RBC Wealth Management
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RBC Wealth Management Employees
Employee
Years
Job
Industry
Curtiss A. LaCross, CRPC®, C(k)P® Curtiss A. LaCross, CRPC®, C(k)P®'s RBC Wealth Management Experience February 2015 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2015 - Present
Merrill Lynch January 2007 - February 2015
Education
The Culinary Institute of America 1987 — 1989
A.O.S., Culinary Arts
RBC Wealth Management February 2015 - Present
Merrill Lynch January 2007 - February 2015
Education
The Culinary Institute of America 1987 — 1989
A.O.S., Culinary Arts
Jeremy Di Cuffa Jeremy Di Cuffa's RBC Wealth Management Experience August 2009 - December 2009
Job Financial Advisor Associate at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC September 2010 - Present
Wells Fargo Financial May 2010 - September 2010
RBC Wealth Management August 2009 - December 2009
Town Hall, Recreation Department June 2002 - August 2009
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science in Business Administration
Cicero North Syracuse High School
J.P. Morgan Securities LLC September 2010 - Present
Wells Fargo Financial May 2010 - September 2010
RBC Wealth Management August 2009 - December 2009
Town Hall, Recreation Department June 2002 - August 2009
Education
State University of New York at Buffalo - School of Management 2006 — 2010
Bachelor of Science in Business Administration
Cicero North Syracuse High School
Katie Vance Katie Vance's RBC Wealth Management Experience May 2013 - Present
Job Marketing Consultant
Industry Financial Services
Experience
RBC Wealth Management May 2013 - Present
RBC Wealth Management January 2011 - Present
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
RBC Wealth Management May 2013 - Present
RBC Wealth Management January 2011 - Present
Merrill Lynch June 2009 - August 2009
Education
The Johns Hopkins University 2007 — 2010
University of Minnesota - Carlson School of Management
Master of Business Administration (M.B.A.)
Maude Diggs Maude Diggs's RBC Wealth Management Experience December 2014 - Present
Job Senior Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2014 - Present
Wells Fargo March 2014 - December 2014
Preferred Credit, Inc. June 2012 - March 2014
CareCall January 2010 - September 2013
Fingerhut August 2009 - August 2011
Skills
Finance, Microsoft Word, Accounting, Customer Service, Management, PowerPoint, Access, Microsoft Excel, Leadership
Education
St. Cloud State University 2008 — 2013
Bachelor of Science in Finance, Finance
RBC Wealth Management December 2014 - Present
Wells Fargo March 2014 - December 2014
Preferred Credit, Inc. June 2012 - March 2014
CareCall January 2010 - September 2013
Fingerhut August 2009 - August 2011
Skills
Finance, Microsoft Word, Accounting, Customer Service, Management, PowerPoint, Access, Microsoft Excel, Leadership
Education
St. Cloud State University 2008 — 2013
Bachelor of Science in Finance, Finance
Samuel Meidl Samuel Meidl's RBC Wealth Management Experience September 2015 - Present
Job Senior Associate at RBC Wealth Management
Industry Higher Education
Experience
RBC Wealth Management September 2015 - Present
St. Cloud State University August 2010 - July 2015
Verizon Wireless Premium Retailer - Shock City Cellular October 2013 - September 2014
Gopher State Concrete May 2010 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Customer Service, Teamwork, Leadership, Critical Thinking, Higher Education, Time Management, Facebook, Team Leadership, Data Analysis, Social Networking
Education
St. Cloud State University 2010 — 2015
Bachelor of Science (BS), Finance, General
RBC Wealth Management September 2015 - Present
St. Cloud State University August 2010 - July 2015
Verizon Wireless Premium Retailer - Shock City Cellular October 2013 - September 2014
Gopher State Concrete May 2010 - August 2012
Skills
PowerPoint, Microsoft Office, Microsoft Excel, Microsoft Word, Social Media, Research, Customer Service, Teamwork, Leadership, Critical Thinking, Higher Education, Time Management, Facebook, Team Leadership, Data Analysis, Social Networking
Education
St. Cloud State University 2010 — 2015
Bachelor of Science (BS), Finance, General
Melody K. Clark Melody K. Clark's RBC Wealth Management Experience May 2002 - August 2003
Job JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
JPMorgan Private Bank August 2011 - Present
Wells Fargo Advisors Private Client Group April 2007 - July 2010
SunTrust Investment Services 2006 - 2006
Morgan Stanley Smith Barney 2005 - 2006
Winn Residential Properties November 2003 - November 2004
RBC Wealth Management May 2002 - August 2003
Skills
Series 7, Financial Modeling, Investments, Asset Management, Economics, Finance, Portfolio Management, Equities, Analysis
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2010 — 2011
Italian and Spanish Language Study
Stephen F. Austin State University 1998 — 2002
Bachelor of Business Administration, Finance
Carla Caldwell Carla Caldwell's RBC Wealth Management Experience August 2008 - March 2012
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Dilara Bogut Dilara Bogut's RBC Wealth Management Experience May 2011 - August 2011
Job Research Assistant at the World Bank and Senior Project Manager at the International Council for Small Business
Industry International Trade and Development
Experience
George Washington University August 2015 - Present
International Council for Small Business August 2015 - Present
The World Bank September 2012 - Present
International Summer Cyprus Youth Institute July 2015 - July 2015
U.S. Embassy in the Republic of Georgia July 2012 - August 2012
RBC Wealth Management May 2011 - August 2011
PwC June 2010 - July 2010
Grand National Assembly of Turkey (Turkish Parliament/TBMM) July 2009 - July 2009
Skills
Analysis, Research, International Relations, Stata, Translation, Policy Analysis, Access, Economics, Market Research, Technical Writing, International..., Borland Delphi, Statistics, Foreign Policy, Public Policy, Due Diligence, Energy, Sustainable Energy, Anti-corruption, International Business
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
The George Washington University 2008 — 2012
B.S.
Bilkent University Preparatory School 2004 — 2008
International Baccalaureate (I.B).; Int. General Certificate of Secondary Education (I.G.C.S.E.)
George Washington University August 2015 - Present
International Council for Small Business August 2015 - Present
The World Bank September 2012 - Present
International Summer Cyprus Youth Institute July 2015 - July 2015
U.S. Embassy in the Republic of Georgia July 2012 - August 2012
RBC Wealth Management May 2011 - August 2011
PwC June 2010 - July 2010
Grand National Assembly of Turkey (Turkish Parliament/TBMM) July 2009 - July 2009
Skills
Analysis, Research, International Relations, Stata, Translation, Policy Analysis, Access, Economics, Market Research, Technical Writing, International..., Borland Delphi, Statistics, Foreign Policy, Public Policy, Due Diligence, Energy, Sustainable Energy, Anti-corruption, International Business
Education
The George Washington University - School of Business 2014 — 2017
Master of Business Administration (M.B.A.)
The George Washington University 2008 — 2012
B.S.
Bilkent University Preparatory School 2004 — 2008
International Baccalaureate (I.B).; Int. General Certificate of Secondary Education (I.G.C.S.E.)
Alisa Miller Davis Alisa Miller Davis's RBC Wealth Management Experience 2012 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2012 - Present
Education
Stephen F. Austin State University
Master's Degree
The University of Texas at Arlington
Bachelor's Degree
RBC Wealth Management 2012 - Present
Education
Stephen F. Austin State University
Master's Degree
The University of Texas at Arlington
Bachelor's Degree
Alicia Coullier Borghi Alicia Coullier Borghi's RBC Wealth Management Experience February 2001 - December 2010
Job Financial Consultant of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC December 2010 - Present
RBC Wealth Management February 2001 - December 2010
Branch Cabell & Company March 1994 - February 2001
Skills
Retirement Planning, Finance
Education
State University of New York College at Plattsburgh 1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General
Wells Fargo Advisors LLC December 2010 - Present
RBC Wealth Management February 2001 - December 2010
Branch Cabell & Company March 1994 - February 2001
Skills
Retirement Planning, Finance
Education
State University of New York College at Plattsburgh 1988 — 1992
Bachelor of Science (BS), Marketing/Marketing Management, General
Arthur Beatty Arthur Beatty's RBC Wealth Management Experience July 1999 - March 2001
Job Managing Member at Beatty CPA LLC
Industry Accounting
Experience
Beatty CPA LLC March 2001 - Present
Goldman Sachs 10K Small Business initiative February 2011 - Present
US Airways June 2006 - April 2008
Forever Living Products April 2005 - June 2006
RBC Wealth Management July 1999 - March 2001
Deloitte & Touche October 1998 - July 1999
Price Waterhouse Coopers October 1996 - October 1998
Ernst & Young January 1992 - October 1996
Chrysler Financial April 1986 - December 1991
Skills
Tax, Corporate Tax, Auditing, Tax Accounting, Transfer Pricing, CPA, Mergers & Acquisitions, Accounting, Income Tax, Financial Reporting, Finance, Small Business, Tax Advisory, Employee Benefits, Estate Planning, Sarbanes-Oxley Act, US GAAP, Tax Research, SEC filings, Leadership, Investments, Tax Preparation, Budgets, GAAP, Strategic Financial..., Financial Accounting, Financial Analysis, Internal Controls, Due Diligence, Financial Statements, International Tax..., Domestic Tax Consulting, Tax Provisions, Managerial Finance, Forensic Accounting, Bookkeeping, Business Valuation, Sarbanes-Oxley, Cash Flow, International Tax, Sales Tax, Tax Returns, General Ledger, Fixed Assets, QuickBooks, Financial Planners, Revenue Recognition, Cost Accounting, Consolidation, Peachtree
Education
University of Phoenix 2003 — 2005
MBA, Accounting
University of Houston 1988 — 1991
Post Bac, Accounting
Stephen F. Austin State University 1981 — 1985
BBA, Finance
Beatty CPA LLC March 2001 - Present
Goldman Sachs 10K Small Business initiative February 2011 - Present
US Airways June 2006 - April 2008
Forever Living Products April 2005 - June 2006
RBC Wealth Management July 1999 - March 2001
Deloitte & Touche October 1998 - July 1999
Price Waterhouse Coopers October 1996 - October 1998
Ernst & Young January 1992 - October 1996
Chrysler Financial April 1986 - December 1991
Skills
Tax, Corporate Tax, Auditing, Tax Accounting, Transfer Pricing, CPA, Mergers & Acquisitions, Accounting, Income Tax, Financial Reporting, Finance, Small Business, Tax Advisory, Employee Benefits, Estate Planning, Sarbanes-Oxley Act, US GAAP, Tax Research, SEC filings, Leadership, Investments, Tax Preparation, Budgets, GAAP, Strategic Financial..., Financial Accounting, Financial Analysis, Internal Controls, Due Diligence, Financial Statements, International Tax..., Domestic Tax Consulting, Tax Provisions, Managerial Finance, Forensic Accounting, Bookkeeping, Business Valuation, Sarbanes-Oxley, Cash Flow, International Tax, Sales Tax, Tax Returns, General Ledger, Fixed Assets, QuickBooks, Financial Planners, Revenue Recognition, Cost Accounting, Consolidation, Peachtree
Education
University of Phoenix 2003 — 2005
MBA, Accounting
University of Houston 1988 — 1991
Post Bac, Accounting
Stephen F. Austin State University 1981 — 1985
BBA, Finance
Lane Hunt's RBC Wealth Management Experience May 2010 - September 2010
Job Acquisitions Associate at FirstCity Financial Corp.
Industry Commercial Real Estate
Experience
FirstCity Financial Corp. March 2014 - Present
Capital One July 2012 - March 2014
TPG Capital December 2010 - March 2012
RBC Wealth Management May 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Finance, Investments, Microsoft Word, Due Diligence, Customer Service, Valuation, Management
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor's Degree, Accounting and Finance/Energy Minor
FirstCity Financial Corp. March 2014 - Present
Capital One July 2012 - March 2014
TPG Capital December 2010 - March 2012
RBC Wealth Management May 2010 - September 2010
Skills
Financial Modeling, Financial Analysis, Microsoft Office, Microsoft Excel, Finance, Investments, Microsoft Word, Due Diligence, Customer Service, Valuation, Management
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor's Degree, Accounting and Finance/Energy Minor
Blake Vaughan Blake Vaughan's RBC Wealth Management Experience June 2011 - August 2011
Job Acquisitions Analyst at Plains All American
Industry Oil & Energy
Experience
Plains All American February 2013 - Present
RBC Wealth Management June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel
Education
Texas A&M University 2008 — 2012
Texas A&M University 2008 — 2012
Business, FInance
The London School of Economics and Political Science (LSE) 2010 — 2010
International Business
Houston christian hs
Plains All American February 2013 - Present
RBC Wealth Management June 2011 - August 2011
Skills
Financial Analysis, Financial Modeling, Microsoft Excel
Education
Texas A&M University 2008 — 2012
Texas A&M University 2008 — 2012
Business, FInance
The London School of Economics and Political Science (LSE) 2010 — 2010
International Business
Houston christian hs
Victor Young Victor Young's RBC Wealth Management Experience April 2005 - May 2014
Job Financial Advisor with Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. November 2014 - Present
RBC Wealth Management April 2005 - May 2014
Fidelity Investments September 1999 - May 2003
Education
St. Petersburg College 2013 — 2016
Associate of Arts (A.A.), International Business and Economics
Ameriprise Financial Services, Inc. November 2014 - Present
RBC Wealth Management April 2005 - May 2014
Fidelity Investments September 1999 - May 2003
Education
St. Petersburg College 2013 — 2016
Associate of Arts (A.A.), International Business and Economics
Valerie Propp's RBC Wealth Management Experience December 2011 - March 2015
Job Investment Associate at RBC Wealth Management
Industry Investment Management
Adam Molino's RBC Wealth Management Experience April 1995 - Present
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 1995 - Present
Skills
Fixed Income, Trading, Risk Management, Credit, Wealth Management, Finance, Series 7, Series 63, Bonds, Bloomberg, Capital Markets, Securities, Investments, Portfolio Management, Equities
Education
Suffolk University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Wealth Management April 1995 - Present
Skills
Fixed Income, Trading, Risk Management, Credit, Wealth Management, Finance, Series 7, Series 63, Bonds, Bloomberg, Capital Markets, Securities, Investments, Portfolio Management, Equities
Education
Suffolk University 1990 — 1994
Bachelor of Business Administration (B.B.A.), Finance, General
Nino Dico Nino Dico's RBC Wealth Management Experience July 2012 - January 2014
Job Internal Support Consultant at PowerObjects
Industry Information Technology and Services
Experience
PowerObjects January 2014 - Present
RBC Wealth Management July 2012 - January 2014
St. Olaf IT November 2009 - May 2012
Skills
Active Directory, Java, JavaScript, Windows, XP, Troubleshooting, Computer Hardware, Operating Systems, OS X, Windows 7, Microsoft Office, Hardware, Help Desk Support, Information Technology
Education
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), History
PowerObjects January 2014 - Present
RBC Wealth Management July 2012 - January 2014
St. Olaf IT November 2009 - May 2012
Skills
Active Directory, Java, JavaScript, Windows, XP, Troubleshooting, Computer Hardware, Operating Systems, OS X, Windows 7, Microsoft Office, Hardware, Help Desk Support, Information Technology
Education
St. Olaf College 2008 — 2012
Bachelor of Arts (B.A.), History
John McCalla's RBC Wealth Management Experience May 2012 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2012 - Present
Morgan Stanley Wealth Management April 2011 - May 2012
HTG Capital Partners, LLC January 2003 - March 2011
Skills
Portfolio Management, Series 7, Asset Allocation, Investments, Fixed Income, Series 63, Wealth Management, Equities, Municipal Bonds, High Net Worth..., Multi-generational..., Wealth Preservation..., Mutual Funds, Alternative Investments, Stock Trading, College Savings Plans, Estate Planning, Estate Tax Planning, 403 b, 401k Rollovers, 401k, Securities, Retirement Planning
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
Finance, Bachelor of Business Administration
RBC Wealth Management May 2012 - Present
Morgan Stanley Wealth Management April 2011 - May 2012
HTG Capital Partners, LLC January 2003 - March 2011
Skills
Portfolio Management, Series 7, Asset Allocation, Investments, Fixed Income, Series 63, Wealth Management, Equities, Municipal Bonds, High Net Worth..., Multi-generational..., Wealth Preservation..., Mutual Funds, Alternative Investments, Stock Trading, College Savings Plans, Estate Planning, Estate Tax Planning, 403 b, 401k Rollovers, 401k, Securities, Retirement Planning
Education
Texas Christian University - M.J. Neeley School of Business 1985 — 1989
Finance, Bachelor of Business Administration
Adrienne Horen Adrienne Horen's RBC Wealth Management Experience September 1989 - October 2002
Job Vice President/Investments Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott October 2002 - Present
RBC Wealth Management September 1989 - October 2002
PaineWebber October 1987 - September 1989
Skills
Financial Planning, Wealth Management, Non-profits, Women Investors, Retirement Income..., Professional Money..., 401k, Strategic Financial..., Investment Management, Investments, Retirement Planning, Money Management, Nonprofits, Finance, Risk Management, Wealth Management..., Accounting, Mutual Funds, Financial Services, Asset Allocation, Series 7, Public Speaking, Strategic Planning, Investment Advisory, IRAs
Education
Temple University - Fox School of Business and Management 1980 — 1983
Master of Business Administration (MBA), Accounting and Finance
Douglass College/Rutgers University 1973 — 1977
Bachelor of Arts (BA), American/United States Studies/Civilization
Janney Montgomery Scott October 2002 - Present
