RBC Wealth Management
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RBC Wealth Management Employees
Employee
Years
Job
Industry
Jennifer Kao Jennifer Kao's RBC Wealth Management Experience August 2006 - May 2008
Job Senior Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Wells Fargo Advisors November 2012 - Present
Morgan Stanley Smith Barney August 2010 - December 2012
Deutsche Bank May 2008 - August 2010
RBC Wealth Management August 2006 - May 2008
Prudential Financial August 2003 - August 2006
Education
University of California, Riverside 1999 — 2003
Bachelor of Science, Business Administration
Christine DeRose Christine DeRose's RBC Wealth Management Experience
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management
Skills
Investments, Asset Management, Team Leadership, Mergers
Education
University of Colorado Denver
Master's degree, History
RBC Wealth Management
Skills
Investments, Asset Management, Team Leadership, Mergers
Education
University of Colorado Denver
Master's degree, History
Dana McDonald Dana McDonald's RBC Wealth Management Experience April 2011 - Present
Job at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2011 - Present
Oppenheimer & Co. Inc. July 2004 - April 2011
Citigroup / Smith Barney July 1998 - July 2004
Paine Webber October 1996 - July 1998
Skills
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management, Strategic Financial..., Cash Management, Investment Advisory, Finance, Asset Management, Mutual Funds, Financial Modeling, Retirement Planning, Financial Planning, Financial Services
Education
University of California, San Diego 1992 — 1996
BA, Art History
San Marino HIgh School 1988 — 1992
RBC Wealth Management April 2011 - Present
Oppenheimer & Co. Inc. July 2004 - April 2011
Citigroup / Smith Barney July 1998 - July 2004
Paine Webber October 1996 - July 1998
Skills
Investments, Series 7, Wealth Management, Trading, Financial Advisory, Portfolio Management, Strategic Financial..., Cash Management, Investment Advisory, Finance, Asset Management, Mutual Funds, Financial Modeling, Retirement Planning, Financial Planning, Financial Services
Education
University of California, San Diego 1992 — 1996
BA, Art History
San Marino HIgh School 1988 — 1992
Morgan McCord's RBC Wealth Management Experience March 2007 - April 2012
Job
Industry Financial Services
Experience
RBC Wealth Management March 2007 - April 2012
Skills
Series 7, Series 66, Account Management, Sales, Marketing, Investments, Strategic Financial..., Customer Service
Education
University of Arkansas at Fayetteville 2002 — 2006
Bachelor of Science in Business Administration, Marketing
RBC Wealth Management March 2007 - April 2012
Skills
Series 7, Series 66, Account Management, Sales, Marketing, Investments, Strategic Financial..., Customer Service
Education
University of Arkansas at Fayetteville 2002 — 2006
Bachelor of Science in Business Administration, Marketing
Michael M. Knittel Michael M. Knittel's RBC Wealth Management Experience June 2008 - November 2010
Job Founder of Lagunitas Asset Management. Financial Advisor to Individuals and Businesses for the past 16 years!
Industry Financial Services
Experience
Lagunitas Asset Management June 2013 - Present
CONCERT Wealth Management, Inc. November 2010 - June 2013
RBC Wealth Management June 2008 - November 2010
A.G. Edwards & Sons, Inc. September 1997 - May 2008
Skills
Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Stocks, Bonds, College Savings Plans, Personal Financial..., Financial Analysis, Nonprofits, Insurance, Planning Budgeting &..., Equities, Venture Capital, Investments, Asset Management, Portfolio Management, Finance, Trading, Valuation, Retirement, Leadership, Financial Planning, ETFs, Investment Advisory, Strategic Planning, Financial Advisory, Securities, Management, Options, Marketing, Sales, Team Building, Risk Management, Wealth Management, Due Diligence, Financial Services, Public Speaking, Financial Modeling, Social Networking, Funding, 401k, Public Relations, Customer Service, Capital Markets, Private Equity, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments
Education
University of California, Davis 1994 — 1999
Bachelor of Arts (B.A.), International Economics
Juneau-Douglas High School 1990 — 1994
Lagunitas Asset Management June 2013 - Present
CONCERT Wealth Management, Inc. November 2010 - June 2013
RBC Wealth Management June 2008 - November 2010
A.G. Edwards & Sons, Inc. September 1997 - May 2008
Skills
