RBC Wealth Management
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RBC Wealth Management Employees
Employee
Years
Job
Industry
Michael J. Riley, CFP® Michael J. Riley, CFP®'s RBC Wealth Management Experience May 2004 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2004 - Present
Education
Georgetown University 2006 — 2007
Executive Certificate in Financial Planning, Financial Planning
American University 2002 — 2004
Bachelor of Science in Business Administration, Business Administration - Enterprise Management
RBC Wealth Management May 2004 - Present
Education
Georgetown University 2006 — 2007
Executive Certificate in Financial Planning, Financial Planning
American University 2002 — 2004
Bachelor of Science in Business Administration, Business Administration - Enterprise Management
Chris Ziola Chris Ziola's RBC Wealth Management Experience March 2010 - June 2013
Job Vice President Private Client Group Fisher Investments
Industry Financial Services
Experience
Fisher Investments November 2014 - Present
Atrium Medical/Maquet Getinge Group July 2013 - August 2014
RBC Wealth Management March 2010 - June 2013
Edward Jones July 2008 - March 2011
Frito Lay December 2006 - February 2008
Frito Lay June 2003 - December 2006
Skills
Marketing, Change Management, Equities, Estate Planning, Sales Operations, Fixed Income, Coaching, Sales, Training, Life Insurance, Marketing Strategy, Securities, Retirement, Uniform Combined State..., Leadership, Finance, Time Management, Strategy, Retirement Planning, Account Management, Insurance, Series 7, Series 63, Wealth Management, Financial Advisory, Investment Advisory, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth
Education
Bellevue University 2007 — 2008
Marketing Management, Marketing
Seward County Community College 1997 — 2000
Associates, Business Administration
Fisher Investments November 2014 - Present
Atrium Medical/Maquet Getinge Group July 2013 - August 2014
RBC Wealth Management March 2010 - June 2013
Edward Jones July 2008 - March 2011
Frito Lay December 2006 - February 2008
Frito Lay June 2003 - December 2006
Skills
Marketing, Change Management, Equities, Estate Planning, Sales Operations, Fixed Income, Coaching, Sales, Training, Life Insurance, Marketing Strategy, Securities, Retirement, Uniform Combined State..., Leadership, Finance, Time Management, Strategy, Retirement Planning, Account Management, Insurance, Series 7, Series 63, Wealth Management, Financial Advisory, Investment Advisory, Investments, Asset Allocation, Mutual Funds, Investment Strategies, Wealth
Education
Bellevue University 2007 — 2008
Marketing Management, Marketing
Seward County Community College 1997 — 2000
Associates, Business Administration
Jack Lowrey Jack Lowrey's RBC Wealth Management Experience June 2002 - October 2009
Job Senior Vice President at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. October 2009 - Present
Gulf Coast Community Bank October 2009 - Present
Raymond James Financial Inc. October 2009 - October 2013
RBC Wealth Management June 2002 - October 2009
Bank of America Securities / Barnett Bank Trust and Securities January 1989 - January 2007
UBS Wealth Management. Aka Paine Webber , JC Bradford January 1999 - June 2002
SouthTrust Bank Securities January 1996 - January 1999
Merrill Lynch December 1981 - August 1989
Skills
Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning, Portfolio Management, Banking, Strategic Financial..., Loans, Asset Management, IRAs, Credit, Estate Planning, Mortgage Lending, Financial Advisory, Financial Analysis, 401k, Commercial Lending, Risk Management, Bonds, Insurance, Small Business, Life Insurance, Small Business Lending, Financial Services, Alternative Investments, Valuation, Loan Origination, Due Diligence, Wealth Management..., Consumer Lending, Separately Managed..., Brokerage, Private Equity, Finance, FINRA, Trading, Series 65, Management, Customer Service
Education
Auburn University, College of Business 1979 — 1981
Bachelor's Degree, Finance, General
University of Alabama, Mcgill-Toolen HS 1972 — 1979
Accounting and Finance, 3.25
NBC Securities, Inc. October 2009 - Present
Gulf Coast Community Bank October 2009 - Present
Raymond James Financial Inc. October 2009 - October 2013
RBC Wealth Management June 2002 - October 2009
Bank of America Securities / Barnett Bank Trust and Securities January 1989 - January 2007
UBS Wealth Management. Aka Paine Webber , JC Bradford January 1999 - June 2002
SouthTrust Bank Securities January 1996 - January 1999
Merrill Lynch December 1981 - August 1989
Skills
Investments, Wealth Management, Series 7, Securities, Investment Advisory, Fixed Annuities, Retirement, Asset Allocation, Mutual Funds, Equities, Series 63, Retirement Planning, Portfolio Management, Banking, Strategic Financial..., Loans, Asset Management, IRAs, Credit, Estate Planning, Mortgage Lending, Financial Advisory, Financial Analysis, 401k, Commercial Lending, Risk Management, Bonds, Insurance, Small Business, Life Insurance, Small Business Lending, Financial Services, Alternative Investments, Valuation, Loan Origination, Due Diligence, Wealth Management..., Consumer Lending, Separately Managed..., Brokerage, Private Equity, Finance, FINRA, Trading, Series 65, Management, Customer Service
Education
Auburn University, College of Business 1979 — 1981
Bachelor's Degree, Finance, General
University of Alabama, Mcgill-Toolen HS 1972 — 1979
Accounting and Finance, 3.25
David Rice, CFP® David Rice, CFP®'s RBC Wealth Management Experience 2009 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2009 - Present
UBS Wealth Management 2004 - 2009
Skills
Certified Financial..., Investment Advisory, Personal Financial..., Retirement Planning, Series 7, Series 63, Mutual Funds, ETFs, Stocks, Bonds, 529 Plans, Variable Annuities, Fixed Annuities, Life Insurance
Education
Bates College 1999 — 2003
Bachelor of Arts (B.A.), Economics
American University
Economic Policy Semester
RBC Wealth Management 2009 - Present
UBS Wealth Management 2004 - 2009
Skills
Certified Financial..., Investment Advisory, Personal Financial..., Retirement Planning, Series 7, Series 63, Mutual Funds, ETFs, Stocks, Bonds, 529 Plans, Variable Annuities, Fixed Annuities, Life Insurance
Education
Bates College 1999 — 2003
Bachelor of Arts (B.A.), Economics
American University
Economic Policy Semester
Kirsten Maxwell Kirsten Maxwell's RBC Wealth Management Experience January 2012 - March 2015
Job Account Executive at TransPerfect
Industry Translation and Localization
Experience
TransPerfect March 2015 - Present
Steve Nash Fitness Clubs December 2012 - Present
RBC Wealth Management January 2012 - March 2015
YMCA October 2012 - January 2014
RBC January 2010 - January 2012
Skills
Teamwork, Public Speaking, Market Research, Leadership, Research, Group Exercise..., Social Media, Microsoft Office, PowerPoint, English, Microsoft Word, Microsoft Excel, Economics, Mentoring, Account Management, Sales Management, Customer Service, Strategic Partnerships, Outlook, Strategy, Social Media Marketing, Coaching, Portfolio Management, Marketing, Event Planning, Financial Planning
Education
University of Victoria 2006 — 2010
Bachelor of Commerce (B.Com.), Business/Commerce, General
School of Business, Economics and Law at the University of Gothenburg 2009 — 2009
Bachelor's Degree, Business/Commerce, General
TransPerfect March 2015 - Present
Steve Nash Fitness Clubs December 2012 - Present
RBC Wealth Management January 2012 - March 2015
YMCA October 2012 - January 2014
RBC January 2010 - January 2012
Skills
Teamwork, Public Speaking, Market Research, Leadership, Research, Group Exercise..., Social Media, Microsoft Office, PowerPoint, English, Microsoft Word, Microsoft Excel, Economics, Mentoring, Account Management, Sales Management, Customer Service, Strategic Partnerships, Outlook, Strategy, Social Media Marketing, Coaching, Portfolio Management, Marketing, Event Planning, Financial Planning
Education
University of Victoria 2006 — 2010
Bachelor of Commerce (B.Com.), Business/Commerce, General
School of Business, Economics and Law at the University of Gothenburg 2009 — 2009
Bachelor's Degree, Business/Commerce, General
Lori Tanner Lori Tanner's RBC Wealth Management Experience May 1988 - July 2008
Job Mortgage Specialist RBC
Industry Financial Services
Experience
RBC 1988 - Present
Mortgage Brokers Ottawa May 2012 - January 2013
Mortgage Centre Ottawa May 2012 - December 2012
RBC May 1989 - July 2008
RBC Wealth Management May 1988 - July 2008
Skills
Strategic Financial..., Mutual Funds, Canadian Securities..., CMA, Forensic Accounting, Fraud Detection, Mortgage Lending
Education
Algonquin College of Applied Arts and Technology 2004 — 2006
Financial planning, Business/Commerce, General
Algonquin College of Applied Arts and Technology 2000 — 2006
Financial Planning, economics and the investment markets
RBC 1988 - Present
Mortgage Brokers Ottawa May 2012 - January 2013
Mortgage Centre Ottawa May 2012 - December 2012
RBC May 1989 - July 2008
RBC Wealth Management May 1988 - July 2008
Skills
Strategic Financial..., Mutual Funds, Canadian Securities..., CMA, Forensic Accounting, Fraud Detection, Mortgage Lending
Education
Algonquin College of Applied Arts and Technology 2004 — 2006
Financial planning, Business/Commerce, General
Algonquin College of Applied Arts and Technology 2000 — 2006
Financial Planning, economics and the investment markets
Corey Olson, MBA Corey Olson, MBA's RBC Wealth Management Experience June 2004 - January 2005
Job Project Manager at Pearson VUE
Industry Publishing
Experience
Pearson VUE April 2014 - Present
Benchmark Learning April 2013 - April 2014
Benchmark Learning April 2010 - April 2013
Cygnus Business Media May 2006 - August 2008
University of Minnesota Duluth October 2005 - May 2006
RBC Wealth Management June 2004 - January 2005
Skills
Project Management, Marketing Communications, Event Planning, Strategy, Trade Shows, Management, Budgets, Program Management, Training, Public Relations, Project Coordination, Team Building, Public Speaking, Conference Coordination, Customer Service, Sales, Strategic Partnerships, Social Media, Project Planning, Presentations, Microsoft Office, Strategic Planning, Competitive Analysis, Email Marketing, CRM, Leadership, Scrum, Vendor Management
Education
University of Minnesota-Duluth 2002 — 2006
BBA, Marketing and Psychology
Globe University-Minneapolis 2011 — 2012
MBA, MBA, 4.0
Högskolan i Kalmar 2008 — 2009
MSc, Business Administration emphasis in International Marketing
Curtin University of Technology 2005 — 2005
Marketing
Hopkins High School
Pearson VUE April 2014 - Present
Benchmark Learning April 2013 - April 2014
Benchmark Learning April 2010 - April 2013
Cygnus Business Media May 2006 - August 2008
University of Minnesota Duluth October 2005 - May 2006
RBC Wealth Management June 2004 - January 2005
Skills
Project Management, Marketing Communications, Event Planning, Strategy, Trade Shows, Management, Budgets, Program Management, Training, Public Relations, Project Coordination, Team Building, Public Speaking, Conference Coordination, Customer Service, Sales, Strategic Partnerships, Social Media, Project Planning, Presentations, Microsoft Office, Strategic Planning, Competitive Analysis, Email Marketing, CRM, Leadership, Scrum, Vendor Management
Education
University of Minnesota-Duluth 2002 — 2006
BBA, Marketing and Psychology
Globe University-Minneapolis 2011 — 2012
MBA, MBA, 4.0
Högskolan i Kalmar 2008 — 2009
MSc, Business Administration emphasis in International Marketing
Curtin University of Technology 2005 — 2005
Marketing
Hopkins High School
Kendra Mitchell Kendra Mitchell's RBC Wealth Management Experience April 2013 - Present
Job Client Associate at RBC Wealth Management
Industry Accounting
Experience
RBC Wealth Management April 2013 - Present
Partners In Care September 2011 - April 2013
Watermark Credit Union September 2007 - September 2011
Watermark Credit Union July 2008 - December 2010
Skills
Bank Secrecy Act, Fraud Prevention, Consumer Lending, Loans, Credit, Credit Unions, Private Investigations, Underwriting, Banking, Deposits, KYC, AML, Process Improvement, Payroll, Operational Risk, Financial Risk, Outlook, Credit Analysis, Loan Origination, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Office, Portfolio Management
Education
University of Phoenix 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
Bellevue Community College
RBC Wealth Management April 2013 - Present
Partners In Care September 2011 - April 2013
Watermark Credit Union September 2007 - September 2011
Watermark Credit Union July 2008 - December 2010
Skills
Bank Secrecy Act, Fraud Prevention, Consumer Lending, Loans, Credit, Credit Unions, Private Investigations, Underwriting, Banking, Deposits, KYC, AML, Process Improvement, Payroll, Operational Risk, Financial Risk, Outlook, Credit Analysis, Loan Origination, Customer Service, Finance, Financial Analysis, Financial Services, Microsoft Office, Portfolio Management
Education
University of Phoenix 2012 — 2013
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
Bellevue Community College
James Bergeron James Bergeron's RBC Wealth Management Experience September 1999 - November 2011
Job Senior Vice President at Nuveen Investments
Industry Financial Services
Experience
Nuveen Investments December 2011 - Present
RBC Wealth Management September 1999 - November 2011
Education
Vanderbilt Unsiversity School of Law, Nashville, TN
Doctor of Law (J.D.)
Augsburg College 1982 — 1986
Bachelor of Arts (B.A.), Majors in Economics and Political Science, Minor in Accounting
Nuveen Investments December 2011 - Present
RBC Wealth Management September 1999 - November 2011
Education
Vanderbilt Unsiversity School of Law, Nashville, TN
Doctor of Law (J.D.)
Augsburg College 1982 — 1986
Bachelor of Arts (B.A.), Majors in Economics and Political Science, Minor in Accounting
Theresa Seto Alewine Theresa Seto Alewine's RBC Wealth Management Experience March 2006 - December 2010
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
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
Nancy Murray Nancy Murray's RBC Wealth Management Experience April 2009 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2009 - Present
Morgan Stanley December 1995 - April 2009
Education
Baylor University 1981 — 1982
Master of Business Administration (M.B.A.), Finance and Economics
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Finance & Economics
RBC Wealth Management April 2009 - Present
Morgan Stanley December 1995 - April 2009
Education
Baylor University 1981 — 1982
Master of Business Administration (M.B.A.), Finance and Economics
Baylor University - Hankamer School of Business 1977 — 1981
BBA, Finance & Economics
Wes Pruitt Wes Pruitt's RBC Wealth Management Experience October 2013 - Present
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management October 2013 - Present
Amegy Bank June 2013 - September 2013
RBC Wealth Management June 2012 - August 2012
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
RBC Wealth Management October 2013 - Present
Amegy Bank June 2013 - September 2013
RBC Wealth Management June 2012 - August 2012
Education
Baylor University 2009 — 2013
Bachelor of Business Administration (BBA), Finance
Tammy Pollard Tammy Pollard's RBC Wealth Management Experience May 2000 - May 2005
Job Mortgage Banking Services
Industry Real Estate
Experience
Paramount Mortgage Funding August 2012 - Present
Absolute Mortgage 2005 - August 2012
Eastsound WA May 1997 - March 2007
RBC Wealth Management May 2000 - May 2005
Skills
Mortgage, Loans, VA, Mortgage Lending, Mortgage Banking, Credit, First Time Home Buyers, FHA, Conventional, Refinance, Mortgage Industry, Investment Properties, Purchase, USDA, Loan Origination, Reverse Mortgages, VA loans, Construction Loans, FHA financing, Government Loans, Residential Mortgages, Mortgage Underwriting, Real Estate, Home Equity Lines of..., Mortgage Marketing, Home Equity Loans, Real Estate Financing, Commercial Mortgages, Certified Mortgage..., Loan Servicing, Debt Consolidation, Credit Analysis, Mortgage Servicing, USDA Rural Housing, Underwriting, Loss Mitigation, Referrals, Financial Structuring, Investors, Foreclosures, HUD, Real Estate Economics, Short Sales, Real Estate Transactions, Commercial Lending, REO, Condos, Funding
Education
California State University-Chico 1979 — 1983
Bachelor Science, Business Management
American River College 1978 — 1980
aa, legal secretary
Paramount Mortgage Funding August 2012 - Present
Absolute Mortgage 2005 - August 2012
Eastsound WA May 1997 - March 2007
RBC Wealth Management May 2000 - May 2005
Skills
Mortgage, Loans, VA, Mortgage Lending, Mortgage Banking, Credit, First Time Home Buyers, FHA, Conventional, Refinance, Mortgage Industry, Investment Properties, Purchase, USDA, Loan Origination, Reverse Mortgages, VA loans, Construction Loans, FHA financing, Government Loans, Residential Mortgages, Mortgage Underwriting, Real Estate, Home Equity Lines of..., Mortgage Marketing, Home Equity Loans, Real Estate Financing, Commercial Mortgages, Certified Mortgage..., Loan Servicing, Debt Consolidation, Credit Analysis, Mortgage Servicing, USDA Rural Housing, Underwriting, Loss Mitigation, Referrals, Financial Structuring, Investors, Foreclosures, HUD, Real Estate Economics, Short Sales, Real Estate Transactions, Commercial Lending, REO, Condos, Funding
Education
California State University-Chico 1979 — 1983
Bachelor Science, Business Management
American River College 1978 — 1980
aa, legal secretary
Aeron Barnard Aeron Barnard's RBC Wealth Management Experience March 2008 - Present
Job Private Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2008 - Present
RBC Financial Group April 2005 - February 2008
RBC Financial Group January 2004 - April 2005
Skills
Team Leadership, Event Planning, Teamwork, Microsoft Office, Private Banking, Market Research, Sales Management, Research
Education
Algonquin College of Applied Arts and Technology 2007 — 2008
Certificate, Convention and Meeting Management
Carleton University 2000 — 2003
BA, Criminolgy
RBC Wealth Management March 2008 - Present
RBC Financial Group April 2005 - February 2008
RBC Financial Group January 2004 - April 2005
Skills
Team Leadership, Event Planning, Teamwork, Microsoft Office, Private Banking, Market Research, Sales Management, Research
Education
Algonquin College of Applied Arts and Technology 2007 — 2008
Certificate, Convention and Meeting Management
Carleton University 2000 — 2003
BA, Criminolgy
Matthew Chester Matthew Chester's RBC Wealth Management Experience March 2013 - Present
Job Financial Advisor of The Sherman Investment Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2013 - Present
Gusrae Kaplan Nusbaum PLLC October 2010 - November 2012
Scott Goldring Associates LLP (New York, NY) August 2009 - May 2010
NYSE Regulation, Inc (New York, NY) January 2009 - July 2009
Hogan & Hartson LLP (Shanghai, China) June 2008 - August 2008
Samuel and Ronnie Heyman Center on Corporate Governance (New York, NY) May 2007 - July 2007
Berlitz International (Taiwan) Inc. (Taipei, Taiwan) August 2005 - August 2006
Covington & Burling LLP (Washington, DC) May 2003 - June 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
Juris Doctor, Corporate Law and Taxation Concentrations
The George Washington University 1999 — 2003
Bachelor of Science, Economics
The George Washington University 1999 — 2003
Bachelor of Arts, East Asian Studies
RBC Wealth Management March 2013 - Present
Gusrae Kaplan Nusbaum PLLC October 2010 - November 2012
Scott Goldring Associates LLP (New York, NY) August 2009 - May 2010
NYSE Regulation, Inc (New York, NY) January 2009 - July 2009
Hogan & Hartson LLP (Shanghai, China) June 2008 - August 2008
Samuel and Ronnie Heyman Center on Corporate Governance (New York, NY) May 2007 - July 2007
Berlitz International (Taiwan) Inc. (Taipei, Taiwan) August 2005 - August 2006
Covington & Burling LLP (Washington, DC) May 2003 - June 2005
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2007 — 2010
Juris Doctor, Corporate Law and Taxation Concentrations
The George Washington University 1999 — 2003
Bachelor of Science, Economics
The George Washington University 1999 — 2003
Bachelor of Arts, East Asian Studies
Christopher Moreno Christopher Moreno's RBC Wealth Management Experience January 2009 - February 2010
Job Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica Capital, Inc. May 2013 - Present
Transamerica Capital, Inc. February 2010 - May 2013
RBC Wealth Management January 2009 - February 2010
Lakeside Insurance Center March 2007 - January 2009
United States Of America Eagles, Men’s National Rugby Team May 2006 - June 2008
Lafarge Cement December 2005 - August 2006
CH Robinson January 2004 - December 2005
Kalamazoo Sanitary Supply Company April 2003 - August 2003
Skills
Insurance, Financial Analysis, Problem Solving, PeopleSoft, Supply Chain Management, AMS 360, Pivotal CRM, SAP, Spanish-speaking, Portuguese, Process Improvement, Sales Operations, Marketing Strategy, AMS360, Salesforce.com
Education
Universidad de Salamanca 2001 — 2002
Immersed Studies, European Union Law and History
Western Michigan University 1996 — 2002
BA, Spanish, International Business
Universidad de Burgos 2000 — 2000
Immersed studies, Spanish Art, Literature and History
Transamerica Capital, Inc. May 2013 - Present
Transamerica Capital, Inc. February 2010 - May 2013
RBC Wealth Management January 2009 - February 2010
Lakeside Insurance Center March 2007 - January 2009
United States Of America Eagles, Men’s National Rugby Team May 2006 - June 2008
Lafarge Cement December 2005 - August 2006
CH Robinson January 2004 - December 2005
Kalamazoo Sanitary Supply Company April 2003 - August 2003
Skills
Insurance, Financial Analysis, Problem Solving, PeopleSoft, Supply Chain Management, AMS 360, Pivotal CRM, SAP, Spanish-speaking, Portuguese, Process Improvement, Sales Operations, Marketing Strategy, AMS360, Salesforce.com
Education
Universidad de Salamanca 2001 — 2002
Immersed Studies, European Union Law and History
Western Michigan University 1996 — 2002
BA, Spanish, International Business
Universidad de Burgos 2000 — 2000
Immersed studies, Spanish Art, Literature and History
Molly Halsne Molly Halsne's RBC Wealth Management Experience September 2012 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2012 - Present
RBC Capital Markets November 2011 - September 2012
Minneapolis Public Schools August 2010 - November 2011
Multicultural Living Arts Center February 2010 - August 2010
Minneapolis Public Schools January 2007 - February 2010
Perri Family January 2007 - February 2010
Minneapolis Public Schools September 2004 - December 2006
Education
Augsburg College 2008 — 2010
Business Administration
Augsburg College
B.A, Business Administration; Management
RBC Wealth Management September 2012 - Present
RBC Capital Markets November 2011 - September 2012
Minneapolis Public Schools August 2010 - November 2011
Multicultural Living Arts Center February 2010 - August 2010
Minneapolis Public Schools January 2007 - February 2010
Perri Family January 2007 - February 2010
Minneapolis Public Schools September 2004 - December 2006
Education
Augsburg College 2008 — 2010
Business Administration
Augsburg College
B.A, Business Administration; Management
Joe McCullough Joe McCullough's RBC Wealth Management Experience January 2013 - December 2013
Job Vice President Trust Specialist at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
RBC Wealth Management January 2013 - December 2013
RBC Wealth Management June 2011 - January 2013
American Red Cross March 2010 - May 2011
US Bank National Association May 2007 - March 2010
Fotsch & McCullough February 2004 - May 2007
Skills
Estate Planning, Tax, Trusts, Probate, Investments, Estate Tax Planning, Personal Trust..., Retirement Planning, Real Estate, High Net Worth..., Strategic Financial..., Wealth Management, Financial Advisory, Finance, Wealth Management..., Trust Services, Planned Giving, Financial Planners, Wealth, Succession Planning, Estate Law, Life Insurance, Mutual Funds, Asset Allocation, Securities, IRAs, Investment Advisory, Financial Planning
Education
Hamline University School of Law 2002 — 2005
JD, Law
Augsburg College 1999 — 2000
Business Marketing
Saint John's University
Merrill Lynch January 2014 - Present
RBC Wealth Management January 2013 - December 2013
RBC Wealth Management June 2011 - January 2013
American Red Cross March 2010 - May 2011
US Bank National Association May 2007 - March 2010
Fotsch & McCullough February 2004 - May 2007
Skills
Estate Planning, Tax, Trusts, Probate, Investments, Estate Tax Planning, Personal Trust..., Retirement Planning, Real Estate, High Net Worth..., Strategic Financial..., Wealth Management, Financial Advisory, Finance, Wealth Management..., Trust Services, Planned Giving, Financial Planners, Wealth, Succession Planning, Estate Law, Life Insurance, Mutual Funds, Asset Allocation, Securities, IRAs, Investment Advisory, Financial Planning
Education
Hamline University School of Law 2002 — 2005
JD, Law
Augsburg College 1999 — 2000
Business Marketing
Saint John's University
Jonathan Davison, CFP® Jonathan Davison, CFP®'s RBC Wealth Management Experience March 2004 - May 2006
Job Chief Investment Officer at Austin Asset
Industry Financial Services
Experience
Austin Asset June 2006 - Present
RBC Wealth Management March 2004 - May 2006
UBS Wealth Management June 2002 - March 2004
Skills
Investment Advisory, Investments, Investment Management, Institutional..., Due Diligence, Market Research
Education
Baylor University 1998 — 2002
Bachelor's Degree, Financial Planning and Services
Baylor University - Hankamer School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Financial Planning/Services & Risk Management
Austin Asset June 2006 - Present
RBC Wealth Management March 2004 - May 2006
UBS Wealth Management June 2002 - March 2004
Skills
Investment Advisory, Investments, Investment Management, Institutional..., Due Diligence, Market Research
Education
Baylor University 1998 — 2002
Bachelor's Degree, Financial Planning and Services
Baylor University - Hankamer School of Business 1998 — 2002
Bachelor of Business Administration (BBA), Financial Planning/Services & Risk Management
Brad Austin, PFP, BAdmin Brad Austin, PFP, BAdmin's RBC Wealth Management Experience January 2004 - September 2005
Job Branch Manager at RBC
Industry Banking
Experience
Tuscany Community Association May 2013 - Present
RBC Royal Bank April 2008 - Present
RBC Royal Bank October 2005 - March 2008
RBC Wealth Management January 2004 - September 2005
RBC Royal Bank January 2002 - January 2004
RBC October 1999 - January 2002
RBC March 1999 - September 1999
Skills
Mortgage, Credit, Mutual Funds, Banking, Residential Mortgages, Coaching Staff, Team Motivator, Community Relations, Financial Planning, Customer Service, Team Leadership, Retail Banking, Branch Management, Coaching, Finance, Loans, Mortgage Lending, Lines Of Credit, Management, Community Development, Strategic Financial...