RBC Wealth Management September 1989 - October 2002
PaineWebber October 1987 - September 1989
Skills
Financial Planning, Wealth Management, Non-profits, Women Investors, Retirement Income..., Professional Money..., 401k, Strategic Financial..., Investment Management, Investments, Retirement Planning, Money Management, Nonprofits, Finance, Risk Management, Wealth Management..., Accounting, Mutual Funds, Financial Services, Asset Allocation, Series 7, Public Speaking, Strategic Planning, Investment Advisory, IRAs
Education
Temple University - Fox School of Business and Management 1980 — 1983
Master of Business Administration (MBA), Accounting and Finance
Douglass College/Rutgers University 1973 — 1977
Bachelor of Arts (BA), American/United States Studies/Civilization
Thomas Wuertz Thomas Wuertz's RBC Wealth Management Experience November 2010 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2010 - Present
Wells Fargo Investments April 2006 - November 2010
Education
St. Cloud State University 1988 — 1991
Bachelor of Science (BS), Marketing
RBC Wealth Management November 2010 - Present
Wells Fargo Investments April 2006 - November 2010
Education
St. Cloud State University 1988 — 1991
Bachelor of Science (BS), Marketing
Jeff Van Horn Jeff Van Horn's RBC Wealth Management Experience October 1995 - January 2000
Job Equity Trader RBC Capital Markets
Industry Financial Services
Experience
RBC November 1995 - Present
RBC Wealth Management October 1995 - January 2000
State Farm Insurance April 1995 - November 1995
Pool Products inc May 1990 - June 1995
Skills
Series 7, Securities, Equities, Series 63, Trading, Equity Trading, Capital Markets, Investments, Electronic Trading, Trading Systems, Risk Management, Proprietary Trading, Financial Markets, Mutual Funds, Traders, Bloomberg, ETFs, Derivatives, Fixed Income, Options, Asset Allocation
Education
St. Cloud State University 1987 — 1993
BA, Economics
Dassel-Cokato high school 1985 — 1987
RBC November 1995 - Present
RBC Wealth Management October 1995 - January 2000
State Farm Insurance April 1995 - November 1995
Pool Products inc May 1990 - June 1995
Skills
Series 7, Securities, Equities, Series 63, Trading, Equity Trading, Capital Markets, Investments, Electronic Trading, Trading Systems, Risk Management, Proprietary Trading, Financial Markets, Mutual Funds, Traders, Bloomberg, ETFs, Derivatives, Fixed Income, Options, Asset Allocation
Education
St. Cloud State University 1987 — 1993
BA, Economics
Dassel-Cokato high school 1985 — 1987
Tabassum Ramhendar's RBC Wealth Management Experience May 2011 - March 2014
Job Manager, Strategy & Transformation
Industry Financial Services
Experience
RBC Strategy and Transformation Services March 2014 - Present
RBC Wealth Management May 2011 - March 2014
RBC April 2008 - May 2011
Skills
Commercial Banking, Mutual Funds, Investments, Wealth Management, Portfolio Management, Credit, Strategic Financial..., Loans, Credit Analysis, Mortgage Lending, Relationship Management, Risk Management, Corporate Finance, Commercial Lending, Credit Risk, Retail Banking, Financial Analysis, Wealth Management..., Due Diligence, Loan Origination, Financial Services, Business Strategy, Strategy, Residential Mortgages, Small Business Lending, Financial Advisory
Education
Stetson University 2001 — 2002
Masters of Business Administration, Business & Finance
Stetson University 1996 — 2001
Bachelors in Business Administration, Business, Finance and Law
RBC Strategy and Transformation Services March 2014 - Present
RBC Wealth Management May 2011 - March 2014
RBC April 2008 - May 2011
Skills
Commercial Banking, Mutual Funds, Investments, Wealth Management, Portfolio Management, Credit, Strategic Financial..., Loans, Credit Analysis, Mortgage Lending, Relationship Management, Risk Management, Corporate Finance, Commercial Lending, Credit Risk, Retail Banking, Financial Analysis, Wealth Management..., Due Diligence, Loan Origination, Financial Services, Business Strategy, Strategy, Residential Mortgages, Small Business Lending, Financial Advisory
Education
Stetson University 2001 — 2002
Masters of Business Administration, Business & Finance
Stetson University 1996 — 2001
Bachelors in Business Administration, Business, Finance and Law
Eric Shulman Eric Shulman's RBC Wealth Management Experience June 2007 - August 2009
Job Account Executive and Media Specialist at Balcom Agency
Industry Marketing and Advertising
Experience
Balcom Agency June 2012 - Present
Scheiffer Neely and Partners (District 10 NSAC winners) December 2011 - June 2012
Up ‘Til Dawn May 2010 - September 2011
Spacenet Inc June 2011 - July 2011
Burning Tree Golf Course May 2010 - August 2010
RBC Wealth Management June 2007 - August 2009
Skills
Microsoft Office..., Mastery of Crucial..., Proficient in..., Social Media, Microsoft Excel, Dreamweaver, Facebook, Leadership, Public Speaking, Event Planning, Social Media Marketing, Sales, Editing, PowerPoint, Marketing, Event Management, Advertising, Research
Education
Texas Christian University 2008 — 2012
Neeley School of Business - Bachelor, Business Administration; Marketing, 3.25
Balcom Agency June 2012 - Present
Scheiffer Neely and Partners (District 10 NSAC winners) December 2011 - June 2012
Up ‘Til Dawn May 2010 - September 2011
Spacenet Inc June 2011 - July 2011
Burning Tree Golf Course May 2010 - August 2010
RBC Wealth Management June 2007 - August 2009
Skills
Microsoft Office..., Mastery of Crucial..., Proficient in..., Social Media, Microsoft Excel, Dreamweaver, Facebook, Leadership, Public Speaking, Event Planning, Social Media Marketing, Sales, Editing, PowerPoint, Marketing, Event Management, Advertising, Research
Education
Texas Christian University 2008 — 2012
Neeley School of Business - Bachelor, Business Administration; Marketing, 3.25
Christina Wetmore Christina Wetmore's RBC Wealth Management Experience November 2006 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2006 - Present
Wells Fargo Advisors April 1998 - April 2006
Education
Texas State University
RBC Wealth Management November 2006 - Present
Wells Fargo Advisors April 1998 - April 2006
Education
Texas State University
Craig Caudle Craig Caudle's RBC Wealth Management Experience April 2015 - Present
Job Financial Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management April 2015 - Present
Liberty Funds Group, Inc. April 1998 - February 2015
Abraham Trading Co. April 1994 - April 1998
Skills
Hedge Funds, Trading, Asset Managment, Investment Strategies, Equities, Investments, Portfolio Management, Alternative Investments, Managed Futures, Derivatives, Investment Management, Fixed Income, Fund Of Funds, Asset Management, Commodity Markets, Options, Financial Markets, Trading Strategies, Commodity, Hedging, Foreign Exchange, Risk Management, Proprietary Trading, Mutual Funds, Currency, Trading Systems
Education
Texas Tech University 1979 — 1983
BS International Trade, Economics, Spanish
St Marks's Scool of Texas 1971 — 1979
RBC Wealth Management April 2015 - Present
Liberty Funds Group, Inc. April 1998 - February 2015
Abraham Trading Co. April 1994 - April 1998
Skills
Hedge Funds, Trading, Asset Managment, Investment Strategies, Equities, Investments, Portfolio Management, Alternative Investments, Managed Futures, Derivatives, Investment Management, Fixed Income, Fund Of Funds, Asset Management, Commodity Markets, Options, Financial Markets, Trading Strategies, Commodity, Hedging, Foreign Exchange, Risk Management, Proprietary Trading, Mutual Funds, Currency, Trading Systems
Education
Texas Tech University 1979 — 1983
BS International Trade, Economics, Spanish
St Marks's Scool of Texas 1971 — 1979
Michael Waterman's RBC Wealth Management Experience September 2008 - September 2009
Job Vice President at Basin Supply
Industry Oil & Energy
Experience
Basin Supply June 2015 - Present
Basin Holdings September 2013 - May 2015
Barclays Capital June 2010 - July 2013
RBC Wealth Management September 2008 - September 2009
Congressional Research Service January 2009 - June 2009
Merrill Lynch May 2008 - July 2008
Skills
Bloomberg, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Financial Modeling, Fixed Income, Valuation, Economics, Bloomberg Terminal, Investment Banking
Education
The George Washington University 2007 — 2011
BS, Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program, Finance
Basin Supply June 2015 - Present
Basin Holdings September 2013 - May 2015
Barclays Capital June 2010 - July 2013
RBC Wealth Management September 2008 - September 2009
Congressional Research Service January 2009 - June 2009
Merrill Lynch May 2008 - July 2008
Skills
Bloomberg, Microsoft Excel, Finance, PowerPoint, Microsoft Word, Financial Modeling, Fixed Income, Valuation, Economics, Bloomberg Terminal, Investment Banking
Education
The George Washington University 2007 — 2011
BS, Economics
The London School of Economics and Political Science (LSE) 2008 — 2008
Summer Program, Finance
Christopher Leverett, CFP's RBC Wealth Management Experience 2004 - Present
Job VP at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management 2004 - Present
Education
State University of New York College at Brockport 1982 — 1984
RBC Wealth Management 2004 - Present
Education
State University of New York College at Brockport 1982 — 1984
Isabel Pardo Isabel Pardo's RBC Wealth Management Experience January 2011 - June 2014
Job Performance Consultant at RBC
Industry Financial Services
Experience
RBC July 2014 - Present
RBC Wealth Management January 2011 - June 2014
Scotiabank July 2010 - October 2010
Heidrick and Struggles May 2009 - August 2009
Grupo Mendoza Pacheco January 2008 - June 2008
Vivo Trading July 2007 - June 2008
Von Siegmund, Diquez, Parra, Carmona September 2005 - June 2007
Skills
Legal Writing, Negotiation, Leadership, Spanish, Legal Advice, Marketing, Corporate Finance, Capital Markets, Financial Modeling, Strategic Financial..., Team Building, Business Strategy, Business Analysis, Strategy, Market Research, Sales, Marketing Strategy, Financial Analysis
Education
York University - Schulich School of Business 2008 — 2010
Master of Business Administration (MBA), International Business
Universidad Metropolitana (VE) 2002 — 2006
Lawyer, Law
Cristo Rey 1987 — 2001
The London School of Economics and Political Science (LSE)
RBC July 2014 - Present
RBC Wealth Management January 2011 - June 2014
Scotiabank July 2010 - October 2010
Heidrick and Struggles May 2009 - August 2009
Grupo Mendoza Pacheco January 2008 - June 2008
Vivo Trading July 2007 - June 2008
Von Siegmund, Diquez, Parra, Carmona September 2005 - June 2007
Skills
Legal Writing, Negotiation, Leadership, Spanish, Legal Advice, Marketing, Corporate Finance, Capital Markets, Financial Modeling, Strategic Financial..., Team Building, Business Strategy, Business Analysis, Strategy, Market Research, Sales, Marketing Strategy, Financial Analysis
Education
York University - Schulich School of Business 2008 — 2010
Master of Business Administration (MBA), International Business
Universidad Metropolitana (VE) 2002 — 2006
Lawyer, Law
Cristo Rey 1987 — 2001
The London School of Economics and Political Science (LSE)
Stacey Karnowski's RBC Wealth Management Experience September 2007 - July 2012
Job Real Estate Photographer Owner of CENTRICphoto
Industry Photography
Experience
CENTRICphoto May 2013 - Present
RBC Wealth Management September 2007 - July 2012
Vance J Elliott Properties 2003 - 2007
Skills
Photography, Digital Photography, Photoshop, Image Editing, Fine Art, Art History, Customer Service, Trusting Relationships, Bookkeeping, Account Management, Rental Management, Rent Collection, Administrative..., Organizational..., Time Management, Series 7, Series 63
Education
Texas State University-San Marcos
Bachelor of Fine Arts (BFA), Photography
CENTRICphoto May 2013 - Present
RBC Wealth Management September 2007 - July 2012
Vance J Elliott Properties 2003 - 2007
Skills
Photography, Digital Photography, Photoshop, Image Editing, Fine Art, Art History, Customer Service, Trusting Relationships, Bookkeeping, Account Management, Rental Management, Rent Collection, Administrative..., Organizational..., Time Management, Series 7, Series 63
Education
Texas State University-San Marcos
Bachelor of Fine Arts (BFA), Photography
Suz Nelson's RBC Wealth Management Experience September 2014 - Present
Job Business Continuity Management Advisor for RBC Wealth Management US
Industry Financial Services
Experience
RBC Wealth Management September 2014 - Present
RBC Wealth Management April 2011 - September 2014
RBC Wealth Management August 2008 - July 2011
RBC Wealth Management August 2007 - August 2008
RBC Wealth Management August 2006 - August 2007
Paychex Inc. May 2005 - September 2006
InterContinental Hotels Group June 2004 - May 2005
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Excel, Payroll, Microsoft Word, Team Building, Project Management, Outlook, PowerPoint, Human Resources, Time Management, Management, Performance Management, Training
Education
St. Cloud State University 2001 — 2005
BS, Interpersonal Communications
RBC Wealth Management September 2014 - Present
RBC Wealth Management April 2011 - September 2014
RBC Wealth Management August 2008 - July 2011
RBC Wealth Management August 2007 - August 2008
RBC Wealth Management August 2006 - August 2007
Paychex Inc. May 2005 - September 2006
InterContinental Hotels Group June 2004 - May 2005
Skills
Customer Service, Leadership, Microsoft Office, Microsoft Excel, Payroll, Microsoft Word, Team Building, Project Management, Outlook, PowerPoint, Human Resources, Time Management, Management, Performance Management, Training
Education
St. Cloud State University 2001 — 2005
BS, Interpersonal Communications
Taylor Kiviat's RBC Wealth Management Experience September 2004 - May 2006
Job Investments at Vrindavan Capital
Industry Investment Management
Experience
Vrindavan Capital November 2013 - Present
Smithsonian Institution August 2012 - May 2013
Smithsonian Institution June 2012 - August 2012
CRISIL Global Research & Analytics March 2012 - May 2012
RPG Capital January 2010 - July 2011
Adecco Financial September 2007 - March 2009
U.S. Senate Committee on Finance September 2006 - December 2006
RBC Wealth Management September 2004 - May 2006
Education
The George Washington University - School of Business 2011 — 2013
MBA, Finance & Investments
The George Washington University - School of Business 2003 — 2007
BBA, Finance
London School of Economics and Political Science
Study Abroad
Vrindavan Capital November 2013 - Present
Smithsonian Institution August 2012 - May 2013
Smithsonian Institution June 2012 - August 2012
CRISIL Global Research & Analytics March 2012 - May 2012
RPG Capital January 2010 - July 2011
Adecco Financial September 2007 - March 2009
U.S. Senate Committee on Finance September 2006 - December 2006
RBC Wealth Management September 2004 - May 2006
Education
The George Washington University - School of Business 2011 — 2013
MBA, Finance & Investments
The George Washington University - School of Business 2003 — 2007
BBA, Finance
London School of Economics and Political Science
Study Abroad
Hannah Slacum's RBC Wealth Management Experience August 2015 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2015 - Present
State Farm September 2014 - August 2015
State Farm Insurance February 2013 - September 2014
Law Office of Keith Saylor September 2012 - January 2013
Sweet Briar College January 2012 - May 2012
Sweet Briar College 2009 - 2012
Dr. Abraham Mathews June 2011 - August 2011
Sweet Briar College January 2011 - February 2011
Homecall, LHC Group May 2010 - August 2010
Sweet Briar College January 2010 - April 2010
Skills
Research, Fundraising, Facebook, PowerPoint, Event Planning, Data Entry, Microsoft Office, Public Speaking, Microsoft Word, Time Management, Editing, Leadership, Nonprofits, Advertising, Microsoft Excel, Interpersonal..., Higher Education, Program Management, Community Outreach, Social Media, Google Docs, Non-profits, Event Management, Customer Service, Social Networking, Written Correspondence, Client Correspondence, Cold Calling, Claim Investigation, Negotiation
Education
Sweet Briar College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Springs Charter High School 2004 — 2008
High School Diploma, Visual and Performing Arts Seal
RBC Wealth Management August 2015 - Present
State Farm September 2014 - August 2015
State Farm Insurance February 2013 - September 2014
Law Office of Keith Saylor September 2012 - January 2013
Sweet Briar College January 2012 - May 2012
Sweet Briar College 2009 - 2012
Dr. Abraham Mathews June 2011 - August 2011
Sweet Briar College January 2011 - February 2011
Homecall, LHC Group May 2010 - August 2010
Sweet Briar College January 2010 - April 2010
Skills
Research, Fundraising, Facebook, PowerPoint, Event Planning, Data Entry, Microsoft Office, Public Speaking, Microsoft Word, Time Management, Editing, Leadership, Nonprofits, Advertising, Microsoft Excel, Interpersonal..., Higher Education, Program Management, Community Outreach, Social Media, Google Docs, Non-profits, Event Management, Customer Service, Social Networking, Written Correspondence, Client Correspondence, Cold Calling, Claim Investigation, Negotiation
Education
Sweet Briar College 2008 — 2012
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
North Springs Charter High School 2004 — 2008
High School Diploma, Visual and Performing Arts Seal
Peter Carlson Peter Carlson's RBC Wealth Management Experience 1990 - 1996
Job President at PWC Financial & Insurance Services, LLC
Industry Financial Services
Experience
PWC Financial & Insurance Services, LLC January 2014 - Present
Minneapolis Financial Group July 2004 - December 2013
UBS Wealth Management 1996 - 2004
RBC Wealth Management 1990 - 1996
Skills
Life Insurance, Disability Insurance, Estate Planning, Strategic Asset..., Long Term Care Planning, Alternative Investments, Defensive Strategies, Risk Management, Indexed Strategies, Investment Principles, Variable Annuities, Financial Advisory, Bonds, Portfolio Management, Strategic Planning, Series 65, IRAs, ETFs, Investment Strategies, Wealth Management..., Financial Goals, Investment Advisory, Mutual Funds, Succession Planning, Fixed Annuities, Wealth Management, Asset Management, Strategic Financial...
