RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
Pierre-Luc Soucy Pierre-Luc Soucy Montreal, Canada Area Details
Pierre-Luc Soucy's RBC Wealth Management Experience 2013 - Present
Job Select Investment and Retirement Planner at RBC
Industry Investment Management
Experience
RBC Wealth Management   2013 - Present

Skills
Wealth Management, Portfolio Management, Retirement Planning, Financial Planning, Banking, Mutual Funds, Strategic Financial..., Retail Banking, Business Owner Planning, Money Management, Estate Planning, Financial Advisory, Commercial Banking, Team Leadership, Investment Strategies, Business Process..., Multi-generational..., New Business..., Retirement, Quantitative Investing, Value Investing

Education
Université de Sherbrooke   2007 — 2008
Master of Science (M.Sc.), Finance

Université du Québec à Trois-Rivières   2004 — 2007
Bachelor of Business Administration (B.B.A.), Finance

The University of Calgary   2008 — 2008
English Language Program, Finance

Linda W Scott Linda W Scott Houston, Texas Area Details
Linda W Scott's RBC Wealth Management Experience January 2002 - May 2009
Job President at Summit Fence South, Inc.
Industry Construction
Experience
Summit Fence South, Inc.   September 2008 - Present
RBC Wealth Management   January 2002 - May 2009
JPMorgan Chase  August 1989 - November 1999

Skills
Construction, Construction Management, Contractors, Renovation, Contract Negotiation, Contract Management, Residential Homes, Budgets, New Business Development, Negotiation, Project Management, Team Building, Pre-construction, Sales Management, Subcontracting, Project Planning, Management, Finance, Human Resources, Investments, Risk Management, Forecasting, Leadership

Education
The University of Texas at Austin   1977 — 1982
Accounting and Business/Management

Huntinton High School   1973 — 1977

Judith Cheng Judith Cheng New York, New York Details
Judith Cheng's RBC Wealth Management Experience January 2013 - September 2015
Job Student at Baruch College
Industry Banking
Experience
RBC Wealth Management   January 2013 - September 2015
RBC  August 2011 - January 2013

Skills
Banking, Retail Banking, Wealth Management, Mutual Funds, High Net Worth..., Canadian Securities..., Private Banking, Mortgage Lending, Residential Mortgages, Customer Service, Portfolio Management, Financial Analysis, Investments, Lines Of Credit, Microsoft Office, Relationship Management, Commercial Banking, Investment Advisory, Finance, Leadership

Education
Baruch College, City University of New York (CUNY)   2015 — 2016

The University of British Columbia   2006 — 2011
Bachelor of Arts (B.A.), Political Science and Government; English Language Minor

Kevin Monn, CFA Kevin Monn, CFA Saint Paul, Minnesota Details
Kevin Monn, CFA's RBC Wealth Management Experience December 2009 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2009 - Present
UBS  August 2006 - December 2009
Piper Jaffray  November 1991 - August 2006

Education
University of Notre Dame   2002 — 2004
Master of Business Administration (M.B.A.)

The University of North Dakota   1986 — 1990
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Benjamin Tener Benjamin Tener Washington, District Of Columbia Details
Benjamin Tener's RBC Wealth Management Experience February 2012 - Present
Job Client Associate at RBC Wealth Mgmt
Industry Financial Services
Experience
RBC Wealth Management   February 2012 - Present
CBRE  May 2009 - August 2009
McCandlish & Lillard, P.C.   May 2007 - August 2008

Skills
Client Relations Skills, Microsoft Excel, Microsoft Office, Financial Services, Variable Annuities, Nonprofits, Fundraising, Community Outreach

Education
University of Virginia   2007 — 2010
Bachelor of Arts (B.A.), Philosophy and Religious Studies

The University of Georgia   2006 — 2007

Elizabeth Berl, CFP® Elizabeth Berl, CFP® Los Angeles, California Details
Elizabeth Berl, CFP®'s RBC Wealth Management Experience October 2011 - May 2013
Job Assistant Vice President at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank  June 2013 - December 2014
RBC Wealth Management   October 2011 - May 2013
Canaccord Genuity Inc.  April 2007 - March 2011
Bank of America  October 2004 - March 2007

Education
UCLA Extension   2014 — 2014
Certificate in Personal Financial Planning: Accelerated Program

International Sommelier Guild   2009 — 2009
Wine Fundamentals, Certificate Level 2

University of Southern California   1997 — 2001
BA, Communication

Joshua Kuper, CFA Joshua Kuper, CFA San Francisco Bay Area Details
Joshua Kuper, CFA's RBC Wealth Management Experience April 2009 - April 2010
Job Sales and Trading Specialist at FactSet
Industry Financial Services
Experience
FactSet  December 2013 - Present
FactSet  June 2011 - December 2013
Stewart Kuper Diamond Jewelers   July 2007 - June 2011
Greenberg Financial Group   May 2010 - August 2010
RBC Wealth Management   April 2009 - April 2010
Math Tutoring Services   September 2008 - May 2009

Skills
Financial Modeling, Valuation, Finance, Investments, Financial Analysis, Microsoft Excel, Consulting, Technical Support, Economics, CRM, Data Analysis, Management, Hedge Funds, Portfolio Management, Asset Allocation, Equities, Investment Management, Equity Research

Education
University of Arizona, Eller College of Management   2008 — 2011
Bachelor of Science in Business Administration, Finance

University of Arizona   2007 — 2011
Bachelor of Science in Business Administration, Finance

CEA Global Campus, Prague, Czech Republic   2011 — 2011
Finance and Business Administration

Catalina Foothills High School   2003 — 2007
Diploma

Dylan Solomon Dylan Solomon New Orleans, Louisiana Details
Dylan Solomon's RBC Wealth Management Experience May 2014 - August 2014
Job Tax Intern at LaPorte CPAs & Business Advisors
Industry Financial Services
Experience
LaPorte CPAs & Business Advisors  January 2015 - Present
RBC Wealth Management   May 2014 - August 2014
LaPorte CPAs and Business Advisors  February 2014 - April 2014
Vingle  October 2013 - January 2014
Warner Music Group  May 2013 - August 2013
Greater New Orleans, Inc.   May 2012 - August 2012

Skills
Microsoft Office, Financial Analysis, Data Analysis, Accounting, Access, Social Media, Financial Reporting, Event Planning, Public Speaking, Financial Accounting, Microsoft Word, Auditing, Social Networking, Marketing, Analysis

Education
Tulane University - A.B. Freeman School of Business   2014 — 2015
Master's Degree, Accounting

Tulane University - A.B. Freeman School of Business   2010 — 2014
BSM in Finance, Finance and Accounting

Lisa Oberender Maas Lisa Oberender Maas Austin, Texas Area Details
Lisa Oberender Maas's RBC Wealth Management Experience May 1992 - November 2012
Job Registered Sales Assistant at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc.  November 2012 - Present
RBC Wealth Management   May 1992 - November 2012
RBC Dain Rauscher  June 1990 - May 1992
A.G. Edwards & Sons, Inc.   September 1986 - June 1990

Skills
Series 7, Wealth Management, Retirement Planning, Mutual Funds, Securities, Strategic Financial..., ETFs, Investments, Investment Policy..., Series 63, Uniform Combined State..., Asset Allocation, Finance, Equity Trading, Wealth Accumulation, Stocks, 401k Rollovers, Trading, Options, Retirement, IRAs, High Net Worth..., 401k, Separately Managed..., Wealth Management...

Education
The University of Texas at Austin   1985 — 1986

Westwood High School   1983 — 1985
Diploma

Ramstein American High School   1981 — 1983

Tanner Bell Tanner Bell Dallas/Fort Worth Area Details
Tanner Bell's RBC Wealth Management Experience January 2008 - May 2010
Job Vice President at Inpro Fabrication
Industry Construction
Experience
Inpro Fabrication   March 2013 - Present
The University of Arizona  August 2010 - December 2012
RBC Wealth Management   January 2008 - May 2010

Skills
Sales, Public Relations, Engaging Public Speaker, Marketing, Politics, Political Campaign Work, Candidate Marketing, Politicians, Counseling, Mentoring, Retirement Planning, Insurance Planning, Retirement, Series 7, Research, Financial Planners, Community Outreach, Psychotherapy, Nonprofits, Uniform Combined State..., Event Planning, Public Speaking, Leadership, Facebook, Fundraising, Teaching, Community Development, Higher Education, Grant Writing, Volunteer Management, Press Releases, Social Media, Social Networking

Education
University of Arizona   2002 — 2006
B.S, Regional Development

Carol Ann Clark Carol Ann Clark Bethesda, Maryland Details
Carol Ann Clark's RBC Wealth Management Experience March 2014 - January 2015
Job Senior Executive Assistant, Sales & Marketing The Americas
Industry Hospitality
Experience
Marriott International  January 2015 - Present
RBC Wealth Management   March 2014 - January 2015
Morgan Stanley Wealth Management  May 2013 - March 2014
Morgan Stanley Smith Barney  November 2011 - May 2013
Morgan Stanley Smith Barney  May 2010 - June 2011
Omni Shoreham Hotel  June 2009 - May 2010

Skills
Customer Service, Event Planning, Hotels, Event Management, Food, Front Office, Hospitality, Hospitality Industry, Leadership, Management, Marketing, Marketing Strategy, Microsoft Excel, Microsoft Office, Microsoft Word, Sales, Social Media

Education
University of Alabama   2004 — 2008
Bachelor, Hospitality Management

Jill Willis Jill Willis Greater Chicago Area Details
Jill Willis's RBC Wealth Management Experience April 2012 - Present
Job Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2012 - Present

Education
The Ohio State University   1975 — 1978
BA, Accounting

Madison Pressel Madison Pressel Boca Raton, Florida Details
Madison Pressel's RBC Wealth Management Experience July 2012 - August 2012
Job Professional Golfer
Industry Sports
Experience
Self Employed  July 2013 - Present
RBC Wealth Management   July 2012 - August 2012

Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Budgets, Customer Service, Outlook, Strategic Planning, Research, Financial Analysis, Accounting, Sports Marketing, Golf

Education
The University of Texas at Austin   2009 — 2013
Bachelor of Business Administration (BBA), Finance, General, 3.427

Barin Robertson Barin Robertson Calgary, Canada Area Details
Barin Robertson's RBC Wealth Management Experience November 2008 - November 2013
Job Private Client Advisor at Alberta Private Client
Industry Financial Services
Experience
ATB Financial  2013 - 2014
RBC Wealth Management   November 2008 - November 2013
RBC Financial Group  August 2006 - November 2008
Bissett Investment Management   October 2004 - August 2006
RBC Financial Group  January 2003 - October 2004

Skills
Wealth Management, Investments, Investment Advisory, Wealth Management..., Series 7, Retirement Planning, Strategic Financial..., Portfolio Management, Mutual Funds, Private Banking, Asset Allocation, Investment Strategies, High Net Worth..., Financial Planning

Education
The University of British Columbia   1993 — 1997
BComm, Finance, General

CSI
PFP, Financial Planning and Services

Johnsview Elementary

Marc Alexander Marc Alexander Greater Atlanta Area Details
Marc Alexander's RBC Wealth Management Experience February 2006 - April 2011
Job Senior Vice President, Investment Officer, Alexander Investment Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  August 2014 - Present
Morgan Stanley  April 2011 - August 2014
RBC Wealth Management   February 2006 - April 2011
Wells Fargo Advisors  February 1993 - February 2006

Skills
Wealth Management, Series 7, Series 63, Investments, Mutual Funds, Investment Strategies, Investment Advisory, Retirement Planning, Asset Allocation, Portfolio Management, Alternative Investments, Investment Management, Series 65, Life Insurance, Finance, Variable Annuities, Asset Management, Equities

Education
University of Georgia - Terry College of Business   1988 — 1992
BBA, Finance

The University of Georgia

Jay Liberman Jay Liberman Plano, Texas Details
Jay Liberman's RBC Wealth Management Experience November 2008 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2008 - Present
Merrill Lynch  April 1998 - November 2008

Education
The University of Texas at Austin   1992 — 1996
Bachelor of Business Administration (BBA), Finance, General

Tom Byrnes Tom Byrnes Greater Philadelphia Area Details
Tom Byrnes's RBC Wealth Management Experience April 2014 - Present
Job Sr. Vice President, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2014 - Present
UBS Financial Services, Inc.   October 2001 - Present
Deutsche Bank AlexBrown   January 1991 - February 1999

Skills
Strategic Financial..., Due Diligence, Estate Planning, Asset Managment, Investments, Valuation, Strategy, Wealth Management, Budgets, Portfolio Management, Financial Modeling, Series 7, Negotiation, Asset Management, Mergers & Acquisitions, Corporate Finance, Real Estate, Strategic Planning, Financial Analysis, Contract Negotiation, Retirement Planning, Program Management, Uniform Combined State..., Asset Allocation, Investment Advisory, Securities