Education
Canadian Securities Institute 2005 — 2005
Canadian Securities Course
Athabasca University 1998 — 2005
Bachelors of Administration, Management
Canadian Securities Institute 2003 — 2003
Branch Compliance Officer
The Institute of Canadian Bankers 2001 — 2002
PFP Designation, Personal Financial Planner
Lethbridge Community College 1996 — 1998
Bachelors of Administration, Business Administration
Tuscany Community Association May 2013 - Present
RBC Royal Bank April 2008 - Present
RBC Royal Bank October 2005 - March 2008
RBC Wealth Management January 2004 - September 2005
RBC Royal Bank January 2002 - January 2004
RBC October 1999 - January 2002
RBC March 1999 - September 1999
Skills
Mortgage, Credit, Mutual Funds, Banking, Residential Mortgages, Coaching Staff, Team Motivator, Community Relations, Financial Planning, Customer Service, Team Leadership, Retail Banking, Branch Management, Coaching, Finance, Loans, Mortgage Lending, Lines Of Credit, Management, Community Development, Strategic Financial...
Education
Canadian Securities Institute 2005 — 2005
Canadian Securities Course
Athabasca University 1998 — 2005
Bachelors of Administration, Management
Canadian Securities Institute 2003 — 2003
Branch Compliance Officer
The Institute of Canadian Bankers 2001 — 2002
PFP Designation, Personal Financial Planner
Lethbridge Community College 1996 — 1998
Bachelors of Administration, Business Administration
Justin Pahl Justin Pahl's RBC Wealth Management Experience January 2014 - August 2014
Job Custom Tool Architect at Procore Technologies
Industry Computer Software
Experience
Procore Technologies April 2015 - Present
Geek Squad November 2014 - Present
RBC Wealth Management January 2014 - August 2014
IBM/Amerprise July 2013 - January 2014
FedEx Office December 2010 - April 2013
FedEx Office June 2009 - December 2010
FedEx Office February 2008 - February 2009
Go Mini's April 2007 - October 2007
Minnesota state college student association July 2004 - June 2005
Skills
Public Speaking, Customer Service, Digital Printing, Management, Customer Satisfaction, Staff Development, Microsoft Office, Team Building, Print Management, Coaching, Sales, Outlook, Variable Data Printing, PowerPoint, Software Documentation, Microsoft Word, Microsoft Excel, Wide Format Printing, Retail, Teamwork, Offset Printing, Software Installation, Networking, Troubleshooting, Technical Support, Windows 7, Leadership, Training
Education
Alexandria Technical College 2002 — 2003
Computer Technical Support -, Computer Technical Support, 2.0
Alexandria Technical College
Procore Technologies April 2015 - Present
Geek Squad November 2014 - Present
RBC Wealth Management January 2014 - August 2014
IBM/Amerprise July 2013 - January 2014
FedEx Office December 2010 - April 2013
FedEx Office June 2009 - December 2010
FedEx Office February 2008 - February 2009
Go Mini's April 2007 - October 2007
Minnesota state college student association July 2004 - June 2005
Skills
Public Speaking, Customer Service, Digital Printing, Management, Customer Satisfaction, Staff Development, Microsoft Office, Team Building, Print Management, Coaching, Sales, Outlook, Variable Data Printing, PowerPoint, Software Documentation, Microsoft Word, Microsoft Excel, Wide Format Printing, Retail, Teamwork, Offset Printing, Software Installation, Networking, Troubleshooting, Technical Support, Windows 7, Leadership, Training
Education
Alexandria Technical College 2002 — 2003
Computer Technical Support -, Computer Technical Support, 2.0
Alexandria Technical College
Mark Ackel Mark Ackel's RBC Wealth Management Experience March 2011 - Present
Job
Industry Financial Services
Experience
RBC Wealth Management March 2011 - Present
Skills
Customer Service, Investment Strategies, Leadership, Management, Marketing, Mutual Funds, Sales, Strategic Planning, Wealth Management
Education
Stanford University Graduate School of Business 2011 — 2011
Executive Education - Behavioral Finance, Investment Mgmt, Leadership, Economics, Alt. Investments
The University of Chicago Booth School of Business 2005 — 2005
Asset Allocation, Modern Portfolio Theory, Fiduciary Practice
Arizona State University 1985 — 1989
B. S., Political Science
RBC Wealth Management March 2011 - Present
Skills
Customer Service, Investment Strategies, Leadership, Management, Marketing, Mutual Funds, Sales, Strategic Planning, Wealth Management
Education
Stanford University Graduate School of Business 2011 — 2011
Executive Education - Behavioral Finance, Investment Mgmt, Leadership, Economics, Alt. Investments
The University of Chicago Booth School of Business 2005 — 2005
Asset Allocation, Modern Portfolio Theory, Fiduciary Practice
Arizona State University 1985 — 1989
B. S., Political Science
Silvia Agresti Silvia Agresti's RBC Wealth Management Experience October 2002 - April 2008
Job Relationship Manager at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
RBC Wealth Management – Private Banking May 2008 - Present
RBC Wealth Management October 2002 - April 2008
Dresdner Bank Lateinamerika AG March 1994 - June 2002
Skills
Portfolio Management, Banking, Credit Analysis, Retail Banking, Risk Management, Commercial Banking, Credit Risk, Financial Risk, Credit, Finance, Financial Services
Education
Barry University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Miami Dade College 2000 — 2005
Associate of Arts and Sciences (AAS), Business Administration & Financial Services
RBC Wealth Management – Private Banking May 2008 - Present
RBC Wealth Management October 2002 - April 2008
Dresdner Bank Lateinamerika AG March 1994 - June 2002
Skills
Portfolio Management, Banking, Credit Analysis, Retail Banking, Risk Management, Commercial Banking, Credit Risk, Financial Risk, Credit, Finance, Financial Services
Education
Barry University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Miami Dade College 2000 — 2005
Associate of Arts and Sciences (AAS), Business Administration & Financial Services
Thomas Clancy's RBC Wealth Management Experience May 2012 - January 2013
Job M.S., Business Analytics Candidate
Industry Financial Services
Experience
EMC May 2015 - August 2015
EMC May 2014 - August 2014
Irish Insolvency Solutions June 2013 - August 2013
RBC Wealth Management May 2012 - January 2013
Skills
Data Analysis, Microsoft Excel, Bloomberg, PowerPoint, Financial Modeling, Equity Research, Microsoft Office, Microsoft Word, Trading, Investments, Bloomberg Terminal, Economics, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master of Science (M.S.), Business Analytics
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Bishop Feehan High School 2007 — 2011
EMC May 2015 - August 2015
EMC May 2014 - August 2014
Irish Insolvency Solutions June 2013 - August 2013
RBC Wealth Management May 2012 - January 2013
Skills
Data Analysis, Microsoft Excel, Bloomberg, PowerPoint, Financial Modeling, Equity Research, Microsoft Office, Microsoft Word, Trading, Investments, Bloomberg Terminal, Economics, Financial Reporting
Education
Bentley College - Elkin B. McCallum Graduate School of Business 2015 — 2016
Master of Science (M.S.), Business Analytics
Bentley University 2011 — 2015
Bachelor of Science (B.S.), Finance, General
Bishop Feehan High School 2007 — 2011
Dylan Press Dylan Press's RBC Wealth Management Experience February 2012 - June 2012
Job Content Marketing Manager at BetterCloud
Industry Computer Software
Experience
BetterCloud January 2015 - Present
Double Press LLC July 2014 - Present
BetterCloud June 2013 - January 2015
GoldenTree Asset Management June 2012 - August 2012
RBC Wealth Management February 2012 - June 2012
Clearwire April 2010 - August 2010
Skills
Analysis, Microsoft Office, Investments, Microsoft Excel, Management, Bloomberg Terminal, Financial Modeling, Accounting, Finance, Research, Google Apps, Technical Support, Marketing, Equity Valuation, Risk Management, Financial Accounting, Thompson One, Start-ups, Information Technology, HTML, Google Apps..., IT Administration, Marketo, Pardot, Google Analytics
Education
American University - Kogod School of Business 2009 — 2013
BS/BA, Finance, General
The Chinese University of Hong Kong 2011 — 2012
London School of Economics and Political Science 2011 — 2011
Finance, International Business
The Governor's Academy 2005 — 2009
BetterCloud January 2015 - Present
Double Press LLC July 2014 - Present
BetterCloud June 2013 - January 2015
GoldenTree Asset Management June 2012 - August 2012
RBC Wealth Management February 2012 - June 2012
Clearwire April 2010 - August 2010
Skills
Analysis, Microsoft Office, Investments, Microsoft Excel, Management, Bloomberg Terminal, Financial Modeling, Accounting, Finance, Research, Google Apps, Technical Support, Marketing, Equity Valuation, Risk Management, Financial Accounting, Thompson One, Start-ups, Information Technology, HTML, Google Apps..., IT Administration, Marketo, Pardot, Google Analytics
Education
American University - Kogod School of Business 2009 — 2013
BS/BA, Finance, General
The Chinese University of Hong Kong 2011 — 2012
London School of Economics and Political Science 2011 — 2011
Finance, International Business
The Governor's Academy 2005 — 2009
Jeffery Crankshaw's RBC Wealth Management Experience January 2006 - November 2009
Job Data Security Analyst at U.S. Bank
Industry Banking
Experience
Field Medic Phone Repair March 2013 - Present
U.S. Bank October 2012 - Present
Cardinal Phone Repair, LLC May 2012 - March 2013
Nicolaus Stifel November 2009 - May 2012
Stifel Financial Corp. 2009 - 2012
RBC Wealth Management January 2006 - November 2009
RBC Correspondent Services January 2006 - October 2009
US Army January 2000 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Control, Lenel, ThomsonOne, ILX, Active Directory, Microsoft Exchange, Administrative..., Military, Army, Payroll, Cost Basis, Troubleshooting, Computer Hardware, Customer Service, Leadership, Management, PowerPoint, Team Leadership, Windows Server, Training
Education
American InterContinental University 2006 — 2007
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
American InterContinental University
BACHELOR OF SCIENCE, CRIMINAL JUSTICE
American InterContinental University
ASSOCIATE OF ARTS, BUSINESS ADMINISTRATION
Field Medic Phone Repair March 2013 - Present
U.S. Bank October 2012 - Present
Cardinal Phone Repair, LLC May 2012 - March 2013
Nicolaus Stifel November 2009 - May 2012
Stifel Financial Corp. 2009 - 2012
RBC Wealth Management January 2006 - November 2009
RBC Correspondent Services January 2006 - October 2009
US Army January 2000 - January 2005
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Access Control, Lenel, ThomsonOne, ILX, Active Directory, Microsoft Exchange, Administrative..., Military, Army, Payroll, Cost Basis, Troubleshooting, Computer Hardware, Customer Service, Leadership, Management, PowerPoint, Team Leadership, Windows Server, Training
Education
American InterContinental University 2006 — 2007
Bachelor of Science (BS), Criminal Justice/Law Enforcement Administration
American InterContinental University
BACHELOR OF SCIENCE, CRIMINAL JUSTICE
American InterContinental University
ASSOCIATE OF ARTS, BUSINESS ADMINISTRATION
Ernesto F. Acosta, MBA's RBC Wealth Management Experience August 2013 - Present
Job Senior Operations Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2013 - Present
Temenos June 2011 - December 2012
Temenos May 2010 - June 2011
Temenos October 2006 - May 2010
SunTrust Bank June 2004 - January 2006
Union Planters Bank / Regions Financial Corporation October 1996 - June 2004
Skills
Private Banking, Pre-sales, Project Management, Business Process, Requirements Gathering, Management Consulting, Requirements Analysis, Business Analysis, Consulting, Securities, Fixed Income, Variable Annuities, Cash Management, Wealth Management, Mutual Funds, Global Regulatory..., Presentations, International Business, Software Implementation, Cross-functional Team..., Finance, Banking, SWIFT payments, Management, Business Intelligence, PMO, Financial Services
Education
University of Miami 2005 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Barry University 2000 — 2002
Professional Administration, Business Administration and Management, General
RBC Wealth Management August 2013 - Present
Temenos June 2011 - December 2012
Temenos May 2010 - June 2011
Temenos October 2006 - May 2010
SunTrust Bank June 2004 - January 2006
Union Planters Bank / Regions Financial Corporation October 1996 - June 2004
Skills
Private Banking, Pre-sales, Project Management, Business Process, Requirements Gathering, Management Consulting, Requirements Analysis, Business Analysis, Consulting, Securities, Fixed Income, Variable Annuities, Cash Management, Wealth Management, Mutual Funds, Global Regulatory..., Presentations, International Business, Software Implementation, Cross-functional Team..., Finance, Banking, SWIFT payments, Management, Business Intelligence, PMO, Financial Services
Education
University of Miami 2005 — 2006
Master of Business Administration (M.B.A.), Business Administration and Management, General
Barry University 2000 — 2002
Professional Administration, Business Administration and Management, General
Collin Rigler Collin Rigler's RBC Wealth Management Experience October 2004 - Present
Job Senior Vice President – Branch Director, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2004 - Present
Jefferies & Company 2002 - 2004
Deutsche Bank 1994 - 2004
Education
Arizona State University, W. P. Carey School of Business 1983 — 1988
Bachelor of Science (B.S.), Economics
RBC Wealth Management October 2004 - Present
Jefferies & Company 2002 - 2004
Deutsche Bank 1994 - 2004
Education
Arizona State University, W. P. Carey School of Business 1983 — 1988
Bachelor of Science (B.S.), Economics
Jonathan Roder Jonathan Roder's RBC Wealth Management Experience April 1981 - Present
Job First Vice PresidentFinancial Advisor Consulting GroupAccredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 1981 - Present
Skills
Insurance, Strategic Planning, Process Improvement, Change Management, Management Consulting
Education
Adams State College
Bachelor of Science (B.S.), Business Administration and Management, General
RBC Wealth Management April 1981 - Present
Skills
Insurance, Strategic Planning, Process Improvement, Change Management, Management Consulting
Education
Adams State College
Bachelor of Science (B.S.), Business Administration and Management, General
Alicia Mohammed Alicia Mohammed's RBC Wealth Management Experience 2008 - 2009
Job Analyst, Corporate Actions at Kingsdale Shareholder Services
Industry Financial Services
Experience
Kingsdale Shareholder Services October 2010 - Present
RBC 2009 - 2010
RBC Wealth Management 2008 - 2009
Skills
Financial Analysis, Securities, Financial Services, Corporate Actions, Microsoft Office, Mutual Funds, Bloomberg, Capital Markets, Investments, Customer Service, Fixed Income, Investor Relations, Relationship Management, Equities, Investment Banking
Education
Anglia Ruskin University 2004 — 2007
Bachelor of Arts (B.A.), Marketing
Southern Alberta Institute of Technology 2001 — 2003
Computer Engineering
Kingsdale Shareholder Services October 2010 - Present
RBC 2009 - 2010
RBC Wealth Management 2008 - 2009
Skills
Financial Analysis, Securities, Financial Services, Corporate Actions, Microsoft Office, Mutual Funds, Bloomberg, Capital Markets, Investments, Customer Service, Fixed Income, Investor Relations, Relationship Management, Equities, Investment Banking
Education
Anglia Ruskin University 2004 — 2007
Bachelor of Arts (B.A.), Marketing
Southern Alberta Institute of Technology 2001 — 2003
Computer Engineering
Yi (Elaine) Zhang Yi (Elaine) Zhang's RBC Wealth Management Experience March 2012 - June 2012
Job MBA Graduate
Industry Financial Services
Experience
RBC Dominion Securities January 2015 - Present
Ricoh Canada Inc. May 2014 - September 2014
Meritigroup Foreign Exchange Star. September 2013 - December 2013
Alam and Rasul, CMAs January 2013 - April 2013
RBC Wealth Management March 2012 - June 2012
Global Education And Technologies Co., Ltd, Beijing September 2009 - July 2010
University Youth Volunteers Association September 2008 - September 2009
Skills
Microsoft Excel, Financial Analysis, Marketing, Customer Service, Financial Accounting, QuickBooks, Profiles, Personal Financial..., Security Analysis, Fixed Income Analysis, Foreign Exchange, Tax Returns, Canadian Securities..., CSC and CPH course and...
Education
McMaster University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Beijing International Studies University 2008 — 2012
Bachelor of Management, Hotel Management
RBC Dominion Securities January 2015 - Present
Ricoh Canada Inc. May 2014 - September 2014
Meritigroup Foreign Exchange Star. September 2013 - December 2013
Alam and Rasul, CMAs January 2013 - April 2013
RBC Wealth Management March 2012 - June 2012
Global Education And Technologies Co., Ltd, Beijing September 2009 - July 2010
University Youth Volunteers Association September 2008 - September 2009
Skills
Microsoft Excel, Financial Analysis, Marketing, Customer Service, Financial Accounting, QuickBooks, Profiles, Personal Financial..., Security Analysis, Fixed Income Analysis, Foreign Exchange, Tax Returns, Canadian Securities..., CSC and CPH course and...