Education
University of Minnesota-Twin Cities 1967 — 1969
BS, Business Administration
Taylor University 1965 — 1967
General Studies - 2 years
PWC Financial & Insurance Services, LLC January 2014 - Present
Minneapolis Financial Group July 2004 - December 2013
UBS Wealth Management 1996 - 2004
RBC Wealth Management 1990 - 1996
Skills
Life Insurance, Disability Insurance, Estate Planning, Strategic Asset..., Long Term Care Planning, Alternative Investments, Defensive Strategies, Risk Management, Indexed Strategies, Investment Principles, Variable Annuities, Financial Advisory, Bonds, Portfolio Management, Strategic Planning, Series 65, IRAs, ETFs, Investment Strategies, Wealth Management..., Financial Goals, Investment Advisory, Mutual Funds, Succession Planning, Fixed Annuities, Wealth Management, Asset Management, Strategic Financial...
Education
University of Minnesota-Twin Cities 1967 — 1969
BS, Business Administration
Taylor University 1965 — 1967
General Studies - 2 years
Jay W. Berman's RBC Wealth Management Experience July 2015 - Present
Job Financial Advisor, RBC Wealth Management member FINRA/SIPC
Industry Financial Services
Experience
RBC Wealth Management July 2015 - Present
PNC Investments (Unofficial) January 2015 - July 2015
Securities America, Inc. Member FINRA/SIPC January 2014 - August 2014
Professional Benefits March 2007 - August 2014
campaign 2008 - 2008
UBS Wealth Management September 1997 - March 2007
Education
University of Florida 1980 — 1983
Bachelor of Science (BS), Marketing
State College of Florida-Manatee-Sarasota 1980 — 1981
Associate of Arts (A.A.), Business Administration and Management, General
RBC Wealth Management July 2015 - Present
PNC Investments (Unofficial) January 2015 - July 2015
Securities America, Inc. Member FINRA/SIPC January 2014 - August 2014
Professional Benefits March 2007 - August 2014
campaign 2008 - 2008
UBS Wealth Management September 1997 - March 2007
Education
University of Florida 1980 — 1983
Bachelor of Science (BS), Marketing
State College of Florida-Manatee-Sarasota 1980 — 1981
Associate of Arts (A.A.), Business Administration and Management, General
Gabrielle Fabre Gabrielle Fabre's RBC Wealth Management Experience December 2013 - December 2013
Job Colonial Ambassador at The George Washington University Office of Alumni Relations
Industry Environmental Services
Experience
The George Washington University Office of Alumni Relations April 2014 - Present
City Segway Tours April 2014 - Present
National Gay & Lesbian Chamber of Commerce (NGLCC) April 2014 - July 2014
RBC Wealth Management December 2013 - December 2013
RBC Wealth Management June 2013 - August 2013
Minnesotans United For All Families Campaign July 2012 - July 2012
Skills
Teamwork, Research, Social Media, PowerPoint, Community Outreach, Microsoft Word, LGBT community, Strategic Planning, Training, Microsoft Excel, Tenor Saxophone, Dogs
Education
The George Washington University 2013 — 2017
Bachelor's Degree, Environmental Studies, Organizational Sciences and Communication
The Taft School 2010 — 2013
High School Diploma
The George Washington University Office of Alumni Relations April 2014 - Present
City Segway Tours April 2014 - Present
National Gay & Lesbian Chamber of Commerce (NGLCC) April 2014 - July 2014
RBC Wealth Management December 2013 - December 2013
RBC Wealth Management June 2013 - August 2013
Minnesotans United For All Families Campaign July 2012 - July 2012
Skills
Teamwork, Research, Social Media, PowerPoint, Community Outreach, Microsoft Word, LGBT community, Strategic Planning, Training, Microsoft Excel, Tenor Saxophone, Dogs
Education
The George Washington University 2013 — 2017
Bachelor's Degree, Environmental Studies, Organizational Sciences and Communication
The Taft School 2010 — 2013
High School Diploma
Demarcus Parker Demarcus Parker's RBC Wealth Management Experience September 2012 - December 2012
Job Assistant City Assessor at NYC Department of Finance
Industry Government Administration
Experience
NYC Department of Finance January 2015 - Present
CLSA September 2014 - December 2014
The George Washington University October 2013 - May 2014
KIPP Gaston College Preparatory Public Schools June 2013 - August 2013
RBC Wealth Management September 2012 - December 2012
Skills
Problem Solving, Analysis, Humility, Financial Analysis, Microsoft Office, Leadership Development, Access, Public Speaking, Community Outreach, Nonprofits, Data Analysis
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business, Finance
NYC Department of Finance January 2015 - Present
CLSA September 2014 - December 2014
The George Washington University October 2013 - May 2014
KIPP Gaston College Preparatory Public Schools June 2013 - August 2013
RBC Wealth Management September 2012 - December 2012
Skills
Problem Solving, Analysis, Humility, Financial Analysis, Microsoft Office, Leadership Development, Access, Public Speaking, Community Outreach, Nonprofits, Data Analysis
Education
The George Washington University - School of Business 2010 — 2014
Bachelor of Business Administration (BBA), International Business, Finance
Courtney Mickan Courtney Mickan's RBC Wealth Management Experience February 2014 - Present
Job Senior Registered Client Associate at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management February 2014 - Present
Morgan Stanley Wealth Management August 2004 - February 2014
Whole Earth Provision Company January 2002 - July 2004
Banc of America Investment Services, Inc. January 2000 - September 2002
Van Kampen Investments January 1999 - January 2000
Skills
Hold Series 7, Series 63, Wealth Management, Financial Services, Investments, Sales, Finance, Financial Advisory, Strategic Financial..., Customer Service, FINRA, Financial Analysis, Asset Allocation, Insurance, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Wealth Management..., Series 65, Fixed Income, 401k Rollovers
Education
Texas Tech University 1994 — 1998
Bachelor of Business Administration, International Business
RBC Wealth Management February 2014 - Present
Morgan Stanley Wealth Management August 2004 - February 2014
Whole Earth Provision Company January 2002 - July 2004
Banc of America Investment Services, Inc. January 2000 - September 2002
Van Kampen Investments January 1999 - January 2000
Skills
Hold Series 7, Series 63, Wealth Management, Financial Services, Investments, Sales, Finance, Financial Advisory, Strategic Financial..., Customer Service, FINRA, Financial Analysis, Asset Allocation, Insurance, Mutual Funds, Securities, Uniform Combined State..., Alternative Investments, Investment Strategies, Investment Advisory, Retirement Planning, Wealth Management..., Series 65, Fixed Income, 401k Rollovers
Education
Texas Tech University 1994 — 1998
Bachelor of Business Administration, International Business
Erik Janssen Erik Janssen's RBC Wealth Management Experience 2005 - Present
Job Fixed Income Trading Liaison at RBC Wealth Management
Industry Financial Services
Experience
Franconia Sculpture Park April 2013 - Present
RBC Wealth Management 2005 - Present
RBC Wealth Management 2003 - 2005
RBC Wealth Management 2002 - 2003
Marquette Financial Companies 2001 - 2001
Skills
Series 7, Fixed Income Products, Fixed Income Trading, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Fixed Income, Investments, Trading
Education
The College of St. Scholastica
Master of Arts in Management
The College of St. Scholastica
Master of Business Administration (MBA), Finance & Marketing
University of Minnesota-Twin Cities
Bachelor of Arts
Franconia Sculpture Park April 2013 - Present
RBC Wealth Management 2005 - Present
RBC Wealth Management 2003 - 2005
RBC Wealth Management 2002 - 2003
Marquette Financial Companies 2001 - 2001
Skills
Series 7, Fixed Income Products, Fixed Income Trading, Series 63, Bloomberg, Alternative Investments, Asset Allocation, Fixed Income, Investments, Trading
Education
The College of St. Scholastica
Master of Arts in Management
The College of St. Scholastica
Master of Business Administration (MBA), Finance & Marketing
University of Minnesota-Twin Cities
Bachelor of Arts
Michael Berlin's RBC Wealth Management Experience January 1998 - Present
Job SENIOR VICE PRESIDENT INVESTMENTS
Industry Financial Services
Experience
Wells Fargo Advisors July 1998 - Present
RBC WEALTH MANAGEMENT January 1998 - Present
Skills
Financial Analysis, Finance, Investments, Banking, Strategic Planning, Portfolio Management, Fixed Income, Mutual Funds, Series 7, Equities, Asset Management, Risk Management, Customer Service, Financial Services, Capital Markets
Education
Temple University 1967 — 1972
BS, Business Management
Temple University - Fox School of Business and Management
Bachelor's degree, BUSINESS MANAGEMENT / FINANCE, SETON HALL UNIVERSITY SOCIAL INTERACTION AND THE FINANCIAL ARENA
Wells Fargo Advisors July 1998 - Present
RBC WEALTH MANAGEMENT January 1998 - Present
Skills
Financial Analysis, Finance, Investments, Banking, Strategic Planning, Portfolio Management, Fixed Income, Mutual Funds, Series 7, Equities, Asset Management, Risk Management, Customer Service, Financial Services, Capital Markets
Education
Temple University 1967 — 1972
BS, Business Management
Temple University - Fox School of Business and Management
Bachelor's degree, BUSINESS MANAGEMENT / FINANCE, SETON HALL UNIVERSITY SOCIAL INTERACTION AND THE FINANCIAL ARENA
Andrew Fishman Andrew Fishman's RBC Wealth Management Experience June 2009 - August 2009
Job Executive Assistant at Walt Disney Studios Motion Pictures
Industry Entertainment
Experience
Walt Disney Studios Motion Pictures March 2014 - Present
Jimmy Kimmel Live! July 2011 - May 2012
ABC Studios July 2010 - July 2011
RBC Wealth Management June 2009 - August 2009
Skills
Entertainment, Video Production, Social Media, Film, Video, Event Planning, Facebook, Feature Films, Social Media Marketing, Digital Media, Social Networking
Education
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Business Administration
Walt Disney Studios Motion Pictures March 2014 - Present
Jimmy Kimmel Live! July 2011 - May 2012
ABC Studios July 2010 - July 2011
RBC Wealth Management June 2009 - August 2009
Skills
Entertainment, Video Production, Social Media, Film, Video, Event Planning, Facebook, Feature Films, Social Media Marketing, Digital Media, Social Networking
Education
State University of New York at Buffalo - School of Management 2006 — 2010
B.S., Business Administration
Dylan Ragonese Dylan Ragonese's RBC Wealth Management Experience June 2014 - August 2014
Job Intern Commerical at GE Capital Aviation Services (GECAS)
Industry Financial Services
Experience
GE Capital Aviation Services (GECAS) June 2015 - Present
RBC Wealth Management June 2014 - August 2014
Apicella Testa & Co. May 2012 - May 2014
Bertucci's January 2010 - August 2012
Skills
Time Management, Microsoft Office, QuickBooks, Teamwork, Statistics, Financial Analysis, Financial Markets, Leadership, Finance, Social Networking, Research
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course Program, Corporate Finance, Investments, and Financial Markets
Fairfield University 2013 — 2016
Bachelor's degree, Finance, Economics
Trumbull High School 2008 — 2012
GE Capital Aviation Services (GECAS) June 2015 - Present
RBC Wealth Management June 2014 - August 2014
Apicella Testa & Co. May 2012 - May 2014
Bertucci's January 2010 - August 2012
Skills
Time Management, Microsoft Office, QuickBooks, Teamwork, Statistics, Financial Analysis, Financial Markets, Leadership, Finance, Social Networking, Research
Education
The London School of Economics and Political Science (LSE) 2014 — 2015
General Course Program, Corporate Finance, Investments, and Financial Markets
Fairfield University 2013 — 2016
Bachelor's degree, Finance, Economics
Trumbull High School 2008 — 2012
Shazia Mohammed Shazia Mohammed's RBC Wealth Management Experience January 2009 - March 2009
Job The George Washington University
Industry Hospitality
Experience
Acero Precision August 2011 - September 2012
Westchase Academy August 2010 - August 2011
GENE LOCKE FOR MAYOR CAMPAIGN May 2009 - July 2009
RBC Wealth Management January 2009 - March 2009
Outreach Strategists, LLC May 2008 - August 2008
Skills
Action Oriented, Interpersonal..., Customer Service, Written Communication, Strategic Planning, Emotional Intelligence, Conflict Tolerance, Decision Making, Delegation, Resiliency, Quantitative Risk..., Persistency, Thought Leadership, Influence Others, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Hospitality
Acero Precision August 2011 - September 2012
Westchase Academy August 2010 - August 2011
GENE LOCKE FOR MAYOR CAMPAIGN May 2009 - July 2009
RBC Wealth Management January 2009 - March 2009
Outreach Strategists, LLC May 2008 - August 2008
Skills
Action Oriented, Interpersonal..., Customer Service, Written Communication, Strategic Planning, Emotional Intelligence, Conflict Tolerance, Decision Making, Delegation, Resiliency, Quantitative Risk..., Persistency, Thought Leadership, Influence Others, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
The George Washington University - School of Business 2012 — 2016
Bachelor of Business Administration (BBA), Hospitality
Trisha Sauer's RBC Wealth Management Experience February 2002 - January 2014
Job Vice President Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2014 - Present
RBC Wealth Management February 2002 - January 2014
Smith Barney November 1999 - February 2002
Deloitte August 1997 - July 1998
Friedman Kannenberg & company 1995 - 1997
Skills
Investments, Holistic Financial..., Tax, Finance, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Series 63, Series 7, Insurance, High Net Worth..., Bonds, Fixed Annuities, Wealth Accumulation, Financial Planning
Education
SUNY Oswego 1990 — 1995
Bachelors of Science, Accounting
Merrill Lynch January 2014 - Present
RBC Wealth Management February 2002 - January 2014
Smith Barney November 1999 - February 2002
Deloitte August 1997 - July 1998
Friedman Kannenberg & company 1995 - 1997
Skills
Investments, Holistic Financial..., Tax, Finance, Wealth Management, Retirement Planning, Strategic Financial..., Asset Allocation, Mutual Funds, Investment Advisory, Alternative Investments, Series 63, Series 7, Insurance, High Net Worth..., Bonds, Fixed Annuities, Wealth Accumulation, Financial Planning
Education
SUNY Oswego 1990 — 1995
Bachelors of Science, Accounting
Noel Cooper, CFP® Noel Cooper, CFP®'s RBC Wealth Management Experience September 2003 - Present
Job Senior Vice President – Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2003 - Present
Education
The Ohio State University
RBC Wealth Management September 2003 - Present
Education
The Ohio State University
Pamela Willett Pamela Willett's RBC Wealth Management Experience June 2013 - Present
Job Branch Service Manager, Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
Fidelity Investments May 2010 - May 2013
UBS Financial Services, Inc. March 2008 - June 2009
CyberTrader, Inc./Charles Schwab & Co., Inc. October 2005 - March 2008
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2002 - October 2005
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2000 - February 2002
Smith Barney, Inc. July 1998 - January 2000
Smith Barney, Inc. May 1994 - July 1998
Stiefel Nicholaus, Inc. 1993 - 1994
Rauscher, Pierce, Refsnes & Co., Inc. 1992 - 1993
Education
Texas A&M University-Kingsville 1988 — 1989
BS, Elementary Education - English Major / Math Minor
University of Michigan-Flint 1986 — 1988
Education
Texas A&M University-Kingsville 1983 — 1986
Accounting, Math
FINRA Licenses: Series 3, 7, 9, 10, 24, 55, 63, 66
RBC Wealth Management June 2013 - Present
Fidelity Investments May 2010 - May 2013
UBS Financial Services, Inc. March 2008 - June 2009
CyberTrader, Inc./Charles Schwab & Co., Inc. October 2005 - March 2008
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2002 - October 2005
CyberTrader, Inc./Charles Schwab & Co., Inc. February 2000 - February 2002
Smith Barney, Inc. July 1998 - January 2000
Smith Barney, Inc. May 1994 - July 1998
Stiefel Nicholaus, Inc. 1993 - 1994
Rauscher, Pierce, Refsnes & Co., Inc. 1992 - 1993
Education
Texas A&M University-Kingsville 1988 — 1989
BS, Elementary Education - English Major / Math Minor
University of Michigan-Flint 1986 — 1988
Education
Texas A&M University-Kingsville 1983 — 1986
Accounting, Math
FINRA Licenses: Series 3, 7, 9, 10, 24, 55, 63, 66
Jack McCabe Jack McCabe's RBC Wealth Management Experience May 2015 - August 2015
Job Student at The George Washington University
Industry Financial Services
Experience
RBC Wealth Management May 2015 - August 2015
AIG June 2014 - August 2014
U.S. House of Representatives January 2014 - May 2014
TNT Tennis June 2013 - August 2013
Howell Central Little League June 2010 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, SPSS, Economics, Statistics, Public Policy, People Skills
Education
The George Washington University 2012 — 2016
Bachelor of Science (BS), Economics
Howell High School 2008 — 2012
RBC Wealth Management May 2015 - August 2015
AIG June 2014 - August 2014
U.S. House of Representatives January 2014 - May 2014
TNT Tennis June 2013 - August 2013
Howell Central Little League June 2010 - August 2013
Skills
Microsoft Excel, Microsoft Word, PowerPoint, Microsoft Office, SPSS, Economics, Statistics, Public Policy, People Skills
Education
The George Washington University 2012 — 2016
Bachelor of Science (BS), Economics
Howell High School 2008 — 2012
Jonathan Glaser, MSc, PMP's RBC Wealth Management Experience July 2010 - January 2012
Job Project Control Officer & Project Manager providing 8+ yrs deliverablebased planning and endtoend execution expertise
Industry Information Technology and Services
Experience
RBC, Global Technology Infrastructure (GTI), Strategic Planning & Programs (SPP) June 2014 - Present
RBC, Group Architecture and Solution Delivery Services April 2012 - May 2014
RBC, Wealth Management July 2010 - January 2012
Munich Reinsurance (Canada) March 2010 - July 2010
CIBC July 2009 - December 2009
Orbixa December 2008 - February 2009
Ontario HIV Treatment Network July 2008 - October 2008
M.R.S. Company Ltd. December 2007 - April 2008
Symcor March 2007 - September 2007
Pfizer November 2005 - December 2006
Skills