Education
The Ohio State University   1976 — 1980
BS, Industrial Design

James Palmer, AIF® James Palmer, AIF® Fort Worth, Texas Details
James Palmer, AIF®'s RBC Wealth Management Experience March 1997 - June 2002
Job Palmer Retirement Consultants Specializing in helping people retire financially secure
Industry Investment Management
Experience
Palmer Retirement Consultants   June 2002 - Present
RBC Wealth Management   March 1997 - June 2002
Central Bank & Trust  May 1994 - March 1997

Skills
Retirement Planning, Retirement, 401k, Investment Advisory, Mutual Funds, Series 7, Series 63, Asset Allocation, Investments, Wealth Management, Alternative Investments, Asset Managment, Strategic Financial..., Portfolio Management, Investment Strategies

Education
The University of Texas at Arlington   1974 — 1979
Accounting, Accounting, Economics, Business Law

Trinity Valley High School   1968 — 1974

Ryan Heroff Ryan Heroff Stillwater, Minnesota Details
Ryan Heroff's RBC Wealth Management Experience August 2013 - Present
Job Client Support Representative at RBC Wealth Management
Industry
Experience
RBC Wealth Management   August 2013 - Present
RBC Wealth Management   June 2013 - August 2013
Wilson Golf Group  May 2009 - June 2013

Education
Minnesota State University, Mankato   2011 — 2014
Bachelor of Science (B.S.), Finance and Financial Management Services

The University of North Dakota   2010 — 2011

Bob Iglehart Bob Iglehart Palm Desert, California Details
Bob Iglehart's RBC Wealth Management Experience August 2011 - Present
Job Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2011 - Present
Merrill Lynch  2002 - August 2011
Wells Fargo Advisors  1992 - 2002

Education
University of Arizona   1981 — 1986
Bachelor of Science (B.S.), Accounting and Finance

Westwood High School

Bryan Boynton Bryan Boynton San Antonio, Texas Details
Bryan Boynton's RBC Wealth Management Experience July 2005 - Present
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2005 - Present

Skills
Mergers & Acquisitions, Real Estate Economics, Real Estate, Alternative Investments, Business Development, Mergers

Education
The University of Texas at Austin   1976 — 1980
BBA, Banking, Corporate, Finance, and Securities Law

Kristen Candella Kristen Candella Hartford, Connecticut Area Details
Kristen Candella's RBC Wealth Management Experience August 2014 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2014 - Present
Private Capital Group, LLC  June 2012 - May 2014
SS&C Technologies  2008 - 2008
Bridgewater Associates  2007 - 2007
Bank of America  2004 - 2006

Skills
Wealth Management, Investments, Relationship Management, Financial Services, Microsoft Office, Microsoft Excel, Mutual Funds, Finance, Art, PowerPoint, Marketing, Excel, Outlook, Word, Customer Relations, Hedge Funds, Valuation, Series 7, Series 66, Market Research, Social Media Marketing, Accounting, Fine Art, Photoshop, Illustration, ETFs

Education
The University of Connecticut   2009 — 2011
BFA, Illustration

The University of Connecticut School of Business   2000 — 2004
B.S., Finance

Irene Iracanye, CPA, CA Irene Iracanye, CPA, CA Montreal, Canada Area Details
Irene Iracanye, CPA, CA's RBC Wealth Management Experience January 2006 - January 2009
Job Senior Accountant Financing Activities & Cost of Risk at BNP Paribas
Industry Accounting
Experience
BNP Paribas  January 2013 - Present
Raymond Chabot Grant Thornton  October 2011 - January 2013
Deloitte Canada  October 2009 - October 2011
RBC Wealth Management   January 2006 - January 2009
RBC Global Asset Management  July 2004 - January 2006

Skills
Strategic Financial..., Finance, Financial Risk, Financial Services, Consolidation, Financial Audits, Financial Statements, Account Reconciliation, Due Diligence

Education
Université du Québec à Montréal   2009 — 2010
D.E.S.S, Comptabilité Profil C.A

Université du Québec à Montréal   2006 — 2009
Bachelor, Accounting

Patrik Ronnings Patrik Ronnings United States Details
Patrik Ronnings's RBC Wealth Management Experience August 1996 - March 2001
Job Product Portfolio Manager at Xcel Energy
Industry Utilities
Experience
Xcel Energy  March 2001 - Present
Teens Alone  August 2000 - June 2012
RBC Wealth Management   August 1996 - March 2001

Skills
Demand Response, Demand-side Management, Market Research, Program Management, Analysis, Energy Conservation, Budgets, Utility Industry, Marketing, Strategy, Energy Efficiency, Process Improvement

Education
University of Minnesota - Carlson School of Management   1995 — 1996
Master of Business Administration (M.B.A.), Marketing/MIS

The University of South Dakota   1991 — 1995
Bachelor of Business Administration (B.B.A.), Business/Psychology, Graduated with honors

Lugnetskolan   1987 — 1990
Economics

Ryan Jolly Ryan Jolly New York, New York Details
Ryan Jolly's RBC Wealth Management Experience June 2012 - August 2012
Job Analyst at a Leading FeeOnly Private Wealth Management Firm
Industry Financial Services
Experience
Stonehenge Capital  August 2012 - August 2012
RBC Wealth Management   June 2012 - August 2012
Uscoop  November 2011 - January 2012

Skills
PowerPoint, Social Media, Microsoft Excel, Microsoft Office, Microsoft Word, Facebook, Research, Photoshop, Event Planning, Editing, Fundraising, Event Management, Blogging, Customer Service, Social Networking

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Arts (B.A.), Economics

National Cathedral School   2000 — 2009

Jesselyn Toufar Jesselyn Toufar Greater Minneapolis-St. Paul Area Details
Jesselyn Toufar's RBC Wealth Management Experience August 2015 - Present
Job Procurement Manager at RBC Wealth Management
Industry Oil & Energy
Experience
RBC Wealth Management   August 2015 - Present
Ecova  March 2013 - August 2015
Ecova  January 2012 - March 2013
LPB Energy Management  August 2010 - February 2012
Torrey Funds   May 2007 - August 2007

Skills
Analysis, Financial Analysis, Management, Energy, Procurement, Microsoft Excel, Budgets, Data Analysis, Project Planning, Analytics, Investments, Microsoft Office, Project Management, Finance, Leadership, Business Development, Process Improvement, Marketing, PowerPoint, Pricing, Forecasting, Stata

Education
St. Catherine University   2014 — 2015
Bachelor of Science (B.S.), Financial Economics

The University of Texas at Arlington
Business Administration; Finance

Nicole York-Joly Nicole York-Joly Edmonton, Canada Area Details
Nicole York-Joly's RBC Wealth Management Experience March 2015 - Present
Job Private Banker RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   March 2015 - Present
RBC Royal Bank  March 2005 - March 2015
RBC  June 2003 - March 2005
RBC  November 1996 - June 2003

Skills
Banking, Credit, Finance, Retail Banking, Financial Services, Financial Advisory, Investment Advisory, Loans, Wealth Management, Financial Planning, Mutual Funds, Retirement Planning, Portfolio Management, Investments, Relationship Management, Investment Strategies

Education
University of Alberta   1989 — 1994
Bachelor of Arts (B.A.), English Language and Literature, General

Timothy Ziola Timothy Ziola Greater Omaha Area Details
Timothy Ziola's RBC Wealth Management Experience 2011 - 2014
Job Vice President, Branch Manager, Financial Advisor at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  September 2014 - Present
RBC Wealth Management   2011 - 2014
Edward Jones  March 2003 - March 2011

Skills
Finance, Management, Wealth, Series 7, Strategic Financial..., Retirement Planning, Annuity Sales, Risk Management, Cash Management, Options Strategies, Estate Planning, Multi-generational..., Financial Planning, Fixed Annuities, Investments, Life Insurance, Portfolio Management, Retirement, Wealth Management

Education
Bellevue University   2001 — 2002
Bachelor's degree, Finance, General

The University of Texas at Arlington   1999 — 2000

Patricia Ng Patricia Ng Vancouver, Canada Area Details
Patricia Ng's RBC Wealth Management Experience July 2005 - March 2015
Job RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities  March 2015 - Present
RBC Wealth Management   July 2005 - March 2015
BMO Nesbitt Burns, Private Client Division   July 2004 - July 2005
CIBC Wealth Management  July 2001 - July 2004
Scotia Capital  July 1991 - July 2001

Skills
Wealth Management, Investments, Strategic Financial..., Retirement, Retirement Planning, Mortgage Lending, Financial Advisory, Residential Mortgages

Education
The University of British Columbia   1986 — 1990
B.Comm, Urban Land Economics

The University of British Columbia   1986 — 1990
Bachelor of Commerce (B.Com.), Urban Land Economics

Aidan Tansey Aidan Tansey New York, New York Details
Aidan Tansey's RBC Wealth Management Experience May 2013 - May 2013
Job Analyst at Macquarie Group
Industry Financial Services
Experience
Macquarie Group  June 2014 - Present
Macquarie Group  June 2013 - August 2013
RBC Wealth Management   May 2013 - May 2013

Skills
Microsoft Word, Microsoft Excel, PowerPoint

Education
Vanderbilt University   2010 — 2014
Economics & History; Managerial Studies

University College London, U. of London   2012 — 2012
Economics; History

Regis High School   2006 — 2010

Richard Crawford Richard Crawford Sioux City, Iowa Area Details
Richard Crawford's RBC Wealth Management Experience January 1976 - March 2001
Job Sr. Vice President / Financial Advisor at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   February 2011 - Present
Morgan Stanley  March 2001 - February 2011
RBC Wealth Management   January 1976 - March 2001

Skills
Wealth Management, Retirement Planning, Asset Management

Education
The University of South Dakota   1979 — 1982
Master of Business Administration (MBA)

Wartburg College   1969 — 1971
Business Administration and Business Education

Daniel B. Altman Daniel B. Altman Greater New York City Area Details
Daniel B. Altman's RBC Wealth Management Experience January 2012 - June 2012
Job Registered Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management  May 2014 - Present
Bloomberg LP  October 2013 - March 2014
Bradley, Foster & Sargent, Inc.   September 2012 - January 2013
Sackman Enterprises LLC   June 2012 - September 2012
RBC Wealth Management   January 2012 - June 2012
Dwight-Englewood School  June 2011 - August 2011
Bloomberg LP  June 2010 - August 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, Research, Facebook, Event Planning, Bloomberg Terminal, Sales, Social Networking, Strategic Planning

Education
Trinity College-Hartford   2009 — 2013
Bachelor of Arts (B.A.), Economics, Legal Studies

Princeton Day School   2003 — 2009
High School Degree

Tamar Zimmerman Tamar Zimmerman Woodland Hills, California Details
Tamar Zimmerman's RBC Wealth Management Experience March 2014 - January 2015
Job Finance Intern
Industry
Experience
Jacob Asset Management   September 2015 - Present
RBC Wealth Management   March 2014 - January 2015
Beverly Hills Cancer Center  June 2013 - August 2013
Nordstrom  June 2013 - August 2013
Soto Boutique   November 2010 - June 2012

Skills
Microsoft Office, Lean Management, Microsoft Excel, Operations Management, Entrepreneurship, Social Media, Teamwork, Leadership, Social Networking, Event Planning, PowerPoint, Microsoft Word, Customer Service, Public Speaking, Research, E-Marketing

Education
University of Southern California - Marshall School of Business   2012 — 2016
Bachelor of Business Administration (BBA), Entrepreneurship/Entrepreneurial Studies

Università Commerciale 'Luigi Bocconi'
Business, Management, Marketing, and Related Support Services

Ruwan Liyanage Ruwan Liyanage Edmonton, Canada Area Details
Ruwan Liyanage's RBC Wealth Management Experience 1996 - Present
Job Financial Planning Consultant at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   1996 - Present

Skills
Wealth Management, Retirement Planning, Asset Management, Wealth Management..., Personal Financial..., Investment Management, Asset Allocation, Asset Managment, Corporate Finance, Credit, Estate Planning, Financial Advisory, Finance, Financial Analysis, Financial Risk, Investment Strategies, Investments, Mutual Funds, Portfolio Management, Retirement, Strategic Financial...

Education
University of Alberta
B.Sc.