Education
McMaster University 2012 — 2014
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Beijing International Studies University 2008 — 2012
Bachelor of Management, Hotel Management
Filmon Gebremeskel Filmon Gebremeskel's RBC Wealth Management Experience June 2007 - April 2014
Job Group Retirement Benefit Consultant at Freedom 55 Financial
Industry Investment Management
Experience
Freedom 55 Financial April 2014 - Present
Freedom 55 Financial April 2014 - Present
RBC Wealth Management June 2007 - April 2014
Crowne Plaza Hotels February 2006 - February 2008
Jimmy The Greek 2002 - March 2007
Skills
Investment Banking, Financial Analysis, Banking, Customer Service, Teamwork, Accounting, Insurance, Credit, Time Management, Team Leadership, Community Development, Tax Accounting, Sales Management, Strategic Planning, Mortgage Lending, Management, Analysis, Microsoft Office
Education
Telfer School of Management, University of Ottawa 2010 — 2013
Bachelor of Commerce (B.Com.), Accounting
Algonquin College of Applied Arts and Technology 2008 — 2010
Business Administration, Accounting
Algonquin College of Applied Arts and Technology 2005 — 2007
Hotel & Restaurant Management, Business
Freedom 55 Financial April 2014 - Present
Freedom 55 Financial April 2014 - Present
RBC Wealth Management June 2007 - April 2014
Crowne Plaza Hotels February 2006 - February 2008
Jimmy The Greek 2002 - March 2007
Skills
Investment Banking, Financial Analysis, Banking, Customer Service, Teamwork, Accounting, Insurance, Credit, Time Management, Team Leadership, Community Development, Tax Accounting, Sales Management, Strategic Planning, Mortgage Lending, Management, Analysis, Microsoft Office
Education
Telfer School of Management, University of Ottawa 2010 — 2013
Bachelor of Commerce (B.Com.), Accounting
Algonquin College of Applied Arts and Technology 2008 — 2010
Business Administration, Accounting
Algonquin College of Applied Arts and Technology 2005 — 2007
Hotel & Restaurant Management, Business
Joe Di Vito, Jr. CFP® CIMA® CRPS® AWM Joe Di Vito, Jr. CFP® CIMA® CRPS® AWM's RBC Wealth Management Experience March 2009 - Present
Job Senior Vice PresidentFinancial Advisor, Senior Portfolio ManagerPortfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2009 - Present
UBS Financial Services Inc. November 1998 - March 2009
Smith Barney January 1993 - November 1998
Education
Arizona State University 1989 — 1998
B.S. Business, Finance
RBC Wealth Management March 2009 - Present
UBS Financial Services Inc. November 1998 - March 2009
Smith Barney January 1993 - November 1998
Education
Arizona State University 1989 — 1998
B.S. Business, Finance
Suzy Snell's RBC Wealth Management Experience January 2008 - October 2010
Job Senior Consignment Coordinator US Medical at Allergan
Industry Medical Devices
Experience
Allergan October 2013 - Present
RBC Wealth Management January 2008 - October 2010
Sawtelle Financial Management April 2007 - November 2007
Peapod Enterprises, LP September 2005 - March 2007
TotalTrak Fullfillment Company - Bike World January 2000 - August 2005
Skills
Social Media Marketing, Social Media, Strategic Planning
Education
Texas Tech University 1995 — 1999
Bachelor of Arts, Advertising, Marketing
Universidad de Salamanca 1997 — 1997
Spanish
Austin Community College
Computer Science and Information Technology
Allergan October 2013 - Present
RBC Wealth Management January 2008 - October 2010
Sawtelle Financial Management April 2007 - November 2007
Peapod Enterprises, LP September 2005 - March 2007
TotalTrak Fullfillment Company - Bike World January 2000 - August 2005
Skills
Social Media Marketing, Social Media, Strategic Planning
Education
Texas Tech University 1995 — 1999
Bachelor of Arts, Advertising, Marketing
Universidad de Salamanca 1997 — 1997
Spanish
Austin Community College
Computer Science and Information Technology
Ellie Madson Ellie Madson's RBC Wealth Management Experience December 2007 - Present
Job Senior Meeting Planning Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2007 - Present
ACA International September 2003 - December 2007
Education
University of Wisconsin-Stout 2001 — 2003
BS, Hotel, Restaurant and Tourism Management
Bethany Lutheran College 1999 — 2001
AA, General Studies
RBC Wealth Management December 2007 - Present
ACA International September 2003 - December 2007
Education
University of Wisconsin-Stout 2001 — 2003
BS, Hotel, Restaurant and Tourism Management
Bethany Lutheran College 1999 — 2001
AA, General Studies
Taheri Maryam Taheri Maryam's RBC Wealth Management Experience May 2006 - January 2010
Job Senior Account Manager at RBC Royal Bank
Industry Banking
Experience
RBC Royal Bank January 2010 - Present
RBC Wealth Management May 2006 - January 2010
TD November 2003 - April 2006
Skills
Financial Advice, Wealth Management, Client Experience, Retirement Planning, Mutual Funds, Investment Products, Financial Planning, Mortgage, Personal Finance, Financial Advisory, Relationship Management, Customer Experience, Investments, Wealth, Strategic Financial..., Banking, Credit, Mortgage Lending, Retail Banking, Financial Services, Finance, Investment Advisory
Education
Amirkabir University of Technology - Tehran Polytechnic
BSC, Textile engineering
RBC Royal Bank January 2010 - Present
RBC Wealth Management May 2006 - January 2010
TD November 2003 - April 2006
Skills
Financial Advice, Wealth Management, Client Experience, Retirement Planning, Mutual Funds, Investment Products, Financial Planning, Mortgage, Personal Finance, Financial Advisory, Relationship Management, Customer Experience, Investments, Wealth, Strategic Financial..., Banking, Credit, Mortgage Lending, Retail Banking, Financial Services, Finance, Investment Advisory
Education
Amirkabir University of Technology - Tehran Polytechnic
BSC, Textile engineering
Brennan Berry Brennan Berry's RBC Wealth Management Experience January 2004 - May 2005
Job Director of Operations at Energy Related Properties
Industry Investment Management
Experience
Energy Related Properties June 2015 - Present
Four Seasons Hotels and Resorts October 2011 - May 2015
Four Seasons Hotels and Resorts January 2010 - October 2011
Four Seasons Hotels and Resorts June 2007 - January 2010
The Brookings Institution January 2007 - June 2007
US Saudi Arabian Business Council September 2006 - December 2006
Grey Worldwide July 2006 - August 2006
RBC Wealth Management January 2004 - May 2005
United States Senate September 2004 - December 2004
Skills
International Relations, Hotels, Customer Relations, Policy Analysis, Event Planning, Event Management, Hospitality, Spanish, Public Relations, Strategic Communications, Fundraising, French, Public Speaking, Social Media, Media Relations, Economics, Leadership, Meeting Planning, Government, Budgets, Marketing, Policy, Sales, Forecasting, Tourism, Customer Service, Hospitality Industry, Revenue Analysis, Food & Beverage, Marketing Strategy
Education
The George Washington University 2003 — 2007
BA
American University of Beirut 2006 — 2006
Kanda University of International Studies 2005 — 2005
Kingswood Oxford School 1996 — 2003
Energy Related Properties June 2015 - Present
Four Seasons Hotels and Resorts October 2011 - May 2015
Four Seasons Hotels and Resorts January 2010 - October 2011
Four Seasons Hotels and Resorts June 2007 - January 2010
The Brookings Institution January 2007 - June 2007
US Saudi Arabian Business Council September 2006 - December 2006
Grey Worldwide July 2006 - August 2006
RBC Wealth Management January 2004 - May 2005
United States Senate September 2004 - December 2004
Skills
International Relations, Hotels, Customer Relations, Policy Analysis, Event Planning, Event Management, Hospitality, Spanish, Public Relations, Strategic Communications, Fundraising, French, Public Speaking, Social Media, Media Relations, Economics, Leadership, Meeting Planning, Government, Budgets, Marketing, Policy, Sales, Forecasting, Tourism, Customer Service, Hospitality Industry, Revenue Analysis, Food & Beverage, Marketing Strategy
Education
The George Washington University 2003 — 2007
BA
American University of Beirut 2006 — 2006
Kanda University of International Studies 2005 — 2005
Kingswood Oxford School 1996 — 2003
Kelly T. Broneak Kelly T. Broneak's RBC Wealth Management Experience April 2005 - September 2012
Job Registered Private Wealth Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch September 2012 - Present
RBC Wealth Management April 2005 - September 2012
U.S. Bank 2003 - 2005
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Equities, Asset Management, Investment Advisory, Series 63, Strategic Financial..., Securities, Investment Strategies, Fixed Income, Investment Management
Education
Augsburg College
Merrill Lynch September 2012 - Present
RBC Wealth Management April 2005 - September 2012
U.S. Bank 2003 - 2005
Skills
Wealth Management, Investments, Series 7, Mutual Funds, Portfolio Management, Asset Allocation, Retirement Planning, Equities, Asset Management, Investment Advisory, Series 63, Strategic Financial..., Securities, Investment Strategies, Fixed Income, Investment Management
Education
Augsburg College
Claire Shaw Claire Shaw's RBC Wealth Management Experience July 2012 - January 2013
Job Private Banking Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
RBC Wealth Management July 2012 - January 2013
J.P. Morgan Asset Management July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Skills
Series 7, Asset Allocation, Investments, Financial Analysis, Series 63, Finance
Education
Auburn University 2005 — 2009
BS, Finance
J.P. Morgan January 2013 - Present
RBC Wealth Management July 2012 - January 2013
J.P. Morgan Asset Management July 2009 - July 2012
J.P. Morgan May 2008 - August 2008
Skills
Series 7, Asset Allocation, Investments, Financial Analysis, Series 63, Finance
Education
Auburn University 2005 — 2009
BS, Finance
LINDA BARTELS LINDA BARTELS's RBC Wealth Management Experience February 2007 - January 2012
Job OnSite Senior Specialist
Industry Legal Services
Experience
Ricoh Americas Corporation April 2015 - Present
Stryker Osteologics October 2013 - Present
Pro Staff October 2013 - January 2014
RBC Wealth Management February 2007 - January 2012
Wentworth Aircraft, Inc November 2006 - February 2007
Guaranteed Mortgage of MN September 2004 - June 2006
R & B Electronics December 2003 - August 2004
Bartels' Meat Processing & Rabbitry 1991 - 1998
Skills
Customer Service, Data Entry, Sales, Spreadsheets, Telephone Skills
Education
Bay Mills Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Computer Applications Technology, 3.57
Ricoh Americas Corporation April 2015 - Present
Stryker Osteologics October 2013 - Present
Pro Staff October 2013 - January 2014
RBC Wealth Management February 2007 - January 2012
Wentworth Aircraft, Inc November 2006 - February 2007
Guaranteed Mortgage of MN September 2004 - June 2006
R & B Electronics December 2003 - August 2004
Bartels' Meat Processing & Rabbitry 1991 - 1998
Skills
Customer Service, Data Entry, Sales, Spreadsheets, Telephone Skills
Education
Bay Mills Community College 2001 — 2003
Associate of Arts and Sciences (AAS), Computer Applications Technology, 3.57
Sara Wenzel Sara Wenzel's RBC Wealth Management Experience July 2013 - Present
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2013 - Present
Wenzel & Associates, Inc January 1995 - July 2013
Education
Augsburg College 1987 — 1990
International Relations
Gustavus Adolphus College
Inver Hills Community CollegeInver Grove
Associates of Applied Sciences, Legal Assistant/Paralegal
Derham Hall H.S.
RBC Wealth Management July 2013 - Present
Wenzel & Associates, Inc January 1995 - July 2013
Education
Augsburg College 1987 — 1990
International Relations
Gustavus Adolphus College
Inver Hills Community CollegeInver Grove
Associates of Applied Sciences, Legal Assistant/Paralegal
Derham Hall H.S.
Kyle Borshoff Kyle Borshoff's RBC Wealth Management Experience April 2010 - July 2010
Job Assistant Wrestling Coach at Binghamton University
Industry Sports
Experience
Binghamton University June 2015 - Present
The Gulfside Resort Group May 2009 - Present
American University August 2010 - April 2015
RBC Wealth Management April 2010 - July 2010
Skills
Fundraising, Coaching, Public Speaking, Strategic Planning, Athletics, Leadership, Microsoft Excel, Research, Marketing, Social Media, Social Media Marketing, Real Estate Economics, Leadership Development, Management, Public Relations, Social Networking, Teaching, Nonprofits
Education
American University 2012 — 2015
MS Health Promotion Management, Health
American University - Kogod School of Business 2006 — 2010
BS Business Administration, Finance Real Estate
Binghamton University June 2015 - Present
The Gulfside Resort Group May 2009 - Present
American University August 2010 - April 2015
RBC Wealth Management April 2010 - July 2010
Skills
Fundraising, Coaching, Public Speaking, Strategic Planning, Athletics, Leadership, Microsoft Excel, Research, Marketing, Social Media, Social Media Marketing, Real Estate Economics, Leadership Development, Management, Public Relations, Social Networking, Teaching, Nonprofits
Education
American University 2012 — 2015
MS Health Promotion Management, Health
American University - Kogod School of Business 2006 — 2010
BS Business Administration, Finance Real Estate
Olga Calkins's RBC Wealth Management Experience April 2008 - August 2008
Job Co Founder and Creative Director at Coffee Club for you
Industry Insurance
Experience
Coffee Club for you July 2015 - Present
Aon Hewitt August 2013 - Present
Forum Financial Management, LLC June 2011 - August 2013
Northwestern Mutual September 2008 - July 2011
UW Hospitals and Clinics May 2006 - September 2008
RBC Wealth Management April 2008 - August 2008
UW Credit Union December 2006 - April 2008
Summit Credit Union October 2005 - December 2006
Skills
Retail Banking, Series 63, Retirement Planning, Banking, Investments, Loans, Insurance, Strategic Financial..., Mutual Funds, Securities, Investment Advisory, Series 7, Wealth Management, Fixed Annuities, Customer Service, Financial Planning, Sales, Strategic Planning
Education
Volgograd State University of Architecture and Civil Engineering 2001 — 2005
Bachelor of Science, Economics
Coffee Club for you July 2015 - Present
Aon Hewitt August 2013 - Present
Forum Financial Management, LLC June 2011 - August 2013
Northwestern Mutual September 2008 - July 2011
UW Hospitals and Clinics May 2006 - September 2008
RBC Wealth Management April 2008 - August 2008
UW Credit Union December 2006 - April 2008
Summit Credit Union October 2005 - December 2006
Skills
Retail Banking, Series 63, Retirement Planning, Banking, Investments, Loans, Insurance, Strategic Financial..., Mutual Funds, Securities, Investment Advisory, Series 7, Wealth Management, Fixed Annuities, Customer Service, Financial Planning, Sales, Strategic Planning
Education
Volgograd State University of Architecture and Civil Engineering 2001 — 2005
Bachelor of Science, Economics
Peter Vitale Peter Vitale's RBC Wealth Management Experience March 2006 - April 2015
Job Business Development & Strategy Specialist
Industry Banking
Experience
Citi May 2015 - Present
RBC Wealth Management March 2006 - April 2015
RBC Bank October 2004 - March 2006
CIBC April 1998 - January 2001
Le Groupe Option Retraite July 1995 - March 1998
Skills
Risk Management, Private Banking, Financial Modeling, Portfolio Management, Venture Capital, Insurance, Private Equity, Financial Analysis, Analysis, Equities, Internal Audit, Strategic Financial..., Investments, Accounting, Cash Flow, Finance, Corporate Finance, Fixed Income, Valuation, Credit, Mutual Funds, Credit Risk, Financial Risk, Hedge Funds, Securities, Investment Strategies, Banking, Financial Planning
Education
University of Manchester - Manchester Business School
MBA (with Merit), at the Miami - Americas Centre
Barry University
Certified Financial Planner™ Certification Professional Education Program
Canadian Securities Institute
Canadian Investment Manager (CIM); Professional Financial Planning; Canadian Securities Course (CSC)
Concordia University
Bachelor of Commerce (BCom), Finance
International Center for Insurance Education
Risk Management
Loyola High School of Montreal, Jesuit Preparatory School
Marianopolis College
Business
Citi May 2015 - Present
RBC Wealth Management March 2006 - April 2015
RBC Bank October 2004 - March 2006
CIBC April 1998 - January 2001
Le Groupe Option Retraite July 1995 - March 1998
Skills
Risk Management, Private Banking, Financial Modeling, Portfolio Management, Venture Capital, Insurance, Private Equity, Financial Analysis, Analysis, Equities, Internal Audit, Strategic Financial..., Investments, Accounting, Cash Flow, Finance, Corporate Finance, Fixed Income, Valuation, Credit, Mutual Funds, Credit Risk, Financial Risk, Hedge Funds, Securities, Investment Strategies, Banking, Financial Planning
Education
University of Manchester - Manchester Business School
MBA (with Merit), at the Miami - Americas Centre
Barry University
Certified Financial Planner™ Certification Professional Education Program
Canadian Securities Institute
Canadian Investment Manager (CIM); Professional Financial Planning; Canadian Securities Course (CSC)
Concordia University
Bachelor of Commerce (BCom), Finance
International Center for Insurance Education
Risk Management
Loyola High School of Montreal, Jesuit Preparatory School
Marianopolis College
Business
Cara Koski's RBC Wealth Management Experience May 2006 - September 2011
Job Housekeeper/Marketing Dept Assistant
Industry Religious Institutions
Experience
Kenwood Housekeeping October 2012 - Present
Unimax April 2007 - Present
RBC Wealth Management May 2006 - September 2011
Skills
Microsoft Excel
Education
Bethel Seminary-St. Paul 2011 — 2015
Master of Divinity, Hebrew/Greek
University of Minnesota-Duluth 2000 — 2004
Bachelor of Fine Arts (BFAs), General Art Studio & Art History
Kenwood Housekeeping October 2012 - Present
Unimax April 2007 - Present
RBC Wealth Management May 2006 - September 2011
Skills
Microsoft Excel
Education
Bethel Seminary-St. Paul 2011 — 2015
Master of Divinity, Hebrew/Greek
University of Minnesota-Duluth 2000 — 2004
Bachelor of Fine Arts (BFAs), General Art Studio & Art History
Don Bryner Don Bryner's RBC Wealth Management Experience October 2013 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2013 - Present
Microsoft Corporation September 2012 - October 2013
Microsoft Corporation April 2010 - September 2012
Microsoft Corporation July 2007 - April 2010
Microsoft Corporation March 2000 - June 2007
Union Pacific Railroad December 1994 - February 2000
US Air Force (Active Duty and National Guard) March 1983 - August 1995
Education
Creighton University 2008 — 2012
Master of Science (MS), Security Analysis and Portfolio Mgmt
Bellevue University 1996 — 1999
Master of Science, Computer Information Systems
University of Nebraska at Omaha 1992 — 1994
Bachelor of Science, Computer Science
RBC Wealth Management October 2013 - Present
Microsoft Corporation September 2012 - October 2013
Microsoft Corporation April 2010 - September 2012
Microsoft Corporation July 2007 - April 2010
Microsoft Corporation March 2000 - June 2007
Union Pacific Railroad December 1994 - February 2000
US Air Force (Active Duty and National Guard) March 1983 - August 1995
Education
Creighton University 2008 — 2012
Master of Science (MS), Security Analysis and Portfolio Mgmt
Bellevue University 1996 — 1999
Master of Science, Computer Information Systems
University of Nebraska at Omaha 1992 — 1994
Bachelor of Science, Computer Science
Jason Ruimerman's RBC Wealth Management Experience April 2013 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
Lord Abbett & Co, LLC January 2011 - April 2013
CFP Board November 2010 - December 2010
Van Kampen Investments October 2000 - June 2010
MFS Investment Management January 1996 - October 2000
Skills
Help employees navigate..., CRM, Finance, Financial Advisory, Public Speaking, Series 63, Series 7, Financial Services, Mutual Funds, Insurance, Retirement, Investments, Retirement Planning
Education
Bentley University 1990 — 1994
BS, Business Communication
RBC Wealth Management April 2013 - Present
Lord Abbett & Co, LLC January 2011 - April 2013
CFP Board November 2010 - December 2010
Van Kampen Investments October 2000 - June 2010
MFS Investment Management January 1996 - October 2000
Skills
Help employees navigate..., CRM, Finance, Financial Advisory, Public Speaking, Series 63, Series 7, Financial Services, Mutual Funds, Insurance, Retirement, Investments, Retirement Planning
Education
Bentley University 1990 — 1994
BS, Business Communication
Natalie Abbott Natalie Abbott's RBC Wealth Management Experience December 2000 - July 2002
Job Principal at Willow Tree Consultancy, LLC
Industry Investment Management
Experience
Willow Tree Consultancy, LLC June 2014 - Present
Pine River Capital Management June 2004 - May 2014
Walsten & TeSlaa April 2003 - July 2003
ING Advisers/Washington Square Securities September 2002 - November 2002
RBC Wealth Management December 2000 - July 2002
William Mitchell College of Law January 2000 - December 2000
Kinnard Investments, Inc. May 2000 - November 2000
American Investors Group Inc. June 1996 - May 2000
Skills
Hedge Funds, Legal Compliance, Securities Exchange Act..., Investment Advisers Act, Derivatives, SEC filings, Federal Reserve, Policy Writing, Process Improvement, ISDA negotiations, Prime Brokerage, FINRA, Global Operations, Project Management, 1940 Act, Broker-Dealer, Employment Contracts, Employee Handbooks, Employee Training, Code of Ethics, Anti Money Laundering, Anti-corruption, Confidentiality, Corporate Governance, Limited Partnerships, Futures Trading, Equities
Education
William Mitchell College of Law 1999 — 2004
Doctor of Law (J.D.)