Risk Management, Software Project..., SDLC, Change Management, Life Sciences, PMP, Vendor Management, Risk, Insurance, Resource Management, MS Project, Project Planning, Agile Project Management, Project Portfolio..., Requirements Gathering, Project Delivery, Management, Requirements Analysis, Agile Methodologies, Project Management, Software Documentation, Lifesciences, Business Analysis, Program Management, PMO, Quality Management, Quality Assurance, Business Process, Testing, Governance, Visio, Systems Analysis, Leadership, Business Process..., Enterprise Software, Business Requirements, Integration, Process Improvement, IT Strategy, Business Intelligence, User Acceptance Testing, ITIL, IT Management, SharePoint, Stakeholder Management, Enterprise Architecture, Business Transformation, Information Technology, Cross-functional Team..., Process Engineering
Education
Stellenbosch University/Universiteit Stellenbosch
Ph.D, Medical Sciences (Medical Biochemistry)
Stellenbosch University/Universiteit Stellenbosch
M.Sc. (Cum Laude), Biochemistry
University of Cape Town
B.Sc. (Honours), Biochemistry
University of Cape Town
B.Sc., Biochemistry, Genetics
RBC, Global Technology Infrastructure (GTI), Strategic Planning & Programs (SPP) June 2014 - Present
RBC, Group Architecture and Solution Delivery Services April 2012 - May 2014
RBC, Wealth Management July 2010 - January 2012
Munich Reinsurance (Canada) March 2010 - July 2010
CIBC July 2009 - December 2009
Orbixa December 2008 - February 2009
Ontario HIV Treatment Network July 2008 - October 2008
M.R.S. Company Ltd. December 2007 - April 2008
Symcor March 2007 - September 2007
Pfizer November 2005 - December 2006
Skills
Risk Management, Software Project..., SDLC, Change Management, Life Sciences, PMP, Vendor Management, Risk, Insurance, Resource Management, MS Project, Project Planning, Agile Project Management, Project Portfolio..., Requirements Gathering, Project Delivery, Management, Requirements Analysis, Agile Methodologies, Project Management, Software Documentation, Lifesciences, Business Analysis, Program Management, PMO, Quality Management, Quality Assurance, Business Process, Testing, Governance, Visio, Systems Analysis, Leadership, Business Process..., Enterprise Software, Business Requirements, Integration, Process Improvement, IT Strategy, Business Intelligence, User Acceptance Testing, ITIL, IT Management, SharePoint, Stakeholder Management, Enterprise Architecture, Business Transformation, Information Technology, Cross-functional Team..., Process Engineering
Education
Stellenbosch University/Universiteit Stellenbosch
Ph.D, Medical Sciences (Medical Biochemistry)
Stellenbosch University/Universiteit Stellenbosch
M.Sc. (Cum Laude), Biochemistry
University of Cape Town
B.Sc. (Honours), Biochemistry
University of Cape Town
B.Sc., Biochemistry, Genetics
Fernando Sepulveda's RBC Wealth Management Experience May 2011 - January 2015
Job International Private Banker, Scotia Private Client Group, Scotiabank
Industry Banking
Experience
Scotiabank January 2015 - Present
RBC Wealth Management May 2011 - January 2015
Scotiabank 2011 - 2011
Scotiabank 2009 - 2011
Scotiabank 2008 - 2009
Gillette 2003 - 2006
Skills
Wealth Management, Private Banking, Caribbean, Europe, relationship management, High Net Worth..., New Client Acquisitions, Business Strategy, New Business Development, Latin America, Spanish, Italian, Succession Planning, Investments, Credit, Banking, Capital Markets, Commercial Banking, Financial Services, Portfolio Management, Relationship Management, Strategy, Wealth Management..., Corporate Finance, Financial Analysis, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
Engineering
Scotiabank January 2015 - Present
RBC Wealth Management May 2011 - January 2015
Scotiabank 2011 - 2011
Scotiabank 2009 - 2011
Scotiabank 2008 - 2009
Gillette 2003 - 2006
Skills
Wealth Management, Private Banking, Caribbean, Europe, relationship management, High Net Worth..., New Client Acquisitions, Business Strategy, New Business Development, Latin America, Spanish, Italian, Succession Planning, Investments, Credit, Banking, Capital Markets, Commercial Banking, Financial Services, Portfolio Management, Relationship Management, Strategy, Wealth Management..., Corporate Finance, Financial Analysis, Risk Management
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA
Instituto Tecnológico y de Estudios Superiores de Monterrey 1998 — 2002
Engineering
Peter Cleary Peter Cleary's RBC Wealth Management Experience June 2014 - Present
Job Senior Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
UBS May 1991 - May 2014
Education
Saint Lawrence University 1986 — 1990
Economics
Delbarton 1982 — 1986
High School
RBC Wealth Management June 2014 - Present
UBS May 1991 - May 2014
Education
Saint Lawrence University 1986 — 1990
Economics
Delbarton 1982 — 1986
High School
Matthew Martin Matthew Martin's RBC Wealth Management Experience October 2011 - September 2013
Job Senior Recruiter at U.S. Bank Wealth Management & Securities Services
Industry Staffing and Recruiting
Experience
U.S. Bank September 2013 - Present
RBC Wealth Management October 2011 - September 2013
Technisource October 2009 - October 2011
Landmark Recruiting March 2007 - October 2009
C&L Distributing 2002 - 2006
Skills
Cold Calling, Talent Acquisition, Recruiting, Screening, Sourcing, Technical Recruiting, Contract Recruitment, Applicant Tracking..., New Business Development, Temporary Placement, Leadership, Talent Management, Human Resources, CRM, Employee Benefits, Sales, Management
Education
St. Cloud State University
U.S. Bank September 2013 - Present
RBC Wealth Management October 2011 - September 2013
Technisource October 2009 - October 2011
Landmark Recruiting March 2007 - October 2009
C&L Distributing 2002 - 2006
Skills
Cold Calling, Talent Acquisition, Recruiting, Screening, Sourcing, Technical Recruiting, Contract Recruitment, Applicant Tracking..., New Business Development, Temporary Placement, Leadership, Talent Management, Human Resources, CRM, Employee Benefits, Sales, Management
Education
St. Cloud State University
William Moritz William Moritz's RBC Wealth Management Experience June 2010 - April 2015
Job Finance Professional Relationship management, risk management and operational support.
Industry Financial Services
Experience
RBC Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns April 2006 - March 2008
TD Waterhouse Institutional Services June 1998 - March 2006
Skills
Series 7, Series 63, Commitment to Customer..., Dedicated Professional, Employee Training, Management, Asset Management, FINRA, Customer Service, Mutual Funds, series 9, series 10, Trading, Client Relations, Risk Management, Market Research, Team Building, Teamwork
Education
St. John's University
Bachelor of Science (BS), Finance
RBC Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns April 2006 - March 2008
TD Waterhouse Institutional Services June 1998 - March 2006
Skills
Series 7, Series 63, Commitment to Customer..., Dedicated Professional, Employee Training, Management, Asset Management, FINRA, Customer Service, Mutual Funds, series 9, series 10, Trading, Client Relations, Risk Management, Market Research, Team Building, Teamwork
Education
St. John's University
Bachelor of Science (BS), Finance
Joel Silver, CFP®'s RBC Wealth Management Experience 2004 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2004 - Present
Education
The George Washington University 2003 — 2007
RBC Wealth Management 2004 - Present
Education
The George Washington University 2003 — 2007
Lou Varanese Lou Varanese's RBC Wealth Management Experience September 2007 - Present
Job Associate Vice President Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2007 - Present
J B Hanauer & Co April 2003 - September 2007
Halpert & Co January 1995 - May 2003
Delaware Investments, a member of the Macquarie Group January 1988 - September 1994
Philadelphia Stock Exchange June 1987 - July 1988
Education
Temple University 1990 — 1992
Finance and Financial Management Services
St. John Neuman High School 1981 — 1985
RBC Wealth Management September 2007 - Present
J B Hanauer & Co April 2003 - September 2007
Halpert & Co January 1995 - May 2003
Delaware Investments, a member of the Macquarie Group January 1988 - September 1994
Philadelphia Stock Exchange June 1987 - July 1988
Education
Temple University 1990 — 1992
Finance and Financial Management Services
St. John Neuman High School 1981 — 1985
James Jay Madden James Jay Madden's RBC Wealth Management Experience April 1997 - March 2001
Job Vice PresidentFinancial Advisor, Portfolio ManagerPortfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney March 2001 - July 2008
RBC Wealth Management April 1997 - March 2001
Education
Texas A&M University
Bachelor of Arts, Communication
Texas State University-San Marcos
Morgan Stanley Smith Barney March 2001 - July 2008
RBC Wealth Management April 1997 - March 2001
Education
Texas A&M University
Bachelor of Arts, Communication
Texas State University-San Marcos
Elisa Tucciarone's RBC Wealth Management Experience 2006 - 2008
Job Investment Representative
Industry Financial Services
Experience
BMO Nesbitt Burns January 2010 - Present
RBC Dominion Securities 2008 - 2010
RBC Wealth Management 2006 - 2008
RBC Wealth Management 1997 - 2001
Skills
Investments, Portfolio Management, Fixed Income, Equities, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Banking, Asset Management, Retirement Planning, Investment Management, Securities, Finance, Financial Planning, Investment Advisory
Education
Tecnológico de Monterrey 1984 — 1990
MBA, Business
BMO Nesbitt Burns January 2010 - Present
RBC Dominion Securities 2008 - 2010
RBC Wealth Management 2006 - 2008
RBC Wealth Management 1997 - 2001
Skills
Investments, Portfolio Management, Fixed Income, Equities, Wealth Management, Strategic Financial..., Mutual Funds, Capital Markets, Banking, Asset Management, Retirement Planning, Investment Management, Securities, Finance, Financial Planning, Investment Advisory
Education
Tecnológico de Monterrey 1984 — 1990
MBA, Business
Theophilus Moss Theophilus Moss's RBC Wealth Management Experience July 2015 - August 2015
Job Course Assistant and Senior Mechanical Engineering Student at Johns Hopkins University
Industry Mechanical or Industrial Engineering
Experience
Johns Hopkins University August 2015 - Present
Johns Hopkins University August 2015 - Present
National Society of Black Engineers September 2012 - Present
Kiosite August 2014 - Present
RBC Wealth Management July 2015 - August 2015
Aezon Health January 2013 - June 2015
Hopkins Design-Build-Fly October 2012 - May 2015
Bahamas Engineering and Technology Advancement August 2014 - August 2014
National University of Singapore May 2014 - July 2014
Johns Hopkins University September 2012 - February 2013
Skills
Matlab, CAD/CAM, Mechanical Engineering, Arduino, Project Management, Leadership, Engineering, Laboratory, Crowdfunding, Solidworks, Research, Microsoft Excel, Technical Writing, Teamwork, Microsoft Office, Analysis, Manufacturing, Martial Arts, Karate, PowerPoint, Public Speaking, Data Analysis, Microsoft Word
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering
Saint Augustine's College 2006 — 2012
High School, Science, 3.87
Johns Hopkins University August 2015 - Present
Johns Hopkins University August 2015 - Present
National Society of Black Engineers September 2012 - Present
Kiosite August 2014 - Present
RBC Wealth Management July 2015 - August 2015
Aezon Health January 2013 - June 2015
Hopkins Design-Build-Fly October 2012 - May 2015
Bahamas Engineering and Technology Advancement August 2014 - August 2014
National University of Singapore May 2014 - July 2014
Johns Hopkins University September 2012 - February 2013
Skills
Matlab, CAD/CAM, Mechanical Engineering, Arduino, Project Management, Leadership, Engineering, Laboratory, Crowdfunding, Solidworks, Research, Microsoft Excel, Technical Writing, Teamwork, Microsoft Office, Analysis, Manufacturing, Martial Arts, Karate, PowerPoint, Public Speaking, Data Analysis, Microsoft Word
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Science (B.S.), Mechanical Engineering
Saint Augustine's College 2006 — 2012
High School, Science, 3.87
Karen Danielson Karen Danielson's RBC Wealth Management Experience June 2012 - August 2012
Job Repo Sales Assistant at Morgan Stanley
Industry
Experience
Morgan Stanley June 2015 - Present
St. Mary's College of Maryland September 2014 - May 2015
Tony Britt's Spotter Charts August 2014 - December 2014
Padonia Park Club June 2014 - August 2014
St. Mary's College of Maryland September 2012 - December 2013
MedStar Health July 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Research, Customer Service, Industrial Organization, Game Theory, Strategic Planning, Foreign Languages, Creativity Skills, Graphic Design, Social Media
Education
St. Mary's College of Maryland 2011 — 2015
Bachelor's Degree, Economics, 3.926
Morgan Stanley June 2015 - Present
St. Mary's College of Maryland September 2014 - May 2015
Tony Britt's Spotter Charts August 2014 - December 2014
Padonia Park Club June 2014 - August 2014
St. Mary's College of Maryland September 2012 - December 2013
MedStar Health July 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Data Entry, Research, Customer Service, Industrial Organization, Game Theory, Strategic Planning, Foreign Languages, Creativity Skills, Graphic Design, Social Media
Education
St. Mary's College of Maryland 2011 — 2015
Bachelor's Degree, Economics, 3.926
Arturo Costa's RBC Wealth Management Experience June 2015 - Present
Job Communications Intern Office of U.S. Senator Charles Schumer
Industry Political Organization
Experience
RBC Wealth Management June 2015 - Present
Syracuse District Court and Federal Builing August 2014 - Present
College of Arts and Sciences Admissions Office- Syracuse University September 2013 - Present
KWC Marketing June 2014 - August 2014
Polo Ralph Lauren Factory June 2013 - June 2014
Skills
Leadership, Success Driven, Social Networking, Spanish, Pragmatics, First Aid, Human Resources, Public Speaking, Fundraising, Government, Customer Service, Networking
Education
Syracuse University 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs and Political Science
Syracuse University - Maxwell School 2012 — 2016
Bachelor of Arts (B.A.), Spanish Language and Literature
RBC Wealth Management June 2015 - Present
Syracuse District Court and Federal Builing August 2014 - Present
College of Arts and Sciences Admissions Office- Syracuse University September 2013 - Present
KWC Marketing June 2014 - August 2014
Polo Ralph Lauren Factory June 2013 - June 2014
Skills
Leadership, Success Driven, Social Networking, Spanish, Pragmatics, First Aid, Human Resources, Public Speaking, Fundraising, Government, Customer Service, Networking
Education
Syracuse University 2012 — 2016
Bachelor of Arts (B.A.), International Relations and Affairs and Political Science
Syracuse University - Maxwell School 2012 — 2016
Bachelor of Arts (B.A.), Spanish Language and Literature
Kenneth Kuska Kenneth Kuska's RBC Wealth Management Experience February 2013 - Present
Job Senior Vice President – Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2013 - Present
Education
St. Francis University 1970 — 1974
Bachelor's Degree, History
St. Francis University 1974 1970 — 1974
Bachelor of Arts (B.A.), History
RBC Wealth Management February 2013 - Present
Education
St. Francis University 1970 — 1974
Bachelor's Degree, History
St. Francis University 1974 1970 — 1974
Bachelor of Arts (B.A.), History
Geoffrey Pitman Geoffrey Pitman's RBC Wealth Management Experience July 2010 - July 2012
Job IT Support Specialist at MBI Energy Services
Industry Computer Software
Experience
MBI Energy Services September 2014 - Present
TCF Bank July 2013 - January 2014
Federal Reserve Bank of Minneapolis July 2012 - June 2013
RBC Wealth Management July 2010 - July 2012
Medtronic March 2010 - July 2010
St. Jude Medical February 2010 - March 2010
Target February 2006 - October 2009
Pomeroy IT Solutions 2005 - 2006
Slumberland 2002 - 2005
OfficeMax Inc January 1997 - January 2001
Skills
Technical Support, SDLC, Leadership, Call Centers, Microsoft Office, Visio, Windows 7, Computer Hardware, Networking, Operating Systems, Business Analysis, Active Directory
Education
St. Norbert College 1998 — 2001
Computer Science
New Life Academy
MBI Energy Services September 2014 - Present
TCF Bank July 2013 - January 2014
Federal Reserve Bank of Minneapolis July 2012 - June 2013
RBC Wealth Management July 2010 - July 2012
Medtronic March 2010 - July 2010
St. Jude Medical February 2010 - March 2010
Target February 2006 - October 2009
Pomeroy IT Solutions 2005 - 2006
Slumberland 2002 - 2005
OfficeMax Inc January 1997 - January 2001
Skills
Technical Support, SDLC, Leadership, Call Centers, Microsoft Office, Visio, Windows 7, Computer Hardware, Networking, Operating Systems, Business Analysis, Active Directory
Education
St. Norbert College 1998 — 2001
Computer Science
New Life Academy
Carey Groethe Carey Groethe's RBC Wealth Management Experience January 2014 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2014 - Present
RBC Wealth Management September 2012 - December 2013
Education
St. Cloud State University - Herberger Business School 2001 — 2006
BA, Marketing
RBC Wealth Management January 2014 - Present
RBC Wealth Management September 2012 - December 2013
Education
St. Cloud State University - Herberger Business School 2001 — 2006
BA, Marketing
Antoo Valookaran Antoo Valookaran's RBC Wealth Management Experience December 1990 - September 2006
Job Director at Financal House of Canada
Industry Financial Services
Experience
Financal House of Canada October 2006 - Present
George Brown College Continuing Education September 2006 - Present
RBC Wealth Management December 1990 - September 2006
Skills
Registered Professional..., Certified Financial..., Trust and Estate..., Certified Public..., Associated Management..., Chartered Accountant..., CPA, Cost Accounting, Strategic Planning, Auditing, Budgets, Financial Reporting, Internal Controls, Business Planning, Accounting, Financial Analysis, Strategic Financial..., Managerial Finance, Financial Accounting, Financial Audits, Estate Law, Risk Management, Finance, Management, Internal Audit
Education
American Institute of Certified Public Accountants
Certified Public Accountant - CPA, Accounting and Finance