Canadian Securities Institute
PFP, Financial Planning

Claudia Cazelato Claudia Cazelato Miami/Fort Lauderdale Area Details
Claudia Cazelato's RBC Wealth Management Experience September 2008 - Present
Job Client Associate at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management   September 2008 - Present
Royal Bank of Canada  August 2008 - February 2012
InterContinental Hotels Group  February 2006 - August 2008

Skills
Customer Service, Financial Analysis, General Ledger, Project Management, Analysis, Microsoft Excel, Payments, Hotels, Hospitality, Microsoft Office, Accounting, Client Liaison, Operations Management, Account Management, Accounts Payable, Accounts Receivable, Account Reconciliation, Investment Banking, Risk Management, Credit, Banking, Investments, Wealth Management, Financial Services, Finance

Education
Universidade de São Paulo   2001 — 2002
Master Degree, Hydrotherapy to a Rehabilitation Program

Samuel M. Fox IV, MBA, CFP® Samuel M. Fox IV, MBA, CFP® New Haven, Connecticut Details
Samuel M. Fox IV, MBA, CFP®'s RBC Wealth Management Experience December 2000 - November 2011
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
RBC Wealth Management   December 2000 - November 2011
Vantage Point Associates, LLC   January 1998 - January 2000
Fraser Papers Inc.  January 1995 - January 1998
Fisher International, Inc.   January 1994 - January 1995
Champion International  January 1992 - January 1994
Champion International  January 1991 - January 1992
U.S. Navy Submarine Service   January 1979 - January 1987

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1987 — 1989
M.B.A., Finance

United States Naval Academy   1973 — 1977
B.S.M.E., Engineering

Caroline Dubé Caroline Dubé Montreal, Canada Area Details
Caroline Dubé's RBC Wealth Management Experience June 2005 - December 2006
Job Directrice CPR pour le Quebec at Banque Nationale
Industry Banking
Experience
Banque Nationale  June 2015 - Present
Banque Nationale  November 2011 - Present
National Bank of Canada  November 2011 - Present
Fondation Jean De La Mennais   October 2009 - Present
Banque Nationale  January 2010 - November 2011
RBC Bank  December 2006 - January 2010
RBC Wealth Management   June 2005 - December 2006
RBC Bank  October 2002 - June 2005
RBC Wealth Management   February 2001 - October 2002

Skills
Financial Planning, Investments, Banking, Mutual Funds, Risk Management, Budgeting, Mortgage, Investment Advisory, Credit, Customer Relations, Coaching, Strategic Planning, Asset Allocation, Pensions, Customer Service, Wealth Management, Strategic Financial...

Education
Université Paris Dauphine   2012 — 2014
Executif MBA, Master of Business Administration (MBA)

UQAM   2011 — 2013
MBA pour cadre, Services financiers, ESG

IQPF   2001 — 2002
Planificateur Financier

Chris Dotson Chris Dotson Vancouver, Canada Area Details
Chris Dotson's RBC Wealth Management Experience 2009 - 2011
Job Vice President, Marketing & Communications at RBC Global Asset Management
Industry Financial Services
Experience
RBC Global Asset Management  March 2011 - Present
RBC Wealth Management   2009 - 2011
Phillips, Hager & North   2001 - 2009

Skills
Corporate Communications, Financial Services

Education
The University of British Columbia   1990 — 2004

Dan Small Dan Small Greater New York City Area Details
Dan Small's RBC Wealth Management Experience March 2012 - Present
Job Vice PresidentSenior Municipal Bond Trader
Industry Financial Services
Experience
RBC Wealth Management   March 2012 - Present
UBS Wealth Management  February 2009 - March 2012
UBS Wealth Management  February 2008 - February 2009
UBS Financial Services  April 2004 - February 2008
UBS Financial Services  July 1999 - April 2004

Education
Rutgers University   1989 — 1993
Bachelor of Science, Management

Union County College
Associate in Arts, Liberal Arts

BJ Rick Bjorklund BJ Rick Bjorklund Dallas/Fort Worth Area Details
BJ Rick Bjorklund's RBC Wealth Management Experience 2008 - Present
Job Senior Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2008 - Present
Smith Barney  January 1985 - Present
Smith Barney  1985 - Present
Merrill Lynch  October 1975 - January 1985

Education
University of Southern California   1973 — 1975
Masters, Systems Management

United States Air Force Academy   1966 — 1970
BS, Engineering Management

Ivy Miao Ivy Miao Toronto, Canada Area Details
Ivy Miao's RBC Wealth Management Experience 2000 - 2001
Job Business Development Professional
Industry Legal Services
Experience
Davies Ward Phillips & Vineberg LLP  2011 - 2015
Middlefield Group  2007 - 2009
J.P. Morgan   2004 - 2007
CIBC World Markets  2001 - 2003
RBC Wealth Management   2000 - 2001

Skills
International Business..., Asset Management, Law Firm, Business Development, Relationship Management, Client Services, Mergers & Acquisitions, Cross-border..., China, Multilingual, Investments, Investment Management, Securities

Education
The University of British Columbia
Bachelor of Arts (B.A.), Economics and International Relations

Laine Greblunas Laine Greblunas Omaha, Nebraska Details
Laine Greblunas's RBC Wealth Management Experience October 2014 - Present
Job Office Associate
Industry Public Relations and Communications
Experience
RBC Wealth Management   October 2014 - Present
Common Ground Community Center   June 2013 - November 2014
Nebraska Shakespeare  May 2013 - May 2014
Vucurevich Childcare   September 2010 - May 2014
Relevant Community Church   May 2013 - September 2013
Heartland Kids   May 2012 - August 2013
Applebee's  June 2012 - January 2013

Skills
InDesign, Children Issues, Microsoft Office, Small Group..., Interpersonal..., Public Relations, Strategic Communications, Student Government, Radio, Customer Service, Social Media, Agriculture, Facebook, Journalism, Public Speaking, Teamwork

Education
The University of South Dakota   2010 — 2014
Public Relations, Advertising, and Applied Communication

Yutan Jr./Sr. High School   2004 — 2010

Brad Hensley Brad Hensley Pueblo, Colorado Details
Brad Hensley's RBC Wealth Management Experience March 2005 - July 2013
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
RBC Wealth Management   March 2005 - July 2013

Education
University of Arizona
Marketing

Pararin Rahmani Pararin Rahmani Vancouver, Canada Area Details
Pararin Rahmani's RBC Wealth Management Experience June 2006 - September 2006
Job Lawyer at North Shore Law LLP
Industry Law Practice
Experience
North Shore Law LLP   June 2013 - Present
North Vancouver Chamber of Commerce  July 2014 - Present
Richards Buell Sutton LLP  May 2012 - May 2013
The Law Centre   September 2011 - December 2011
Richards Buell Sutton LLP  May 2011 - August 2011
SDI Marketing  August 2008 - June 2009
Wells Fargo Financial  May 2007 - August 2008
RBC Royal Bank  September 2006 - May 2007
RBC Wealth Management   June 2006 - September 2006

Skills
Legal Advice, Corporate Law, Commercial Law, Estate Planning, Probate Administration, Strategic Planning, Estate Administration, Wills, Trusts, Corporate Reorganization, Commercial Leasing, Corporate Governance, Contract Negotiation, Legal Issues, Legal Writing, Dispute Resolution, Joint Ventures, Public Speaking, Negotiation

Education
University of Victoria   2009 — 2012
J.D., Law

The University of British Columbia   2003 — 2008
Bachelor of Commerce, Major in Marketing, Minor in Economics

PLTC

Milorad Stefanovic, MBA MSc Milorad Stefanovic, MBA MSc Toronto, Canada Area Details
Milorad Stefanovic, MBA MSc's RBC Wealth Management Experience November 2011 - February 2013
Job
Industry Financial Services
Experience
RBC  July 2014 - Present
RBC  February 2013 - July 2014
RBC Wealth Management   November 2011 - February 2013
RBC Wealth Management   March 2010 - November 2011
RBC  2008 - April 2010
RBC Royal Bank  June 2006 - June 2008
IBM Business Consulting Services  December 2004 - June 2006
IBM Software Group  June 2001 - December 2004
University of Calgary  July 1999 - April 2001
University of California  January 1999 - June 1999

Skills
Business Transformation, IT Strategy, Project Portfolio..., Agile Methodologies, Banking, Vendor Management, Business Strategy, Business Process..., Program Management, Wealth Management, PMO, Governance, Leadership, Management, Requirements Analysis, Agile & Waterfall..., Project Management, Project Delivery, Risk Management, Management Consulting, Business Process, Business Analysis, Enterprise Architecture, Software Project..., Business Requirements, Change Management, Requirements Gathering, Business Operations, Operations Management, Process Improvement, Business Intelligence, Business Innovation, Business Model..., Innovation Management, Technological Innovation, Professional Mentoring, Strategy, SDLC, Integration, Financial Services, CRM, Consulting, Digital Strategy, Mobile Technology

Education
York University - Schulich School of Business
MBA, Strategy, Finance

University of Alberta
MSc, Software Engineering

Univerzitet u Beogradu
Bachelor of Science

Jeremy Brockey Jeremy Brockey Greater Minneapolis-St. Paul Area Details
Jeremy Brockey's RBC Wealth Management Experience April 2005 - April 2008
Job Senior Scheduling System Administrator at Infocrossing, Inc.
Industry Computer Software
Experience
Infocrossing, Inc.   April 2014 - Present
Robert Mark Technologies  April 2008 - April 2014
RBC Wealth Management   April 2005 - April 2008
Sears, Roebuck and Co.   December 1992 - July 2004

Skills
Autosys, Unix, Linux, Professional Services, Change Management, Disaster Recovery, Workload Automation, Enterprise Architecture, Windows, Workload Control Center, Embedded Entitlements..., Prioritize Workload, Enterprise Software, SDLC, Software Development, SharePoint, Software Documentation, Unix Shell Scripting, ITIL, Requirements Analysis, Automation, AIX, Microsoft SQL Server, Troubleshooting, Oracle, Sybase, Integration, Solution Architecture, Solaris, Servers, Cloud Computing, Perl, SQL, Operating Systems, Active Directory, Shell Scripting, VMware, Systems Management, Security, Pre-sales, Windows Server, IT Service Management, Virtualization, SaaS, IT Strategy, IT Management, Data Center, IBM AIX, System Architecture

Education
The University of North Dakota   1991 — 1996
BBA, Management Information Systems, General

Minot Bishop Ryan High School   1988 — 1991
High School, General Studies, 9th-11th

Eric Otten Eric Otten Omaha, Nebraska Details
Eric Otten's RBC Wealth Management Experience August 2011 - Present
Job
Industry Financial Services
Experience
RBC Wealth Management   August 2011 - Present

Education
The United States Naval Postgraduate School   2004 — 2005
MBA, Financial Management

The United States Naval Postgraduate School   2001 — 2001
Aviation Safety Officer Course

United States Naval Academy   1987 — 1991
BS, General Engineering

Meridith Hutchens Meridith Hutchens Houston, Texas Area Details
Meridith Hutchens's RBC Wealth Management Experience 1992 - 1996
Job Partner, Polaris Wealth Advisers, LLC
Industry Investment Management
Experience
Polaris Wealth Advisers, LLC  November 2013 - Present
Crossroads Advisory Group, Inc.   2009 - 2013
Merrill Lynch  2005 - 2008
AIG  2003 - 2005
The Hartford  2001 - 2003
Genworth Financial  1999 - 2001
Huntington National Bank  1998 - 2001
First Chicago Bank & Trust  1996 - 1998
RBC Wealth Management   1992 - 1996

Skills
Portfolio Management, Wealth Management, Strategic Financial..., Investments, Wealth, Retirement Planning, Asset Management

Education
Tulane University   1989 — 1992

Highland Park High School   1984 — 1988

Mahsan Abedi Mahsan Abedi Vancouver, Canada Area Details
Mahsan Abedi's RBC Wealth Management Experience May 2010 - May 2013
Job Credit Advisor at RBC Advice Centre
Industry Financial Services
Experience
Vancouver International Film Centre   July 2015 - Present
RBC Royal Bank  May 2013 - Present
RBC Wealth Management   May 2010 - May 2013
RBC Wealth Management   May 2009 - May 2010
RBC Wealth Management   November 2008 - May 2009
RBC Royal Bank  January 2007 - October 2008

Skills
Banking, Credit, Mutual Funds, Investments, Customer Service, Wealth Management, Project Management, Microsoft Office, Teamwork, Sales, Risk Management, Lines Of Credit, Private Banking, Credit Risk, Strategic Financial..., Finance, Retail Banking, High Net Worth..., Investment Strategies, Analysis, Relationship Management, Retirement Planning, Accounting, Commercial Banking, Leadership, Financial Services, Financial Planning

Education
The University of British Columbia   2003 — 2008
BComm, Finance - Psychology

Emily Carr University   2012 — 2017
Bachelor of Fine Arts (BFA), Film, Video + Integrated Media

Langara College   2010 — 2013
Fine/Studio Arts, General

PERRY FONG, CRPC® PERRY FONG, CRPC® Baltimore, Maryland Area Details
PERRY FONG, CRPC®'s RBC Wealth Management Experience September 1995 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   September 1995 - Present

Skills
Retirement Planning, Wealth Management..., Finance, Alternative Investments, Portfolio Management, Asset Allocation, Strategic Planning, Wealth Management, Series 7, Investment Advisory, Investments, Investment Management, Series 63, Investment Strategies, Fixed Income, Series 65, Asset Management, High Net Worth..., Financial Advisory, Retirement, Wealth, 401k Rollovers, Municipal Bonds, Mutual Funds

Education
University at Albany   1979 — 1981
Master of Business Administration (MBA)