Augsburg College 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Willow Tree Consultancy, LLC June 2014 - Present
Pine River Capital Management June 2004 - May 2014
Walsten & TeSlaa April 2003 - July 2003
ING Advisers/Washington Square Securities September 2002 - November 2002
RBC Wealth Management December 2000 - July 2002
William Mitchell College of Law January 2000 - December 2000
Kinnard Investments, Inc. May 2000 - November 2000
American Investors Group Inc. June 1996 - May 2000
Skills
Hedge Funds, Legal Compliance, Securities Exchange Act..., Investment Advisers Act, Derivatives, SEC filings, Federal Reserve, Policy Writing, Process Improvement, ISDA negotiations, Prime Brokerage, FINRA, Global Operations, Project Management, 1940 Act, Broker-Dealer, Employment Contracts, Employee Handbooks, Employee Training, Code of Ethics, Anti Money Laundering, Anti-corruption, Confidentiality, Corporate Governance, Limited Partnerships, Futures Trading, Equities
Education
William Mitchell College of Law 1999 — 2004
Doctor of Law (J.D.)
Augsburg College 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Eli Engelbourg Eli Engelbourg's RBC Wealth Management Experience January 2010 - May 2010
Job Assessment Specialist, Division of Finance at FDIC
Industry Financial Services
Experience
FDIC May 2011 - Present
FDIC May 2010 - May 2011
RBC Wealth Management January 2010 - May 2010
American University August 2009 - May 2010
First Book September 2007 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Data Analysis, Analysis, Financial Analysis, Social Media
Education
George Mason University 2015 — 2017
Master of Business Administration (M.B.A.)
American University 2007 — 2011
Bachelor of Science, Business Administration
FDIC May 2011 - Present
FDIC May 2010 - May 2011
RBC Wealth Management January 2010 - May 2010
American University August 2009 - May 2010
First Book September 2007 - December 2007
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Data Analysis, Analysis, Financial Analysis, Social Media
Education
George Mason University 2015 — 2017
Master of Business Administration (M.B.A.)
American University 2007 — 2011
Bachelor of Science, Business Administration
Tim George, CFP® Tim George, CFP®'s RBC Wealth Management Experience October 2009 - May 2013
Job Financial Advisor at Ameriprise Financial Services, Inc. | CERTIFIED FINANCIAL PLANNER(TM)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2013 - Present
RBC Wealth Management October 2009 - May 2013
J.B. Hanauer & Co. July 1991 - October 2009
Education
Arizona State University
Finance, General
Ameriprise Financial Services, Inc. May 2013 - Present
RBC Wealth Management October 2009 - May 2013
J.B. Hanauer & Co. July 1991 - October 2009
Education
Arizona State University
Finance, General
Eric Hazenson Eric Hazenson's RBC Wealth Management Experience February 2015 - Present
Job Senior Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2015 - Present
RBC Wealth Management January 2014 - February 2015
Yocum Oil Company, Inc. October 2013 - January 2014
ING U.S. December 2012 - July 2013
Wells Fargo July 2012 - September 2012
OMG Agency March 2012 - July 2012
Target October 2011 - February 2012
The Collaborative Law Institute of Minnesota September 2011 - December 2011
Brothers Bar & Grill July 2010 - February 2011
Splatball, Inc. January 2009 - June 2010
Skills
Accertify, Microsoft Office, Outlook, Excel, Photoshop, Word, Social Media, Social Networking, Project Planning, Direct Sales, PowerPoint, Fraud Detection, Microsoft Word, Billing Services, Client Billing, Benefits Administration, Employee Benefits, Microsoft Excel, Customer Service, Risk Management, Marketing, Customer Satisfaction, Project Management, Accounting, Financial Reporting, Time Management, Data Entry, Account Reconciliation, Event Planning, Account Management, Web Design, Auditing, Inventory Management, Public Speaking, OS X, Process Improvement, Oil & Gas Industry, Software Documentation, Access, Finance, Financial Services, Critical Thinking, Administration, PeopleSoft, Spreadsheets
Education
Augsburg College 2007 — 2010
Bachelors, Economics & Business Administration
Century College 2006 — 2006
None, Graphic Design
University of Minnesota-Duluth 2005 — 2005
None, Graphic Design
Eagan High 2001 — 2005
Diploma, N/A
RBC Wealth Management February 2015 - Present
RBC Wealth Management January 2014 - February 2015
Yocum Oil Company, Inc. October 2013 - January 2014
ING U.S. December 2012 - July 2013
Wells Fargo July 2012 - September 2012
OMG Agency March 2012 - July 2012
Target October 2011 - February 2012
The Collaborative Law Institute of Minnesota September 2011 - December 2011
Brothers Bar & Grill July 2010 - February 2011
Splatball, Inc. January 2009 - June 2010
Skills
Accertify, Microsoft Office, Outlook, Excel, Photoshop, Word, Social Media, Social Networking, Project Planning, Direct Sales, PowerPoint, Fraud Detection, Microsoft Word, Billing Services, Client Billing, Benefits Administration, Employee Benefits, Microsoft Excel, Customer Service, Risk Management, Marketing, Customer Satisfaction, Project Management, Accounting, Financial Reporting, Time Management, Data Entry, Account Reconciliation, Event Planning, Account Management, Web Design, Auditing, Inventory Management, Public Speaking, OS X, Process Improvement, Oil & Gas Industry, Software Documentation, Access, Finance, Financial Services, Critical Thinking, Administration, PeopleSoft, Spreadsheets
Education
Augsburg College 2007 — 2010
Bachelors, Economics & Business Administration
Century College 2006 — 2006
None, Graphic Design
University of Minnesota-Duluth 2005 — 2005
None, Graphic Design
Eagan High 2001 — 2005
Diploma, N/A
Eric Peralta Eric Peralta's RBC Wealth Management Experience November 2013 - Present
Job Complex Operations Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
Charles Schwab June 2011 - August 2013
Charles Schwab February 2008 - June 2011
Charles Schwab July 2006 - February 2008
Skills
Series 7, Series 66, Microsoft Excel, Financial Analysis, Equities, Trading, Wealth Management, Risk Management, Microsoft Word, Customer Service, Mutual Funds, Windows, Outlook, Strategic Planning, Budgets, Microsoft Office, Access, Business Analysis, English, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master of Science (MS), Information Management
Northern Arizona University, College of Business Administration 2002 — 2006
Bachelor of Science (BS), Finance
RBC Wealth Management November 2013 - Present
Charles Schwab June 2011 - August 2013
Charles Schwab February 2008 - June 2011
Charles Schwab July 2006 - February 2008
Skills
Series 7, Series 66, Microsoft Excel, Financial Analysis, Equities, Trading, Wealth Management, Risk Management, Microsoft Word, Customer Service, Mutual Funds, Windows, Outlook, Strategic Planning, Budgets, Microsoft Office, Access, Business Analysis, English, PowerPoint
Education
Arizona State University, W. P. Carey School of Business 2012 — 2013
Master of Science (MS), Information Management
Northern Arizona University, College of Business Administration 2002 — 2006
Bachelor of Science (BS), Finance
Tina Sommervold Tina Sommervold's RBC Wealth Management Experience 2013 - Present
Job Global Development Manager for Global Solutions Centre, RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management 2013 - Present
University of Minnesota 2011 - 2013
Wells Fargo March 2010 - 2011
Wells Fargo 2005 - 2010
Wells Fargo Bank 2003 - 2005
BORN 1997 - January 2003
Education
University of Saint Thomas
Master of Science, Computer Science and Software Engineering
Belarusian State University
Bachelor’s Degree, Software Engineering, Applied Mathematics
RBC Wealth Management 2013 - Present
University of Minnesota 2011 - 2013
Wells Fargo March 2010 - 2011
Wells Fargo 2005 - 2010
Wells Fargo Bank 2003 - 2005
BORN 1997 - January 2003
Education
University of Saint Thomas
Master of Science, Computer Science and Software Engineering
Belarusian State University
Bachelor’s Degree, Software Engineering, Applied Mathematics
John T. Folsom John T. Folsom's RBC Wealth Management Experience 2005 - Present
Job Senior Vice President/ Senior Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2005 - Present
Merrill Lynch October 1977 - July 2005
Education
Bemidji State University 1966 — 1970
ba business, Economics
Ogilvie High School
RBC Wealth Management 2005 - Present
Merrill Lynch October 1977 - July 2005
Education
Bemidji State University 1966 — 1970
ba business, Economics
Ogilvie High School
John Lomnicki John Lomnicki's RBC Wealth Management Experience May 2011 - Present
Job Architect at RBC
Industry Computer Software
Experience
RBC Wealth Management May 2011 - Present
Character Brewing - Brewery In Planning May 2014 - February 2015
State of Minnesota January 2013 - April 2013
ELCA - Board of Pensions August 2005 - May 2011
AgriBank, FCB July 2004 - August 2005
ILM Professional Services May 2004 - July 2004
Harbordyne, LLC October 2001 - July 2004
Loyalty Technologies December 2002 - May 2004
Firepond, Inc. April 1998 - October 2001
Norwest Mortage January 1994 - April 1996
Skills
Enterprise Architecture, Software Development, SharePoint, SDLC, Solution Architecture, .NET, Enterprise Software, ITIL, Databases, CRM, Agile Methodologies, Architecture, C#, IT Service Management, Governance, Consulting, Requirements Analysis, Product Management, Testing, IT Strategy, TFS, Vendor Management, Management, TOGAF, HTML, Security, Requirements Gathering, Software Project..., Business Analysis, Business Intelligence, IT Management, SOA, Scrum, Web Services, WCF, IIS, Application Architecture, SSIS, ASP.NET MVC, Data Modeling, LINQ, Microsoft Technologies, Systems Analysis, Visual Studio, XML, Leadership, Software Design, Craft Beer, Beer, Beer Judging
Education
Metropolitan State University 2010 — 2013
Masters of Management Information Systems
Metropolitan State University 2010 — 2012
Graduate Certificate
Augsburg College 2000 — 2004
B.A.
RBC Wealth Management May 2011 - Present
Character Brewing - Brewery In Planning May 2014 - February 2015
State of Minnesota January 2013 - April 2013
ELCA - Board of Pensions August 2005 - May 2011
AgriBank, FCB July 2004 - August 2005
ILM Professional Services May 2004 - July 2004
Harbordyne, LLC October 2001 - July 2004
Loyalty Technologies December 2002 - May 2004
Firepond, Inc. April 1998 - October 2001
Norwest Mortage January 1994 - April 1996
Skills
Enterprise Architecture, Software Development, SharePoint, SDLC, Solution Architecture, .NET, Enterprise Software, ITIL, Databases, CRM, Agile Methodologies, Architecture, C#, IT Service Management, Governance, Consulting, Requirements Analysis, Product Management, Testing, IT Strategy, TFS, Vendor Management, Management, TOGAF, HTML, Security, Requirements Gathering, Software Project..., Business Analysis, Business Intelligence, IT Management, SOA, Scrum, Web Services, WCF, IIS, Application Architecture, SSIS, ASP.NET MVC, Data Modeling, LINQ, Microsoft Technologies, Systems Analysis, Visual Studio, XML, Leadership, Software Design, Craft Beer, Beer, Beer Judging
Education
Metropolitan State University 2010 — 2013
Masters of Management Information Systems
Metropolitan State University 2010 — 2012
Graduate Certificate
Augsburg College 2000 — 2004
B.A.
Kendall Engelstone Kendall Engelstone's RBC Wealth Management Experience May 2014 - August 2015
Job Supplemental Instructor and Trainer
Industry Higher Education
Experience
Baylor University August 2014 - Present
RBC Wealth Management May 2014 - August 2015
Westminster Chapel May 2013 - August 2013
Vector Marketing March 2011 - June 2011
Skills
Time Management, PowerPoint, Customer Service, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Leadership, Social Media, Social Networking, Team Leadership, Public Speaking, Direct Sales, Facebook, Event Planning, Research, Editing, Fundraising, Event Management
Education
Baylor University 2012 — 2016
Economics
The Bear Creek School 1999 — 2012
Baylor University August 2014 - Present
RBC Wealth Management May 2014 - August 2015
Westminster Chapel May 2013 - August 2013
Vector Marketing March 2011 - June 2011
Skills
Time Management, PowerPoint, Customer Service, Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Sales, Leadership, Social Media, Social Networking, Team Leadership, Public Speaking, Direct Sales, Facebook, Event Planning, Research, Editing, Fundraising, Event Management
Education
Baylor University 2012 — 2016
Economics
The Bear Creek School 1999 — 2012
Tatiana Leiningen's RBC Wealth Management Experience September 2014 - Present
Job Sponsorship Marketing and Donations Coordinator, RBC Wealth Management
Industry Marketing and Advertising
Experience
RBC Wealth Management September 2014 - Present
Fidelity Investments October 2012 - December 2013
KaneffGolf May 2008 - August 2012
RBC Global Asset Management May 2011 - August 2011
Sotheby's May 2010 - August 2010
RBC Dominion Securities June 2007 - August 2007
Skills
PowerPoint, Time Management, Investments, Microsoft Office, Research, Event Management, Event Planning, Public Speaking, Microsoft Word, French, Social Media, Editing, Sales, Customer Service, Customer Satisfaction, Social Networking, International Relations, Fundraising, Public Relations, Microsoft Excel, Data Analysis, Teamwork, Social Media Marketing, Market Research, Facebook, Marketing Communications, Leadership, Marketing
Education
Queen's University 2008 — 2012
Bachelor of Arts (BA), Art History, International Studies Certificate
Humber College 2014 — 2014
Post Graduate Certificate, Marketing Management, Honours
Bader International Study Centre 2007 — 2008
Bachelor's degree, International Studies
RBC Wealth Management September 2014 - Present
Fidelity Investments October 2012 - December 2013
KaneffGolf May 2008 - August 2012
RBC Global Asset Management May 2011 - August 2011
Sotheby's May 2010 - August 2010
RBC Dominion Securities June 2007 - August 2007
Skills
PowerPoint, Time Management, Investments, Microsoft Office, Research, Event Management, Event Planning, Public Speaking, Microsoft Word, French, Social Media, Editing, Sales, Customer Service, Customer Satisfaction, Social Networking, International Relations, Fundraising, Public Relations, Microsoft Excel, Data Analysis, Teamwork, Social Media Marketing, Market Research, Facebook, Marketing Communications, Leadership, Marketing
Education
Queen's University 2008 — 2012
Bachelor of Arts (BA), Art History, International Studies Certificate
Humber College 2014 — 2014
Post Graduate Certificate, Marketing Management, Honours
Bader International Study Centre 2007 — 2008
Bachelor's degree, International Studies
Eric Roedel Eric Roedel's RBC Wealth Management Experience 2005 - August 2007
Job Operations Manager Structured Assets at Castlelake, L.P.
Industry Financial Services
Experience
Castlelake August 2007 - Present
RBC Wealth Management 2005 - August 2007
RBC Dain Rauscher 2001 - 2005
Skills
Securities, Private Equity, Deal Closure, Strategic Planning, Finance, Project Management, Strategy
Education
Colorado State University 1992 — 1997
BA
Institute of Chartered Shipbrokers 2015 — 2015
Foundation Diploma, Ship Sale and Purchase, O'Keeffe Award Recipient
Castlelake August 2007 - Present
RBC Wealth Management 2005 - August 2007
RBC Dain Rauscher 2001 - 2005
Skills
Securities, Private Equity, Deal Closure, Strategic Planning, Finance, Project Management, Strategy
Education
Colorado State University 1992 — 1997
BA
Institute of Chartered Shipbrokers 2015 — 2015
Foundation Diploma, Ship Sale and Purchase, O'Keeffe Award Recipient
Annette Ruh Annette Ruh's RBC Wealth Management Experience January 2012 - Present
Job Registered Sr. Sales Associate
Industry Financial Services
Experience
RBC Wealth Management January 2012 - Present
Oppenheimer & Co. 2007 - 2012
Smith barney 2000 - 2007
Education
Berkeley College
RBC Wealth Management January 2012 - Present
Oppenheimer & Co. 2007 - 2012
Smith barney 2000 - 2007
Education
Berkeley College
Dean Edwin Johnson Dean Edwin Johnson's RBC Wealth Management Experience July 2006 - Present
Job Senior Vice President – Financial Advisor, Accredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2006 - Present
Piper Jaffray May 2001 - July 2006
Handtossed Productions August 1995 - April 2001
Katun Corporation May 1988 - August 1995
Education
University of Minnesota-Duluth 1982 — 1987
Bachelor's Degree, Double Major: English Language: Literature/Letters and Philosophy: Eastern Religions
Arizona State University 1985 — 1986
Architecture and Design
RBC Wealth Management July 2006 - Present
Piper Jaffray May 2001 - July 2006
Handtossed Productions August 1995 - April 2001
Katun Corporation May 1988 - August 1995
Education
University of Minnesota-Duluth 1982 — 1987
Bachelor's Degree, Double Major: English Language: Literature/Letters and Philosophy: Eastern Religions
Arizona State University 1985 — 1986
Architecture and Design
Sarah Pais's RBC Wealth Management Experience January 2013 - August 2015
Job Director of Operations
Industry Financial Services
Experience
360 Wealth Management LLC September 2015 - Present
RBC Wealth Management January 2013 - August 2015
Ameriprise Financial Services, Inc. September 2009 - December 2012
Ameriprise Financial Services, Inc. January 2007 - September 2009
Schlitterbahn Waterparks May 2000 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Finance, Wealth Management, Investments, Uniform Combined State..., Retirement Planning, Investment Advisory, Financial Planning, Asset Allocation, Fixed Annuities, Insurance, Series 24, Securities, FINRA, Microsoft Office, Retirement, Estate Planning, Strategic Financial..., Leadership, Customer Service
Education
Baylor University
360 Wealth Management LLC September 2015 - Present
RBC Wealth Management January 2013 - August 2015
Ameriprise Financial Services, Inc. September 2009 - December 2012
Ameriprise Financial Services, Inc. January 2007 - September 2009
Schlitterbahn Waterparks May 2000 - September 2006
Skills
Series 7, Mutual Funds, Series 63, Finance, Wealth Management, Investments, Uniform Combined State..., Retirement Planning, Investment Advisory, Financial Planning, Asset Allocation, Fixed Annuities, Insurance, Series 24, Securities, FINRA, Microsoft Office, Retirement, Estate Planning, Strategic Financial..., Leadership, Customer Service
Education
Baylor University
Sean O'Neill, CFP® Sean O'Neill, CFP®'s RBC Wealth Management Experience January 2009 - Present
Job Certified Financial Planner (TM)
Industry Executive Office
Experience
RBC Wealth Management January 2009 - Present
UBS February 2003 - January 2009
Deutsche Bank Securities November 1999 - January 2003
Skills
Public Speaking, Strategic Planning, Leadership, Entrepreneurship, Investments, Finance, Small Business, Insurance, Financial Analysis, Risk Management, Strategic Financial..., Marketing, Customer Service, Management
Education
Arizona State University 1989 — 1994
Bachelor of Arts, English
Bryant University 2006 — 2008
Certificate in Financial Planning
RBC Wealth Management January 2009 - Present
UBS February 2003 - January 2009
Deutsche Bank Securities November 1999 - January 2003
Skills
Public Speaking, Strategic Planning, Leadership, Entrepreneurship, Investments, Finance, Small Business, Insurance, Financial Analysis, Risk Management, Strategic Financial..., Marketing, Customer Service, Management
Education
Arizona State University 1989 — 1994
Bachelor of Arts, English
Bryant University 2006 — 2008
Certificate in Financial Planning
Evan Holmes, CFA Evan Holmes, CFA's RBC Wealth Management Experience October 2006 - October 2008
Job Financial Advisor Relationship Manager at CAPTRUST
Industry Investment Management
Experience
CAPTRUST October 2014 - Present
DCAdvisors October 2008 - October 2014
RBC Wealth Management October 2006 - October 2008
Skills
Investments, Finance, Portfolio Management, Investment Advisory, Asset Management, Investment Management, Investment Strategies, Financial Services, Financial Analysis
Education
Augsburg College 2002 — 2006
Bachelor's degree, Finance, General
CAPTRUST October 2014 - Present
DCAdvisors October 2008 - October 2014
RBC Wealth Management October 2006 - October 2008
Skills
Investments, Finance, Portfolio Management, Investment Advisory, Asset Management, Investment Management, Investment Strategies, Financial Services, Financial Analysis
Education
Augsburg College 2002 — 2006
Bachelor's degree, Finance, General
Grace Guanghua Zou Grace Guanghua Zou's RBC Wealth Management Experience August 2008 - Present
Job Sr. TSA at Canadian Wealth Management IT, RBC
Industry Investment Management
Experience
RBC Wealth Management August 2008 - Present
HRG North America December 2004 - July 2008
Ronghai Consulting Co., Ltd June 1999 - March 2004
Education
Beijing University of Technology 1995 — 1999
Master, Computer Science
RBC Wealth Management August 2008 - Present
HRG North America December 2004 - July 2008
Ronghai Consulting Co., Ltd June 1999 - March 2004
Education
Beijing University of Technology 1995 — 1999
Master, Computer Science
Alejandro Ortiz Mendoza Alejandro Ortiz Mendoza's RBC Wealth Management Experience July 2014 - Present
Job Mutual Funds Order Entry Clerk at RBC Dominion Securities
Industry Financial Services
Experience
RBC Wealth Management July 2014 - Present
Helm Bank December 2011 - February 2012
Taller Industrial J.I.C. (Industrial Shop J.I.C) September 2010 - September 2011
Boomerang BTL January 2010 - March 2010
Alliance Française April 2009 - September 2009
Skills
Finance, Financial Advisory, Portfolio Management, Customer Service, Financial Accounting, Banking, French, Bank Reconciliation, Retail Banking, Solid computer skills, Accounts Receivable, Economics, Mutual Funds
Education
Universidad del Atlántico 2002 — 2008
Bachelor’s Degree in Economics
RBC Wealth Management July 2014 - Present
Helm Bank December 2011 - February 2012
Taller Industrial J.I.C. (Industrial Shop J.I.C) September 2010 - September 2011
