills
Series 7, Series 63, Series 3, Asset Allocation, Mutual Funds, Investments, Securities, Wealth Management, Fixed Annuities, Investment Advisory, Retirement, 401k, Investment Strategies, Strategic Financial...

Education
Penn State University   2005 — 2009
Bachelor of Science, Finance

Reid Smith Reid Smith Greater New York City Area Details
Reid Smith's RBC Global Asset Management (U.S.) Inc. Experience August 2010 - May 2011
Job Director at Barclays
Industry Financial Services
Experience
Barclays  December 2011 - Present
Lord Abbett  May 2011 - February 2012
RBC Global Asset Management (U.S.) Inc.   August 2010 - May 2011
Vanguard  April 1992 - July 2009

Skills
Fixed Income Portfolio..., Asset Management, Quantitative Analytics, Mutual Funds, Bonds, Alternative Investments, Bloomberg, Capital Markets, Equities, Fixed Income, Investment Management, Investments, Portfolio Management, Securities

Education
University of Hawaii - Shidler College of Business   1981 — 1983
MBA, International Business

University of Hawaii - Shidler College of Business   1977 — 1981
BBA, Marketing

Punahou School   1969 — 1976

Diane Zamjahn Diane Zamjahn Greater Minneapolis-St. Paul Area Details
Diane Zamjahn's RBC Global Asset Management (U.S.) Inc. Experience March 2010 - Present
Job Administrative Assistant to the RBC Funds at RBC Global Assest Management US
Industry Capital Markets
Experience
RBC Global Asset Management (U.S.) Inc.   March 2010 - Present
Whitebox Advisors  July 2007 - February 2009
Varde Partners  August 2002 - July 2007

Skills
Executive..., Event Planning, Project Management, Board Governance, Compliance, Board of Trustees, Mutual Funds, Dealer Agreements, Executive Support, Business Travel, Sales Presentations, Office Management, Financial Analysis, Equities, Equity Trading, Hedge Funds, Fixed Income, Asset Management

Education
University of Minnesota-Twin Cities

William Irvine William Irvine Boston, Massachusetts Details
William Irvine's RBC Global Asset Management (U.S.) Inc. Experience March 2014 - Present
Job Managing DirectorInstitutional Sales at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   March 2014 - Present
Dimensional Fund Advisors  January 2012 - February 2014
Eaton Vance/Parametric Portfolio Advisors   October 2005 - November 2011
State Street Research & Management  October 2001 - October 2002
Bank of Boston  June 1996 - July 2000
Lehman Brothers  January 1992 - June 1996
Offtech, Inc.   1983 - 1990
Xerox  January 1980 - January 1983

Skills
Hedge Funds, Institutional Investors, Endowments, Alternative Assets, Asset Allocation, ETFs, Investment Advisory, Fund Of Funds, Portfolio Optimization

Education
Trinity College-Hartford   1975 — 1979
BA, Economics

Westwood High School   1971 — 1975

Evelyn Vega-Johnston Evelyn Vega-Johnston Greater Boston Area Details
Evelyn Vega-Johnston's RBC Global Asset Management (U.S.) Inc. Experience January 2013 - Present
Job Executive Assistant at Gulf Oil Limited Partnership
Industry Oil & Energy
Experience
RBC Global Asset Management (U.S.) Inc.   January 2013 - Present
Gulf Oil Limited Partnership   December 2000 - January 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Outlook, PowerPoint, Project Management, Administrative..., Customer Service, Budgets, Process Scheduler, SAP, Office Management, Project Planning, Lotus Notes, Contract Management, System Administration, Access, Petroleum, Coordination, Teamwork, Contract Negotiation, Employee Relations, Negotiation

Education
Suffolk University   1995 — 2002
BA, Criminology & Law

Lorna Schmidt Lorna Schmidt Greater Minneapolis-St. Paul Area Details
Lorna Schmidt's RBC Global Asset Management (U.S.) Inc. Experience September 2010 - June 2015
Job Development Director at City of Lakes Waldorf School
Industry Nonprofit Organization Management
Experience
City of Lakes Waldorf School  August 2015 - Present
RBC Global Asset Management (U.S.) Inc.   September 2010 - June 2015
AllianceBernstein  May 2004 - July 2010
Morgan Stanley  October 2003 - May 2004
Lazard Asset Management  September 1999 - October 2003

Skills
Fixed Income, Asset Allocation, Portfolio Management, Series 7, Alternative Investments, Institutional, Marketing Communications, Mutual Funds, Investment Management, Marketing Strategy, Series 63, Hedge Funds, Equities, Client Services, Investment Strategies, Client Service, Grant Writing, Fundraising, Event Planning

Education
Columbia University in the City of New York
MA, Modern European Studies

University of Toronto - University of Trinity College   1995 — 1999
BA, honors, International Relations, European Studies, Business German

Tara Rajdl Tara Rajdl Minneapolis, Minnesota Details
Tara Rajdl's RBC Global Asset Management (U.S.) Inc. Experience March 2015 - Present
Job Marketing Coordinator at RBC Global Asset Management
Industry Banking
Experience
RBC Global Asset Management (U.S.) Inc.   March 2015 - Present
Abbot Downing, A Wells Fargo Business  August 2012 - February 2015
Maaco Collision Repair  March 2006 - August 2012
TiffanyAnn's Designs   May 2011 - May 2012