University at Albany   1975 — 1979
Bachelor's degree, Economics

Rosanne Maitland BA CFP PFP Rosanne Maitland BA CFP PFP Edmonton, Canada Area Details
Rosanne Maitland BA CFP PFP's RBC Wealth Management Experience August 2005 - October 2011
Job Senior Financial Consultant at MD Financial Management | Gestion financière MD
Industry Online Media
Experience
MD Financial Management Gestion financière MD  February 2015 - Present
RBC Financial Planning  October 2011 - February 2015
RBC Wealth Management   August 2005 - October 2011
CIBC Wealth Management  September 1990 - July 2005

Skills
Wealth Management, Retirement Planning, Investment Strategies, Wealth, Investment Advisory, Estate Planning, Portfolio Management, Credit, Financial Analysis, Banking, Asset Managment, Retail Banking, Asset Management, Commercial Lending, Credit Analysis, Financial Advisory, Finance, Financial Planners, Financial Risk, Financial Services, Loans, Mortgage Lending, Residential Mortgages

Education
University of Alberta   1986 — 1990
Bacholor of Arts, Economics

Jim Keith, BA, CFP, CIM Jim Keith, BA, CFP, CIM Vancouver, Canada Area Details
Jim Keith, BA, CFP, CIM's RBC Wealth Management Experience June 2010 - June 2011
Job Financial Services Professional
Industry Financial Services
Experience
RBC Wealth Management   June 2010 - June 2011
North Shore Credit Union  May 2007 - November 2009
Coast Capital Savings  December 2000 - May 2007
TD Asset Management  November 1996 - November 2000

Education
The University of British Columbia   1982 — 1986
B.A., English, History

Mark Monroe, CFP®, AIF® Mark Monroe, CFP®, AIF® Hartford, Connecticut Area Details
Mark Monroe, CFP®, AIF®'s RBC Wealth Management Experience July 2006 - Present
Job Financial Advisor / Private Client Group
Industry Financial Services
Experience
RBC Wealth Management   July 2006 - Present
Advest, Inc.   March 1997 - December 2005

Education
The University of Connecticut School of Business   2001 — 2004
MBA, Finance

Brigitte Charron CIM, FMA, FCSI Brigitte Charron CIM, FMA, FCSI Montreal, Canada Area Details
Brigitte Charron CIM, FMA, FCSI's RBC Wealth Management Experience 2001 - 2003
Job Senior Sales Assistant
Industry Financial Services
Experience
National Bank Financial  2015 - Present
Desjardins Securities  2013 - 2015
National Bank Financial  2011 - 2013
CIBC Wood Gundy  2006 - 2011
Desjardins Securities  2003 - 2006
RBC Wealth Management   2001 - 2003

Skills
Finance, Portfolio Management, Investments, Securities, Bonds, Mutual Funds, ETFs, Strategic Planning

Education
Université du Québec à Montréal   2001 — 2001
Certificate in Financial Analysis, Finance, General

Université du Québec à Montréal   1998 — 1998
Certificate in Administration

COLLEGE MARIE-VICTORIN   1992 — 1996
College Diploma in Administrative Techniques, Entrepreneurship and Small Business major, Marketing

Daniel Carpenter Daniel Carpenter Greater New York City Area Details
Daniel Carpenter's RBC Wealth Management Experience June 2014 - August 2014
Job Trading Associate at Belle Haven Investments
Industry Financial Services
Experience
Belle Haven Investments  May 2015 - Present
RBC Wealth Management   June 2014 - August 2014
RBC Wealth Management   September 2013 - December 2013
RBC Capital Markets  July 2013 - August 2013
Minikahda Club  June 2012 - August 2013
Trinity Gateway Apartments   March 2013 - May 2013

Education
Trinity College-Hartford
Bachelor of Arts (B.A.), Political Science, International Relations Concentration

Jill Dukart Jill Dukart Minneapolis, Minnesota Details
Jill Dukart's RBC Wealth Management Experience February 2005 - March 2011
Job Senior Marketing Strategy Specialist at Prime Therapeutics
Industry Marketing and Advertising
Experience
Prime Therapeutics  January 2014 - Present
MLT Vacations  March 2011 - December 2013
RBC Wealth Management   February 2005 - March 2011

Skills
Marketing Management, Relationship Management, Marketing Communications, Marketing Strategy, Advertising, Online Marketing, Email Marketing, Loyalty Marketing, Integrated Marketing, Proofreading, Management, Cross-functional Team..., Market Planning, Project Management, Sales

Education
The University of North Dakota   2000 — 2004
Bachelor of Arts (B.A.), Marketing

Shane Baumgardner Shane Baumgardner Minneapolis, Minnesota Details
Shane Baumgardner's RBC Wealth Management Experience June 2014 - August 2014
Job Law Clerk at the Minnesota Supreme Court
Industry Law Practice
Experience
Minnesota Supreme Court  August 2015 - Present
Fabian May & Anderson, PLLP   May 2013 - July 2015
RBC Wealth Management   June 2014 - August 2014
The Honorable Regina Walter, 4th Judicial District of CO   September 2011 - April 2012
Educating Children of Color   September 2011 - April 2012
Teen Court  August 2009 - April 2012

Skills
Legal Research, Legal Writing, Public Speaking, Editing, Microsoft Word, Legal Issues, Trials, Policy, Employment Law, Politics, Legal Documents, Human Rights, Alternative Dispute..., Hearings

Education
University of Minnesota Law School   2012 — 2015
Doctor of Law (JD)

Thomas Edison State College   2010 — 2012
Bachelor of Arts (B.A.), Political Science, 4.0

Glen Hatch Glen Hatch Austin, Texas Details
Glen Hatch's RBC Wealth Management Experience April 2013 - Present
Job Senior Vice President Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2013 - Present
Morgan Stanley  August 2005 - April 2013
Smith Barney  May 2002 - July 2005
Robinson-Humphrey Smith Barney   September 1998 - May 2002
US Navy  July 1996 - July 1998
US Navy  May 1994 - July 1996
Air University/ Maxwell Air Force Base   July 1991 - June 1994
Attack Squadron 185/Naval Air Facility Atsugi, Japan   April 1989 - July 1991

Education
The University of Texas at Austin   1972 — 1976
Bachelor of Business Administration (B.B.A.)

University of Alabama   1991 — 1993
MA

Jeffrey Haggerty Jeffrey Haggerty Edmonton, Canada Area Details
Jeffrey Haggerty's RBC Wealth Management Experience February 2012 - Present
Job Financial Planning Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2012 - Present
Sun Life Financial, Edmonton, AB   June 2007 - February 2012
BMO Bank of Montreal  March 2006 - June 2007
CIBC Imperial Service  May 2004 - March 2006
TD Canada Trust  February 2003 - May 2004
TD Canada Trust  September 2001 - February 2003
TD Waterhouse Investor Services  September 2000 - September 2001

Skills
Mutual Funds, Wealth Management, Financial Advisory, Investments, Retirement Planning, Strategic Financial..., Financial Planners, Portfolio Management, Investment Strategies, Financial Services, Finance, Securities, Estate Planning, Financial Planning, High Net Worth..., Investment Advisory, Retirement

Education
University of Alberta   1995 — 2000
BSc., Psychology, Chemistry

University of Alberta   1994 — 1999
Bachelor of Science (BSc), Psychology

Louis St. Laurent High School
Advanced High School Diploma with Honours; Bachelor of Science, Psychology; Chemistry

Jared Paletti Jared Paletti Greater New York City Area Details
Jared Paletti's RBC Wealth Management Experience January 2008 - May 2008
Job Licensed Real Estate Salesperson at SPIRE GROUP
Industry Higher Education
Experience
SPIRE GROUP  June 2013 - Present
New York Living Solutions  October 2010 - June 2013
Ipreo  June 2009 - October 2010
Commercial Industrial Finance Corporation.   June 2008 - August 2008
RBC Wealth Management   January 2008 - May 2008

Skills
Sales, Marketing, Negotiation, Valuation, Investments, Financial Modeling, Bloomberg, Equities, Capital Markets, Bloomberg Terminal, Investor Relations, Private Equity, Fixed Income, Real Estate, Microsoft Excel, Asset Managment, Due Diligence, Social Media, Trading, Securities, Investment Banking, Residential Homes, Portfolio Management, Investment Properties, Equity Research

Education
Trinity College-Hartford   2005 — 2009
Bachelor of Science, Economics

Sophie Fauteux Sophie Fauteux Montreal, Canada Area Details
Sophie Fauteux's RBC Wealth Management Experience June 1999 - September 2005
Job Directrice Principale Expérience Succursale chez Banque Nationale
Industry Banking
Experience
Banque Nationale  May 2014 - Present
Banque Nationale  August 2013 - May 2014
Banque Nationale  October 2012 - August 2013
National Bank of Canada  November 2009 - October 2012
RBC Bank  August 2008 - September 2009
RBC  September 2005 - September 2008
RBC Wealth Management   June 1999 - September 2005

Skills
Mobiliser, Coacher, Diriger, Conseiller la haute..., Gérer, Gestion Matricielle, Agent de changement, Coaching

Education
Université du Québec à Montréal / UQAM
Master of Business Administration (MBA)

Université du Québec à Montréal / UQAM
Certificat en Gestion de Service option Banque

Institut Québécois de planification financiere
Planificateur Financier, Planificateur Financier

Amber MacMillan Amber MacMillan Edmonton, Canada Area Details
Amber MacMillan's RBC Wealth Management Experience 2005 - Present
Job Financial Planner at RBC Financial Planning
Industry Banking
Experience
RBC Royal Bank  January 2013 - Present
RBC Wealth Management   2005 - Present
RBC Royal Bank  January 2009 - July 2010

Skills
Retirement Planning, Investments, Wealth Management, Mutual Funds, Strategic Financial..., Finance, Investment Advisory, Investment Strategies, Mortgage Lending, Portfolio Management, Retail Banking, Financial Advisory, Banking, Credit, Residential Mortgages, Financial Planning, Credit Analysis, Financial Analysis, Wealth, Estate Planning

Education
Financial Planners Standards Council   2010 — 2010
CFP, Certified Financial Planner

Canadian Securities Institue   2008 — 2010
PFP

Canadian Securities Institute   2008 — 2010
Personal Financial Planner

University of Alberta   2000 — 2004
BComm, Finance

Michael Flader Michael Flader Phoenix, Arizona Area Details
Michael Flader's RBC Wealth Management Experience November 2008 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2008 - Present
UBS Financial Services  December 1997 - November 2008

Education
University of Arizona   1990 — 1995
Bachelors, Psychology

Adam Brooks, CFP(r) Adam Brooks, CFP(r) Phoenix, Arizona Area Details
Adam Brooks, CFP(r)'s RBC Wealth Management Experience March 2001 - May 2006
Job Managing Partner at ABLE Financial Group
Industry Financial Services
Experience
ABLE Financial Group   May 2006 - Present
RBC Wealth Management   March 2001 - May 2006

Skills
Retirement Planning, Certified Financial..., Financial Advisory, Investment Planning

Education
University of Arizona   1989 — 2003
BSBA, Finance

Trinh Do Trinh Do Montreal, Canada Area Details
Trinh Do's RBC Wealth Management Experience April 2015 - Present
Job Manager, Credit Structures
Industry Banking
Experience
RBC Wealth Management   April 2015 - Present
Scotiabank  November 2013 - April 2015
RBC  January 2010 - October 2013
RBC  January 2008 - February 2010
RBC  January 2001 - October 2006

Skills
Banking, Investments, Credit Analysis, Customer Experience, Microsoft Office, Human Relations, Banque commerciale, Analyse de crédit, Analyste commercial, Crédit, Investissements

Education
Université du Québec à Montréal / UQAM   1997 — 2000
BACCALAUREAT, Finance, General

CEGEP AHUNTSIC   1992 — 1996
DEC, Natural Sciences

Rick Friedman, CFP®, AWM Rick Friedman, CFP®, AWM Houston, Texas Area Details
Rick Friedman, CFP®, AWM's RBC Wealth Management Experience September 1999 - Present
Job Senior Vice President Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 1999 - Present
Merrill Lynch  September 1991 - September 1999

Education
University of Houston   1987 — 1989
BBA, Finance

The University of Texas at Austin   1984 — 1987
Finance

Stratford

Louis Riley Louis Riley United States Details
Louis Riley's RBC Wealth Management Experience March 1995 - December 1995
Job R&D tax credits for the development of proprietary trading technologies.
Industry Management Consulting
Experience
SourceHOV Tax  May 2009 - Present
DRDA, P.C.   June 2008 - April 2009
Riley Wealth Management, LLC   May 2003 - June 2008
Kaizen Management, L.P.   January 2008 - March 2008
RBC Capital Markets  January 2007 - March 2007
Leprechaun Fund, LP   March 2005 - December 2006
AIG Advisor Group  July 2002 - March 2005
El Paso Merchant Energy  January 2001 - January 2002
Self-employed  December 1995 - January 2001
RBC Wealth Management   March 1995 - December 1995