Boomerang BTL January 2010 - March 2010
Alliance Française April 2009 - September 2009
Skills
Finance, Financial Advisory, Portfolio Management, Customer Service, Financial Accounting, Banking, French, Bank Reconciliation, Retail Banking, Solid computer skills, Accounts Receivable, Economics, Mutual Funds
Education
Universidad del Atlántico 2002 — 2008
Bachelor’s Degree in Economics
Jeff Belstler Jeff Belstler's RBC Wealth Management Experience 2015 - Present
Job College of Management Recent Graduate
Industry Consumer Services
Experience
RBC Wealth Management 2015 - Present
RBC Wealth Management March 2014 - June 2015
Lancer Hospitality April 2010 - February 2014
BHR Management March 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quality Assurance, Supply Chain, Hospitality Industry, Hospitality Management, Employee Training, Hotels, Research, Restaurant Management, Food & Beverage, Banquets, Hospitality, Catering, Menu Development, Food Service
Education
Metropolitan State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration/Economics, 3.59 GPA
Anoka Ramsey Community College 2008 — 2011
Associate of Arts (A.A.), General Studies, 3.4 GPA
RBC Wealth Management 2015 - Present
RBC Wealth Management March 2014 - June 2015
Lancer Hospitality April 2010 - February 2014
BHR Management March 2008 - April 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Quality Assurance, Supply Chain, Hospitality Industry, Hospitality Management, Employee Training, Hotels, Research, Restaurant Management, Food & Beverage, Banquets, Hospitality, Catering, Menu Development, Food Service
Education
Metropolitan State University 2011 — 2013
Bachelor of Science (B.S.), Business Administration/Economics, 3.59 GPA
Anoka Ramsey Community College 2008 — 2011
Associate of Arts (A.A.), General Studies, 3.4 GPA
Giavanna McDonald's RBC Wealth Management Experience June 2014 - January 2015
Job Recent college graduate open for new opportunities
Industry Financial Services
Experience
Fifth Avenue Financial February 2015 - May 2015
RBC Wealth Management June 2014 - January 2015
Aetna December 2011 - June 2012
MetLife May 2011 - August 2011
Travelers Insurance October 2010 - July 2011
Travelers Insurance June 2010 - August 2010
Skills
Management, Customer Service, Customer Oriented, Microsoft Office, Mac OS X, Customer Satisfaction, Process Improvement, Business Process..., Underwriting, Insurance
Education
Bay Path University
Business
Fifth Avenue Financial February 2015 - May 2015
RBC Wealth Management June 2014 - January 2015
Aetna December 2011 - June 2012
MetLife May 2011 - August 2011
Travelers Insurance October 2010 - July 2011
Travelers Insurance June 2010 - August 2010
Skills
Management, Customer Service, Customer Oriented, Microsoft Office, Mac OS X, Customer Satisfaction, Process Improvement, Business Process..., Underwriting, Insurance
Education
Bay Path University
Business
Gerri Sonkin, PFP Gerri Sonkin, PFP's RBC Wealth Management Experience October 2009 - February 2013
Job Investment Advisor & Financial Planner
Industry Investment Management
Experience
RBC Dominion Securities March 2013 - Present
RBC Wealth Management October 2009 - February 2013
BMO Nesbitt Burns October 2008 - October 2009
State Street July 2007 - October 2008
State Street April 2006 - July 2007
Bar-Ilan University 2001 - 2004
Skills
Strategic Financial..., Asset Allocation, Mutual Funds, Financial Analysis, Finance, Wealth Management, Investment Strategies, Business Strategy, Asset Managment, Wealth, Investment Advisory, Retirement, Wealth Management..., Retirement Planning, Fixed Income, Risk Management, Equities, Investment Management, Financial Advisory, Relationship Management, ETFs, High Net Worth..., Bonds, TFSA, RSP, RIF, Tax-advantaged..., Stocks, Insurance, Securities, Estate Planning, Investments, Portfolio Management, Financial Services, Banking, Financial Planning, Asset Management
Education
Canadian Securities Institute 2012 — 2013
Applied Financial Planning (AFP)
Canadian Securities Institute 2013 — 2013
Wealth Management Essentials (WME)
Canadian Securities Institute 2010 — 2010
Financial Planning II
Canadian Securities Institute 2010 — 2010
Financial Planning I
Canadian Securities Institute 2010 — 2010
Personal Financial Services Advice
Canadian Securities Institute 2008 — 2008
Conduct and Practices HandBook
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Bar-Ilan University 2001 — 2004
BA, Majored in Economics and minored in Mathematics
RBC Dominion Securities March 2013 - Present
RBC Wealth Management October 2009 - February 2013
BMO Nesbitt Burns October 2008 - October 2009
State Street July 2007 - October 2008
State Street April 2006 - July 2007
Bar-Ilan University 2001 - 2004
Skills
Strategic Financial..., Asset Allocation, Mutual Funds, Financial Analysis, Finance, Wealth Management, Investment Strategies, Business Strategy, Asset Managment, Wealth, Investment Advisory, Retirement, Wealth Management..., Retirement Planning, Fixed Income, Risk Management, Equities, Investment Management, Financial Advisory, Relationship Management, ETFs, High Net Worth..., Bonds, TFSA, RSP, RIF, Tax-advantaged..., Stocks, Insurance, Securities, Estate Planning, Investments, Portfolio Management, Financial Services, Banking, Financial Planning, Asset Management
Education
Canadian Securities Institute 2012 — 2013
Applied Financial Planning (AFP)
Canadian Securities Institute 2013 — 2013
Wealth Management Essentials (WME)
Canadian Securities Institute 2010 — 2010
Financial Planning II
Canadian Securities Institute 2010 — 2010
Financial Planning I
Canadian Securities Institute 2010 — 2010
Personal Financial Services Advice
Canadian Securities Institute 2008 — 2008
Conduct and Practices HandBook
Canadian Securities Institute 2008 — 2008
Canadian Securities Course
Bar-Ilan University 2001 — 2004
BA, Majored in Economics and minored in Mathematics
Cole Moseley's RBC Wealth Management Experience May 2013 - August 2013
Job Student at American University
Industry Financial Services
Experience
Washington 2024 September 2014 - January 2015
RBC Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership, Access, SQL, Outlook, Public Speaking, Time Management, Social Media
Education
American University 2012 — 2016
Washington 2024 September 2014 - January 2015
RBC Wealth Management May 2013 - August 2013
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Teamwork, Leadership, Access, SQL, Outlook, Public Speaking, Time Management, Social Media
Education
American University 2012 — 2016
George Pajunen George Pajunen's RBC Wealth Management Experience January 2008 - Present
Job Data Center Technician at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2008 - Present
RBC Wealth Management February 1995 - January 2008
Education
Anoka Ramsey Community College
Associate degree in Applied Science, Business Marketing Management Marketing Option
RBC Wealth Management January 2008 - Present
RBC Wealth Management February 1995 - January 2008
Education
Anoka Ramsey Community College
Associate degree in Applied Science, Business Marketing Management Marketing Option
Madeleine Stewart's RBC Wealth Management Experience September 2014 - Present
Job Senior Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management September 2014 - Present
Merrill Lynch December 2013 - September 2014
Wells Fargo Advisors, LLC April 2005 - June 2013
SHAPE Dancewear July 1989 - January 2000
The Sports Club/LA August 1984 - December 1992
Skills
Management, Financial Advisory, Sales, Budgets, Finance, Sales Management, Retail, Insurance, Mutual Funds, Investments, FINRA, Leadership, Customer Retention, Business Development, Banking, Strategic Planning, Customer Service, Team Building, Financial Analysis, New Business Development, Marketing Strategy, Account Management, Risk Management, Series 7, Series 65
Education
California State University-Northridge 1984 — 1986
Business
Antelope Valley College 1979 — 1981
AA
RBC Wealth Management September 2014 - Present
Merrill Lynch December 2013 - September 2014
Wells Fargo Advisors, LLC April 2005 - June 2013
SHAPE Dancewear July 1989 - January 2000
The Sports Club/LA August 1984 - December 1992
Skills
Management, Financial Advisory, Sales, Budgets, Finance, Sales Management, Retail, Insurance, Mutual Funds, Investments, FINRA, Leadership, Customer Retention, Business Development, Banking, Strategic Planning, Customer Service, Team Building, Financial Analysis, New Business Development, Marketing Strategy, Account Management, Risk Management, Series 7, Series 65
Education
California State University-Northridge 1984 — 1986
Business
Antelope Valley College 1979 — 1981
AA
Peter Konefal Peter Konefal's RBC Wealth Management Experience January 2012 - June 2015
Job Investment Specialist at Scotiabank
Industry Banking
Experience
Scotiabank June 2015 - Present
RBC Wealth Management January 2012 - June 2015
Contact Singapore July 2011 - September 2011
RBC October 2009 - January 2011
RBC May 2007 - October 2009
Simon Fraser University May 2006 - August 2007
Skills
Wealth Management, Credit Risk, New Business Development, Relational Databases, Negotiation, Report Writing, Academic Writing, Public Speaking, Teamwork, Financial Analysis, Credit, Investments, Finance, Mutual Funds, Portfolio Management, Banking, Leadership
Education
Beedie School of Business at Simon Fraser University 2011 — 2012
Master of Business Administration (MBA), Business Administration, Honour Roll
Simon Fraser University 2000 — 2005
BA (Honours), Communication
Scotiabank June 2015 - Present
RBC Wealth Management January 2012 - June 2015
Contact Singapore July 2011 - September 2011
RBC October 2009 - January 2011
RBC May 2007 - October 2009
Simon Fraser University May 2006 - August 2007
Skills
Wealth Management, Credit Risk, New Business Development, Relational Databases, Negotiation, Report Writing, Academic Writing, Public Speaking, Teamwork, Financial Analysis, Credit, Investments, Finance, Mutual Funds, Portfolio Management, Banking, Leadership
Education
Beedie School of Business at Simon Fraser University 2011 — 2012
Master of Business Administration (MBA), Business Administration, Honour Roll
Simon Fraser University 2000 — 2005
BA (Honours), Communication
Matt Buzzell Matt Buzzell's RBC Wealth Management Experience September 2011 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2011 - Present
Lockheed Martin Corporation July 2007 - August 2011
Lockheed Martin Corporation July 2006 - July 2007
Lockheed Martin Corporation July 2005 - July 2006
Lockheed Martin Corporation March 2004 - July 2005
Education
Augsburg College 2005 — 2007
Master of Business Administration (M.B.A.)
University of Saint Thomas 1999 — 2003
Bachelor's Degree, Financial Management
RBC Wealth Management September 2011 - Present
Lockheed Martin Corporation July 2007 - August 2011
Lockheed Martin Corporation July 2006 - July 2007
Lockheed Martin Corporation July 2005 - July 2006
Lockheed Martin Corporation March 2004 - July 2005
Education
Augsburg College 2005 — 2007
Master of Business Administration (M.B.A.)
University of Saint Thomas 1999 — 2003
Bachelor's Degree, Financial Management
Brett Quick Brett Quick's RBC Wealth Management Experience May 2015 - Present
Job Portfolio Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
RBC Wealth Management December 2014 - May 2015
RBC Wealth Management May 2013 - November 2014
RBC Wealth Management July 2011 - May 2013
RBC Wealth Management May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Management, Finance, Financial Analysis, Banking, Risk Management, Data Analysis, Leadership, Process Improvement, Outlook, Analysis, Business Analysis, Project Management, Team Leadership, Microsoft Word, Fiserv, OneView, Portfolio Management, Model Portfolios
Education
Augsburg College 2007 — 2011
B.A., Finance, Economics, MIS
RBC Wealth Management May 2015 - Present
RBC Wealth Management December 2014 - May 2015
RBC Wealth Management May 2013 - November 2014
RBC Wealth Management July 2011 - May 2013
RBC Wealth Management May 2011 - July 2011
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Management, Finance, Financial Analysis, Banking, Risk Management, Data Analysis, Leadership, Process Improvement, Outlook, Analysis, Business Analysis, Project Management, Team Leadership, Microsoft Word, Fiserv, OneView, Portfolio Management, Model Portfolios
Education
Augsburg College 2007 — 2011
B.A., Finance, Economics, MIS
Stacy Szestowicki's RBC Wealth Management Experience April 2014 - August 2014
Job Business Analyst Enterprise Legal Management
Industry Information Technology and Services
Experience
Wolters Kluwer ELM Solutions August 2014 - Present
RBC Wealth Management April 2014 - August 2014
Carousel Industries July 2010 - November 2013
Lexis Nexis April 2008 - May 2010
MWC Construction Inc August 2003 - February 2007
The Hartford November 2002 - August 2003
McKesson Health Solutions January 1999 - November 2002
KPMG January 1998 - January 1999
Skills
Project Management, CRM, Management, Strategy, Analysis, Strategic Planning, Process Improvement, Business Process, Business Strategy, Project Planning, Budgets, Program Management, Marketing Strategy, Proposal Writing, Business Analysis, Kripalu Yoga Instructor, Market Research, Entrepreneurship, Enterprise Software, Competitive Analysis, Research, Resource Management, Reiki Master, Wellness Coaching, Yoga, Time Management, Development & delivery..., HRMS Administration, Recruting, Onboarding, Employee Training, Leading Change, Pivot Tables, Reporting & Analysis, Employee Handbooks, Employee Benefits, Business Process..., Metrics Reporting, Transformational Life..., LMS Administration, Leadership Development, Account Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2010
Master of Business Administration, Strategy & Management
UNIVERSITY OF COLORADO 1988 — 1993
Bachelor of Arts degree, Cultural Anthropology
Kripalu School of Yoga 2012 — 2012
200 Hour Certification, Yoga Teacher Training/Yoga Therapy
Wolters Kluwer ELM Solutions August 2014 - Present
RBC Wealth Management April 2014 - August 2014
Carousel Industries July 2010 - November 2013
Lexis Nexis April 2008 - May 2010
MWC Construction Inc August 2003 - February 2007
The Hartford November 2002 - August 2003
McKesson Health Solutions January 1999 - November 2002
KPMG January 1998 - January 1999
Skills
Project Management, CRM, Management, Strategy, Analysis, Strategic Planning, Process Improvement, Business Process, Business Strategy, Project Planning, Budgets, Program Management, Marketing Strategy, Proposal Writing, Business Analysis, Kripalu Yoga Instructor, Market Research, Entrepreneurship, Enterprise Software, Competitive Analysis, Research, Resource Management, Reiki Master, Wellness Coaching, Yoga, Time Management, Development & delivery..., HRMS Administration, Recruting, Onboarding, Employee Training, Leading Change, Pivot Tables, Reporting & Analysis, Employee Handbooks, Employee Benefits, Business Process..., Metrics Reporting, Transformational Life..., LMS Administration, Leadership Development, Account Management
Education
Babson College - Franklin W. Olin Graduate School of Business 2001 — 2010
Master of Business Administration, Strategy & Management
UNIVERSITY OF COLORADO 1988 — 1993
Bachelor of Arts degree, Cultural Anthropology
Kripalu School of Yoga 2012 — 2012
200 Hour Certification, Yoga Teacher Training/Yoga Therapy
David Getreu, AAMS David Getreu, AAMS's RBC Wealth Management Experience March 2009 - June 2014
Job Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc. June 2014 - Present
St. James Church September 2012 - June 2014
RBC Wealth Management March 2009 - June 2014
Ferris Baker Watts November 2007 - March 2009
Edward Jones September 2004 - November 2007
DP Trinity, Inc. June 2000 - June 2004
Skills
Small Business, Investments, Retirement Planning, Financial Planning, Public Speaking, Insurance, Fundraising, Non-profits, Strategic Financial..., Estate Planning, Nonprofits, Finance, Strategic Planning, Financial Services, Series 7, Customer Service, Series 63
Education
Bexley Hall Episcopal Seminary 2010 — 2011
Certificate in Anglican Studies, Anglicanism
The Catholic University of America 1990 — 1994
STB, Theology
Pontifical College Josephinum 1985 — 1989
BA, Psychology
NBC Securities, Inc. June 2014 - Present
St. James Church September 2012 - June 2014
RBC Wealth Management March 2009 - June 2014
Ferris Baker Watts November 2007 - March 2009
Edward Jones September 2004 - November 2007
DP Trinity, Inc. June 2000 - June 2004
Skills
Small Business, Investments, Retirement Planning, Financial Planning, Public Speaking, Insurance, Fundraising, Non-profits, Strategic Financial..., Estate Planning, Nonprofits, Finance, Strategic Planning, Financial Services, Series 7, Customer Service, Series 63
Education
Bexley Hall Episcopal Seminary 2010 — 2011
Certificate in Anglican Studies, Anglicanism
The Catholic University of America 1990 — 1994
STB, Theology
Pontifical College Josephinum 1985 — 1989
BA, Psychology
Andrea Hammerling's RBC Wealth Management Experience May 2014 - September 2014
Job 2015 Master's of Social Work Graduate in Search for Social Work Position
Industry Individual & Family Services
Experience
Community Health Center September 2014 - April 2015
RBC Wealth Management May 2014 - September 2014
Town of Manchester, Senior, Adult and Family Services September 2013 - April 2014
Poulin Wealth Management March 2012 - June 2013
ING July 2010 - January 2012
Phoenix Life Insurance Company December 2005 - January 2009
Phoenix Investment Partners, Ltd February 2005 - November 2005
Western Reserve Life of Ohio January 2000 - August 2000
PaineWebber May 1998 - August 1999
The Hartford Life Insurance Company August 1996 - March 1998
Skills
Case Management, Crisis Management, Cognitive Therapy, Psychotherapy, Social Support, Mutual Funds, Leadership, Project Management, Fixed Annuities, Securities, Investments, Financial Services, Asset Management, Customer Service, Office Administration
Education
University of Connecticut 2013 — 2015
Master of Social Work (M.S.W.), Case Work
Bay Path University 2008 — 2009
Master of Business Administration, Entrepreneurship and Innovative Business Practices
University of Massachusetts, Amherst 1994 — 1996
Bachelor of Science, Natural Resource Economics
Community Health Center September 2014 - April 2015
RBC Wealth Management May 2014 - September 2014
Town of Manchester, Senior, Adult and Family Services September 2013 - April 2014
Poulin Wealth Management March 2012 - June 2013
ING July 2010 - January 2012
Phoenix Life Insurance Company December 2005 - January 2009
Phoenix Investment Partners, Ltd February 2005 - November 2005
Western Reserve Life of Ohio January 2000 - August 2000
PaineWebber May 1998 - August 1999
The Hartford Life Insurance Company August 1996 - March 1998
Skills
Case Management, Crisis Management, Cognitive Therapy, Psychotherapy, Social Support, Mutual Funds, Leadership, Project Management, Fixed Annuities, Securities, Investments, Financial Services, Asset Management, Customer Service, Office Administration
Education
University of Connecticut 2013 — 2015
Master of Social Work (M.S.W.), Case Work
Bay Path University 2008 — 2009
Master of Business Administration, Entrepreneurship and Innovative Business Practices
University of Massachusetts, Amherst 1994 — 1996
Bachelor of Science, Natural Resource Economics
Jessica Andresen Jessica Andresen's RBC Wealth Management Experience October 2014 - Present
Job Recruiter at RBC Wealth Management
Industry Defense & Space
Experience
RBC Wealth Management October 2014 - Present
Parker and Lynch/Pacioli Companies September 2012 - September 2014
General Dynamics Advanced Information Systems May 2009 - September 2012
RBC Wealth Management May 2008 - May 2009
Skills
Accounting, Financial Accounting, Excel, Oracle Discoverer, Oracle Financials, Hyperion Planning, Account Management, Microsoft Office 2007, Financial Planning, Financial Analysis, Financial Modeling, Financial Reporting, Budgeting, Financial Forecasting, Recruiting, PeopleSoft
Education
Augsburg College 2005 — 2009
Bachelor of Arts (B.A.), Accounting, 3.8 GPA
Jefferson Highschool
RBC Wealth Management October 2014 - Present
Parker and Lynch/Pacioli Companies September 2012 - September 2014
General Dynamics Advanced Information Systems May 2009 - September 2012
RBC Wealth Management May 2008 - May 2009
Skills
Accounting, Financial Accounting, Excel, Oracle Discoverer, Oracle Financials, Hyperion Planning, Account Management, Microsoft Office 2007, Financial Planning, Financial Analysis, Financial Modeling, Financial Reporting, Budgeting, Financial Forecasting, Recruiting, PeopleSoft
Education
Augsburg College 2005 — 2009
Bachelor of Arts (B.A.), Accounting, 3.8 GPA
Jefferson Highschool
Christopher Caudle Christopher Caudle's RBC Wealth Management Experience November 2006 - December 2007
Job Sr. Financial Analyst at Access Midstream
Industry Oil & Energy
Experience
Access Midstream July 2014 - Present
Access Midstream May 2013 - July 2014
Apache Corporation May 2012 - August 2012
GE Energy January 2012 - May 2012
Bechtel November 2009 - July 2011
Bechtel December 2007 - November 2009
RBC Wealth Management November 2006 - December 2007
First Fidelity Bank January 2006 - November 2006
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
MBA, Energy & Finance
Rice University 2011 — 2013
Master of Business Administration (MBA), Finance
University of Houston-Downtown 2007 — 2008
Concentration, Accounting
University of Oklahoma - Price College of Business 2006 — 2006
Concentration, Accounting
Austin College 2001 — 2005
BA, Business Administration
Access Midstream July 2014 - Present
Access Midstream May 2013 - July 2014
Apache Corporation May 2012 - August 2012
GE Energy January 2012 - May 2012
Bechtel November 2009 - July 2011
Bechtel December 2007 - November 2009
RBC Wealth Management November 2006 - December 2007