Financial Planners Standards Council of Canada
Certified Financial Planner - CFP, Financial Planning and Services
Institute of Certified Management Accountants of Australia
AMA, Management accounting
Society of Professional Accountants of Canada
Registered Professional Accountant - RPA, Accounting
Society of Trust and Estate practitioners of Canada
Trust and Estate Practioner - TEP, Trust and Estate
The Institute of Chartered Accountants of India
Chartered Accountant - CA, Auditing
University of Kerala
Masters Degree - M. com, Finance
Financal House of Canada October 2006 - Present
George Brown College Continuing Education September 2006 - Present
RBC Wealth Management December 1990 - September 2006
Skills
Registered Professional..., Certified Financial..., Trust and Estate..., Certified Public..., Associated Management..., Chartered Accountant..., CPA, Cost Accounting, Strategic Planning, Auditing, Budgets, Financial Reporting, Internal Controls, Business Planning, Accounting, Financial Analysis, Strategic Financial..., Managerial Finance, Financial Accounting, Financial Audits, Estate Law, Risk Management, Finance, Management, Internal Audit
Education
American Institute of Certified Public Accountants
Certified Public Accountant - CPA, Accounting and Finance
Financial Planners Standards Council of Canada
Certified Financial Planner - CFP, Financial Planning and Services
Institute of Certified Management Accountants of Australia
AMA, Management accounting
Society of Professional Accountants of Canada
Registered Professional Accountant - RPA, Accounting
Society of Trust and Estate practitioners of Canada
Trust and Estate Practioner - TEP, Trust and Estate
The Institute of Chartered Accountants of India
Chartered Accountant - CA, Auditing
University of Kerala
Masters Degree - M. com, Finance
Anthony DaPrato Anthony DaPrato's RBC Wealth Management Experience 2010 - 2015
Job Senior Compliance Professional
Industry Investment Banking
Experience
RBC Wealth Management 2010 - 2015
JP Morgan/Bear Stearns 1998 - 2010
AIG Royal Alliance 1992 - 1998
Skills
Securities, Equities, Series 7, Investment Advisory, Financial Services, FINRA, Asset Management, Capital Markets, Anti Money Laundering, KYC, Risk Management, Investments, Derivatives, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Prime Brokerage, Portfolio Management
Education
State University of New York College at Fredonia 1980 — 1984
Bachelor of Arts (B.A.), Economics & Business Finance
RBC Wealth Management 2010 - 2015
JP Morgan/Bear Stearns 1998 - 2010
AIG Royal Alliance 1992 - 1998
Skills
Securities, Equities, Series 7, Investment Advisory, Financial Services, FINRA, Asset Management, Capital Markets, Anti Money Laundering, KYC, Risk Management, Investments, Derivatives, Hedge Funds, Alternative Investments, Fixed Income, Mutual Funds, Prime Brokerage, Portfolio Management
Education
State University of New York College at Fredonia 1980 — 1984
Bachelor of Arts (B.A.), Economics & Business Finance
Robert Emple Robert Emple's RBC Wealth Management Experience April 1990 - Present
Job First Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 1990 - Present
Education
UNH and London School of Economics 1982 — 1986
BA, Economics and Business Administration
The London School of Economics and Political Science (LSE) 1984 — 1985
General Course of Study
RBC Wealth Management April 1990 - Present
Education
UNH and London School of Economics 1982 — 1986
BA, Economics and Business Administration
The London School of Economics and Political Science (LSE) 1984 — 1985
General Course of Study
Amanda Strembicke, CFP® Amanda Strembicke, CFP®'s RBC Wealth Management Experience August 2007 - January 2010
Job CERTIFIED FINANCIAL PLANNER ™professional & Financial Advisor Cambridge Investment Research
Industry Financial Services
Experience
Practical Financial Solutions January 2010 - Present
RBC Wealth Management August 2007 - January 2010
AmSouth Investment Services April 1998 - February 2007
Skills
Retirement Planning, educational seminars, Comprehensive Wealth..., Financial Planning, Tactical Asset..., retirement plan design, Employee Benefits, Retirement Income..., Retirement Plan..., 401k Rollovers, College Savings Plans, Gap Analysis
Education
The American College 2003 — 2007
Certified Financial Planner (tm) professional
University of North Alabama 1988 — 1992
Bachelor of Science, Finance
Practical Financial Solutions January 2010 - Present
RBC Wealth Management August 2007 - January 2010
AmSouth Investment Services April 1998 - February 2007
Skills
Retirement Planning, educational seminars, Comprehensive Wealth..., Financial Planning, Tactical Asset..., retirement plan design, Employee Benefits, Retirement Income..., Retirement Plan..., 401k Rollovers, College Savings Plans, Gap Analysis
Education
The American College 2003 — 2007
Certified Financial Planner (tm) professional
University of North Alabama 1988 — 1992
Bachelor of Science, Finance
Geoffrey Cleveland Geoffrey Cleveland's RBC Wealth Management Experience March 2009 - June 2015
Job Senior Financial Advisor Wells Fargo Advisors Financial Network
Industry Financial Services
Experience
RBC Wealth Management March 2009 - June 2015
Ferris, Baker Watts, Inc. June 2004 - March 2009
Ferris, Baker Watts, Inc. April 2002 - May 2004
For Love of Children September 2001 - May 2003
The George Washington University - Office of Property Management and Real Estate August 2000 - August 2001
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
The George Washington University
BBA, International Business, Psychology
RBC Wealth Management March 2009 - June 2015
Ferris, Baker Watts, Inc. June 2004 - March 2009
Ferris, Baker Watts, Inc. April 2002 - May 2004
For Love of Children September 2001 - May 2003
The George Washington University - Office of Property Management and Real Estate August 2000 - August 2001
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
The George Washington University
BBA, International Business, Psychology
Tonya Ponder Tonya Ponder's RBC Wealth Management Experience December 2006 - March 2007
Job
Industry Cosmetics
Experience
Baker Hughes April 2013 - Present
Farouk Systems Inc. June 2010 - March 2013
Farouk For Governor Campaign November 2009 - April 2010
H TEXAS Magazine April 2007 - December 2009
RBC Wealth Management December 2006 - March 2007
Skills
Inventory Management, Marketing, Purchasing, Microsoft Excel, Microsoft Office, Retail, Sales, Customer Service, Advertising, Merchandising, PowerPoint, Negotiation, Outlook, Event Planning, Microsoft Word, Project Management, Budgets, Marketing Strategy, Packaging, Market Research, Leadership
Education
Stephen F. Austin State University 2002 — 2006
Business Administration, Marketing
Baker Hughes April 2013 - Present
Farouk Systems Inc. June 2010 - March 2013
Farouk For Governor Campaign November 2009 - April 2010
H TEXAS Magazine April 2007 - December 2009
RBC Wealth Management December 2006 - March 2007
Skills
Inventory Management, Marketing, Purchasing, Microsoft Excel, Microsoft Office, Retail, Sales, Customer Service, Advertising, Merchandising, PowerPoint, Negotiation, Outlook, Event Planning, Microsoft Word, Project Management, Budgets, Marketing Strategy, Packaging, Market Research, Leadership
Education
Stephen F. Austin State University 2002 — 2006
Business Administration, Marketing
Andrew Uhl Andrew Uhl's RBC Wealth Management Experience December 2012 - December 2012
Job Inside Account Executive at SHI International Corp.
Industry Information Technology and Services
Experience
SHI International Corp. July 2015 - Present
Dripping Springs High School August 2014 - May 2015
Gristmill Restaurant May 2014 - August 2014
Castle Dental June 2013 - August 2013
RBC Wealth Management December 2012 - December 2012
City of Austin Parks & Recreation Dept May 2007 - August 2012
Skills
Customer Service, Customer Satisfaction, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Marketing, Event Planning
Education
Texas State University 2011 — 2015
Bachelor's Degree, Economics
Texas State University 2011 — 2015
Bachelor's Degree, Management
SHI International Corp. July 2015 - Present
Dripping Springs High School August 2014 - May 2015
Gristmill Restaurant May 2014 - August 2014
Castle Dental June 2013 - August 2013
RBC Wealth Management December 2012 - December 2012
City of Austin Parks & Recreation Dept May 2007 - August 2012
Skills
Customer Service, Customer Satisfaction, Teamwork, Microsoft Excel, Microsoft Word, Public Speaking, Microsoft Office, Leadership, Marketing, Event Planning
Education
Texas State University 2011 — 2015
Bachelor's Degree, Economics
Texas State University 2011 — 2015
Bachelor's Degree, Management
Alec Douglas Alec Douglas's RBC Wealth Management Experience May 2014 - September 2014
Job Associate at Private Advisors, LLC
Industry Financial Services
Experience
Private Advisors, LLC July 2015 - Present
RBC Wealth Management May 2014 - September 2014
Glyn's Marine May 2012 - August 2013
Maryland Flag Belts November 2011 - November 2012
Wells Fargo Advisors March 2011 - April 2011
Barrington Yacht Club July 2008 - April 2011
Skills
Bloomberg Terminal, Analysis, Financial Analysis, Management, Selling, Purchasing, Microsoft Word, Investments, Sales, Finance
Education
University of Richmond 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
St. Mary's College of Maryland 2011 — 2012
Economics
Barrington High School 2007 — 2011
Private Advisors, LLC July 2015 - Present
RBC Wealth Management May 2014 - September 2014
Glyn's Marine May 2012 - August 2013
Maryland Flag Belts November 2011 - November 2012
Wells Fargo Advisors March 2011 - April 2011
Barrington Yacht Club July 2008 - April 2011
Skills
Bloomberg Terminal, Analysis, Financial Analysis, Management, Selling, Purchasing, Microsoft Word, Investments, Sales, Finance
Education
University of Richmond 2012 — 2015
Bachelor of Business Administration (BBA), Finance, Junior
St. Mary's College of Maryland 2011 — 2012
Economics
Barrington High School 2007 — 2011
Jeff Thielen, CFP® Jeff Thielen, CFP®'s RBC Wealth Management Experience January 2001 - Present
Job Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2001 - Present
PricewaterhouseCoopers July 1999 - January 2001
Copeland Buhl & Company PLLP January 1998 - June 1999
Education
St. Cloud State University 1993 — 1997
Bachelor’s Degree, Accounting
RBC Wealth Management January 2001 - Present
PricewaterhouseCoopers July 1999 - January 2001
Copeland Buhl & Company PLLP January 1998 - June 1999
Education
St. Cloud State University 1993 — 1997
Bachelor’s Degree, Accounting
Parizad Bharucha, SPHR Parizad Bharucha, SPHR's RBC Wealth Management Experience December 2004 - August 2007
Job Senior HR Business Partner at Oracle
Industry Information Technology and Services
Experience
Oracle March 2014 - Present
Oracle November 2010 - February 2014
Thomson Reuters August 2007 - January 2010
RBC Wealth Management December 2004 - August 2007
Capella University January 2004 - December 2004
Bennett, Coleman & Co. Ltd. June 2001 - February 2003
Coca Cola India 2000 - 2000
KPMG 1996 - 1998
Skills
Employee Relations, Performance Management, Talent Acquisition, Management, Talent Management, Personnel Management, Recruiting, Human Resources, Workforce Planning, Employee Engagement, HR Policies
Education
Symbiosis International University 1999 — 2001
Masters in Personnel Management, Human Resources Management and Services
St. Anne's High School
Symbiosis Institute of Business Management
University of Mumbai
Oracle March 2014 - Present
Oracle November 2010 - February 2014
Thomson Reuters August 2007 - January 2010
RBC Wealth Management December 2004 - August 2007
Capella University January 2004 - December 2004
Bennett, Coleman & Co. Ltd. June 2001 - February 2003
Coca Cola India 2000 - 2000
KPMG 1996 - 1998
Skills
Employee Relations, Performance Management, Talent Acquisition, Management, Talent Management, Personnel Management, Recruiting, Human Resources, Workforce Planning, Employee Engagement, HR Policies
Education
Symbiosis International University 1999 — 2001
Masters in Personnel Management, Human Resources Management and Services
St. Anne's High School
Symbiosis Institute of Business Management
University of Mumbai
Larry M. Schnaid's RBC Wealth Management Experience September 2008 - February 2012
Job Senior Portfolio Manager at UBS Financial Services
Industry Financial Services
Experience
UBS Financial Services February 2012 - Present
RBC Wealth Management September 2008 - February 2012
Wachovia Securities January 2005 - September 2008
Citigroup July 2002 - March 2005
Ernst & Young December 1997 - July 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Southern California 1993 — 1997
BS, Accounting
Tel Aviv University 1996 — 1996
Heschel 1986 — 1988
UBS Financial Services February 2012 - Present
RBC Wealth Management September 2008 - February 2012
Wachovia Securities January 2005 - September 2008
Citigroup July 2002 - March 2005
Ernst & Young December 1997 - July 2000
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
University of Southern California 1993 — 1997
BS, Accounting
Tel Aviv University 1996 — 1996
Heschel 1986 — 1988
Heidi Johnson's RBC Wealth Management Experience February 2005 - Present
Job Senior Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2005 - Present
RBC Dain Rauscher February 2005 - March 2010
ING / Employee Benefits 2002 - February 2005
ING 2002 - 2005
Washington Square Securities January 2000 - March 2002
Education
University of Wisconsin-Madison 2006 — 2007
St. Cloud State University 1995 — 1999
RBC Wealth Management February 2005 - Present
RBC Dain Rauscher February 2005 - March 2010
ING / Employee Benefits 2002 - February 2005
ING 2002 - 2005
Washington Square Securities January 2000 - March 2002
Education
University of Wisconsin-Madison 2006 — 2007
St. Cloud State University 1995 — 1999
John Delatush's RBC Wealth Management Experience December 2014 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2014 - Present
Education
Swarthmore College 1994 — 1998
Manasquan High School 1990 — 1994
RBC Wealth Management December 2014 - Present
Education
Swarthmore College 1994 — 1998
Manasquan High School 1990 — 1994
Pamela Dick's RBC Wealth Management Experience April 2006 - December 2011
Job Director Business Developement at Turn Key Philly
Industry Marketing and Advertising
Experience
Turn Key Philly March 2015 - Present
Cordasco Financial Network January 2012 - January 2015
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
TD Waterhouse 2002 - 2006
Skills
Banking, Mutual Funds, Wealth Management, Credit, Series 7, Loans, Commercial Mortgages, Series 63, Credit Risk, Prime Brokerage, Bloomberg, Portfolio Management, Back Office, Financial Services, Equities
Education
Temple University - Fox School of Business and Management
Finance and Financial Management Services
Turn Key Philly March 2015 - Present
Cordasco Financial Network January 2012 - January 2015
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
TD Waterhouse 2002 - 2006
Skills
Banking, Mutual Funds, Wealth Management, Credit, Series 7, Loans, Commercial Mortgages, Series 63, Credit Risk, Prime Brokerage, Bloomberg, Portfolio Management, Back Office, Financial Services, Equities
Education
Temple University - Fox School of Business and Management
Finance and Financial Management Services
Tom WahlJr's RBC Wealth Management Experience October 2014 - Present
Job Sr Vice PresidentFinancial Advisor RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
La Chaine des Rotisseurs 2002 - Present
Education
St. John Fisher College 1974 — 1978
RBC Wealth Management October 2014 - Present
La Chaine des Rotisseurs 2002 - Present
Education
St. John Fisher College 1974 — 1978
Jackie Langanki's RBC Wealth Management Experience November 2013 - Present
Job Project Manager App Dev at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
RBC Wealth Management 2010 - 2013
RBC Wealth Management 2007 - 2010
RBC Wealth Management 2005 - 2007
Skills
Mutual Funds, Wealth Management, Business Analysis, Fixed Income, Strategic Financial..., Project Management, Financial Services, Risk Management, Vendor Management, Financial Analysis, Process Improvement, Bloomberg, Team Leadership, Mergers & Acquisitions, Series 7, Portfolio Management
Education
St. Cloud State University 1997 — 2001
Finance
new ulm 1993 — 1996
RBC Wealth Management November 2013 - Present
RBC Wealth Management 2010 - 2013
RBC Wealth Management 2007 - 2010
RBC Wealth Management 2005 - 2007
Skills
Mutual Funds, Wealth Management, Business Analysis, Fixed Income, Strategic Financial..., Project Management, Financial Services, Risk Management, Vendor Management, Financial Analysis, Process Improvement, Bloomberg, Team Leadership, Mergers & Acquisitions, Series 7, Portfolio Management
Education
St. Cloud State University 1997 — 2001
Finance
new ulm 1993 — 1996
Nicole Kollar, MBA's RBC Wealth Management Experience May 2013 - January 2015
Job Senior Project Manager at Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US January 2015 - Present
RBC Wealth Management May 2013 - January 2015
Ameriprise Financial March 2011 - May 2013
Ameriprise Financial March 2006 - December 2010
Ameriprise Financial April 2004 - March 2006
Texans Credit Union January 2000 - June 2003
Wells Fargo Mortgage (Norwest Mortgage) January 1999 - December 1999
Deluxe Corporation 1997 - 1998
Skills
Leadership, Financial Services, Relationship Management, Business Development, Business Process..., Risk Management, Cross-functional Team..., Business Analysis, Project Management, Variable Annuities, Fixed Annuities, Change Management, Technology, Technical Requirements..., Operations Management, Resource Management, MBA, Driving Results, Leading Change, Project Portfolio..., Six Sigma, PMO, Process Improvement, Green Belt
Education
Texas Christian University 2001 — 2003
MBA, Marketing & Strategy
University of Minnesota-Twin Cities 1994 — 1998
B.A., Speech Communications
Columbia Threadneedle Investments, US January 2015 - Present
RBC Wealth Management May 2013 - January 2015
Ameriprise Financial March 2011 - May 2013
Ameriprise Financial March 2006 - December 2010
Ameriprise Financial April 2004 - March 2006
Texans Credit Union January 2000 - June 2003
Wells Fargo Mortgage (Norwest Mortgage) January 1999 - December 1999