Skills
Proprietary Trading, Options, High-Frequency Trading, Market Making, Quant, Electronic Trading, Software Development, Trading Platforms, Low Latency, Trading Systems, Exchange Connectivity, Market Microstructure, Data Feeds, Buy-side, Sell Side, Equity Trading, Options Pricing, Futures Trading, FX trading, Market Structure, Trading Technology, Smart Order Routing, Trade Execution, Statistical Arbitrage, Volatility Arbitrage, Business Tax, Business Advisory, Hedge Funds, Equities, Derivatives, Risk Management, Portfolio Management, Investments

Education
The University of Texas at Austin   1979 — 1981
BBA

Trinity University   1977 — 1979

Amanda Garavaglia Amanda Garavaglia Albuquerque, New Mexico Details
Amanda Garavaglia's RBC Wealth Management Experience May 2009 - September 2012
Job Marketing Communications Associate
Industry Investment Management
Experience
Thornburg Investment Management  August 2014 - Present
Thornburg Investment Management  March 2013 - August 2014
RBC Wealth Management   May 2009 - September 2012
Morgan Stanley Smith Barney  June 2008 - May 2009

Skills
Microsoft Office, Microsoft Excel, Morningstar, ThomsonOne, Data Analysis, Microsoft Word, PowerPoint, Outlook, Pivot Tables, Customer Service, CRM, CRM Integration, Investments, Asset Allocation, Investment Research, Mutual Funds, Managed Money, Organization, Process Improvement, Team Leadership, Leadership, Meet Deadlines, Meeting Planning, Typing, Phone Skills, Fast Learner, Work in A Fast Paced..., Writing, RFP, Communication, Time Management, Securities, Account Management, Bloomberg Terminal, Portfolio Management, Retirement Planning, Financial Analysis, Finance, Financial Services

Education
The University of New Mexico - Robert O. Anderson School of Management   2011 — 2012
Master of Business Administration, Finance, 4.18

The University of New Mexico   2007 — 2011
Bachelor of Business Administration, Finance and Economics, 4.03

Bryan McMullen Bryan McMullen Greater Minneapolis-St. Paul Area Details
Bryan McMullen's RBC Wealth Management Experience May 2015 - Present
Job ,
Industry Financial Services
Experience
RBC Wealth Management   May 2015 - Present
Questar Capital  February 2011 - April 2015
RBC Wealth Management   September 2002 - September 2007

Skills
Series 7, Compliance, Series 24, series 53, Mutual Funds

Education
University of St. Thomas - Opus College of Business   2010 — 2015
MBA

The University of South Dakota   1997 — 2001
Psychology

Aaron Gabrielian, CFP® Aaron Gabrielian, CFP® Easton, Maryland Details
Aaron Gabrielian, CFP®'s RBC Wealth Management Experience 2015 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2015 - Present
MFP Strategies  2012 - 2015
Morgan Stanley  2009 - 2012

Education
Towson University
Bachelor of Science, Finance

Western Carolina University
Business Administration

Martin Roy Martin Roy Montreal, Canada Area Details
Martin Roy's RBC Wealth Management Experience October 2010 - Present
Job VP & Portfolio Manager, RBC Wealth Management
Industry Financial Services
Experience
RBC Dominion Securities  October 2010 - Present
RBC Wealth Management   October 2010 - Present
ScotiaMcLeod  August 1995 - October 2010

Skills
Wealth Management, Investment Advisory, Investment Strategies, Asset Allocation, Mutual Funds, Wealth, Financial Advisory, Investment Management, Fixed Income, ETFs, Securities, Portfolio Management, Alternative Investments, Retirement, Strategic Financial..., Retirement Planning, Finance, Financial Analysis, Bonds, Wealth Management..., Investments, High Net Worth..., Estate Planning, Asset Management, Equities

Education
Université du Québec   1989 — 1994
Baccalauréat, Sc. économiques

Hannah Cheney Hannah Cheney Lawrence, Kansas Details
Hannah Cheney's RBC Wealth Management Experience June 2013 - August 2013
Job Social Media Intern at Light Years Ahead Public Relations
Industry Public Relations and Communications
Experience
Crossroads - Real. Communication.   January 2015 - May 2015
Loaves and Fishes MN  June 2014 - August 2014
Maynards Restaurant  June 2014 - August 2014
RBC Wealth Management   June 2013 - August 2013
RBC Wealth Management   June 2012 - August 2012
Hazellewood Grill and Tap Room   March 2010 - August 2011

Skills
Strategic Communications, Wealth Management, European History, Portfolio Management, Financial Analysis, Strategic Financial..., Financial Modeling, Video Journalism, Journalism, World History, Microsoft Office, Social Media, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Teamwork, Social Networking, Public Relations, Public Speaking

Education
University of Kansas   2011 — 2015
Journalism, Strategic Communications, Senior

Minnetonka High School   2007 — 2011
High School Diploma, General Study, Graduated

Reva Shakkottai Reva Shakkottai Los Angeles, California Details
Reva Shakkottai's RBC Wealth Management Experience January 2009 - Present
Job Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2009 - Present

Education
UCLA Anderson School of Management   2000 — 2002
MBA

University of Southern California - Marshall School of Business
BS, Business Administration

Franck Bitcheki, F.Pl. Franck Bitcheki, F.Pl. Montreal, Canada Area Details
Franck Bitcheki, F.Pl.'s RBC Wealth Management Experience March 2014 - Present
Job financial planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2014 - Present

Skills
Retirement Planning, Strategic Financial..., Wealth Management, investment, Mutual Funds, financial planing, customer relation, investment advisory, mortgage, customer service, credit, Asset allocation, banking, Banque, Crédit

Education
Canadian securities institute   2014 — 2015
Chartred Investment Manager (CIM), portfolio management

Institut Québécois de le Planification Financière (IQPF)   2012 — 2012
Financial Planner Designation, wealth management

Canadian Securities Institute   2012 — 2012
Canada Securities Course (CSC), Investment

Canadian Securities Institute   2011 — 2012
Certificate in Financial Planning, Wealth management

Canadian securities institute   2011 — 2011
Investment Fund in Canada (IFIC), investment

Université de Sherbrooke   2010 — 2011
Program 2nd cycle in market finance, Finance

Université de Sherbrooke   2007 — 2010
Bachelor of Business Administration (B.B.A.), Comptabilité et finance

Academie de musique de Tubize   1992 — 1995
Diplome de solfege et musique, Piano

Veronica Della Vedova Veronica Della Vedova Miami/Fort Lauderdale Area Details
Veronica Della Vedova's RBC Wealth Management Experience May 2013 - Present
Job Credit Officer/Analyst at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management   May 2013 - Present
Merrill Lynch  February 2010 - Present
M TELECOM, LLC   May 2008 - February 2010
TRANS-CONSULTING CORP   January 2003 - May 2008
GALICIA BANK   January 2001 - December 2002
GALICIA BANK   June 1996 - December 2000
GALICIA BANK   November 1993 - June 1996

Skills
Fixed Income, Banking, Budgets, Portfolio Management, Finance, Investments, Management, Analysis, Capital Markets, Credit, Securities, Trading, CRM, Strategic Financial..., Private Banking, Financial Planning

Education
Catholic University & EOI   2000 — 2002
Master Executive, Financial Management

Universidad Nacional de Córdoba   1992 — 1998
Sworn Translator of English

Matthew Graditor Matthew Graditor College Park, Maryland Details
Matthew Graditor's RBC Wealth Management Experience June 2011 - August 2011
Job Operations Analyst at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  June 2013 - Present
RBC Wealth Management   June 2011 - August 2011
RND Resources Inc   June 2010 - August 2010

Skills
Economics, Analysis, PowerPoint, Data Analysis, Microsoft Office, Microsoft Word, Social Media, Research, Leadership, Financial Analysis, Social Networking, Team Leadership, Teamwork, Client Services, Account Reconciliation

Education
University of Maryland College Park   2009 — 2013
Bachelor of Arts (B.A.), Economics

Universitat Autònoma de Barcelona   2012 — 2012
International Economics

Joe Horak Joe Horak United States Details
Joe Horak's RBC Wealth Management Experience January 2015 - April 2015
Job Sales Intern at Black Duck Software
Industry
Experience
Black Duck Software  June 2015 - Present
RBC Wealth Management   January 2015 - April 2015
Capital Innovators  May 2014 - August 2014

Skills
Research, Microsoft Word, MySpace, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Social Media, Leadership, Facebook, Social Networking, Customer Service, Data Analysis

Education
Trinity College-Hartford   2012 — 2016
Political Science and Government

Jordan Figman Jordan Figman Greater New York City Area Details
Jordan Figman's RBC Wealth Management Experience June 2010 - August 2010
Job Associate Trader at Eclipse Capital
Industry Financial Services
Experience
Eclipse Capital   June 2012 - Present
New York City Mayor's Office  June 2011 - August 2011
RuffaloCODY  September 2009 - September 2010
RBC Wealth Management   June 2010 - August 2010

Skills
Finance

Education
Washington University in St. Louis   2008 — 2012
Bachelor of Arts (B.A.), Economics, Business

University College London, U. of London
Economics

Kevin Mongillo Kevin Mongillo Hartford, Connecticut Area Details
Kevin Mongillo's RBC Wealth Management Experience January 2008 - March 2009
Job Assistant Director Product Manager at The Hartford
Industry Financial Services
Experience
The Hartford  July 2015 - Present
The Hartford  October 2013 - July 2015
The Hartford  June 2012 - September 2013
The Hartford  July 2009 - June 2012
RBC Wealth Management   January 2008 - March 2009
The Hartford  May 2008 - August 2008

Skills
TM1, Business Objects, PeopleSoft, Oracle Applications, Citrix, Hyperion, Excel, PowerPoint, Financial Analysis, Financial Planning, Financial Reporting, Financial Accounting, SAS, Competitive Analysis, Product Management, Pricing, Strategic Financial..., Finance, Microsoft Excel, Insurance, Process Improvement, Hyperion Enterprise, Analysis, Risk Management, Business Analysis, Leadership, Management

Education
The University of Connecticut School of Business   2011 — 2015
MBA, Finance and Marketing

The University of Connecticut School of Business   2005 — 2009
Bachelors of Science in Business Administration, Finance

Elie Vered Elie Vered Boston, Massachusetts Details
Elie Vered's RBC Wealth Management Experience September 2014 - January 2015
Job Investment Banking Summer Analyst at America's Growth Capital (AGC)
Industry Banking
Experience
AGC Partners  June 2015 - Present
RBC Wealth Management   September 2014 - January 2015
RBC  May 2013 - August 2014
Ron Engineering   May 2012 - July 2012

Skills
PowerPoint, Sales, Financial Analysis, Microsoft Excel, Microsoft Word, Analytic Problem Solving, Team Leadership, Due Diligence, Customer Service, Leadership, Investments

Education
Trinity College-Hartford   2012 — 2016
BS, Economics

Caroline Germany Caroline Germany Dallas, Texas Details
Caroline Germany's RBC Wealth Management Experience May 2007 - June 2011
Job Client Service Associate at Robertson, Griege & Thoele
Industry Financial Services
Experience
Robertson, Griege & Thoele   May 2013 - February 2015
1st Global  July 2011 - May 2013
RBC Wealth Management   May 2007 - June 2011

Skills
Client Service Associate, High Net Worth..., Family Office, Fee-Only, Independent RIA, Series 7, Series 66

Education
The University of Texas at Austin   2002 — 2006
Bachelor of Arts (B.A.), Political Science and Government

Abigail Barratt Abigail Barratt Houston, Texas Area Details
Abigail Barratt's RBC Wealth Management Experience December 2010 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2010 - Present

Education
The University of Texas at Austin   2006 — 2010

Morris Amiri Morris Amiri Greater Los Angeles Area Details
Morris Amiri's RBC Wealth Management Experience July 2005 - February 2009
Job Managing Partner at Dash Acquisitions
Industry Investment Management
Experience
Dash Acquisitions   February 2009 - Present
RBC Wealth Management   July 2005 - February 2009
Bear Stearns  February 2005 - July 2005

Skills
Financial Reporting, Valuation, Strategy, Private Equity, Portfolio Management, Management, Investments, Finance, Analysis, Hedge Funds, Restructuring

Education
University of Arizona, Eller College of Management   2001 — 2004
BS/BA, Finance

University of Arizona
Bachelor of Science, Finance

Kimberly Burant, CFP Kimberly Burant, CFP Edmonton, Canada Area Details
Kimberly Burant, CFP's RBC Wealth Management Experience January 2006 - Present
Job Financial Planner, Investment and Retirement Planning, at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2006 - Present

Skills
Retirement Planning, Wealth Management, Investments, Estate Planning, Finance, Investment Advisory, Investment Strategies, Strategic Financial..., Mutual Funds, Portfolio Management, Financial Advisory, Financial Analysis