Skills
Time Management, Team Building, Customer Service, Achiever, Discipline, Brand Consistency, Communication, Marketing, Copy Editing, Proofreading, Presentation Design, PowerPoint, Microsoft Excel, SharePoint, Meeting Planning, Coordinating Events, Market Research, Market Analysis, Google Analytics, Newsletters

Education
Augsburg College   2008 — 2012
Marketing, International Business

Andover High School   2003 — 2007

Jason Bebler Jason Bebler Minneapolis, Minnesota Details
Jason Bebler's RBC Global Asset Management (U.S.) Inc. Experience January 2006 - October 2008
Job Assistant Vice President Equity & Options Trader at Wells Fargo Wealth Management
Industry Financial Services
Experience
Wells Fargo Wealth Management  November 2011 - Present
US Bank  February 2009 - November 2011
RBC Global Asset Management (U.S.) Inc.   January 2006 - October 2008
GMAC-RFC  January 2004 - December 2005
RBC Capital Markets  January 2002 - June 2003
Piper Jaffray  October 1995 - October 2001

Skills
Equities, Capital Markets, Marketing, Series 7, Bloomberg, Fixed Income, Options, Equity Trading, Equity Option Trading, Flextrade, Charles River IMS, Brass, Fidessa, Asset Allocation, Technical Analysis, Mortgage Trading, Trading, Valuation, Hedge Funds, Trading Systems, Alternative Investments, FINRA, Financial Markets, Mutual Funds, Bonds, Derivatives, Securities, Portfolio Management, Investment Strategies, Investment Management, Equity Derivatives, Electronic Trading

Education
University of St. Thomas   2007 — 2014
Master of Business Administration (M.B.A.), Finance

University of Minnesota-Duluth   1990 — 1995
BA, Economics

University of Minnesota-Duluth   1990 — 1995
BBA, Marketing

Diane Zamjahn Diane Zamjahn Greater Minneapolis-St. Paul Area Details
Diane Zamjahn's RBC Global Asset Management (U.S.) Inc. Experience March 2010 - Present
Job Administrative Assistant at RBC Global Asset Management (U.S.) Inc.
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   March 2010 - Present
Whitebox Advisors  July 2007 - February 2009
Varde Partners  June 2002 - June 2007

Skills
Executive..., Event Planning, Event Management, Board Relations, Board Governance, Board of Directors, Board Presentations, Travel Management, Mutual Funds, Global Regulatory..., Dealer Agreements, Compliance, Asset Managment, Client Services

Education
University of Minnesota-Twin Cities

University of Minnesota-Twin Cities
Communication, General

Gord Latter Gord Latter Minneapolis, Minnesota Details
Gord Latter's RBC Global Asset Management (U.S.) Inc. Experience February 2009 - February 2012
Job President at Total Plan Advisors
Industry Investment Management
Experience
Ryan Labs  August 2012 - Present
Total Plan Advisors   May 2012 - Present
RBC Global Asset Management (U.S.) Inc.   February 2009 - February 2012

Skills
Asset Management, Investments, Asset Allocation, Portfolio Management, Alternative Investments, Hedge Funds, Fixed Income, Investment Strategies, Investment Management, Equities, Bloomberg, Marketing Strategy, Capital Markets, Mutual Funds, Business Development, Marketing, Financial Analysis, Financial Modeling, Private Equity, Derivatives

Education
Fellow, Society of Actuaries

University of Manitoba
Actuarial Science

Jodi Defeyter Jodi Defeyter Saint Paul, Minnesota Details
Jodi Defeyter's RBC Global Asset Management (U.S.) Inc. Experience 2007 - Present
Job Director of Regulatory Administration and Senior Project Manager
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   2007 - Present
US Bancorp Investments  2003 - 2006
American Express Financial Advisors  2001 - 2003

Skills
Investments, Asset Allocation, Bloomberg, Portfolio Management, Series 7, Mutual Funds, Risk Management, Asset Managment, Equities, Process Improvement, Fixed Income, AML, Project Management, Equity Trading, Trading, Insurance, Capital Markets, Due Diligence, Securities, Strategic Planning

Education
Minnesota Paralegal Institue   1996 — 1997
Post Baccalaureate, Paralegal Certificate

University of Minnesota-Twin Cities   1990 — 1995
Bachelor's degree, Sociology

Tessa Shakon Tessa Shakon Chicago, Illinois Details
Tessa Shakon's RBC Global Asset Management (U.S.) Inc. Experience July 2015 - Present
Job
Industry Higher Education
Experience
RBC Global Asset Management (U.S.) Inc.   July 2015 - Present
Mercer Investments  June 2014 - June 2015
Mercer  May 2013 - August 2013
UBS Global Asset Management  June 2012 - August 2012
Merrill Lynch  June 2011 - August 2011

Education
Northwestern University   2011 — 2013
Bachelor of Arts (BA)

Beijing Foreign Studies University   2012 — 2012

United States Military Academy at West Point   2010 — 2011
Bachelor of Arts (BA)

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