Deluxe Corporation 1997 - 1998
Skills
Leadership, Financial Services, Relationship Management, Business Development, Business Process..., Risk Management, Cross-functional Team..., Business Analysis, Project Management, Variable Annuities, Fixed Annuities, Change Management, Technology, Technical Requirements..., Operations Management, Resource Management, MBA, Driving Results, Leading Change, Project Portfolio..., Six Sigma, PMO, Process Improvement, Green Belt
Education
Texas Christian University 2001 — 2003
MBA, Marketing & Strategy
University of Minnesota-Twin Cities 1994 — 1998
B.A., Speech Communications
Tylar Lunke's RBC Wealth Management Experience March 2011 - Present
Job Portfolio Analyst at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management March 2011 - Present
RBC Wealth Management September 2006 - March 2011
Pixl Golf Company 2000 - 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
Stanford University 1996 — 2000
BA, Economics
RBC Wealth Management March 2011 - Present
RBC Wealth Management September 2006 - March 2011
Pixl Golf Company 2000 - 2003
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
Stanford University 1996 — 2000
BA, Economics
Sue Edblom's RBC Wealth Management Experience 2005 - Present
Job Marketing Services Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2005 - Present
RBC Wealth Management 2005 - Present
American Express Financial Advisors 1999 - 2002
Periscope Interactive 1998 - 1999
US Bank 1995 - 1998
Dayton Hudson Department Store Company 1984 - 1993
Target Corporation - Dept Store Division (Marshall Field's/Daytons) 1984 - 1993
Education
St. Olaf College
RBC Wealth Management 2005 - Present
RBC Wealth Management 2005 - Present
American Express Financial Advisors 1999 - 2002
Periscope Interactive 1998 - 1999
US Bank 1995 - 1998
Dayton Hudson Department Store Company 1984 - 1993
Target Corporation - Dept Store Division (Marshall Field's/Daytons) 1984 - 1993
Education
St. Olaf College
Kevin Ofstehage's RBC Wealth Management Experience 2007 - Present
Job Fixed Income Trading at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets December 2007 - Present
RBC Wealth Management 2007 - Present
Education
St. Olaf College 2002 — 2006
RBC Capital Markets December 2007 - Present
RBC Wealth Management 2007 - Present
Education
St. Olaf College 2002 — 2006
Trish Zanon's RBC Wealth Management Experience April 2008 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2008 - Present
BB of Rochester May 2003 - April 2008
Smith Barney April 2002 - April 2003
Smith Barney 1992 - 2003
Smith Barney April 1992 - April 2002
Education
State University of New York College at Oswego 1987 — 1991
RBC Wealth Management April 2008 - Present
BB of Rochester May 2003 - April 2008
Smith Barney April 2002 - April 2003
Smith Barney 1992 - 2003
Smith Barney April 1992 - April 2002
Education
State University of New York College at Oswego 1987 — 1991
Marina Galli, CFA's RBC Wealth Management Experience April 2009 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2009 - Present
Credit Suisse 1999 - 2009
Chase & MD Sass Partners January 1999 - December 1999
Deutsche Bank Securities 1994 - 1996
Education
State University of New York College at Oneonta
BS, Economics, International Business
RBC Wealth Management April 2009 - Present
Credit Suisse 1999 - 2009
Chase & MD Sass Partners January 1999 - December 1999
Deutsche Bank Securities 1994 - 1996
Education
State University of New York College at Oneonta
BS, Economics, International Business
Jim Martindale's RBC Wealth Management Experience July 1972 - Present
Job First Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 1972 - Present
RBC Wealth Management January 2003 - January 2011
Skills
Investment Management, Portfolio Management
Education
St. Edward's University
RBC Wealth Management July 1972 - Present
RBC Wealth Management January 2003 - January 2011
Skills
Investment Management, Portfolio Management
Education
St. Edward's University
Paul Geis's RBC Wealth Management Experience January 2009 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2009 - Present
UBS Financial Services September 2003 - January 2009
CAESY Education 2000 - 2003
Education
Stanford University Graduate School of Business 1976 — 1978
MBA
University of Oregon 1972 — 1975
Bachelor of Science (BS)
RBC Wealth Management January 2009 - Present
UBS Financial Services September 2003 - January 2009
CAESY Education 2000 - 2003
Education
Stanford University Graduate School of Business 1976 — 1978
MBA
University of Oregon 1972 — 1975
Bachelor of Science (BS)
Jordan Shankles's RBC Wealth Management Experience March 2006 - January 2010
Job Relationship Associate at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2013 - Present
Morgan Stanley Wealth Management January 2010 - Present
RBC Wealth Management March 2006 - January 2010
Edes Meats January 1998 - January 2005
Skills
Series 66, Series 7, Building Relationships, Self-driven, Selling, Prospect Research, Marketing Communications, Account Management, Sales Management, Customer Service, Relationship Marketing, Marketing, Fitness, Leadership, Problem Solving, Sales Process, Sales, Sales Operations, Strategic Planning, Investments, Management, Marketing Strategy, Finance, Cold Calling, Team Building, New Business Development, Social Media Marketing, Entrepreneurship, Uniform Combined State..., Portfolio Management
Education
Texas Tech University 2000 — 2004
BS, Human Development and Family Studies, General
Credit Suisse April 2013 - Present
Morgan Stanley Wealth Management January 2010 - Present
RBC Wealth Management March 2006 - January 2010
Edes Meats January 1998 - January 2005
Skills
Series 66, Series 7, Building Relationships, Self-driven, Selling, Prospect Research, Marketing Communications, Account Management, Sales Management, Customer Service, Relationship Marketing, Marketing, Fitness, Leadership, Problem Solving, Sales Process, Sales, Sales Operations, Strategic Planning, Investments, Management, Marketing Strategy, Finance, Cold Calling, Team Building, New Business Development, Social Media Marketing, Entrepreneurship, Uniform Combined State..., Portfolio Management
Education
Texas Tech University 2000 — 2004
BS, Human Development and Family Studies, General
Courtney Kanz, CFA's RBC Wealth Management Experience 2006 - 2013
Job .
Industry Financial Services
Experience
RBC Wealth Management 2006 - 2013
Piper Jaffray 2005 - 2006
Voyageur Asset Management 2004 - 2005
RBC Dain Rauscher 2002 - 2004
RBC Dain Rauscher 2000 - 2002
FDIC 1999 - 2000
Skills
Financial Services, Wealth Management, Investment Advisory
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance and Strategic Management
St. Cloud State University 1995 — 1999
B.S., Finance
RBC Wealth Management 2006 - 2013
Piper Jaffray 2005 - 2006
Voyageur Asset Management 2004 - 2005
RBC Dain Rauscher 2002 - 2004
RBC Dain Rauscher 2000 - 2002
FDIC 1999 - 2000
Skills
Financial Services, Wealth Management, Investment Advisory
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Finance and Strategic Management
St. Cloud State University 1995 — 1999
B.S., Finance
Marie Campion's RBC Wealth Management Experience August 2007 - Present
Job Human Resources Business Partner at RBC
Industry Financial Services
Experience
RBC Wealth Management August 2007 - Present
Citi 2000 - 2007
John G Kinnard/MJSK 1991 - 2001
Skills
Onboarding, Employee Engagement, Performance Management, Personnel Management, Talent Management, Human Resources, Recruiting, Employee Relations, Talent Acquisition, HRIS, Call Centers, Succession Planning, Organizational..., Change Management, Employee Benefits
Education
St. Cloud State University
Bachelor of Science (BS), Finance
RBC Wealth Management August 2007 - Present
Citi 2000 - 2007
John G Kinnard/MJSK 1991 - 2001
Skills
Onboarding, Employee Engagement, Performance Management, Personnel Management, Talent Management, Human Resources, Recruiting, Employee Relations, Talent Acquisition, HRIS, Call Centers, Succession Planning, Organizational..., Change Management, Employee Benefits
Education
St. Cloud State University
Bachelor of Science (BS), Finance
Mercedes Paris's RBC Wealth Management Experience November 2006 - Present
Job Senior Credit Officer at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management November 2006 - Present
Skills
Banking, Wealth Management, Private Banking, Credit, Credit Risk, Credit Analysis, Risk Management, Equities, Portfolio Management, Investments, Corporate Finance, Loans, Investment Banking, Financial Structuring, Valuation, Financial Analysis, Emerging Markets, Financial Markets, Financial Services, Financial Risk, Commercial Lending, Financial Modeling
Education
St. Francis College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
RBC Wealth Management November 2006 - Present
Skills
Banking, Wealth Management, Private Banking, Credit, Credit Risk, Credit Analysis, Risk Management, Equities, Portfolio Management, Investments, Corporate Finance, Loans, Investment Banking, Financial Structuring, Valuation, Financial Analysis, Emerging Markets, Financial Markets, Financial Services, Financial Risk, Commercial Lending, Financial Modeling
Education
St. Francis College 1986 — 1990
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
R. Stephen Meyers's RBC Wealth Management Experience Senior Vice PresidentRBC Wealth Management2007 - Present
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Senior Vice PresidentRBC Wealth Management2007 - Present
RBC Welth Management 2006 - Present
RBC Dain Rauscher 2006 - Present
Piper Jaffray 1985 - 2006
Skills
Investments, Investment Strategies, Estate Planning, Wealth Management, Investment Management, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, Series 63, Fixed Income, Equities, Securities, FINRA, Strategic Financial..., Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments
Education
Texas Christian University 1970 — 1973
Bachelor of Arts, History/ Political Science
Texas Christian University 1970 — 1973
Bachelor of Arts (BA), History
RBC Wealth Management Senior Vice PresidentRBC Wealth Management2007 - Present
RBC Welth Management 2006 - Present
RBC Dain Rauscher 2006 - Present
Piper Jaffray 1985 - 2006
Skills
Investments, Investment Strategies, Estate Planning, Wealth Management, Investment Management, Series 7, Mutual Funds, Retirement Planning, Financial Advisory, Financial Services, Series 63, Fixed Income, Equities, Securities, FINRA, Strategic Financial..., Asset Management, Asset Allocation, Investment Advisory, Portfolio Management, Alternative Investments
Education
Texas Christian University 1970 — 1973
Bachelor of Arts, History/ Political Science
Texas Christian University 1970 — 1973
Bachelor of Arts (BA), History
Matt Lego's RBC Wealth Management Experience November 2010 - October 2012
Job Payroll Specialist
Industry Human Resources
Experience
General Mills March 2015 - Present
General Mills October 2012 - Present
RBC Wealth Management November 2010 - October 2012
RBC Wealth Management December 2010 - December 2010
Education
The College of St. Scholastica 2001 — 2005
Bachelor's degree, Humanities/Humanistic Studies
Shakopee High School 1998 — 2001
General Mills March 2015 - Present
General Mills October 2012 - Present
RBC Wealth Management November 2010 - October 2012
RBC Wealth Management December 2010 - December 2010
Education
The College of St. Scholastica 2001 — 2005
Bachelor's degree, Humanities/Humanistic Studies
Shakopee High School 1998 — 2001
Mark Gorius's RBC Wealth Management Experience October 1998 - Present
Job Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 1998 - Present
Education
The Johns Hopkins University
BS
University of St. Thomas - Opus College of Business
MBA
RBC Wealth Management October 1998 - Present
Education
The Johns Hopkins University
BS
University of St. Thomas - Opus College of Business
MBA
Janice Waytashek's RBC Wealth Management Experience 2009 - Present
Job Senior Billing Manager at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment June 2009 - Present
RBC Wealth Management 2009 - Present
RBC 2008 - Present
RBC Capital Markets 2009 - April 2009
NOVON Consulting 2008 - 2008
Piper Jaffray 1986 - 2006
Education
St. Cloud State University 1982 — 1986
BS, Fiance
RBC Wealth Managment June 2009 - Present
RBC Wealth Management 2009 - Present
RBC 2008 - Present
RBC Capital Markets 2009 - April 2009
NOVON Consulting 2008 - 2008
Piper Jaffray 1986 - 2006
Education
St. Cloud State University 1982 — 1986
BS, Fiance
Jacqueline Georgio-Westover, ChFC's RBC Wealth Management Experience September 1997 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 1997 - Present
Education
The American College 2002 — 2005
Chartered Financial Consultant, Financial Planning and Services
University of Wyoming 1998 — 2003
Bachelor of Arts minor in Japanese, Masters of Business Administration
Yonsei University
International Studies
RBC Wealth Management September 1997 - Present
Education
The American College 2002 — 2005
Chartered Financial Consultant, Financial Planning and Services
University of Wyoming 1998 — 2003
Bachelor of Arts minor in Japanese, Masters of Business Administration
Yonsei University
International Studies
Laura Meyers's RBC Wealth Management Experience January 2013 - September 2014
Job Paraplanner at Schulz Wealth, Ltd
Industry Financial Services
Experience
Schulz Wealth, Ltd March 2015 - Present
Fidelity Investments September 2014 - March 2015
RBC Wealth Management January 2013 - September 2014
Weaver June 2007 - September 2012
Texas Roadhouse August 2002 - May 2007
Skills
Morningstar Office, eMoney, Portfolio Center, Naviplan, Junxure, Salesforce.com, Primaguide, Black Diamond, Fidelity, Charles Schwab, Raymond James, FI360, Wealth Management, Social Media, E-money, Series 7, Financial Advisory, Series 63, Investments, Portfolio Management, Retirement Planning, Wealth, Financial Planning, Retirement, Estate Planning, Finance
Education
Texas Tech University 2002 — 2007
Personal Financial Planning
Schulz Wealth, Ltd March 2015 - Present
Fidelity Investments September 2014 - March 2015
RBC Wealth Management January 2013 - September 2014
Weaver June 2007 - September 2012
Texas Roadhouse August 2002 - May 2007
Skills
Morningstar Office, eMoney, Portfolio Center, Naviplan, Junxure, Salesforce.com, Primaguide, Black Diamond, Fidelity, Charles Schwab, Raymond James, FI360, Wealth Management, Social Media, E-money, Series 7, Financial Advisory, Series 63, Investments, Portfolio Management, Retirement Planning, Wealth, Financial Planning, Retirement, Estate Planning, Finance
Education
Texas Tech University 2002 — 2007
Personal Financial Planning
Reid Anderson's RBC Wealth Management Experience June 2005 - September 2007
Job Hourly Power Trader
Industry Financial Services
Experience
Cargill May 2015 - Present
CHS May 2014 - April 2015
Marquette Partners October 2007 - April 2014
RBC Wealth Management June 2005 - September 2007
Skills
Trading, Options, Derivatives, Equities, Proprietary Trading, Financial Analysis, Investments, Commodity, Customer Service, Financial Risk, Management, Portfolio Management, Strategic Planning
Education
St. Olaf College 2001 — 2005
Economics, German and Finance
Cargill May 2015 - Present
CHS May 2014 - April 2015
Marquette Partners October 2007 - April 2014
RBC Wealth Management June 2005 - September 2007
Skills
Trading, Options, Derivatives, Equities, Proprietary Trading, Financial Analysis, Investments, Commodity, Customer Service, Financial Risk, Management, Portfolio Management, Strategic Planning
Education
St. Olaf College 2001 — 2005
Economics, German and Finance
Judy Dinardo's RBC Wealth Management Experience September 2006 - September 2008
Job Financial Advisor, Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2008 - Present
RBC Wealth Management September 2006 - September 2008
Skills
Retirement-plan..., 401k Rollovers, Tax-efficient Strategies, Insurance, Retirement Planning, Mutual Funds
Education
The College of New Jersey
Bachelor's degree, Communication, General
Wells Fargo Advisors, LLC August 2008 - Present
RBC Wealth Management September 2006 - September 2008
Skills
Retirement-plan..., 401k Rollovers, Tax-efficient Strategies, Insurance, Retirement Planning, Mutual Funds
Education
The College of New Jersey
Bachelor's degree, Communication, General
Jay Beynon, CFP's RBC Wealth Management Experience February 2009 - Present
Job Certified Financial Planner RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management February 2009 - Present
Ferris, Baker Watts Inc. May 2000 - February 2009
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
The American College
Certified Financial Planner, Finance and Financial Management Services
John Carroll School
RBC Wealth Management February 2009 - Present
Ferris, Baker Watts Inc. May 2000 - February 2009
Education
University of North Carolina at Chapel Hill 1995 — 1999
Bachelor of Science (B.S.), Business Administration and Management, General
The American College
Certified Financial Planner, Finance and Financial Management Services
John Carroll School
Jeffrey Fancher's RBC Wealth Management Experience August 2015 - Present
Job First Vice President RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2015 - Present
UBS Financial Services, Inc. September 2004 - August 2015
Education
State University of New York College at Fredonia
Business Administration and Management, General
RBC Wealth Management August 2015 - Present
UBS Financial Services, Inc. September 2004 - August 2015
Education
State University of New York College at Fredonia
Business Administration and Management, General
Rawles Bell's RBC Wealth Management Experience February 2012 - March 2014
Job Associate Director, Client Advisor at Benchmark Private Wealth Management
Industry Financial Services
Experience
Benchmark Private Wealth Management April 2014 - Present
RBC Wealth Management February 2012 - March 2014
UBS Financial Services May 2011 - August 2011
RBC Wealth Management June 2010 - August 2010
Skills
Investments, Retirement Planning, Life Insurance, Variable Annuities, Value Investing, Asset Allocation, Finance, Investment Strategies, Investment Advisory, Mutual Funds, Portfolio Management, Series 63, Retirement
Education
Texas A&M University 2007 — 2011
Minor, Economics
Texas A&M University - Mays Business School 2007 — 2011