Education
University of Alberta   1988 — 1992

Canadian Securities Institute
PFP

Financial Planning Standards Council of Canada
CFP

Joachim Bruneau Joachim Bruneau New York, New York Details
Joachim Bruneau's RBC Wealth Management Experience 2013 - January 2015
Job Participating in increasing efficiency and quality of service in the high net worth Segment
Industry Banking
Experience
HSBC Private Bank  April 2015 - Present
RBC Wealth Management   2013 - January 2015
JH Darbie & Co.   June 2011 - December 2011
Groupe Segula Technologies   October 2003 - July 2006
Hewlett Packard  July 2003 - August 2003
Apostrophe  June 2000 - July 2000
Adecco (Olsten): Recruitment   July 1998 - August 1998

Skills
Corporate Finance, Financial Modeling, French, Valuation, Private Equity, Investment Banking, Financial Analysis, Bloomberg, Business Strategy, M&A experience, Management Consulting, Financial Markets, Due Diligence, Mergers, Capital Markets, Equities, Restructuring, Economics, Derivatives, Structured Finance, Project Finance, Hedge Funds, Asset Managment, Mergers & Acquisitions, Portfolio Management, Auditing, Investments, Fixed Income

Education
Université Paris Dauphine   2009 — 2011
Masters In Management, Financial Controller

Université Paris Dauphine   2006 — 2009
Bachelor’s degree, Management & Finance

C.N.A.M., Paris   2004 — 2006
DUT GEA, option Finance & Comptabilité, Math, Statistics, Accounting and Economy

Education Nationale   1995 — 2002
Baccalauréat Général, Série Economique et Sociale, Economy

Aongus Fadden Aongus Fadden Rockville, Maryland Details
Aongus Fadden's RBC Wealth Management Experience 2008 - 2010
Job Sr. Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  2012 - Present
RBC Wealth Management   2008 - 2010
Morgan Stanley Smith Barney  2006 - 2008
Legg Mason  2005 - 2006

Skills
Management, Sales, New Business Development, Client Services, Accounting, Series 7, Retirement Planning, Wealth Management, Investments, Equities, Portfolio Management

Education
University College Dublin   1993 — 1996

Angeline Lavin Angeline Lavin Sioux Falls, South Dakota Details
Angeline Lavin's RBC Wealth Management Experience May 2015 - Present
Job Financial Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   May 2015 - Present
The University of South Dakota  August 1997 - May 2015

Education
University of Nebraska-Lincoln   1993 — 1997
Doctor of Philosophy (Ph.D.), Finance

University of Nebraska-Lincoln   1993 — 1996
Master of Business Administration (MBA)

The University of South Dakota   1989 — 2003
Bachelor's degree, Business Administration

Kenneth V. (Ken) Dunn Kenneth V. (Ken) Dunn Tyler, Texas Area Details
Kenneth V. (Ken) Dunn's RBC Wealth Management Experience January 2007 - Present
Job Senior Vice President Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2007 - Present

Education
The University of Texas at Austin   1974 — 1978
BBA, BUSINESS FINANCE

Daniel D'Aprile Daniel D'Aprile Hartford, Connecticut Area Details
Daniel D'Aprile's RBC Wealth Management Experience June 2009 - December 2009
Job Associate at McElroy, Deutsch, Mulvaney & Carpenter, LLP
Industry Law Practice
Experience
McElroy, Deutsch, Mulvaney & Carpenter, LLP   September 2015 - Present
Connecticut Superior Court  August 2014 - August 2015
McElroy, Deutsch, Mulvaney & Carpenter, LLP   May 2013 - August 2013
Taboada Rochlin, LLP   May 2012 - January 2013
The Office of Governor Jodi Rell   May 2010 - August 2010
RBC Wealth Management   June 2009 - December 2009

Education
Albany Law School   2011 — 2014
Juris Doctor (J.D.)

Trinity College-Hartford   2007 — 2011
Bachelor of Science (BS), Economics

Wethersfield High School   2004 — 2007

Shaira Nanji Shaira Nanji Toronto, Canada Area Details
Shaira Nanji's RBC Wealth Management Experience July 2011 - August 2011
Job Associate at Cassels Brock & Blackwell LLP
Industry Law Practice
Experience
Dentons  June 2013 - May 2015
Dentons Canada LLP  July 2012 - May 2013
RBC Wealth Management   July 2011 - August 2011
Fraser Milner Casgrain LLP  May 2010 - August 2011
US Commercial Service  May 2009 - September 2009

Skills
Legal Research, Securities, Acquisitions, Tax, Powers of Attorney, Capital Markets, Investments, Venture Capital, M&A experience, Tax Law, Management, Project Management, Strategic Planning, Financial Analysis, Mergers, Legal Writing, Corporate Law

Education
University of Toronto   2009 — 2012
JD/MBA

The University of British Columbia   2004 — 2008
B.A. Hons, English

Wesley Previant Wesley Previant Greater Los Angeles Area Details
Wesley Previant's RBC Wealth Management Experience June 2014 - Present
Job Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management   June 2014 - Present
Morgan Stanley  April 2012 - June 2014
Morgan Stanley Smith Barney  August 2005 - May 2012
Merrill Lynch  July 2004 - August 2005
Consolidated Electric Distributors   2003 - 2004
E*TRADE Financial  September 2000 - March 2003

Skills
Series 7, Mutual Funds, Retirement Planning, Investment Advisory, 401k, Retirement, Series 6, Series 24, Series 63, FINRA, Wealth Management, Defined Benefit, Retirement Plan..., Pensions, Qualified Retirement..., Financial Advisory, Defined Contribution, Investment Management, Asset Allocation, Series 65, 401k Rollovers, Certified Financial..., Strategic Financial..., Investment Strategies, Finance, ETFs, Estate Planning, Equities, Securities, Financial Services, Uniform Combined State..., IRAs, Asset Management, Investments, Wealth Management..., Fixed Annuities, Alternative Investments, Separately Managed..., Fixed Income, Financial Planners, Life Insurance, Bonds, Portfolio Management, Wealth, Variable Annuities

Education
University of Arizona   1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General

Grant Phillips Grant Phillips Washington D.C. Metro Area Details
Grant Phillips's RBC Wealth Management Experience January 2013 - Present
Job Client specialist
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
Financial Industry Regulatory Authority  November 2012 - May 2013
Media Kids Academy   March 2012 - October 2012
Financial Industry Regulatory Authority  October 2011 - December 2011
The Clara Barton Summer fun Center   May 2009 - July 2011
The University of Texas at Austin  August 2010 - May 2011
The University of Texas at Austin  May 2010 - May 2011
The University of Texas at Austin  January 2010 - May 2011
The University of Texas at Austin  January 2010 - May 2011

Skills
Microsoft Excel, Microsoft Office, Research, PowerPoint, Microsoft Word, Data Analysis, Public Speaking, Social Media, Customer Service, Event Planning, Social Networking, Facebook, Event Management, Advertising, Budgets, Management

Education
The University of Texas   2007 — 2011
Bachelor of Arts, Economics

The University of Texas at Austin   2007 — 2011
Bachelors, Economics

Jeremy Elbert, AWM Jeremy Elbert, AWM Fargo, North Dakota Area Details
Jeremy Elbert, AWM's RBC Wealth Management Experience July 2000 - Present
Job Senior Vice President Branch Director, Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2000 - Present
Wildlife Pursuit TV   December 2008 - Present
AgCountry Farm Credit Services  June 1997 - June 2000

Education
University of Phoenix   2004 — 2005
MBA, Business

The University of North Dakota   1993 — 1997
BBA, Marketing, Financial Management

Larry Osa Larry Osa Phoenix, Arizona Details
Larry Osa's RBC Wealth Management Experience December 2007 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2007 - Present

Education
The University of Kansas   1976 — 1981
Accounting and Business/Management

Marcie Mattson Marcie Mattson Greater Minneapolis-St. Paul Area Details
Marcie Mattson's RBC Wealth Management Experience October 2011 - Present
Job IT Project Management Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   October 2011 - Present
Wells Fargo  March 2010 - September 2011
Deluxe Corporation  March 2008 - March 2010
Wells Fargo  February 2006 - 2008
Wells Fargo  August 2003 - January 2006
Wells Fargo Bank  August 2000 - August 2003

Education
University of Kansas   1996 — 2000
Bachelor Degree, Economics & Business Communication

MICHELLE YONG MICHELLE YONG Seattle, Washington Details
MICHELLE YONG's RBC Wealth Management Experience August 2004 - December 2006
Job CPA SEC Reporting/SEC Filing, Accounting, Financial Analysis
Industry Accounting
Experience
Seeking Next Opportunity  September 2015 - Present
RDG Filings, Inc.   April 2011 - May 2015
Brighton Jones  August 2007 - October 2008
Ramsey & Associates   December 2006 - July 2007
RBC Wealth Management   August 2004 - December 2006
Nova Financial Services, Inc.   May 2001 - August 2004

Skills
Strategic Financial..., XBRL, Financial Reporting, Estate Planning, SEC Financial Reporting, Analysis, Risk Management, Portfolio Management, Accounting, Tax Preparation, Financial Statements, Microsoft Office, SEC Filings, Tax Planning

Education
University of Kansas
Bachelor of Science (B.S.), Journalism

Katy Schiele Katy Schiele Greater Minneapolis-St. Paul Area Details
Katy Schiele's RBC Wealth Management Experience November 2001 - November 2003
Job SMB Solutions Sales Professional at Microsoft
Industry Computer Software
Experience
Microsoft  November 2013 - Present
Oracle  June 2013 - October 2013
Oracle Corporation  August 2010 - May 2013
Voyageur Asset Management  December 2007 - June 2009
Voyageur Asset Management  November 2003 - December 2007
RBC Wealth Management   November 2001 - November 2003
Softchoice  July 2000 - August 2001

Skills
Pre-sales, Sales, Sales Operations, PeopleSoft, Enterprise Software, Business Intelligence, Professional Services, CRM, Sales Management, ERP, Forecasting, SaaS, Sales Enablement, Solution Selling

Education
The University of Montana - School of Business Administration   1996 — 2000
Bachor of Science, Business Administration; Information Systems and Management

Argosy University Twin Cities
MBA

Aaron Scott Aaron Scott Hartford, Connecticut Area Details
Aaron Scott's RBC Wealth Management Experience September 2005 - Present
Job Senior Managing Director Complex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2005 - Present
Advest  2003 - 2005

Education
Trinity College-Hartford   1993 — 1995
MA, Financial Economics

University of Connecticut   1982 — 1986
BS, Statistical Mathematics

Yat-Sze Lo Yat-Sze Lo Vancouver, Canada Area Details
Yat-Sze Lo's RBC Wealth Management Experience August 2013 - Present
Job Financial Planning Specialist at RBC Wealth Management
Industry Accounting
Experience
RBC Wealth Management   August 2013 - Present
KPMG Enterprise  June 2000 - August 2013
KPMG  June 2007 - February 2009

Skills
Corporate Tax, Tax, Accounting, International Tax, Income Tax, Tax Accounting

Education
The University of British Columbia   1998 — 2002
B.Comm, Accounting

Twyla Staiger-Dixon Twyla Staiger-Dixon Greater Minneapolis-St. Paul Area Details
Twyla Staiger-Dixon's RBC Wealth Management Experience February 2011 - July 2013
Job Manager, Business Analysis Bluestem Brands Ecommerce
Industry Information Technology and Services
Experience
Bluestem Brands, Inc.   February 2014 - Present
TSD  August 2013 - Present
TSD Consulting, Inc.   July 2009 - Present
U.S. Bank   June 2013 - January 2014
Bush Connect Leadership   2014 - 2014
RBC Wealth Management   February 2011 - July 2013
Pearson VUE  January 2009 - February 2011
Solutia Consulting  July 2008 - June 2009
Solutia Consulting  February 2001 - June 2009
Target  May 2008 - December 2008

Skills
Project Management, Business Analysis, Requirements Analysis, Cross-functional Team..., Agile Methodologies, Visio, SDLC, MS Project, HTML, XML, Project Planning, Change Management, Software Project..., Quality Assurance, Management, SharePoint, Analysis, Software Documentation, Leadership, User Acceptance Testing, Software Development, Testing, Integration, CRM, Access, Business Process, Training, Enterprise Software, Business Intelligence, Team Building

Education
The University of North Dakota   1984 — 1989

St. Mary's Central   1981 — 1984

Steve Golden Steve Golden Orange County, California Area Details
Steve Golden's RBC Wealth Management Experience April 2002 - May 2011
Job Consultant, Records Management and Information Governance
Industry Management Consulting
Experience
Records Management and Information Governance   February 2015 - Present
Apria Healthcare  May 2011 - January 2015
RBC Wealth Management   April 2002 - May 2011
Archer Management Services  December 1999 - April 2002
Pitney Bowes Management Services  October 1996 - December 1999

Skills
Process Improvement, Document Management, Management, Business Process..., Program Management, Business Analysis, Knowledge Management, Enterprise Content..., Software Documentation, Records Management, SharePoint, Project Management, Governance, Information Management, Research, Records Retention..., Change Management, Content Management, Strategic Planning, Training, Cross-functional Team..., Leadership, Team Building, Policy, Vendor Management, Information Governance, Business Process, CRM