First Fidelity Bank January 2006 - November 2006
Education
Rice University - Jesse H. Jones Graduate School of Management 2011 — 2013
MBA, Energy & Finance
Rice University 2011 — 2013
Master of Business Administration (MBA), Finance
University of Houston-Downtown 2007 — 2008
Concentration, Accounting
University of Oklahoma - Price College of Business 2006 — 2006
Concentration, Accounting
Austin College 2001 — 2005
BA, Business Administration
Patty Perlegos's RBC Wealth Management Experience March 2010 - October 2011
Job Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2010 - October 2011
RBC Dain June 2005 - September 2009
Lazard Asset Management November 2000 - June 2005
American Express Finacial Advisors September 1999 - December 2000
American Express December 1999 - September 2000
Commonwealth Equity Services June 1998 - August 1998
European Commission January 1998 - March 1998
European Union January 1997 - August 1997
Skills
Asset Allocation, Equities, Insurance, Investments, Management, Mutual Funds, Risk Management, Series 7, Wealth Management, Series 63, Portfolio Management, Customer Service, Sales
Education
Bentley University 1995 — 1999
Finance
Vesalius University 1997 — 1997
French
Kings wood oxford 1993 — 1995
Highscool
A.C.S. Highschool 1989 — 1992
RBC Wealth Management March 2010 - October 2011
RBC Dain June 2005 - September 2009
Lazard Asset Management November 2000 - June 2005
American Express Finacial Advisors September 1999 - December 2000
American Express December 1999 - September 2000
Commonwealth Equity Services June 1998 - August 1998
European Commission January 1998 - March 1998
European Union January 1997 - August 1997
Skills
Asset Allocation, Equities, Insurance, Investments, Management, Mutual Funds, Risk Management, Series 7, Wealth Management, Series 63, Portfolio Management, Customer Service, Sales
Education
Bentley University 1995 — 1999
Finance
Vesalius University 1997 — 1997
French
Kings wood oxford 1993 — 1995
Highscool
A.C.S. Highschool 1989 — 1992
Antonio Cecilio Antonio Cecilio's RBC Wealth Management Experience May 2013 - Present
Job JEFE Administrator and Production Coordinator at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management May 2013 - Present
RBC Wealth Management July 2012 - May 2013
IBM Canada Ltd July 2009 - July 2012
IBM Canada Ltd October 2008 - July 2009
Thomson Reuters Corporation 2008 - 2008
Thomson Reuters Corporation 2006 - 2008
Thomson Reuters Corporation 2006 - 2006
Thomson Reuters Corporation 2004 - 2006
Performance Foreign Exchange Corporation 2003 - 2003
Skills
CRM, Sales Operations, Siebel, Customer Service, Solution Selling, Storage, Sales, Microsoft Office, Cloud Computing, Leadership, Enterprise Software, Lead Generation, Sales Enablement
Education
Ateneo de Manila University 1999 — 2003
BA, Economics
RBC Wealth Management May 2013 - Present
RBC Wealth Management July 2012 - May 2013
IBM Canada Ltd July 2009 - July 2012
IBM Canada Ltd October 2008 - July 2009
Thomson Reuters Corporation 2008 - 2008
Thomson Reuters Corporation 2006 - 2008
Thomson Reuters Corporation 2006 - 2006
Thomson Reuters Corporation 2004 - 2006
Performance Foreign Exchange Corporation 2003 - 2003
Skills
CRM, Sales Operations, Siebel, Customer Service, Solution Selling, Storage, Sales, Microsoft Office, Cloud Computing, Leadership, Enterprise Software, Lead Generation, Sales Enablement
Education
Ateneo de Manila University 1999 — 2003
BA, Economics
David Olivero David Olivero's RBC Wealth Management Experience August 2013 - Present
Job Manager, US Recruitment at RBC Wealth Management
Industry Human Resources
Experience
RBC Wealth Management August 2013 - Present
Salo LLC March 2012 - August 2013
Cargill February 2011 - January 2012
Jostens February 2010 - February 2011
RBC Wealth Management 2006 - February 2010
General Dynamics AIS 2004 - August 2006
Qwest Communications, Inc 1999 - May 2002
Accenture 1998 - 2000
Carlson Marketing 1996 - 1998
Skills
Executive Recruiting, Recruitment Strategy, Talent Sourcing, Employee Relations, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, Onboarding, College Recruiting, Succession Planning, Human Resources, Performance Management, HRIS, Executive Search, Workforce Planning, Sourcing, Employer Branding, Employee Engagement, HR Consulting, Change Management, Organizational Design, Organizational..., Training, Personnel Management, Interviews, Leadership, Hiring, Strategy, Management, Technical Recruiting, Internet Recruiting
Education
Augsburg College
Bachelors, Communications
The New School
Human Resources Management and Services
University of Wisconsin-Eau Claire
RBC Wealth Management August 2013 - Present
Salo LLC March 2012 - August 2013
Cargill February 2011 - January 2012
Jostens February 2010 - February 2011
RBC Wealth Management 2006 - February 2010
General Dynamics AIS 2004 - August 2006
Qwest Communications, Inc 1999 - May 2002
Accenture 1998 - 2000
Carlson Marketing 1996 - 1998
Skills
Executive Recruiting, Recruitment Strategy, Talent Sourcing, Employee Relations, Recruiting, Talent Acquisition, Applicant Tracking..., Talent Management, Onboarding, College Recruiting, Succession Planning, Human Resources, Performance Management, HRIS, Executive Search, Workforce Planning, Sourcing, Employer Branding, Employee Engagement, HR Consulting, Change Management, Organizational Design, Organizational..., Training, Personnel Management, Interviews, Leadership, Hiring, Strategy, Management, Technical Recruiting, Internet Recruiting
Education
Augsburg College
Bachelors, Communications
The New School
Human Resources Management and Services
University of Wisconsin-Eau Claire
Trevor Fernandez Trevor Fernandez's RBC Wealth Management Experience July 2014 - Present
Job Manager Financial Planning at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2014 - Present
RBC June 2008 - June 2014
RBC April 2003 - June 2008
RBC November 2002 - March 2003
Skills
Retail Banking, Mortgage Lending, Credit, Banking, Loans, Wealth Management, Mutual Funds, Investments, Relationship Management, Sales Management..., Sales Presentations, Presenter, Team Facilitation, Training, Events Coordination, Strategic Financial..., Residential Mortgages, Risk Management, Sales, Strategy, Financial Planning, Commercial Banking
Education
Institue of Canadian Bankers 1999 — 1999
Branch Compliance Officer's Course
Institute of Canadian Bankers 1998 — 1998
Investments Funds in Canada Course
Adamson University 1994 — 1996
Master of Business Administration (MBA), Accounting and Business/Management
Aisha Bawanay College, Karachi 1987 — 1989
Bachelor of Commerce (B.Com.), Accounting and Business/Management
St. Patricks 1975 — 1984
O Levels, High School/Secondary Diplomas and Certificates
Canadian Securities Institute
Personal Financial Planner, Financial Planning and Services
RBC Wealth Management July 2014 - Present
RBC June 2008 - June 2014
RBC April 2003 - June 2008
RBC November 2002 - March 2003
Skills
Retail Banking, Mortgage Lending, Credit, Banking, Loans, Wealth Management, Mutual Funds, Investments, Relationship Management, Sales Management..., Sales Presentations, Presenter, Team Facilitation, Training, Events Coordination, Strategic Financial..., Residential Mortgages, Risk Management, Sales, Strategy, Financial Planning, Commercial Banking
Education
Institue of Canadian Bankers 1999 — 1999
Branch Compliance Officer's Course
Institute of Canadian Bankers 1998 — 1998
Investments Funds in Canada Course
Adamson University 1994 — 1996
Master of Business Administration (MBA), Accounting and Business/Management
Aisha Bawanay College, Karachi 1987 — 1989
Bachelor of Commerce (B.Com.), Accounting and Business/Management
St. Patricks 1975 — 1984
O Levels, High School/Secondary Diplomas and Certificates
Canadian Securities Institute
Personal Financial Planner, Financial Planning and Services
Aaron J. Crowley, CLU®'s RBC Wealth Management Experience October 2011 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2011 - Present
Wells Fargo January 2011 - October 2011
Wells Fargo June 2009 - January 2011
Education
Arizona State University 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Whittier College 2004 — 2006
Holy Names University 2003 — 2004
RBC Wealth Management October 2011 - Present
Wells Fargo January 2011 - October 2011
Wells Fargo June 2009 - January 2011
Education
Arizona State University 2006 — 2008
Bachelor of Business Administration (B.B.A.)
Whittier College 2004 — 2006
Holy Names University 2003 — 2004
Vishal Velhal's RBC Wealth Management Experience October 2013 - Present
Job Sr. Tech Lead / Project Manager / Service Delivery Manager at Tata Consultancy Services
Industry Information Technology and Services
Experience
RBC Wealth Management October 2013 - Present
Tata Consultancy Services April 2006 - Present
RBC Bank April 2013 - October 2013
RBC Capital Markets September 2010 - April 2013
Vanguard September 2007 - September 2010
Tata Sky Ltd April 2006 - September 2007
General Electric (GE) September 2005 - April 2006
CMC LTD April 2002 - August 2005
Skills
Software Project..., Oracle
Education
Vivekanand Education Society's Institute Of Technology 1997 — 2001
Bachelor of Engineering (B.E.), Electronics and Telecommunications
South Indian Education Society 1995 — 1997
High School
RBC Wealth Management October 2013 - Present
Tata Consultancy Services April 2006 - Present
RBC Bank April 2013 - October 2013
RBC Capital Markets September 2010 - April 2013
Vanguard September 2007 - September 2010
Tata Sky Ltd April 2006 - September 2007
General Electric (GE) September 2005 - April 2006
CMC LTD April 2002 - August 2005
Skills
Software Project..., Oracle
Education
Vivekanand Education Society's Institute Of Technology 1997 — 2001
Bachelor of Engineering (B.E.), Electronics and Telecommunications
South Indian Education Society 1995 — 1997
High School
Heather Horazuk's RBC Wealth Management Experience December 2001 - Present
Job
Industry Information Services
Experience
RBC Wealth Management December 2001 - Present
RBC Dain Rauscher July 1999 - December 2001
TekSystems October 1998 - July 1999
kidBoard, Inc. December 1997 - October 1998
Skills
CISSP, CISA
Education
Brown College 1997 — 1998
PC/LAN
Bemidji State University 1993 — 1996
Mass Communications
RBC Wealth Management December 2001 - Present
RBC Dain Rauscher July 1999 - December 2001
TekSystems October 1998 - July 1999
kidBoard, Inc. December 1997 - October 1998
Skills
CISSP, CISA
Education
Brown College 1997 — 1998
PC/LAN
Bemidji State University 1993 — 1996
Mass Communications
Douglas Lochowski-Haney's RBC Wealth Management Experience March 2015 - August 2015
Job
Industry Investment Banking
Experience
Target August 2015 - Present
RBC Wealth Management March 2015 - August 2015
RBC Wealth Management December 2013 - March 2015
University of Minnesota May 2012 - January 2014
University of Minnesota - Office of Information Technology December 2010 - December 2012
University of Minnesota December 2006 - December 2010
University of St. Thomas April 2002 - December 2006
School of Education, Univerisity of St. Thomas April 2002 - April 2006
UC Berkeley Extension 1995 - 1997
Skills
Software Engineering, Software Development, Web Applications, Web Development, Java, Design Patterns, SQL, Linux, System Administration, Databases, XML, JavaScript, Apache, Oracle, Database Design, Information Architecture, jQuery, MySQL, Programming, Visio, Subversion, Perl, Agile Methodologies, REST, Data Analysis, JSP, Oracle SQL, Integration, Web Services, Eclipse, Python, CSS3, IT Management, Software Design, Technical Design, HTML, SDLC, Software Project..., Tomcat, Ant, Enterprise Architecture, Ruby on Rails, Groovy, Grails, Chef, WebSphere Application..., WebSphere MQ, WebSphere Message Broker
Education
University of St. Thomas 2003 — 2006
Graduate Certificate
San Francisco State University 1996 — 2000
M.A.
Augsburg College 1987 — 1991
B.A.
Target August 2015 - Present
RBC Wealth Management March 2015 - August 2015
RBC Wealth Management December 2013 - March 2015
University of Minnesota May 2012 - January 2014
University of Minnesota - Office of Information Technology December 2010 - December 2012
University of Minnesota December 2006 - December 2010
University of St. Thomas April 2002 - December 2006
School of Education, Univerisity of St. Thomas April 2002 - April 2006
UC Berkeley Extension 1995 - 1997
Skills
Software Engineering, Software Development, Web Applications, Web Development, Java, Design Patterns, SQL, Linux, System Administration, Databases, XML, JavaScript, Apache, Oracle, Database Design, Information Architecture, jQuery, MySQL, Programming, Visio, Subversion, Perl, Agile Methodologies, REST, Data Analysis, JSP, Oracle SQL, Integration, Web Services, Eclipse, Python, CSS3, IT Management, Software Design, Technical Design, HTML, SDLC, Software Project..., Tomcat, Ant, Enterprise Architecture, Ruby on Rails, Groovy, Grails, Chef, WebSphere Application..., WebSphere MQ, WebSphere Message Broker
Education
University of St. Thomas 2003 — 2006
Graduate Certificate
San Francisco State University 1996 — 2000
M.A.
Augsburg College 1987 — 1991
B.A.
Vladimir Trub's RBC Wealth Management Experience November 2013 - Present
Job at RBC
Industry Banking
Experience
RBC Wealth Management November 2013 - Present
Scotiabank March 2012 - November 2013
Munich Reinsurance Company of Canada August 2010 - February 2012
Scotia Capital January 2010 - July 2010
RBC Dominion Securities 2007 - January 2010
CNA January 2007 - June 2007
CarImpex 2006 - 2007
MFX Fairfax 2002 - 2005
OnX Enterprise Solutions 2000 - 2002
Skills
Agile Methodologies, Microsoft SQL Server, Visual Studio, C#, T-SQL, ASP.NET, Oracle, JavaScript, .NET, MySQL, Programming, Perl, Linux, Java, VB.NET, PL/SQL, Visual Basic, Apache, Eclipse, Java Enterprise Edition, JDBC
Education
Санкт-Петербургский Государственный Морской Технический Университет
MA, Applied Math
RBC Wealth Management November 2013 - Present
Scotiabank March 2012 - November 2013
Munich Reinsurance Company of Canada August 2010 - February 2012
Scotia Capital January 2010 - July 2010
RBC Dominion Securities 2007 - January 2010
CNA January 2007 - June 2007
CarImpex 2006 - 2007
MFX Fairfax 2002 - 2005
OnX Enterprise Solutions 2000 - 2002
Skills
Agile Methodologies, Microsoft SQL Server, Visual Studio, C#, T-SQL, ASP.NET, Oracle, JavaScript, .NET, MySQL, Programming, Perl, Linux, Java, VB.NET, PL/SQL, Visual Basic, Apache, Eclipse, Java Enterprise Edition, JDBC
Education
Санкт-Петербургский Государственный Морской Технический Университет
MA, Applied Math
Duke Tran's RBC Wealth Management Experience 2009 - Present
Job Vice President Investments at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2009 - Present
Merrill Lynch August 1999 - February 2009
Skills
Investments, Wealth Management, Series 7, Securities, Alternative Investments, Capital Markets, Financial Services, Finance, CRM, Strategic Planning, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Portfolio Management
Education
Baylor University - Hankamer School of Business 1994 — 1999
Bachelor of Fine Arts (BFA), Finance
RBC Wealth Management 2009 - Present
Merrill Lynch August 1999 - February 2009
Skills
Investments, Wealth Management, Series 7, Securities, Alternative Investments, Capital Markets, Financial Services, Finance, CRM, Strategic Planning, Loans, Mutual Funds, Retirement Planning, Asset Allocation, Series 63, Financial Advisory, Investment Advisory, Portfolio Management
Education
Baylor University - Hankamer School of Business 1994 — 1999
Bachelor of Fine Arts (BFA), Finance
John Sojecki M. Sc.'s RBC Wealth Management Experience March 2015 - Present
Job Senior Technical Analyst at RBC
Industry Information Technology and Services
Experience
RBC Wealth Management March 2015 - Present
Comarch May 2013 - October 2014
Rogers Communications May 2013 - October 2014
Loblaw Companies Limited August 2011 - April 2013
Loblaw Companies Limited June 2008 - August 2011
ComponentSoftArts October 2007 - June 2008
Innovapost 2003 - 2007
Purolator Courier 1995 - 2003
Parmalat 1991 - 1995
Skills
Integration, Databases, Troubleshooting, Servers, Architecture, Data Modeling, Oracle, SDLC, Program Management, Software Project..., Testing, Software Development, Business Analysis, Data Warehousing, Architectures, Enterprise Architecture, ETL, Operating Systems, Project Management, Java Enterprise Edition, Requirements Analysis, Business Intelligence, Systems Analysis
Education
AGH University of Science and Technology
Master of Science, Computer Science
University of Toronto
Diploma, Master of Science in Computer Science
RBC Wealth Management March 2015 - Present
Comarch May 2013 - October 2014
Rogers Communications May 2013 - October 2014
Loblaw Companies Limited August 2011 - April 2013
Loblaw Companies Limited June 2008 - August 2011
ComponentSoftArts October 2007 - June 2008
Innovapost 2003 - 2007
Purolator Courier 1995 - 2003
Parmalat 1991 - 1995
Skills
Integration, Databases, Troubleshooting, Servers, Architecture, Data Modeling, Oracle, SDLC, Program Management, Software Project..., Testing, Software Development, Business Analysis, Data Warehousing, Architectures, Enterprise Architecture, ETL, Operating Systems, Project Management, Java Enterprise Edition, Requirements Analysis, Business Intelligence, Systems Analysis
Education
AGH University of Science and Technology
Master of Science, Computer Science
University of Toronto
Diploma, Master of Science in Computer Science
Lorraine Chan's RBC Wealth Management Experience January 2011 - Present
Job Sponsorship Marketing Manager, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2011 - Present
RBC February 2006 - January 2011
MTS Allstream September 1998 - December 2004
Skills
Community Relations, Event Marketing Strategy, Event Management, Employee Engagement, Sponsorship Marketing, Brand Management, Sponsorship
Education
University of Waterloo - St. Paul's University College 1989 — 1994
Honours Bachelor of Arts, Rhetoric and Professional Writing
RBC Wealth Management January 2011 - Present
RBC February 2006 - January 2011
MTS Allstream September 1998 - December 2004
Skills
Community Relations, Event Marketing Strategy, Event Management, Employee Engagement, Sponsorship Marketing, Brand Management, Sponsorship
Education
University of Waterloo - St. Paul's University College 1989 — 1994
Honours Bachelor of Arts, Rhetoric and Professional Writing
Mike Govenat's RBC Wealth Management Experience March 2011 - Present
Job Manager, Managed Accounts at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2011 - Present
RBC Wealth Management October 2006 - March 2011
RBC Dain Rauscher August 2005 - October 2006
RBC Dain Rauscher July 2004 - August 2005
Education
Benedictine University 2001 — 2002
B.S., Business Administration
Bradley University 1995 — 1998
Business Administration / Finance
RBC Wealth Management March 2011 - Present
RBC Wealth Management October 2006 - March 2011
RBC Dain Rauscher August 2005 - October 2006
RBC Dain Rauscher July 2004 - August 2005
Education
Benedictine University 2001 — 2002
B.S., Business Administration
Bradley University 1995 — 1998
Business Administration / Finance
Jerry DeMaster's RBC Wealth Management Experience 2000 - 2009
Job Sr. Software Consultant
Industry Information Technology and Services
Experience
Wells Fargo 2009 - Present
RBC Dain Rauscher 2000 - 2009
RBC Wealth Management 2000 - 2009
Piper Jaffrray 2000 - 2001
US Bank 1999 - 2001
US Postal Service 1988 - 1999
The Pillsbury Company 1987 - 1999
GE Capital 1988 - 1993
Coast to Coast Hardwere 1984 - 1987
Skills
SDLC, Business Analysis, Agile Methodologies, Data Warehousing, SOA
Education
The University of North Dakota
Computer Science
Bemidji State University
BS
Drake University
MA
Wells Fargo 2009 - Present
RBC Dain Rauscher 2000 - 2009
RBC Wealth Management 2000 - 2009
Piper Jaffrray 2000 - 2001
US Bank 1999 - 2001
US Postal Service 1988 - 1999
The Pillsbury Company 1987 - 1999
GE Capital 1988 - 1993
Coast to Coast Hardwere 1984 - 1987
Skills
SDLC, Business Analysis, Agile Methodologies, Data Warehousing, SOA
Education
The University of North Dakota
Computer Science
Bemidji State University
BS
Drake University
MA
Kevin McDevitt, CFA, CAIA's RBC Wealth Management Experience 2009 - Present
Job Manager, Advisory Research at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management 2009 - Present
RBC Wealth Management 2006 - 2009
RBC Wealth Management 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Investments, Investment Advisory, Asset Managment, Investment Management, Wealth Management, Fixed Income, Series 63, Bloomberg, Morningstar, Securities, ETFs
Education
Augustana College (SD) 1993 — 1997
BA, Finance
University of St. Thomas - Opus College of Business
MBA, Finance
RBC Wealth Management 2009 - Present
RBC Wealth Management 2006 - 2009
RBC Wealth Management 2000 - 2006
Skills
Alternative Investments, Mutual Funds, Asset Allocation, Series 7, Hedge Funds, Investment Strategies, Equities, Portfolio Management, Investments, Investment Advisory, Asset Managment, Investment Management, Wealth Management, Fixed Income, Series 63, Bloomberg, Morningstar, Securities, ETFs
Education
Augustana College (SD) 1993 — 1997
BA, Finance
University of St. Thomas - Opus College of Business
MBA, Finance
Atoosa Farahi's RBC Wealth Management Experience July 2014 - Present
Job Operation Support OfficerPrivate Banking GTR at RBC Wealth Management – Private Banking
Industry Banking
Experience
RBC Wealth Management July 2014 - Present
RBC Wealth Management – Private Banking 2012 - Present
RBC 2008 - 2012
Sazeh consultant Inc. 2002 - 2004
Skills
Credit, Banking, Mortgage Lending, Project Management, Loans, Commercial Banking, Finance, Financial Analysis, Mutual Funds, Lines Of Credit, Portfolio Management, Relationship Management, Retail Banking, Wealth Management, Risk Management
Education
Athabasca University 2013 — 2014
Bachelor of Business Administration (B.B.A.)