Bachelor of Business Administration, Finance
TCA 2003 — 2007
Benchmark Private Wealth Management April 2014 - Present
RBC Wealth Management February 2012 - March 2014
UBS Financial Services May 2011 - August 2011
RBC Wealth Management June 2010 - August 2010
Skills
Investments, Retirement Planning, Life Insurance, Variable Annuities, Value Investing, Asset Allocation, Finance, Investment Strategies, Investment Advisory, Mutual Funds, Portfolio Management, Series 63, Retirement
Education
Texas A&M University 2007 — 2011
Minor, Economics
Texas A&M University - Mays Business School 2007 — 2011
Bachelor of Business Administration, Finance
TCA 2003 — 2007
Nolan Farhy's RBC Wealth Management Experience May 2009 - Present
Job Senior Banker Africa market RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2009 - Present
Stanford Group Company January 2006 - February 2009
UBS Wealth Management September 2003 - November 2005
Citigroup June 2000 - August 2003
Southern Africa Enterprise Development Fund May 1999 - September 1999
Peace Corps May 1995 - October 1997
Vietnam Fund Management Company April 1994 - August 1994
Skills
Banking, Financial Services, Emerging Markets, Portfolio Management, Investment Banking, Capital Markets, Asset Managment, Private Equity, Structured Products, Financial Analysis, Hedge Funds, Investments, Private Banking, Financial Structuring, Asset Management, Credit, Investment Advisory, Credit Risk, Alternative Investments, Equities, Valuation, Wealth Management..., Financial Modeling, Financial Markets, Wealth Management, Securities, Entrepreneurship, Finance, Investment Strategies, Fixed Income
Education
Thunderbird School of Global Management 1998 — 2000
MBA, Finance
The Chinese University of Hong Kong 1993 — 1994
Exchange student, Business Studies
University of Pittsburgh 1990 — 1994
BS, Business
Semester at Sea 1992 — 1992
Attended the Spring '92 circumnavigating voyage of the Semester at Sea Program
RBC Wealth Management May 2009 - Present
Stanford Group Company January 2006 - February 2009
UBS Wealth Management September 2003 - November 2005
Citigroup June 2000 - August 2003
Southern Africa Enterprise Development Fund May 1999 - September 1999
Peace Corps May 1995 - October 1997
Vietnam Fund Management Company April 1994 - August 1994
Skills
Banking, Financial Services, Emerging Markets, Portfolio Management, Investment Banking, Capital Markets, Asset Managment, Private Equity, Structured Products, Financial Analysis, Hedge Funds, Investments, Private Banking, Financial Structuring, Asset Management, Credit, Investment Advisory, Credit Risk, Alternative Investments, Equities, Valuation, Wealth Management..., Financial Modeling, Financial Markets, Wealth Management, Securities, Entrepreneurship, Finance, Investment Strategies, Fixed Income
Education
Thunderbird School of Global Management 1998 — 2000
MBA, Finance
The Chinese University of Hong Kong 1993 — 1994
Exchange student, Business Studies
University of Pittsburgh 1990 — 1994
BS, Business
Semester at Sea 1992 — 1992
Attended the Spring '92 circumnavigating voyage of the Semester at Sea Program
Justin Lebahn's RBC Wealth Management Experience August 2012 - August 2014
Job Financial Analyst at IBM
Industry Higher Education
Experience
IBM August 2014 - Present
CJ Custom Homes, LLC September 2006 - Present
RBC Wealth Management August 2012 - August 2014
RBC Wealth Management July 2011 - August 2012
Target October 2008 - July 2011
Federal Reserve Bank of Minneapolis June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Leadership, Project Planning, Microsoft Excel, Sales, Management, Finance, Analysis, Budgets, Data Analysis, PowerPoint, Training, Social Media, Accounting, Business Analysis, Process Improvement, Project Management
Education
St. Cloud State University - Herberger Business School 2005 — 2010
Bachelors Degree of Science, Business Management; Finance
IBM August 2014 - Present
CJ Custom Homes, LLC September 2006 - Present
RBC Wealth Management August 2012 - August 2014
RBC Wealth Management July 2011 - August 2012
Target October 2008 - July 2011
Federal Reserve Bank of Minneapolis June 2009 - August 2009
Skills
Microsoft Office, Customer Service, Leadership, Project Planning, Microsoft Excel, Sales, Management, Finance, Analysis, Budgets, Data Analysis, PowerPoint, Training, Social Media, Accounting, Business Analysis, Process Improvement, Project Management
Education
St. Cloud State University - Herberger Business School 2005 — 2010
Bachelors Degree of Science, Business Management; Finance
Dawn Stephens's RBC Wealth Management Experience September 2011 - March 2015
Job Compliance Administrative Assistant
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
RBC Wealth Management September 2011 - March 2015
Raymond James & Associates, Inc January 2008 - August 2011
RBC Dain Rauscher September 2006 - December 2007
Dain Rauscher 2000 - 2002
Michael J. Chaney, M.D 1997 - 1999
Micro-Flo Industries 1992 - 1997
Education
Texas A&M University
Bachelor of Science, Psychology
Merrill Lynch March 2015 - Present
RBC Wealth Management September 2011 - March 2015
Raymond James & Associates, Inc January 2008 - August 2011
RBC Dain Rauscher September 2006 - December 2007
Dain Rauscher 2000 - 2002
Michael J. Chaney, M.D 1997 - 1999
Micro-Flo Industries 1992 - 1997
Education
Texas A&M University
Bachelor of Science, Psychology
Steven Stulmaker's RBC Wealth Management Experience May 2008 - June 2015
Job Financial Specialist at Allstate Financial Services, LLC
Industry Financial Services
Experience
Allstate Financial Services, LLC August 2015 - Present
RBC Wealth Management May 2008 - June 2015
Skills
Finance, Public Speaking, Management, Nonprofits, Strategic Planning, Community Outreach, Fundraising, Event Planning, Social Media, Marketing
Education
Syracuse University
Bachelor’s Degree, Finance and Law and Public Policy
Allstate Financial Services, LLC August 2015 - Present
RBC Wealth Management May 2008 - June 2015
Skills
Finance, Public Speaking, Management, Nonprofits, Strategic Planning, Community Outreach, Fundraising, Event Planning, Social Media, Marketing
Education
Syracuse University
Bachelor’s Degree, Finance and Law and Public Policy
Joseph O'Connor's RBC Wealth Management Experience November 2004 - July 2009
Job PNC Investments
Industry Financial Services
Experience
PNC Investments November 2013 - Present
O'Connor Capital Management, LLC July 2009 - November 2013
RBC Wealth Management November 2004 - July 2009
Advest Inc. December 1997 - November 2004
First Albany Corporation March 1990 - December 1997
E.F. Hutton September 1983 - March 1990
Skills
Asset Management, Portfolio Management, Retirement Planning, Securities, Investments, Wealth Management, Trading, Investment Advisory, Fixed Income, Investment Strategies, Asset Allocation, Series 63, Fixed Annuities, Relationship Management, Mutual Funds, Financial Services, High Net Worth..., Estate Planning, Equities, Bonds, Separately Managed..., Bloomberg, Series 7, Asset Managment, 401k, Financial Advisory, Strategic Financial..., Financial Planners, Retirement, Life Insurance, Investment Management, Long-term Care, Wealth, Technical Analysis, IRAs, Employee Benefits, 401k Rollovers, ETFs, Hedge Funds, Investor Relations, Alternative Investments, Risk Management, FINRA, Credit Analysis, Hedging, Financial Analysis, Capital Markets, Personal Financial..., Retirement Plan..., Series 65
Education
State University of New York College at Brockport 1977 — 1981
BA, Finance
PNC Investments November 2013 - Present
O'Connor Capital Management, LLC July 2009 - November 2013
RBC Wealth Management November 2004 - July 2009
Advest Inc. December 1997 - November 2004
First Albany Corporation March 1990 - December 1997
E.F. Hutton September 1983 - March 1990
Skills
Asset Management, Portfolio Management, Retirement Planning, Securities, Investments, Wealth Management, Trading, Investment Advisory, Fixed Income, Investment Strategies, Asset Allocation, Series 63, Fixed Annuities, Relationship Management, Mutual Funds, Financial Services, High Net Worth..., Estate Planning, Equities, Bonds, Separately Managed..., Bloomberg, Series 7, Asset Managment, 401k, Financial Advisory, Strategic Financial..., Financial Planners, Retirement, Life Insurance, Investment Management, Long-term Care, Wealth, Technical Analysis, IRAs, Employee Benefits, 401k Rollovers, ETFs, Hedge Funds, Investor Relations, Alternative Investments, Risk Management, FINRA, Credit Analysis, Hedging, Financial Analysis, Capital Markets, Personal Financial..., Retirement Plan..., Series 65
Education
State University of New York College at Brockport 1977 — 1981
BA, Finance
Joe LaValle's RBC Wealth Management Experience September 2003 - Present
Job Senior Vice President Investments RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2003 - Present
Morgan Stanley November 1998 - September 2003
PaineWebber May 1994 - December 1998
Skills
Portfolio Management, Income Properties, Investment Strategies, Retirement Planning, Fixed Income Portfolio..., Equity Research, Education Funding, Cash Flow Forecasting, Syndications, Financial Planning, Investments, Wealth Management, Asset Allocation, Series 7, Securities, Mutual Funds, Alternative Investments, Investment Advisory, Series 63, Financial Services, Financial Advisory, Equities, Fixed Income, Asset Management, Retirement
Education
State University of New York College at Brockport 1976 — 1981
Bachelor of Arts (B.A.), Political Science and Communications; Spanish minor
RBC Wealth Management September 2003 - Present
Morgan Stanley November 1998 - September 2003
PaineWebber May 1994 - December 1998
Skills
Portfolio Management, Income Properties, Investment Strategies, Retirement Planning, Fixed Income Portfolio..., Equity Research, Education Funding, Cash Flow Forecasting, Syndications, Financial Planning, Investments, Wealth Management, Asset Allocation, Series 7, Securities, Mutual Funds, Alternative Investments, Investment Advisory, Series 63, Financial Services, Financial Advisory, Equities, Fixed Income, Asset Management, Retirement
Education
State University of New York College at Brockport 1976 — 1981
Bachelor of Arts (B.A.), Political Science and Communications; Spanish minor
Arya Vayghan's RBC Wealth Management Experience September 2011 - December 2011
Job Senior Consultant at IBM Global Business Services
Industry Management Consulting
Experience
IBM Global Business Services January 2014 - Present
IBM March 2012 - December 2013
RBC Wealth Management September 2011 - December 2011
Arya Vayghan Tennis Academy May 2008 - November 2011
The Florida Beer Company May 2011 - September 2011
U.S. Department of Commerce May 2010 - August 2010
Skills
Management Consulting, Strategy, Business Analysis, Market Research, Financial Analysis, Sales, Entrepreneurship, Microsoft Excel, Microsoft Office, Project Management, Direct Sales, Program Management, Team Leadership, Leadership, Marketing, Analysis, Management, PowerPoint
Education
The George Washington University 2008 — 2011
Bachelor of Business Administration (BBA), International Business
IBM Global Business Services January 2014 - Present
IBM March 2012 - December 2013
RBC Wealth Management September 2011 - December 2011
Arya Vayghan Tennis Academy May 2008 - November 2011
The Florida Beer Company May 2011 - September 2011
U.S. Department of Commerce May 2010 - August 2010
Skills
Management Consulting, Strategy, Business Analysis, Market Research, Financial Analysis, Sales, Entrepreneurship, Microsoft Excel, Microsoft Office, Project Management, Direct Sales, Program Management, Team Leadership, Leadership, Marketing, Analysis, Management, PowerPoint
Education
The George Washington University 2008 — 2011
Bachelor of Business Administration (BBA), International Business
Michael Schuette's RBC Wealth Management Experience November 2006 - Present
Job Advisory Research Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2006 - Present
RBC Wealth Management January 2006 - November 2006
RBC Dain Rauscher February 2004 - January 2006
Skills
Asset Allocation, Bloomberg Terminal, Due Diligence, Factset, Microsoft Office, Morningstar, Operational Due..., Performance Attribution, Performance Measurement, Portfolio Management, Zephyr AllocationADVISOR, Zephyr StyleADVISOR, Alternative Investments, Fixed Income, Investments, Hedge Funds, Private Equity, Mutual Funds, Series 7, Wealth Management, Finance, Series 63, Asset Management, Financial Advisory
Education
St. Cloud State University
B.S., Finance
RBC Wealth Management November 2006 - Present
RBC Wealth Management January 2006 - November 2006
RBC Dain Rauscher February 2004 - January 2006
Skills
Asset Allocation, Bloomberg Terminal, Due Diligence, Factset, Microsoft Office, Morningstar, Operational Due..., Performance Attribution, Performance Measurement, Portfolio Management, Zephyr AllocationADVISOR, Zephyr StyleADVISOR, Alternative Investments, Fixed Income, Investments, Hedge Funds, Private Equity, Mutual Funds, Series 7, Wealth Management, Finance, Series 63, Asset Management, Financial Advisory
Education
St. Cloud State University
B.S., Finance
Timothy Walling's RBC Wealth Management Experience June 2009 - October 2009
Job Real Estate Analyst at HFF
Industry Real Estate
Experience
HFF October 2014 - Present
RBC Capital Markets May 2013 - October 2014
Bloomberg June 2011 - May 2013
UBS Wealth Management June 2010 - September 2010
RBC Wealth Management June 2009 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Financial Analysis, Valuation, Equities, Financial Markets, VBA, Due Diligence, Equity Valuation, Financial Statement..., Financial Reporting, Data Analysis, Finance, Real Estate
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2010 — 2010
Real Estate / Alternative Investments
HFF October 2014 - Present
RBC Capital Markets May 2013 - October 2014
Bloomberg June 2011 - May 2013
UBS Wealth Management June 2010 - September 2010
RBC Wealth Management June 2009 - October 2009
Skills
Bloomberg, Bloomberg Terminal, Equity Research, Financial Analysis, Valuation, Equities, Financial Markets, VBA, Due Diligence, Equity Valuation, Financial Statement..., Financial Reporting, Data Analysis, Finance, Real Estate
Education
The George Washington University - School of Business 2007 — 2011
Bachelor of Business Administration, Finance
London School of Economics and Political Science 2010 — 2010
Real Estate / Alternative Investments
Chedi Vitta's RBC Wealth Management Experience June 2004 - June 2005
Job Senior Business Analyst at Dealogic
Industry Computer Software
Experience
Dealogic September 2007 - Present
Credit Based Asset Securitization & Servicing January 2007 - September 2007
Sapient Corporation June 2005 - January 2007
RBC Wealth Management June 2004 - June 2005
Skills
Unix, SDLC, PL/SQL, Business Requirements, Investment Banking, Quality Assurance, Java, Agile Methodologies, Equities, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Analytics
Education
The George Washington University 2003 — 2005
M.S, Financial Engineering
The George Washington University
B.S, Computer Science
Dealogic September 2007 - Present
Credit Based Asset Securitization & Servicing January 2007 - September 2007
Sapient Corporation June 2005 - January 2007
RBC Wealth Management June 2004 - June 2005
Skills
Unix, SDLC, PL/SQL, Business Requirements, Investment Banking, Quality Assurance, Java, Agile Methodologies, Equities, Requirements Gathering, Requirements Analysis, User Acceptance Testing, Analytics
Education
The George Washington University 2003 — 2005
M.S, Financial Engineering
The George Washington University
B.S, Computer Science
Steve Huye's RBC Wealth Management Experience May 2010 - September 2010
Job Product Line Manager at Nalco Champion An Ecolab Company
Industry Oil & Energy
Experience
Nalco Champion September 2011 - Present
RBC Wealth Management May 2010 - September 2010
UBS November 2005 - May 2010
UBS May 2002 - November 2005
Entegris August 1995 - February 2002
Newmont International January 1995 - August 1995
Skills
Asset Allocation, Analytics, Asset Managment, Budgets, Business Analysis, Business Intelligence, Cross-functional Team..., Engineering, Equities, Derivatives, Financial Modeling, Financial Analysis, Financial Services, Fixed Income, Forecasting, Investment Advisory, Leadership, Investments, Management Consulting, Manufacturing, Market Analysis, Process Improvement, Process Engineering, Program Management, Risk Management
Education
University of Houston 1998 — 2000
MBA, Business Administration
Texas A&M University 1990 — 1994
BS, Chemical Engineering
Nalco Champion September 2011 - Present
RBC Wealth Management May 2010 - September 2010
UBS November 2005 - May 2010
UBS May 2002 - November 2005
Entegris August 1995 - February 2002
Newmont International January 1995 - August 1995
Skills
Asset Allocation, Analytics, Asset Managment, Budgets, Business Analysis, Business Intelligence, Cross-functional Team..., Engineering, Equities, Derivatives, Financial Modeling, Financial Analysis, Financial Services, Fixed Income, Forecasting, Investment Advisory, Leadership, Investments, Management Consulting, Manufacturing, Market Analysis, Process Improvement, Process Engineering, Program Management, Risk Management
Education
University of Houston 1998 — 2000
MBA, Business Administration
Texas A&M University 1990 — 1994
BS, Chemical Engineering
Angela Plesh's RBC Wealth Management Experience April 2013 - Present
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
Bleakley, Schwartz, Cooney & Finney May 2006 - March 2013
Education
The College of New Jersey 1989 — 1993
Bachelor of Science (BS)
RBC Wealth Management April 2013 - Present
Bleakley, Schwartz, Cooney & Finney May 2006 - March 2013
Education
The College of New Jersey 1989 — 1993
Bachelor of Science (BS)
Nick Negrini's RBC Wealth Management Experience June 2012 - Present
Job Senior Fixed Income Trader at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management June 2012 - Present
U.S. Bank December 2010 - June 2012
FAF Advisors May 2005 - December 2010
USBancorp Asset Management May 2003 - May 2005
Skills
Fixed Income, Trading, Series 7, Bloomberg, Bonds, Asset Management, Securities, Asset Allocation, Series 63, Portfolio Management, Investments, Wealth Management, Municipal Bonds, Wealth Management...