Education
The University of North Dakota   1990 — 1994
Bachelor of Business Administration (B.B.A.), Information Management and Management

Jeff Traylor Jeff Traylor Greater Minneapolis-St. Paul Area Details
Jeff Traylor's RBC Wealth Management Experience December 2005 - Present
Job Senior Associate General Counsel at RBC Wealth Management
Industry Legal Services
Experience
RBC Wealth Management   December 2005 - Present
Koala Corporation  June 2003 - December 2005
Faegre & Benson LLP  February 2000 - June 2003
Otten Johnson  August 1999 - January 2000
Vinson and Elkins  February 1998 - August 1999

Education
The University of Texas at Austin

University of Denver - Sturm College of Law
JD

Sarah Wiggins Sarah Wiggins Houston, Texas Area Details
Sarah Wiggins's RBC Wealth Management Experience April 2012 - Present
Job
Industry Financial Services
Experience
RBC Wealth Management   April 2012 - Present
Jobes Solo Investment Group, LLC   October 2010 - April 2012
Morgan Stanley Smith Barney  November 2009 - August 2010
RBC Wealth Management   April 2007 - June 2009
RBC Dain Rauscher (now RBC Wealth Management)   December 2002 - April 2007
Prospera Financial Services   January 1998 - December 2002

Education
The University of Texas at Dallas
Master of Science, Management and Administrative Sciences; Corporate Finance Concentration

The University of Texas at Dallas
Bachelor of Science, Business Administration

Brent Loge Brent Loge Greater Minneapolis-St. Paul Area Details
Brent Loge's RBC Wealth Management Experience June 2013 - Present
Job IT Planning Manager at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management   June 2013 - Present
2010 * Present Carlson Companies   March 2010 - June 2013
Kroll Ontrack  March 2008 - January 2010
Schwan's Food Service  2008 - 2008
Schwan's Food Service  2007 - 2008
Schwans Food Service  2005 - 2007
Best Buy  2003 - 2005
Bestbuy  2001 - 2003

Skills
Forecasting, Financial Modeling, Budgets, Financial Analysis, Data Analysis, Reporting & Analysis, Accounting, Analysis, Cross-functional Team..., Finance, Financial Planning, Hyperion, Leadership, Management, Process Improvement, Variance Analysis

Education
The University of North Dakota   1997 — 2001

Connor O'Meara Connor O'Meara Greater Minneapolis-St. Paul Area Details
Connor O'Meara's RBC Wealth Management Experience November 2008 - October 2009
Job Founder/President at Bluebird Guided Tours, LLC.
Industry Nonprofit Organization Management
Experience
Bluebird Guided Tours, LLC.   November 2010 - Present
College Ski Travel   October 2009 - January 2012
Spring Ale Fest   2012 - 2012
RBC Wealth Management   November 2008 - October 2009
Scholarship for Granada   February 2008 - January 2009
Alan Merrick Soccer Academy   May 2008 - July 2008
RBC Wealth Management   June 2007 - August 2007

Skills
Spanish, Event Planning

Education
University of Minnesota-Twin Cities   2005 — 2007

Universidad de Salamanca   2006 — 2006
Espanol

Todd Van der Loos Todd Van der Loos Calgary, Canada Area Details
Todd Van der Loos's RBC Wealth Management Experience August 2012 - Present
Job Private Banker at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   August 2012 - Present
RBC  February 2007 - August 2012
Business Development Bank of Canada  July 2000 - October 2006
Fujitsu  1997 - 2000

Skills
Commercial Banking, Wealth Management, Financial Services, Mortgage Lending, Customer Experience, Wealth Preservation..., Management, Banking, Credit Analysis, Credit, Business Planning, Portfolio Management, Valuation, Loans, Analysis, Due Diligence, Commercial Lending, Financial Analysis, Corporate Finance, Relationship Management, Business Strategy, Customer Service, Credit Risk, Finance, Small Business Lending, Wealth

Education
Groupe ESC Grenoble   1996 — 1997
Master of Business Management

University of Alberta   1995 — 1997
MBA, Business

Marianne Bolton Marianne Bolton Rochester, New York Area Details
Marianne Bolton's RBC Wealth Management Experience September 2012 - January 2015
Job Investment Associate at RBC WM
Industry Financial Services
Experience
RBC Wealth Management Financial Services  January 2015 - Present
RBC Wealth Management   September 2012 - January 2015

Education
State University of New York at Albany   1990 — 1993
communication

Dominic Vivolo Dominic Vivolo Buffalo/Niagara, New York Area Details
Dominic Vivolo's RBC Wealth Management Experience June 2007 - Present
Job Financial consultant VP at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2007 - Present

Education
University at Buffalo   1983 — 1987
BS, Finance, Business Administration

Réginald Landry Réginald Landry Montreal, Canada Area Details
Réginald Landry's RBC Wealth Management Experience June 2011 - December 2012
Job Directeur expension des affaires, planificateur financier et conseiller en sécurité financière chez Safir
Industry Banking
Experience
Safir cabinet de services financiers   November 2014 - Present
SFL Partenaire de Desjardins Sécurité financière   December 2013 - October 2014
RBC Wealth Management   June 2011 - December 2012
CIBC World Markets  August 2006 - April 2011
CIBC Wood Gundy  August 2005 - September 2006

Skills
Financial Analysis, Investments, Due Diligence, Financial Planning, Portfolio Management, Banking, Financial Services, Investissements

Education
Université du Québec à Montréal   2001 — 2004
bachlier, administration finance

Université du Québec   1999 — 2004
bac, admimistration, actuaria, accounting

Ricardo Morean Ricardo Morean Miami, Florida Details
Ricardo Morean's RBC Wealth Management Experience January 2012 - April 2015
Job Senior Managing Director Director, International Advisory at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2012 - April 2015
Lloyds Banking Group  March 2011 - January 2012
Wells Fargo  November 2008 - September 2010
Merrill Lynch  October 2007 - May 2008
Merrill Lynch  January 2005 - September 2007

Skills
Asset Management, Financial Services, Portfolio Management, Asset Allocation, Wealth Management, Strategy, Risk Management, Banking, Alternative Investments, Leadership, Private Banking, Investment Advisory, Talent Management, Asset Managment, Investments, Equities, Loans, Fixed Income, Finance, High Net Worth..., Management, Strategic Planning, Relationship Management, Mutual Funds, Mergers & Acquisitions, Securities, Financial Advisory, Wealth Management..., Series 7, Hedge Funds, Financial Markets, Private Equity, Investment Banking, Capital Markets, Structured Products

Education
Thunderbird School of Global Management   1989 — 1990
M.I.M, International Management

The Ohio State University   1982 — 1986
B.S., Industrial and Systems Engineering

Sara Sermprungsuk Sara Sermprungsuk Greater Atlanta Area Details
Sara Sermprungsuk's RBC Wealth Management Experience May 2005 - June 2008
Job Registered SA
Industry Financial Services
Experience
Financial Service Firm   2010 - Present
RBC Wealth Management   May 2005 - June 2008
Wachovia Securities  November 2003 - May 2005
Banc of America Investment Services  April 2002 - November 2003

Skills
Mutual Funds, Trading, Microsoft Excel, Bonds, Equities, Securities, Microsoft Word, Time Management, Series 63, Series 7, Options, Customer Service, Training, Equity Trading

Education
The University of Georgia   1996 — 1999
Bachelors of Arts and Science, Economics

Kris Dahl Kris Dahl Phoenix, Arizona Area Details
Kris Dahl's RBC Wealth Management Experience Vice PresidentIndyMac Bank1998 - 2008
Job Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   Vice PresidentIndyMac Bank1998 - 2008

Education
The University of North Dakota
Banking and Financial Economics

Ed Stark, CIMA® Ed Stark, CIMA® Greater Minneapolis-St. Paul Area Details
Ed Stark, CIMA®'s RBC Wealth Management Experience April 1997 - Present
Job First Vice President – Financial Advisor, Lambert Dickson Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 1997 - Present
United States Air Force  July 1990 - October 1996

Education
University of Alaska Anchorage   1994 — 1996
Master of Business Administration (MBA), Business Administration and Management

United States Air Force Academy   1986 — 1990
Bachelor of Business Administration (BBA), Business Administration and Management, General

Cretin High School   1983 — 1986

Tom Talkington Tom Talkington Leawood, Kansas Details
Tom Talkington's RBC Wealth Management Experience January 2010 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   January 2010 - Present
Robert W. Baird  June 2004 - January 2010
Sprint  August 1998 - June 2004
Associated Wholesale Grocers  October 1997 - August 1998
HNTB  June 1994 - October 1997
Lee Company - VF Jeanswear   June 1991 - June 1994
AT&T  June 1984 - June 1991

Skills
Business Development, Data Modeling, Process Improvement, Data Warehousing, Business Strategy, Strategic Planning, Portfolio Management, Program Management, Asset Managment, Financial Modeling, Risk Management, Investments, Equities, Business Intelligence, Strategic Financial..., Wealth Management, DB2, Mutual Funds, Financial Analysis, Data Analysis

Education
University of Kansas   1980 — 1984
BS, Chemical Engineering

Iola (Kansas) High School   1975 — 1980
Diploma

Valerie Walter, CFP® Valerie Walter, CFP® Houston, Texas Area Details
Valerie Walter, CFP®'s RBC Wealth Management Experience Branch Service MngrRBC Wealth ManagementApril 1998 - January 2011
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   Branch Service MngrRBC Wealth ManagementApril 1998 - January 2011

Education
The University of Texas at Austin   1990 — 1993
Bachelors, Radio/TV/Film

University of St. Thomas - CFP program

Yhadi Mercado Yhadi Mercado Miami/Fort Lauderdale Area Details
Yhadi Mercado's RBC Wealth Management Experience June 2013 - January 2015
Job Sr Registered Client Associate Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  January 2015 - Present
RBC Wealth Management   June 2013 - January 2015
UBS Financial Services, UBS International   January 2012 - June 2013
Wells Fargo Advisors  January 2010 - January 2012
Latam Investments, LLC   January 2009 - January 2010
Intercam Securities   December 2008 - July 2009
Capital Growth Financial Corporation   November 2007 - May 2008
vFinance  2002 - 2007
Global Partners  August 2001 - November 2002
OMS  May 1999 - July 2001

Skills
Asset Management, Account Reconciliation, Accounting, Banking, Customer Service, Emerging Markets, Equities, Financial Analysis, Financial Services, Management, Fixed Income, Sales, Securities, Series 7, Trading, Wealth Management, Back Office, Budgets

Education
Universidad Interamericana de Puerto Rico   1993 — 1996
Bachelor of Business Administration (B.B.A.), Business Administration - Accounting

Universidad de Puerto Rico   1988 — 1991
Associate of Arts (A.A.), Literature and Drama

Colegio Santiago Apostol   1975 — 1988
high school, High School/Secondary Diplomas and Certificates

Tammi Sue Huckabee CFP® Tammi Sue Huckabee CFP® Dallas/Fort Worth Area Details
Tammi Sue Huckabee CFP®'s RBC Wealth Management Experience September 1996 - May 2001
Job Operations Manager at Raymond James
Industry Investment Management
Experience
Raymond James  January 2011 - Present
UBS Financial Services, Inc.   December 2006 - December 2010
Morgan Stanley Smith Barney  May 2001 - December 2006
RBC Wealth Management   September 1996 - May 2001

Education
The University of Texas at Dallas   1990 — 1993
BBA, Finance

Shah Momin Shah Momin Houston, Texas Area Details
Shah Momin's RBC Wealth Management Experience January 2010 - May 2010
Job Manager at Jasmine Trading, Inc.
Industry Wholesale
Experience
Jasmine Trading, Inc.   July 2012 - Present
Ipreo  June 2010 - July 2012
RBC Wealth Management   January 2010 - May 2010
Bradley, Foster & Sargent, Inc.   September 2009 - December 2009
ING Financial Partners  September 2008 - July 2009
Camp Mosaic  June 2007 - August 2007

Skills
PowerPoint, Bloomberg, Microsoft Excel, Microsoft Word, FactSet, Morningstar, ThomsonOne

Education
Trinity College-Hartford   2006 — 2010
Bachelor of Arts, Economics

Elyse Pinsonneault Elyse Pinsonneault Montreal, Canada Area Details
Elyse Pinsonneault's RBC Wealth Management Experience June 2007 - March 2015
Job Regional Financial Planning Consultant at RBC
Industry Financial Services
Experience
RBC  April 2015 - Present
RBC Wealth Management   June 2007 - March 2015
Desjardins  June 2005 - June 2007
rbc  March 1998 - June 2005

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Strategies, Estate Planning, Mutual Funds, Investments, Retirement, High Net Worth..., Portfolio Management, Asset Managment, Asset Allocation, Investment Advisory, Series 7, Wealth Management...

Education
Université de Montréal   1984 — 1986
Bachelor of Laws (LL.B.)