Centennial College 2005 — 2008
Human Resources Management/Personnel Administration, General
RBC Wealth Management July 2014 - Present
RBC Wealth Management – Private Banking 2012 - Present
RBC 2008 - 2012
Sazeh consultant Inc. 2002 - 2004
Skills
Credit, Banking, Mortgage Lending, Project Management, Loans, Commercial Banking, Finance, Financial Analysis, Mutual Funds, Lines Of Credit, Portfolio Management, Relationship Management, Retail Banking, Wealth Management, Risk Management
Education
Athabasca University 2013 — 2014
Bachelor of Business Administration (B.B.A.)
Centennial College 2005 — 2008
Human Resources Management/Personnel Administration, General
Brad Peper's RBC Wealth Management Experience June 2011 - Present
Job Program Manager at RBC Wealth Management
Industry Computer Software
Experience
RBC Wealth Management June 2011 - Present
Wells Fargo May 2010 - June 2011
RBC Wealth Management 2006 - May 2010
GMAC-RFC 2005 - 2006
McKesson Corporation 2001 - 2005
GE Capital IT Solutions 1997 - 2001
Education
Bethel University 2005 — 2008
MBA, Application Technology
Augsburg College
BA in MIS, Management Information Systems
RBC Wealth Management June 2011 - Present
Wells Fargo May 2010 - June 2011
RBC Wealth Management 2006 - May 2010
GMAC-RFC 2005 - 2006
McKesson Corporation 2001 - 2005
GE Capital IT Solutions 1997 - 2001
Education
Bethel University 2005 — 2008
MBA, Application Technology
Augsburg College
BA in MIS, Management Information Systems
Kerri Kangas's RBC Wealth Management Experience April 2013 - Present
Job financial analyst at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management April 2013 - Present
rbc capital markets June 1998 - Present
Education
University of St. Thomas - Opus College of Business 2002 — 2007
MBA, Accounting
Augsburg College 1994 — 1998
BA, Accounting
RBC Wealth Management April 2013 - Present
rbc capital markets June 1998 - Present
Education
University of St. Thomas - Opus College of Business 2002 — 2007
MBA, Accounting
Augsburg College 1994 — 1998
BA, Accounting
Steven Spino's RBC Wealth Management Experience January 2003 - Present
Job CP Trading at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management January 2003 - Present
RBC Wealth Management 2003 - Present
Education
Bentley University 1999 — 2003
RBC Wealth Management January 2003 - Present
RBC Wealth Management 2003 - Present
Education
Bentley University 1999 — 2003
Mustapha Bedja's RBC Wealth Management Experience October 2012 - Present
Job Program Test Manager at Scotiabank
Industry Financial Services
Experience
Scotiabank March 2014 - Present
RBC Wealth Management October 2012 - Present
CGI October 2010 - March 2012
RBC Capital Markets October 2009 - October 2010
PureFacts Financial Solutions Inc. July 2009 - October 2009
Perimeter Financial August 2006 - March 2009
CIBC April 2004 - August 2006
AIM Trimark Investments January 2003 - April 2004
Skills
Trading Systems, Capital Markets, Electronic Trading, SDLC, Business Analysis, User Acceptance Testing, Quality Center, Requirements Analysis, Requirements Gathering, Test Planning, SQL, QTP
Education
Information Technology Institute 2003 — 2004
Post Graduation, Applied Information Technology
Post Graduation, Water Resources Management Engineering
Institut national d'Agronomie
MSc. Engineering, Water Resources Engineering
Scotiabank March 2014 - Present
RBC Wealth Management October 2012 - Present
CGI October 2010 - March 2012
RBC Capital Markets October 2009 - October 2010
PureFacts Financial Solutions Inc. July 2009 - October 2009
Perimeter Financial August 2006 - March 2009
CIBC April 2004 - August 2006
AIM Trimark Investments January 2003 - April 2004
Skills
Trading Systems, Capital Markets, Electronic Trading, SDLC, Business Analysis, User Acceptance Testing, Quality Center, Requirements Analysis, Requirements Gathering, Test Planning, SQL, QTP
Education
Information Technology Institute 2003 — 2004
Post Graduation, Applied Information Technology
Post Graduation, Water Resources Management Engineering
Institut national d'Agronomie
MSc. Engineering, Water Resources Engineering
Nicole J Dunham's RBC Wealth Management Experience July 2014 - Present
Job Vice President, Fixed Income Business Development Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2014 - Present
Skills
Bonds, Fixed Income, Structured Products, MBA, Series 7, Series 63, Cross-cultural..., Geographic Expansion, Emerging Markets, Risk Management, Commercial Paper, UIT, Preferred Stock, Equity Derivatives, Analytic Thinking, International, Cross Functional..., Product Development, Wealth Management, Alternative Investments, Capital Markets, Derivatives, Equities, FX Options, Financial Advisory, Investments, Securities
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
Arizona State University - W. P. Carey School of Business 2001 — 2005
BA, Finance
RBC Wealth Management July 2014 - Present
Skills
Bonds, Fixed Income, Structured Products, MBA, Series 7, Series 63, Cross-cultural..., Geographic Expansion, Emerging Markets, Risk Management, Commercial Paper, UIT, Preferred Stock, Equity Derivatives, Analytic Thinking, International, Cross Functional..., Product Development, Wealth Management, Alternative Investments, Capital Markets, Derivatives, Equities, FX Options, Financial Advisory, Investments, Securities
Education
University of Minnesota - Carlson School of Management 2007 — 2010
MBA
Arizona State University - W. P. Carey School of Business 2001 — 2005
BA, Finance
Dana Vladutu's RBC Wealth Management Experience 2008 - Present
Job QA Team Lead at RBC
Industry Information Technology and Services
Experience
RBC Wealth Management 2008 - Present
Munich Re September 2007 - May 2008
Filogix October 2006 - November 2007
PeopleSoft Canada 2001 - 2007
Versa Systems February 2005 - October 2005
Oracle/Numetrix March 2000 - February 2005
Versa Systems, Toronto 2004 - 2005
Oracle 2000 - 2004
MapFusion 2002 - 2002
BeMany 1999 - 2000
Skills
Test Planning, Quality Assurance, Test Cases, Software Quality..., Regression Testing, Quality Center, Test Automation, SDLC, User Acceptance Testing, Test Management, Agile Methodologies, System Testing, SQL, QTP, Business Requirements, Business Analysis, Agile Project Management, Requirements Gathering, JIRA, Manual Testing, Scrum, Software Project..., Requirements Analysis, Testing, Integration, Waterfall, Test Strategy, XML, UML, DB2, Defect Tracking, CMMI, Unix, Visio, HP QTP, HP Quality Center
Education
University of Toronto 2008 — 2009
PM, Project Manager
1982 — 1990
Mechanical Engineer
RBC Wealth Management 2008 - Present
Munich Re September 2007 - May 2008
Filogix October 2006 - November 2007
PeopleSoft Canada 2001 - 2007
Versa Systems February 2005 - October 2005
Oracle/Numetrix March 2000 - February 2005
Versa Systems, Toronto 2004 - 2005
Oracle 2000 - 2004
MapFusion 2002 - 2002
BeMany 1999 - 2000
Skills
Test Planning, Quality Assurance, Test Cases, Software Quality..., Regression Testing, Quality Center, Test Automation, SDLC, User Acceptance Testing, Test Management, Agile Methodologies, System Testing, SQL, QTP, Business Requirements, Business Analysis, Agile Project Management, Requirements Gathering, JIRA, Manual Testing, Scrum, Software Project..., Requirements Analysis, Testing, Integration, Waterfall, Test Strategy, XML, UML, DB2, Defect Tracking, CMMI, Unix, Visio, HP QTP, HP Quality Center
Education
University of Toronto 2008 — 2009
PM, Project Manager
1982 — 1990
Mechanical Engineer
Courtney E. Allen's RBC Wealth Management Experience November 2012 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management April 2010 - November 2012
The Vanguard Group October 2008 - April 2010
Skills
Series 7, Series 66, Investment Advisory, Wealth Management..., Finance, Financial Advisory, Pensions, CRM, Investment Strategies, Equities, Training, Hedge Funds, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
Bachelor of Science
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management April 2010 - November 2012
The Vanguard Group October 2008 - April 2010
Skills
Series 7, Series 66, Investment Advisory, Wealth Management..., Finance, Financial Advisory, Pensions, CRM, Investment Strategies, Equities, Training, Hedge Funds, Fixed Income
Education
Arizona State University - W. P. Carey School of Business 2004 — 2008
Bachelor of Science
Bryan Pedersen's RBC Wealth Management Experience November 1998 - Present
Job Senior Vice President Financial Advisor, Senior Consulting Group, Accredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 1998 - Present
Wyoming MMA Commission May 2014 - Present
American Council of Young Political Leaders December 2005 - January 2013
Wyoming State Legislature January 2009 - December 2012
American Swiss Foundation 2011 - 2011
Wyoming State Legislature January 2005 - December 2006
Education
Le Cordon Bleu London 1998 — 1998
French Cuisine
University of Wyoming 1993 — 1998
Bachelor's Degree
RBC Wealth Management November 1998 - Present
Wyoming MMA Commission May 2014 - Present
American Council of Young Political Leaders December 2005 - January 2013
Wyoming State Legislature January 2009 - December 2012
American Swiss Foundation 2011 - 2011
Wyoming State Legislature January 2005 - December 2006
Education
Le Cordon Bleu London 1998 — 1998
French Cuisine
University of Wyoming 1993 — 1998
Bachelor's Degree
Suraj Gupta's RBC Wealth Management Experience May 2014 - February 2015
Job Senior Business Analyst at TD Securities
Industry Management Consulting
Experience
TD Securities, Capital Markets Risk Management February 2015 - Present
RBC Wealth Management May 2014 - February 2015
Scotia iTRADE June 2013 - April 2014
Capco October 2012 - May 2013
CGI February 2012 - October 2012
Sapient Global Markets August 2010 - January 2012
Sun Life Financial September 2009 - August 2010
su mitra Inc. May 2009 - August 2009
Tata Consultancy Services May 2005 - July 2008
Skills
Financial Analysis, Capital Markets, Equities, Risk Management, Derivatives, Business Analysis, Management Consulting, Risk, Business Design, Business Strategy, FX, Fixed Income, Trading, Business Planning, Securities, Financial Planning, Strategic Consulting, People Management, Problem Solving, Requirements Analysis, Systems Analysis, Banking, Bonds, Regulatory Requirements, Regulatory Analysis, Strategic Financial..., FX Options, Management, Financial Risk, Business Requirements, Analysis, Valuation, Financial Modeling, Team Management, Strategy, Leadership, Business Process..., Investment Banking, Requirements Gathering, Portfolio Management, Market Risk, SDLC, Business Process, Business Transformation, PMO, Trading Systems, Wealth Management, Consulting, Financial Services, IT Strategy
Education
CFA Institute, VA, USA 2010 — 2010
University of Toronto - Rotman School of Management 2008 — 2010
Master of Business Administration (MBA)
Amravati University 2000 — 2004
B.E, Electronics & Telecommunication Engineering
Banasthali Public School 1996 — 1998
High School, Science
TD Securities, Capital Markets Risk Management February 2015 - Present
RBC Wealth Management May 2014 - February 2015
Scotia iTRADE June 2013 - April 2014
Capco October 2012 - May 2013
CGI February 2012 - October 2012
Sapient Global Markets August 2010 - January 2012
Sun Life Financial September 2009 - August 2010
su mitra Inc. May 2009 - August 2009
Tata Consultancy Services May 2005 - July 2008
Skills
Financial Analysis, Capital Markets, Equities, Risk Management, Derivatives, Business Analysis, Management Consulting, Risk, Business Design, Business Strategy, FX, Fixed Income, Trading, Business Planning, Securities, Financial Planning, Strategic Consulting, People Management, Problem Solving, Requirements Analysis, Systems Analysis, Banking, Bonds, Regulatory Requirements, Regulatory Analysis, Strategic Financial..., FX Options, Management, Financial Risk, Business Requirements, Analysis, Valuation, Financial Modeling, Team Management, Strategy, Leadership, Business Process..., Investment Banking, Requirements Gathering, Portfolio Management, Market Risk, SDLC, Business Process, Business Transformation, PMO, Trading Systems, Wealth Management, Consulting, Financial Services, IT Strategy
Education
CFA Institute, VA, USA 2010 — 2010
University of Toronto - Rotman School of Management 2008 — 2010
Master of Business Administration (MBA)
Amravati University 2000 — 2004
B.E, Electronics & Telecommunication Engineering
Banasthali Public School 1996 — 1998
High School, Science
Liza DePinto's RBC Wealth Management Experience April 2001 - Present
Job Senior Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2001 - Present
Education
Arizona State University
Bachelor of Science (B.S.), Business Administration and H.R., Minor in Engineering
RBC Wealth Management April 2001 - Present
Education
Arizona State University
Bachelor of Science (B.S.), Business Administration and H.R., Minor in Engineering
Ernest Wiafe's RBC Wealth Management Experience July 2013 - August 2015
Job Attorney at Ernest Wiafe Law LLC
Industry Law Practice
Experience
Ernest Wiafe Law LLC August 2014 - Present
RBC Wealth Management July 2013 - August 2015
Immigrant Law Center of Minnesota and Mid-Minnesota Legal Aid July 2014 - September 2014
TCF Bank June 2011 - July 2013
Globe University- Minnesota School of Business Plymouth Campus December 2012 - March 2013
United States Department of Labor, Office of the Solicitor January 2010 - May 2010
Howrey LLP May 2009 - August 2009
Southern Minnesota Regional Legal Services, Inc. May 2008 - August 2009
Fink & Platz Law Office. August 2008 - December 2008
Minnesota Judicial District, Fifth Judicial District Honorable Allison Krehbiel January 2008 - July 2008
Skills
Employment Law, Courts, Criminal Law, Employee Relations, Family Law, Litigation, AML, Private Investigations, Government, Bankruptcy, Trials, Legal Writing, Legal Research, Motions, Immigration Law, Civil Litigation, Westlaw
Education
Saint John's University 2007 — 2010
Juris Doctor, Employment law, Immigration, Labor Law and Banking Compliance
Baruch College
Ernest Wiafe Law LLC August 2014 - Present
RBC Wealth Management July 2013 - August 2015
Immigrant Law Center of Minnesota and Mid-Minnesota Legal Aid July 2014 - September 2014
TCF Bank June 2011 - July 2013
Globe University- Minnesota School of Business Plymouth Campus December 2012 - March 2013
United States Department of Labor, Office of the Solicitor January 2010 - May 2010
Howrey LLP May 2009 - August 2009
Southern Minnesota Regional Legal Services, Inc. May 2008 - August 2009
Fink & Platz Law Office. August 2008 - December 2008
Minnesota Judicial District, Fifth Judicial District Honorable Allison Krehbiel January 2008 - July 2008
Skills
Employment Law, Courts, Criminal Law, Employee Relations, Family Law, Litigation, AML, Private Investigations, Government, Bankruptcy, Trials, Legal Writing, Legal Research, Motions, Immigration Law, Civil Litigation, Westlaw
Education
Saint John's University 2007 — 2010
Juris Doctor, Employment law, Immigration, Labor Law and Banking Compliance
Baruch College
anna komisarenko's RBC Wealth Management Experience January 2010 - Present
Job at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management January 2010 - Present
RBC Royal Bank May 2006 - January 2011
RBC Royal Bank November 2004 - May 2006
Education
Zaporizhzhya National Technical University 1994 — 1999
BS, Finance
secondary school in Z
RBC Wealth Management January 2010 - Present
RBC Royal Bank May 2006 - January 2011
RBC Royal Bank November 2004 - May 2006
Education
Zaporizhzhya National Technical University 1994 — 1999
BS, Finance
secondary school in Z
Stan Rulyov, PMP's RBC Wealth Management Experience 2013 - Present
Job IT Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2013 - Present
RBC Capital Markets 2010 - 2013
Bank of America 2008 - 2010
Merrill Lynch 2006 - 2008
Accenture Technology Solutions 2005 - 2006
Siemens 2004 - 2005
PricesCatalog 2002 - 2004
Ukrtelecom 1996 - 2002
Skills
ITIL, SDLC, MS Project, IT Management, Change Management, PMP, Outsourcing, Business Management, Team Leadership, Software Project..., IT Strategy, Systems Analysis, Databases, Vendor Relations, Architecture, Software Development, Operations Management, Planning, Business Analysis, Requirements Analysis, Unix, XML, Process Engineering, Program Management, Process Improvement, Business Intelligence, Windows, Java, Customer Relations, Servers, PL/SQL, Visio, Risk Management, SQL, Integration, PMO, Agile, Business Process, IT Operations, Service Delivery, Enterprise Architecture, Requirements Gathering, Project Planning, IT Governance, Application Development, Quality Assurance, Deployment, Project Portfolio..., Agile Project Management, IT Service Management
Education
Canadian Securities Institute 2009 — 2010
Canadian Securities Course
Humber College 2009 — 2010
Project Management
APM Group 2008 — 2008
ITIL
Sevastopol State Technical University 1990 — 1996
Master, computer science
RBC Wealth Management 2013 - Present
RBC Capital Markets 2010 - 2013
Bank of America 2008 - 2010
Merrill Lynch 2006 - 2008
Accenture Technology Solutions 2005 - 2006
Siemens 2004 - 2005
PricesCatalog 2002 - 2004
Ukrtelecom 1996 - 2002
Skills
ITIL, SDLC, MS Project, IT Management, Change Management, PMP, Outsourcing, Business Management, Team Leadership, Software Project..., IT Strategy, Systems Analysis, Databases, Vendor Relations, Architecture, Software Development, Operations Management, Planning, Business Analysis, Requirements Analysis, Unix, XML, Process Engineering, Program Management, Process Improvement, Business Intelligence, Windows, Java, Customer Relations, Servers, PL/SQL, Visio, Risk Management, SQL, Integration, PMO, Agile, Business Process, IT Operations, Service Delivery, Enterprise Architecture, Requirements Gathering, Project Planning, IT Governance, Application Development, Quality Assurance, Deployment, Project Portfolio..., Agile Project Management, IT Service Management
Education
Canadian Securities Institute 2009 — 2010
Canadian Securities Course
Humber College 2009 — 2010
Project Management
APM Group 2008 — 2008
ITIL
Sevastopol State Technical University 1990 — 1996
Master, computer science
Angie Soriano's RBC Wealth Management Experience May 2006 - Present
Job Vice President at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management May 2006 - Present
Advest, Inc. 2001 - 2003
Prudential Securities April 1985 - January 2001
Skills
Trading, Series 7, Series 63, Wealth Management, Electronic Trading, Bonds, FINRA, Fixed Income, Capital Markets, Financial Markets, Bloomberg
Education
Albright College 1980 — 1984
B.S., Business, Sociology
RBC Wealth Management May 2006 - Present
Advest, Inc. 2001 - 2003
Prudential Securities April 1985 - January 2001
Skills
Trading, Series 7, Series 63, Wealth Management, Electronic Trading, Bonds, FINRA, Fixed Income, Capital Markets, Financial Markets, Bloomberg
Education
Albright College 1980 — 1984
B.S., Business, Sociology
Roberta Ruddy's RBC Wealth Management Experience 2009 - Present
Job DIRECTOR at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management 2009 - Present
Citi 2001 - 2009
JP Morgan Chase 2000 - 2001
Skills
High Net Worth..., Wealth Management..., Trusts, Financial Advisory, Investments, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Hedge Funds, Wealth, Portfolio Management, Trust Services, Private Banking, Banking, Investment Advisory, Tax, Investment Strategies, Estate Planning, Investment Management
Education
Barnard College
Bachelor's Degree, French Language and Literature, Magna cum laude
Columbia Law School
JD
Columbia University Graduate School of Arts and Sciences
Master's degree, French Language and Literature
RBC Wealth Management 2009 - Present
Citi 2001 - 2009
JP Morgan Chase 2000 - 2001
Skills
High Net Worth..., Wealth Management..., Trusts, Financial Advisory, Investments, Asset Allocation, Alternative Investments, Asset Management, Wealth Management, Hedge Funds, Wealth, Portfolio Management, Trust Services, Private Banking, Banking, Investment Advisory, Tax, Investment Strategies, Estate Planning, Investment Management
Education
Barnard College
Bachelor's Degree, French Language and Literature, Magna cum laude
Columbia Law School
JD
Columbia University Graduate School of Arts and Sciences
Master's degree, French Language and Literature
Jason Braunstein's RBC Wealth Management Experience August 2010 - Present
Job Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
UBS Financial Services Inc. 2001 - 2005
Morgan Stanley 1994 - 2001
Education
Arizona State University 1988 — 1994
Bachelor of Science (B.S.), Finance, General
Arizona State University - W. P. Carey School of Business 1987 — 1994
Finance, Finance
RBC Wealth Management August 2010 - Present
Morgan Stanley Smith Barney 2004 - 2010
UBS Financial Services Inc. 2001 - 2005
Morgan Stanley 1994 - 2001
Education
Arizona State University 1988 — 1994
Bachelor of Science (B.S.), Finance, General
Arizona State University - W. P. Carey School of Business 1987 — 1994
Finance, Finance
Daniel Dioguardi's RBC Wealth Management Experience Vice President - Financial ConsultantSmith BarneyJuly 1996 - February 2009
Job First Vice President RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Vice President - Financial ConsultantSmith BarneyJuly 1996 - February 2009
Skills
Investments, Retirement Planning, Portfolio Management, Financial Planning, Securities, Woodworking, Beekeeping, Rental Real Estate
Education
Baylor University - Hankamer School of Business 1992 — 1993
Masters, Taxation
University of Louisiana at Lafayette 1988 — 1992
BS, Accounting