Education
St. Cloud State University 2000 — 2003
Bachelor of Science (B.S.), Finance
RBC Wealth Management June 2012 - Present
U.S. Bank December 2010 - June 2012
FAF Advisors May 2005 - December 2010
USBancorp Asset Management May 2003 - May 2005
Skills
Fixed Income, Trading, Series 7, Bloomberg, Bonds, Asset Management, Securities, Asset Allocation, Series 63, Portfolio Management, Investments, Wealth Management, Municipal Bonds, Wealth Management...
Education
St. Cloud State University 2000 — 2003
Bachelor of Science (B.S.), Finance
Lisa Armstrong Schonefeld's RBC Wealth Management Experience February 2012 - December 2013
Job Hodges Capital Management
Industry Financial Services
Experience
Hodges Capital January 2014 - Present
RBC Wealth Management February 2012 - December 2013
RBC Wealth Management August 2007 - January 2012
Skills
Wealth Management, Financial Planning, Series 7, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Investment Strategies, Securities, Financial Advisory, Wealth, Portfolio Management, Asset Management, Investment Management, Wealth Management..., High Net Worth..., Asset Allocation, Retirement, Customer Service, Management, Equities, Series 63
Education
Texas Tech University
Hodges Capital January 2014 - Present
RBC Wealth Management February 2012 - December 2013
RBC Wealth Management August 2007 - January 2012
Skills
Wealth Management, Financial Planning, Series 7, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Investment Strategies, Securities, Financial Advisory, Wealth, Portfolio Management, Asset Management, Investment Management, Wealth Management..., High Net Worth..., Asset Allocation, Retirement, Customer Service, Management, Equities, Series 63
Education
Texas Tech University
Paul Genosky's RBC Wealth Management Experience August 2011 - March 2012
Job Business Analyst , BSA , Developer at Beta Systems Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters / Beta Systems October 2012 - Present
Target April 2012 - September 2012
RBC Wealth Management August 2011 - March 2012
Fidelity Investments January 2011 - July 2011
RBC Wealth Management May 2008 - December 2010
Fidelity Investments January 2007 - May 2008
RBC Wealth Management June 2000 - December 2006
Ameriprise Financial Services, Inc. August 1988 - October 1999
Skills
Mainframe, Software Development, Technical Analysis, Business Analysis, Technical Design, Technical Project..., SDLC, Requirements Gathering, Quality Assurance, Consulting, DB2
Education
St. Olaf College 1978 — 1982
BA, Math, History
Thomson Reuters / Beta Systems October 2012 - Present
Target April 2012 - September 2012
RBC Wealth Management August 2011 - March 2012
Fidelity Investments January 2011 - July 2011
RBC Wealth Management May 2008 - December 2010
Fidelity Investments January 2007 - May 2008
RBC Wealth Management June 2000 - December 2006
Ameriprise Financial Services, Inc. August 1988 - October 1999
Skills
Mainframe, Software Development, Technical Analysis, Business Analysis, Technical Design, Technical Project..., SDLC, Requirements Gathering, Quality Assurance, Consulting, DB2
Education
St. Olaf College 1978 — 1982
BA, Math, History
Jean Burnett's RBC Wealth Management Experience 1995 - 2012
Job Financial Services Professional
Industry Financial Services
Experience
RBC Wealth Management 1995 - 2012
Skills
Process Improvement, Risk Management, Financial Analysis, Analysis, Access, Vendor Management, Business Analysis, Accounting, Financial Reporting, Finance, Banking, Public Speaking, Financial Services
Education
St. Cloud State University
RBC Wealth Management 1995 - 2012
Skills
Process Improvement, Risk Management, Financial Analysis, Analysis, Access, Vendor Management, Business Analysis, Accounting, Financial Reporting, Finance, Banking, Public Speaking, Financial Services
Education
St. Cloud State University
Claflin Hall's RBC Wealth Management Experience April 2009 - Present
Job Senior Vice President at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management April 2009 - Present
Legg Mason Wood Walker/Smith Barney July 1994 - April 2009
Education
The Johns Hopkins University 1983 — 1986
Bachelor of Arts (B.A.), Social Sciences
University of St. Andrews
RBC Wealth Management April 2009 - Present
Legg Mason Wood Walker/Smith Barney July 1994 - April 2009
Education
The Johns Hopkins University 1983 — 1986
Bachelor of Arts (B.A.), Social Sciences
University of St. Andrews
Matthew Immerman's RBC Wealth Management Experience May 2014 - June 2014
Job TMobile Retail Sales Associate
Industry Retail
Experience
T-Mobile March 2015 - Present
RBC Wealth Management May 2014 - June 2014
RBC Wealth Management November 2013 - April 2014
RBC Wealth Management May 2011 - September 2013
Best Buy June 2008 - December 2008
Skills
Series 7, Series 66, Wealth Management, Investments, Stocks, Roth IRA, 529 Plans, Retirement Planning, Mutual Funds, Traditional IRA, Government Bonds, Trust, Equities, Municipal Bonds, Options, Certificates of Deposit, Investment Vehicles, Fixed Income, Asset Management, Portfolio Management, College Savings Plans, Asset Allocation, Financial Modeling, Strategic Financial..., Coverdell, Uniform Combined State...
Education
St. Olaf College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Eau Claire Memorial High School 2005 — 2009
High School Diploma
T-Mobile March 2015 - Present
RBC Wealth Management May 2014 - June 2014
RBC Wealth Management November 2013 - April 2014
RBC Wealth Management May 2011 - September 2013
Best Buy June 2008 - December 2008
Skills
Series 7, Series 66, Wealth Management, Investments, Stocks, Roth IRA, 529 Plans, Retirement Planning, Mutual Funds, Traditional IRA, Government Bonds, Trust, Equities, Municipal Bonds, Options, Certificates of Deposit, Investment Vehicles, Fixed Income, Asset Management, Portfolio Management, College Savings Plans, Asset Allocation, Financial Modeling, Strategic Financial..., Coverdell, Uniform Combined State...
Education
St. Olaf College 2009 — 2013
Bachelor of Arts (B.A.), Political Science
Eau Claire Memorial High School 2005 — 2009
High School Diploma
Cyndy Ranzau's RBC Wealth Management Experience January 2013 - Present
Job Selfemployed Copy Editor
Industry Writing and Editing
Experience
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
Self-employed January 2012 - Present
RBC Wealth Management January 2013 - Present
Morgan Stanley Wealth Management September 2009 - January 2013
UBS January 2008 - January 2009
Meristem 2001 - 2007
US Bancorp Piper Jaffray January 2000 - January 2001
Skills
Copy Editing, Series 7, Series 66, Certified Financial..., Accredited Domestic..., Money Guide Pro, NaviPlan
Education
University of Minnesota-Twin Cities 1997 — 2000
BA, International Relations
The American College
Master of Science (MS), Financial Services
Charlotte Pomp's RBC Wealth Management Experience September 2015 - Present
Job Intern at RBC Wealth Management
Industry International Affairs
Experience
RBC Wealth Management September 2015 - Present
Morgan Stanley June 2015 - August 2015
Kramer, Dillof, Livingston & Moore June 2014 - July 2014
Committee to Reduce Infection Deaths (RID) June 2011 - July 2011
Skills
Chinese, French, Russian, PowerPoint, Microsoft Office, InDesign, Microsoft Excel, Web Design, Research, Statistics, Accounting, Social Media, Microsoft Word, Photoshop
Education
The Johns Hopkins University 2012 — 2016
Bachelor's Degree, East Asian Studies
RBC Wealth Management September 2015 - Present
Morgan Stanley June 2015 - August 2015
Kramer, Dillof, Livingston & Moore June 2014 - July 2014
Committee to Reduce Infection Deaths (RID) June 2011 - July 2011
Skills
Chinese, French, Russian, PowerPoint, Microsoft Office, InDesign, Microsoft Excel, Web Design, Research, Statistics, Accounting, Social Media, Microsoft Word, Photoshop
Education
The Johns Hopkins University 2012 — 2016
Bachelor's Degree, East Asian Studies
Pamela Dick's RBC Wealth Management Experience April 2006 - December 2011
Job Principal at Cordasco Financial Network, LLC.
Industry Financial Services
Experience
Cordasco Financial Network, LLC. January 2012 - Present
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
Skills
Investments, Financial Analysis, Due Diligence, Asset Management, Valuation, Management Consulting, Private Equity, Portfolio Management, Risk Management, Equities, Series 7, Series 63, Alternative Investments
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Cordasco Financial Network, LLC. January 2012 - Present
RBC Wealth Management April 2006 - December 2011
TD Waterhouse 2002 - 2006
Skills
Investments, Financial Analysis, Due Diligence, Asset Management, Valuation, Management Consulting, Private Equity, Portfolio Management, Risk Management, Equities, Series 7, Series 63, Alternative Investments
Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), Finance, General
Chelsea Lenamon's RBC Wealth Management Experience January 2014 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2014 - Present
Education
Texas Tech University
RBC Wealth Management January 2014 - Present
Education
Texas Tech University
Tim Beckmann's RBC Wealth Management Experience October 2014 - Present
Job Operations Initiatives Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2014
Ameriprise Financial Services, Inc. May 2008 - August 2012
Ameriprise Financial Services, Inc. January 2006 - May 2008
Skills
Business Analysis, Securities, Process Improvement, Access, Financial Services, Finance, Risk Management, Financial Analysis
Education
St. Cloud State University 2000 — 2004
Bachelor of Science Degree, Finance
RBC Wealth Management October 2014 - Present
Ameriprise Financial Services, Inc. August 2012 - October 2014
Ameriprise Financial Services, Inc. May 2008 - August 2012
Ameriprise Financial Services, Inc. January 2006 - May 2008
Skills
Business Analysis, Securities, Process Improvement, Access, Financial Services, Finance, Risk Management, Financial Analysis
Education
St. Cloud State University 2000 — 2004
Bachelor of Science Degree, Finance
Kathleen Spear's RBC Wealth Management Experience 2000 - 2003
Job Experienced Administrative Professional
Industry Nonprofit Organization Management
Experience
Stivers Staffing Services 2012 - 2014
MOUNTAIN, LTD. 2009 - 2011
Macy's 2008 - 2010
The Paul Group, LLC 2006 - 2008
Sun King Pools & Spas, Inc. 2006 - 2006
Raymond James Financial Inc. 2004 - 2006
PrideStaff 2003 - 2004
RBC Wealth Management 2000 - 2003
Skills
Organization, Project Management, Compliance, Close Attention to..., Sales, Enthusiasm to learn, Quick Study, Accounting, Microsoft Office, Spreadsheets, Confidentiality, Appointment Scheduling, Travel Arrangements, Office Administration
Education
Temple University
Bachelor's Degree, Human Resources Management
Stivers Staffing Services 2012 - 2014
MOUNTAIN, LTD. 2009 - 2011
Macy's 2008 - 2010
The Paul Group, LLC 2006 - 2008
Sun King Pools & Spas, Inc. 2006 - 2006
Raymond James Financial Inc. 2004 - 2006
PrideStaff 2003 - 2004
RBC Wealth Management 2000 - 2003
Skills
Organization, Project Management, Compliance, Close Attention to..., Sales, Enthusiasm to learn, Quick Study, Accounting, Microsoft Office, Spreadsheets, Confidentiality, Appointment Scheduling, Travel Arrangements, Office Administration
Education
Temple University
Bachelor's Degree, Human Resources Management
Ryan Nauman's RBC Wealth Management Experience September 2006 - September 2007
Job Market Specialist at Informa Investment Solutions
Industry Information Services
Experience
Informa Investment Solutions October 2015 - Present
Informa Investment Solutions March 2012 - Present
Ameriprise Financial Services, Inc. September 2007 - March 2012
RBC Wealth Management September 2006 - September 2007
Skills
Investment Management, Personal Financial..., Investment Research, Portfolio Management, Superior Client Service, Equity Research, Fixed Income Analysis, Economics, Financial Markets, Financial Market..., Financial Services, Mutual Funds, Life Insurance, Microsoft Technologies, Series 63, Series 7, Series 65, Wealth Management, Asset Allocation, Asset Management, Equities, Retirement Planning
Education
St. Cloud State University 1995 — 2000
Bachelor of Science (B.S.), Business Computer Information Systems
Informa Investment Solutions October 2015 - Present
Informa Investment Solutions March 2012 - Present
Ameriprise Financial Services, Inc. September 2007 - March 2012
RBC Wealth Management September 2006 - September 2007
Skills
Investment Management, Personal Financial..., Investment Research, Portfolio Management, Superior Client Service, Equity Research, Fixed Income Analysis, Economics, Financial Markets, Financial Market..., Financial Services, Mutual Funds, Life Insurance, Microsoft Technologies, Series 63, Series 7, Series 65, Wealth Management, Asset Allocation, Asset Management, Equities, Retirement Planning
Education
St. Cloud State University 1995 — 2000
Bachelor of Science (B.S.), Business Computer Information Systems