Cégep Maisonneuve   1981 — 1983

Johanna Ingram Johanna Ingram Phoenix, Arizona Area Details
Johanna Ingram's RBC Wealth Management Experience January 2003 - October 2005
Job Owner of Harold Studio
Industry Luxury Goods & Jewelry
Experience
Steven Kretchmer Design   October 2008 - August 2012
SNAG Society of North American Goldsmiths   May 2012 - May 2012
Northern Arizona University  March 2012 - March 2012
Arizona State University  January 2012 - January 2012
RBC Wealth Management   January 2003 - October 2005

Skills
Spanish, Portuguese, Stone Setting, Metal Fabrication, Jewelry, Customer Service, Jewelry Design, Retail, Public Relations, Marketing, Event Planning, Small Business, Social Media, Microsoft Office, Inventory Management, Team Building, Handmade Jewelry, Sales, Sales Management, Fashion, Event Management, Silver, Designer Jewelry

Education
Revere Academy of Jewelry Arts   2007 — 2008
Graduate Jeweler

University of Arizona   2003 — 2008
BA in Spanish Literature, Spanish, Business Administration, Portuguese

Daniel J. Busi Daniel J. Busi Calgary, Canada Area Details
Daniel J. Busi's RBC Wealth Management Experience July 2006 - October 2008
Job Investment Counsellor
Industry Investment Management
Experience
RBC PH&N Investment Counsel   November 2008 - Present
Financial Planning Standards Council  2003 - Present
Glenlake Hockey   2012 - 2013
RBC Wealth Management   July 2006 - October 2008

Skills
Investments, Strategic Financial..., Investment Advisory, Wealth Management, Retirement Planning, Mutual Funds, Investment Strategies, Financial Advisory, Investment Management, Asset Management, Retirement, Asset Allocation, Estate Planning, Financial Analysis, Financial Planning, Portfolio Management

Education
University of Alberta   1995 — 1996
BComm, Finance

Augustana University College   1987 — 1990
B.Sc., Chemistry

Alan Seider Alan Seider Baltimore, Maryland Area Details
Alan Seider's RBC Wealth Management Experience March 2009 - January 2013
Job Vice President & Financial Consultant at NBC Securities, Inc.
Industry Financial Services
Experience
NBC Securities, Inc.   February 2013 - Present
NBC Securities, Inc.   February 2013 - Present
RBC Wealth Management   March 2009 - January 2013
Ferris, Baker Watts, Inc.   August 2005 - March 2009

Skills
Wealth Management, Investments, Portfolio Management, Budgeting, Fixed Income, Technical Analysis, Financial Planning, Strategic Financial..., Multi-generational..., Trust Management, Institutional Sales, Estate Planning, Money Management, Risk Management

Education
University of Baltimore   1982 — 1985
Master of Science (MS), Finance

Towson University   1979 — 1981
Bachelor of Science (BS), Finance/Marketing

University of Maryland College Park

University of Maryland College Park

Hayley Dawson Hayley Dawson Greater Minneapolis-St. Paul Area Details
Hayley Dawson's RBC Wealth Management Experience 2011 - 2011
Job
Industry Hospitality
Experience
TRIA Orthopaedic Center  2011 - Present
RBC Wealth Management   2011 - 2011
Carlson  2007 - 2010
TargetCom  2006 - 2007
Buca, Inc.   2002 - 2006

Skills
Procurement, Purchasing, Microsoft Excel, Microsoft Word, Budgets, Vendor Management, Project Management, Customer Service, Sourcing, Management, Cross-functional Team..., Business Analysis, Sales, Strategy, SAP, Strategic Sourcing, Analysis, Negotiation

Education
The University of North Dakota
BS

Pearl Hsiang Pearl Hsiang Vancouver, Canada Area Details
Pearl Hsiang's RBC Wealth Management Experience October 1998 - Present
Job Investment & Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 1998 - Present
RBC  October 1988 - September 1998
RBC  January 1981 - September 1988

Skills
Retirement Planning, Wealth Management, Mutual Funds, Financial Planning, Investment Advisory, conversational French, Mandarin Chinese, Strategic Financial...

Education
UBC   1975 — 1978
Bachelor of Arts (B.A.)

George Washington High San Fran

Nathalie Paquin Nathalie Paquin Montreal, Canada Area Details
Nathalie Paquin's RBC Wealth Management Experience April 2005 - Present
Job Private Banker at RBC Royal Bank
Industry Banking
Experience
RBC Wealth Management   April 2005 - Present
RBC Gestion de Patrimoine   April 2005 - Present

Skills
Asset Management, Asset Managment, Wealth Management

Education
Université du Québec à Trois-Rivières   1984 — 1987
Bachelor of Business Administration (B.B.A.)

Collège Laflèche, Trois-Rivières   1982 — 1984

David Hillard David Hillard Rapid City, South Dakota Details
David Hillard's RBC Wealth Management Experience November 2008 - Present
Job Senior Vice President Branch Director, Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2008 - Present

Education
United States Naval Academy   1987 — 1991
Bachelor's Degree, Bachelor's of Science, Political Science

Joyce O'Connor Joyce O'Connor Toronto, Canada Area Details
Joyce O'Connor's RBC Wealth Management Experience June 2000 - October 2001
Job Brand Manager at Tata Global Beverages
Industry Consumer Goods
Experience
Tata Global Beverages  November 2011 - Present
HJ Heinz  September 2009 - November 2011
HJ Heinz  June 2006 - July 2008
H.J. Heinz Company of Canada   December 2003 - June 2006
Normerica Inc.  October 2001 - November 2003
RBC Wealth Management   June 2000 - October 2001

Skills
FMCG, Shopper Marketing, Customer Insight, Marketing Strategy, Marketing, Food, Digital Marketing, Brand Management, Market Planning, Brand Development, Consumer Products, Trade Marketing, Marketing Management, Brand Equity, Marketing Research, Brand Architecture, Product Innovation, Segmentation

Education
University of Toronto - New College   1996 — 2000
BComm

The University of Hong Kong   1998 — 1999
BBA

Richard Nierling Richard Nierling Dallas/Fort Worth Area Details
Richard Nierling's RBC Wealth Management Experience October 2012 - Present
Job Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2012 - Present
Morgan Stanley Smith Barney  March 2005 - October 2012
Paramount Financial Services  2003 - 2005

Education
University of Arizona   1999 — 2003
BA, Finance/Economics

Harry Palak CFP Harry Palak CFP Vancouver, Canada Area Details
Harry Palak CFP's RBC Wealth Management Experience
Job Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  

Skills
Wealth Management, Retirement Planning, Investment Advisory, Investments, Investment Strategies, Investment Management, Strategic Financial..., Asset Allocation, Mutual Funds, Relationship Management, Banking, Mortgage Lending, Financial Services, Portfolio Management

Education
The University of British Columbia   2005 — 2008
BSc, Mathematics, Statistics

Jose Puell Jose Puell Greater New York City Area Details
Jose Puell's RBC Wealth Management Experience 2006 - 2008
Job GMP Securities Global Fixed Income Sales & Trading
Industry Capital Markets
Experience
GMP Securities  2008 - Present
Miller Tabak Roberts Securities, LLC  2008 - May 2011
RBC Wealth Management   2006 - 2008

Education
Universidad de Puerto Rico
M.A., Economics

University of California, Irvine
BA, Economics

Chad Letvin Chad Letvin Greater Minneapolis-St. Paul Area Details
Chad Letvin's RBC Wealth Management Experience August 2013 - Present
Job PAS Desk at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2013 - Present
RBC Wealth Management   November 2011 - August 2013
Wells Fargo Bank  March 2010 - November 2011

Skills
Customer Service, Mutual Funds, Banking, Financial Analysis, Risk Management, Mortgage Lending, Analysis, Refinance

Education
The University of North Dakota
Bachelors, Aviation

Jon Marthaler Jon Marthaler Greater Minneapolis-St. Paul Area Details
Jon Marthaler's RBC Wealth Management Experience October 2014 - Present
Job Business Systems Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   October 2014 - Present
University of Minnesota  October 2013 - October 2014
University of Minnesota  July 2008 - October 2013
Accenture  July 2005 - September 2007

Skills
Business Analysis, Requirements Analysis, Systems Analysis, Web Development, Software Development, Software Project..., Web Project Management, Database Design, PHP, HTML, CSS, jQuery, Writing, Web Applications, Programming, Cloud Computing, Amazon Web Services..., Leadership, Project Management, Microsoft Office

Education
University of Arizona, Eller College of Management   2004 — 2005
Master of Science, Management Information Systems

University of Minnesota - Carlson School of Management   2000 — 2004
Bachelor of Science in Business, Management Information Systems

Thomas Renzi Thomas Renzi Buffalo/Niagara, New York Area Details
Thomas Renzi's RBC Wealth Management Experience April 2007 - Present
Job First Vice President
Industry Financial Services
Experience
RBC Wealth Management   April 2007 - Present

Skills
Retirement Planning, Wealth Management..., 401k, Defined Benefit, Retirement Plan..., Qualified Retirement..., Credit, Series 65

Education
State University of New York at Buffalo

Robert Iglehart Robert Iglehart Greater Los Angeles Area Details
Robert Iglehart's RBC Wealth Management Experience August 2011 - Present
Job SVP, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2011 - Present
Merrill Lynch  October 2010 - August 2011

Education
University of Arizona   1981 — 1985
BSBA, Accounting and Finance

Bryce McKnight Bryce McKnight Calgary, Canada Area Details
Bryce McKnight's RBC Wealth Management Experience September 2009 - Present
Job Investment & Retirement Planning at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management   September 2009 - Present
RBC Investor Services  2007 - 2013

Skills
Mutual Funds, Asset Managment, Wealth Management, Banking, Portfolio Management, Strategic Financial..., Risk Management, Investment Strategies, Retirement Planning, Financial Analysis, Retail Banking, Business Strategy, Commercial Banking, Management, Budgets, Team Leadership, Strategic Planning

Education
University of Alberta

Jeff Lunter Jeff Lunter Vancouver, Canada Area Details
Jeff Lunter's RBC Wealth Management Experience July 1985 - Present
Job Portfolio Manager with RBC Dominion Securities
Industry Investment Management
Experience
RBC Wealth Management   July 1985 - Present

Education
The University of British Columbia / UBC   1981 — 1985
Bachelor of Arts (B.A.), Economics

Angella Welcome Angella Welcome Albuquerque, New Mexico Details
Angella Welcome's RBC Wealth Management Experience January 2015 - August 2015
Job Coordinator Small Business Institute at the University of New Mexico
Industry Financial Services
Experience
University of New Mexico - Small Business Institute   August 2015 - Present
RBC Wealth Management   January 2015 - August 2015
Gap Inc.  January 2014 - December 2014
Le Labo Inc.   February 2013 - August 2013
Le Labo Inc.   December 2012 - January 2013
Zions Bank  September 2010 - February 2012
French Ministry of Education  October 2007 - June 2008

Skills
Translation, Proofreading, Foreign Languages, Retail Sales, Inventory, Payroll, Customer Service, Management, Microsoft Office, PowerPoint, Sales, Financial Services, Employee Training, Public Speaking

Education
The University of New Mexico - Robert O. Anderson School of Management   2015 — 2017
Master of Business Administration (M.B.A.), Marketing/Finance, 3.84

New York University - School of Professional Studies   2013 — 2017
Certificate Program, French to English Translation

Université de Caen Basse Normandie   2008 — 2008
DALF C1 Preparatory Class, French Language and Literature

University of Nevada-Las Vegas   2001 — 2007
Bachelor’s Degree, French Studies, Minor in Piano, 3.61

Université de Pau et des Pays de l'Adour   2006 — 2006
French Language and Literature

Zach Weinstein Zach Weinstein United States Details
Zach Weinstein's RBC Wealth Management Experience June 2012 - July 2012
Job
Industry
Experience
Markit  June 2014 - August 2014
HeyKiki   2013 - 2013
RBC wealth management   June 2012 - July 2012

Skills
Microsoft Excel, Financial Modeling, Public Speaking, PowerPoint, Microsoft Word, Financial Analysis, Microsoft Office, Marketing, Valuation, Teamwork, Customer Service, Leadership

Education
Tulane University - A.B. Freeman School of Business
Bachelor's Degree, Finance, General

Margaret Bigelow Margaret Bigelow Greater New York City Area Details
Margaret Bigelow's RBC Wealth Management Experience 2007 - Present
Job High Net Worth Credit Underwriting and Management
Industry Banking
Experience
RBC Wealth Management   2007 - Present
HSBC Private Bank  2006 - 2006
JPMorgan Chase  1991 - 2006

Skills
Banking, Credit, Private Banking, Wealth Management, Financial Analysis, Investments, Financial Services, Portfolio Management, Credit Risk, Loans, Risk Management, Equities, Fixed Income, Mutual Funds, Credit Analysis

Education
Thunderbird School of Global Management
Master of International Management

Tufts University
Bachelor of Arts (B.A.)

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