RBC Wealth Management Vice President - Financial ConsultantSmith BarneyJuly 1996 - February 2009
Skills
Investments, Retirement Planning, Portfolio Management, Financial Planning, Securities, Woodworking, Beekeeping, Rental Real Estate
Education
Baylor University - Hankamer School of Business 1992 — 1993
Masters, Taxation
University of Louisiana at Lafayette 1988 — 1992
BS, Accounting
Florence-Marie TCHOULACK's RBC Wealth Management Experience August 2013 - March 2014
Job Trade Officer chez RBC
Industry Banking
Experience
RBC June 2014 - Present
RBC March 2014 - June 2014
RBC Wealth Management August 2013 - March 2014
SAWER August 2012 - April 2013
Richtree Market Restaurants October 2011 - March 2012
Ministry of the Environment May 2011 - August 2011
National Money Mart January 2009 - April 2011
Skills
Journal Entries, Microsoft Excel, Business Strategy, Accounts Payable, Account Reconciliation, Job Coaching, IFRS, Invoice Processing, Canadian GAAP, Visio, Management, Risk Management
Education
University of Toronto 2014 — 2015
Certificate in Business Analysis, Information Technology, B
Université de Montréal - HEC Montréal 2009 — 2011
Certificate, Accounting
EMLV - École de Management Léonard de Vinci 2005 — 2006
Post Graduate, Financial controlling and Auditing, B
RBC June 2014 - Present
RBC March 2014 - June 2014
RBC Wealth Management August 2013 - March 2014
SAWER August 2012 - April 2013
Richtree Market Restaurants October 2011 - March 2012
Ministry of the Environment May 2011 - August 2011
National Money Mart January 2009 - April 2011
Skills
Journal Entries, Microsoft Excel, Business Strategy, Accounts Payable, Account Reconciliation, Job Coaching, IFRS, Invoice Processing, Canadian GAAP, Visio, Management, Risk Management
Education
University of Toronto 2014 — 2015
Certificate in Business Analysis, Information Technology, B
Université de Montréal - HEC Montréal 2009 — 2011
Certificate, Accounting
EMLV - École de Management Léonard de Vinci 2005 — 2006
Post Graduate, Financial controlling and Auditing, B
Michele Malerba's RBC Wealth Management Experience June 2004 - February 2013
Job SAHM, Online Marketing Assistant
Industry Financial Services
Experience
RBC Wealth Management June 2004 - February 2013
Skills
Asset Management, Outlook, Microsoft Excel, Due Diligence, Microsoft Office, Microsoft Word, Administrative..., Business Strategy, Securities, Event Planning
Education
Berkeley College
Berkeley College-New York
Associate's degree, Paralegal
RBC Wealth Management June 2004 - February 2013
Skills
Asset Management, Outlook, Microsoft Excel, Due Diligence, Microsoft Office, Microsoft Word, Administrative..., Business Strategy, Securities, Event Planning
Education
Berkeley College
Berkeley College-New York
Associate's degree, Paralegal
Rob Stine's RBC Wealth Management Experience October 2006 - February 2010
Job Business Development Associate at James O'Brien Associates, Inc. exclusive agents for Coface North America
Industry International Trade and Development
Experience
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
James O'Brien Associates March 2015 - Present
Sterne Agee April 2013 - March 2015
National Securities February 2010 - April 2013
RBC Wealth Management October 2006 - February 2010
Mesirow Financial August 2005 - October 2006
Briefing.com August 2004 - August 2005
Education
American University 2002 — 2004
Master's Degree, Financial Economics
Calvin College 1998 — 2002
Bachelor of Arts, Business Administration and Management, General
Paulina Fernandez Hazoury's RBC Wealth Management Experience July 2011 - August 2011
Job Business Administration Professional
Industry Business Supplies and Equipment
Experience
Nordstrom June 2012 - July 2012
Larsen MacColl Partners January 2012 - May 2012
Babson College February 2011 - May 2012
RBC Wealth Management July 2011 - August 2011
La Gran Via June 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Bloomberg, Sales, Customer Service, Minitab, Outlook, Management, Market Research, Retail, Social Media, Competitive Analysis, Supply Chain Management, Teaching, Spanish
Education
Harvard University 2013 — 2015
Master's degree, Management, General
Le Cordon Bleu College of Culinary Arts 2014 — 2014
Certificate in Patisserie & Baking
Babson College 2009 — 2013
Bachelor of Science, Business Administration, Retail and Supply Chain Management
Nordstrom June 2012 - July 2012
Larsen MacColl Partners January 2012 - May 2012
Babson College February 2011 - May 2012
RBC Wealth Management July 2011 - August 2011
La Gran Via June 2009 - August 2010
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, Access, Bloomberg, Sales, Customer Service, Minitab, Outlook, Management, Market Research, Retail, Social Media, Competitive Analysis, Supply Chain Management, Teaching, Spanish
Education
Harvard University 2013 — 2015
Master's degree, Management, General
Le Cordon Bleu College of Culinary Arts 2014 — 2014
Certificate in Patisserie & Baking
Babson College 2009 — 2013
Bachelor of Science, Business Administration, Retail and Supply Chain Management
Jose Asturias Jr's RBC Wealth Management Experience September 2012 - September 2015
Job Senior Associate, Credit Analyst 3 at Citi
Industry Banking
Experience
Citi September 2015 - Present
RBC Wealth Management September 2012 - September 2015
TIFFANY & COMPANY December 2010 - June 2012
HSBC HBEU BANK MALTA PLC December 2009 - September 2010
Arizona Federal Credit Union August 2007 - August 2009
Mesa Public Schools August 2006 - August 2007
Skills
Banking, Credit, Financial Services, Loans, Risk Management, Analysis, Investments, Finance, Microsoft Word, Credit Analysis, Sales, Training, Retail, Customer Service, Portfolio Management, Private Banking, Financial Analysis, Wealth Management, Bloomberg Terminal, Morningstar
Education
Fordham University 2013 — 2016
Bachelor of Arts (BA), Economics
Laguardia Community College 2012 — 2013
Business Administration, Business
Arizona State University 2008 — 2009
BA, Business Economics
Mesa Community College 2006 — 2008
Economics
Citi September 2015 - Present
RBC Wealth Management September 2012 - September 2015
TIFFANY & COMPANY December 2010 - June 2012
HSBC HBEU BANK MALTA PLC December 2009 - September 2010
Arizona Federal Credit Union August 2007 - August 2009
Mesa Public Schools August 2006 - August 2007
Skills
Banking, Credit, Financial Services, Loans, Risk Management, Analysis, Investments, Finance, Microsoft Word, Credit Analysis, Sales, Training, Retail, Customer Service, Portfolio Management, Private Banking, Financial Analysis, Wealth Management, Bloomberg Terminal, Morningstar
Education
Fordham University 2013 — 2016
Bachelor of Arts (BA), Economics
Laguardia Community College 2012 — 2013
Business Administration, Business
Arizona State University 2008 — 2009
BA, Business Economics
Mesa Community College 2006 — 2008
Economics
C. Griffin Roer Jr.'s RBC Wealth Management Experience February 2012 - December 2012
Job Senior SEO Analyst at Ovative/group
Industry Marketing and Advertising
Experience
Ovative/group June 2015 - Present
Snap Agency May 2013 - June 2015
Snap Agency December 2012 - May 2013
RBC Wealth Management February 2012 - December 2012
RBC Wealth Management July 2011 - February 2012
Carolina Capital Markets August 2010 - May 2011
THE CAROLINA INN January 2008 - May 2011
Skills
Web Marketing, SEO, Social Media Marketing, Online Advertising, SEM, New Business Development, E-commerce, Analysis, Digital Marketing, Management, Online Marketing, Portfolio Management
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Economics
Universidad Nacional de Cuyo 2009 — 2009
Universidad de Congreso
Political Science
Ovative/group June 2015 - Present
Snap Agency May 2013 - June 2015
Snap Agency December 2012 - May 2013
RBC Wealth Management February 2012 - December 2012
RBC Wealth Management July 2011 - February 2012
Carolina Capital Markets August 2010 - May 2011
THE CAROLINA INN January 2008 - May 2011
Skills
Web Marketing, SEO, Social Media Marketing, Online Advertising, SEM, New Business Development, E-commerce, Analysis, Digital Marketing, Management, Online Marketing, Portfolio Management
Education
University of North Carolina at Chapel Hill 2007 — 2011
BS, Economics
Universidad Nacional de Cuyo 2009 — 2009
Universidad de Congreso
Political Science
Vanetta English's RBC Wealth Management Experience 2005 - 2006
Job Licensed Agent at New York Life Insurance Company
Industry Financial Services
Experience
New York Life Insurance Company May 2015 - Present
Allstate Insurance, Robert Gigli Agency September 2012 - Present
Citi Personal Wealth Management (formerly Citi Smith Barney) March 2007 - May 2010
Cantor Fitzgerald 2006 - 2006
RBC Wealth Management 2005 - 2006
J.P. Morgan Chase Investments Services Corporation 2002 - 2004
Whale Securities 1997 - 2001
Gruntal & Co. 1993 - 1996
Shearson Lehman Hutton 1988 - 1990
Skills
Series 7, Securities, Equities, Fixed Income, Annuities, Series 63, Series 65, Fixed Annuities, Finance, Wealth Management, Trading, Options, Mutual Funds, Private Equity, FINRA, Portfolio Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Finance
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Hillcrest H.S.
New York Life Insurance Company May 2015 - Present
Allstate Insurance, Robert Gigli Agency September 2012 - Present
Citi Personal Wealth Management (formerly Citi Smith Barney) March 2007 - May 2010
Cantor Fitzgerald 2006 - 2006
RBC Wealth Management 2005 - 2006
J.P. Morgan Chase Investments Services Corporation 2002 - 2004
Whale Securities 1997 - 2001
Gruntal & Co. 1993 - 1996
Shearson Lehman Hutton 1988 - 1990
Skills
Series 7, Securities, Equities, Fixed Income, Annuities, Series 63, Series 65, Fixed Annuities, Finance, Wealth Management, Trading, Options, Mutual Funds, Private Equity, FINRA, Portfolio Management, Financial Services
Education
Baruch College, City University of New York (CUNY) 2001 — 2006
BBA, Finance
City University of New York-Baruch College - Zicklin School of Business
BBA, Finance
Hillcrest H.S.
Crystal Yung's RBC Wealth Management Experience November 2012 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management January 2012 - October 2012
Morgan Stanley Wealth Management May 2007 - January 2012
Skills
Banking, Asset Allocation, Financial Analysis, Portfolio Management, Retirement Planning, Finance, Client Relations Skills, Manage Client..., Microsoft Excel, Microsoft Office, Investments, PowerPoint, Series 7, Equities, Financial Services, Customer Service, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fudan University (Shanghai, China) 2010 — 2010
Finance
Manhattan School of Music Pre-College Division 2004 — 2007
Piano
F.H. LaGuardia High School for Music & Art and Performing Arts 2003 — 2007
HS Diploma, Instrumental - piano
RBC Wealth Management November 2012 - Present
Morgan Stanley Wealth Management January 2012 - October 2012
Morgan Stanley Wealth Management May 2007 - January 2012
Skills
Banking, Asset Allocation, Financial Analysis, Portfolio Management, Retirement Planning, Finance, Client Relations Skills, Manage Client..., Microsoft Excel, Microsoft Office, Investments, PowerPoint, Series 7, Equities, Financial Services, Customer Service, Microsoft Word
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Fudan University (Shanghai, China) 2010 — 2010
Finance
Manhattan School of Music Pre-College Division 2004 — 2007
Piano
F.H. LaGuardia High School for Music & Art and Performing Arts 2003 — 2007
HS Diploma, Instrumental - piano
Gabriela Nitu's RBC Wealth Management Experience August 2013 - Present
Job Manager, Credit Structures at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management August 2013 - Present
RBC November 2011 - August 2013
RBC January 2009 - November 2011
RBC March 2007 - January 2009
Skills
Commercial Banking, Retail Banking, Lines Of Credit, Credit Analysis, Consumer Lending, Team Building, Management, Team Leadership, Change Management, Sales, Credit, Leadership Development, Banking, Business Strategy, Coaching, Financial Analysis, Small Business, Small Business Lending
Education
ICF
ACC credential, Coaching
Coach U 2011 — 2011
Coaching
Academia de Studii Economice din București 1992 — 1998
Bachelor of Commerce (B.Com.)
RBC Wealth Management August 2013 - Present
RBC November 2011 - August 2013
RBC January 2009 - November 2011
RBC March 2007 - January 2009
Skills
Commercial Banking, Retail Banking, Lines Of Credit, Credit Analysis, Consumer Lending, Team Building, Management, Team Leadership, Change Management, Sales, Credit, Leadership Development, Banking, Business Strategy, Coaching, Financial Analysis, Small Business, Small Business Lending
Education
ICF
ACC credential, Coaching
Coach U 2011 — 2011
Coaching
Academia de Studii Economice din București 1992 — 1998
Bachelor of Commerce (B.Com.)
Charles Hubbard's RBC Wealth Management Experience March 2013 - Present
Job Sales Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2013 - Present
Vanguard August 2012 - January 2013
Fox Sports Arizona January 2012 - May 2012
RBC Wealth Management June 2011 - December 2011
Tempe Recreation Department June 2010 - June 2011
Oakland Athletics January 2011 - April 2011
California Golf Club September 2008 - December 2009
Skills
Word, PowerPoint, Outlook, Excel, Microsoft Office, Interpersonal Skill, Leadership, Human Relationship, Coaching, Business Communications, Time Management, Team Building, Microsoft Word, Public Speaking, Social Networking
Education
Arizona State University 2007 — 2012
BS in Communications & Minor in Sociology
Burlingame High School 2003 — 2007
RBC Wealth Management March 2013 - Present
Vanguard August 2012 - January 2013
Fox Sports Arizona January 2012 - May 2012
RBC Wealth Management June 2011 - December 2011
Tempe Recreation Department June 2010 - June 2011
Oakland Athletics January 2011 - April 2011
California Golf Club September 2008 - December 2009
Skills
Word, PowerPoint, Outlook, Excel, Microsoft Office, Interpersonal Skill, Leadership, Human Relationship, Coaching, Business Communications, Time Management, Team Building, Microsoft Word, Public Speaking, Social Networking
Education
Arizona State University 2007 — 2012
BS in Communications & Minor in Sociology
Burlingame High School 2003 — 2007
Kayla Kirchoff's RBC Wealth Management Experience June 2014 - Present
Job Senior Associate Bonds Payable at RBC
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Wells Fargo February 2013 - Present
Newgate Education August 2012 - May 2013
Ameriprise Financial January 2012 - May 2012
Caribou Coffee January 2008 - January 2012
Northwestern Mutual May 2011 - August 2011
Lifetime Fitness January 2010 - April 2010
Target January 2007 - January 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, NaviPlan, Data Entry, SEI Trust 3000, Communication Skills, TLMS
Education
Hamline University 2009 — 2012
Finance (B.B.A.), Graduated
Anoka Ramsey Community College
RBC Wealth Management June 2014 - Present
Wells Fargo February 2013 - Present
Newgate Education August 2012 - May 2013
Ameriprise Financial January 2012 - May 2012
Caribou Coffee January 2008 - January 2012
Northwestern Mutual May 2011 - August 2011
Lifetime Fitness January 2010 - April 2010
Target January 2007 - January 2008
Skills
Customer Service, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, NaviPlan, Data Entry, SEI Trust 3000, Communication Skills, TLMS
Education
Hamline University 2009 — 2012
Finance (B.B.A.), Graduated
Anoka Ramsey Community College
Alex Yang, CFP's RBC Wealth Management Experience March 2012 - Present
Job Financial Planner at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management March 2012 - Present
RBC November 2007 - February 2012
RBC January 2006 - October 2007
RBC May 2004 - December 2005
Education
Chongqing University of Post and Telecommunications 1986 — 1990
Bachelor's degree, Telecommunications Engineering
Humber College
Financial Services
RBC Wealth Management March 2012 - Present
RBC November 2007 - February 2012
RBC January 2006 - October 2007
RBC May 2004 - December 2005
Education
Chongqing University of Post and Telecommunications 1986 — 1990
Bachelor's degree, Telecommunications Engineering
Humber College
Financial Services
Sue Doherty's RBC Wealth Management Experience November 2002 - Present
Job Sr. Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2002 - Present
Hambrecht & Quist January 1996 - December 2001
Morgan Stanley Smith Barney July 1986 - July 1995
Skills
Series 7, Series 63, Bloomberg, Options, Bloomberg Terminal, Customer Service, Fixed Income, Securities, Investments, Equities
Education
Ulster Co Community College 1983 — 1986
A.S., Business Management
Bentley University
RBC Wealth Management November 2002 - Present
Hambrecht & Quist January 1996 - December 2001
Morgan Stanley Smith Barney July 1986 - July 1995
Skills
Series 7, Series 63, Bloomberg, Options, Bloomberg Terminal, Customer Service, Fixed Income, Securities, Investments, Equities
Education
Ulster Co Community College 1983 — 1986
A.S., Business Management
Bentley University
Michael Rosenmayer's RBC Wealth Management Experience February 2003 - June 2007
Job Executive Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2007 - Present
RBC Wealth Management February 2003 - June 2007
Skills
Asset Allocation, Estate Investment..., Financial Advisory, Financial Services, Fixed Income Strategies, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Risk Managment..., Securities, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Retirement Savings
Education
American University 1987 — 1991
Bachelor of Arts (B.A.), International Business
Beverly Hills High School 1984 — 1987
Oppenheimer & Co. Inc. June 2007 - Present
RBC Wealth Management February 2003 - June 2007
Skills
Asset Allocation, Estate Investment..., Financial Advisory, Financial Services, Fixed Income Strategies, Investment Strategies, Investments, Multigenerational..., Relationship Management, Retirement, Risk Managment..., Securities, Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Retirement Savings
Education
American University 1987 — 1991
Bachelor of Arts (B.A.), International Business
Beverly Hills High School 1984 — 1987
Aubrie Boniface-Snodgrass's RBC Wealth Management Experience October 2010 - January 2012
Job Receptionist at City Looks Salon and Spa
Industry Marketing and Advertising
Experience
City Looks Salon and Spa February 2013 - Present
Yellowbook January 2011 - Present
Yellowbook January 2011 - February 2013
RBC Wealth Management October 2010 - January 2012
City Looks Salon and Spa July 2008 - September 2010
Stewart Memorial Library- Coe College August 2006 - May 2010
Skills
Microsoft Office, Typing, Editing, Oral & Written..., Multi-channel Marketing, Multi Tasking, Customer Service, Aesthetics, Makeup Artistry, Resume Writing
Education
Capri College-Cedar Rapids 2013 — 2013
Professional License-Esthetics, Esthetics
Coe College 2006 — 2010
Bachelor's degree, English Language and Literature, General
Coe College 2006 — 2010
Bachelor of Arts, English
City Looks Salon and Spa February 2013 - Present
Yellowbook January 2011 - Present
Yellowbook January 2011 - February 2013
RBC Wealth Management October 2010 - January 2012
City Looks Salon and Spa July 2008 - September 2010
Stewart Memorial Library- Coe College August 2006 - May 2010
Skills
Microsoft Office, Typing, Editing, Oral & Written..., Multi-channel Marketing, Multi Tasking, Customer Service, Aesthetics, Makeup Artistry, Resume Writing
Education
Capri College-Cedar Rapids 2013 — 2013
Professional License-Esthetics, Esthetics
Coe College 2006 — 2010
Bachelor's degree, English Language and Literature, General
Coe College 2006 — 2010
Bachelor of Arts, English
Nathan DeFrance's RBC Wealth Management Experience February 2013 - May 2013
Job Financial Services Professional
Industry Financial Services
Experience
Military Family Home Loans May 2013 - Present
RBC Wealth Management February 2013 - May 2013
RBC Wealth Management November 2004 - February 2013
Marshall Field's October 1999 - March 2004
Kelly Services July 1994 - October 1999
IDS Financial Services - IDS Trust January 1991 - July 1994
IDS Financial Services December 1988 - January 1991
Education
University of Minnesota-Twin Cities 1994 — 1999
Graphic Design, Senior
Augsburg College 1991 — 1991
Management Information Systems, General
Minnesota State University, Moorhead 1984 — 1987
Business Administration and Management, General
Barrett Public School 1972 — 1984
Military Family Home Loans May 2013 - Present
RBC Wealth Management February 2013 - May 2013
RBC Wealth Management November 2004 - February 2013
Marshall Field's October 1999 - March 2004
Kelly Services July 1994 - October 1999
IDS Financial Services - IDS Trust January 1991 - July 1994
IDS Financial Services December 1988 - January 1991
Education
University of Minnesota-Twin Cities 1994 — 1999
Graphic Design, Senior
Augsburg College 1991 — 1991
Management Information Systems, General
Minnesota State University, Moorhead 1984 — 1987
Business Administration and Management, General
Barrett Public School 1972 — 1984
Morgan Pamela's RBC Wealth Management Experience March 2008 - Present
Job Senior Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2008 - Present
LeGran Homes LLC March 1999 - June 2007
Skills
Creative Writing, Visual Arts, Communication
Education
Anoka Technical College 1977 — 1978
Certificate, General Office Occupations and Clerical Services
RBC Wealth Management March 2008 - Present
LeGran Homes LLC March 1999 - June 2007
Skills
Creative Writing, Visual Arts, Communication
Education
Anoka Technical College 1977 — 1978
Certificate, General Office Occupations and Clerical Services