Investment Management, Retirement Planning, Estate Planning, Mutual Funds, Stocks, Bonds, College Savings Plans, Personal Financial..., Financial Analysis, Nonprofits, Insurance, Planning Budgeting &..., Equities, Venture Capital, Investments, Asset Management, Portfolio Management, Finance, Trading, Valuation, Retirement, Leadership, Financial Planning, ETFs, Investment Advisory, Strategic Planning, Financial Advisory, Securities, Management, Options, Marketing, Sales, Team Building, Risk Management, Wealth Management, Due Diligence, Financial Services, Public Speaking, Financial Modeling, Social Networking, Funding, 401k, Public Relations, Customer Service, Capital Markets, Private Equity, Asset Allocation, Investment Strategies, High Net Worth..., Alternative Investments
Education
University of California, Davis 1994 — 1999
Bachelor of Arts (B.A.), International Economics
Juneau-Douglas High School 1990 — 1994
David Haehnel David Haehnel's RBC Wealth Management Experience December 2013 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2013 - Present
RBC April 2012 - December 2013
Illinois Indians Baseball Organization June 2008 - July 2011
Illinois Indians Baseball Organization - Harbor Athletic Training June 2008 - July 2010
Baltimore Orioles June 2004 - May 2008
USA Baseball 2005 - 2005
Skills
Baseball, Marketing, Process Scheduler, Finance, Training, Sports Management, Sports Marketing, Sports, Fundraising, Sales, Customer Service, Social Media, Athletics, Microsoft Excel, PowerPoint, Coaching, Microsoft Office, Public Speaking, Higher Education, Marketing Strategy, Research, Event Management
Education
Concordia University Chicago 2010 — 2011
Master, Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Kinesiology
RBC Wealth Management December 2013 - Present
RBC April 2012 - December 2013
Illinois Indians Baseball Organization June 2008 - July 2011
Illinois Indians Baseball Organization - Harbor Athletic Training June 2008 - July 2010
Baltimore Orioles June 2004 - May 2008
USA Baseball 2005 - 2005
Skills
Baseball, Marketing, Process Scheduler, Finance, Training, Sports Management, Sports Marketing, Sports, Fundraising, Sales, Customer Service, Social Media, Athletics, Microsoft Excel, PowerPoint, Coaching, Microsoft Office, Public Speaking, Higher Education, Marketing Strategy, Research, Event Management
Education
Concordia University Chicago 2010 — 2011
Master, Business Administration
University of Illinois at Chicago 2000 — 2004
Bachelor of Science, Kinesiology
Jonathan Woo Jonathan Woo's RBC Wealth Management Experience October 2014 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Merrill Lynch June 2014 - October 2014
Merrill Lynch April 2013 - June 2014
Pi Kappa Alpha - Lambda Lambda Chapter December 2012 - December 2013
Northwestern Mutual May 2012 - January 2013
All Star Health December 2011 - January 2013
USANA Health Sciences April 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Multi-Cultural Team..., Leadership, Teamwork, Management, Sales, Marketing
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Palos Verdes High School 2006 — 2010
RBC Wealth Management October 2014 - Present
Merrill Lynch June 2014 - October 2014
Merrill Lynch April 2013 - June 2014
Pi Kappa Alpha - Lambda Lambda Chapter December 2012 - December 2013
Northwestern Mutual May 2012 - January 2013
All Star Health December 2011 - January 2013
USANA Health Sciences April 2011 - January 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Outlook, English, Windows, Multi-Cultural Team..., Leadership, Teamwork, Management, Sales, Marketing
Education
University of California, Irvine 2010 — 2014
Bachelor of Arts (B.A.), Business Economics
Palos Verdes High School 2006 — 2010
Jemison Jackson Jemison Jackson's RBC Wealth Management Experience November 2006 - February 2014
Job Vice President, Aboriginal Trust Services at RBC Wealth Management Estate & Trust Services
Industry Financial Services
Experience
RBC Wealth Management - Estate & Trust Services March 2014 - Present
Discovery House Family Violence Prevention Society June 2010 - Present
RBC Wealth Management November 2006 - February 2014
Real Estate Council of Alberta November 2005 - October 2006
Rath and Company Barristers & Solicitors January 2003 - October 2005
Skills
Corporate Governance, Legal Research, Litigation, Legal Writing, Corporate Law, Estate Planning, Mediation, Legal Advice, Trusts, Dispute Resolution, Wills, Community Engagement, Relationship Management, Document Drafting, Commercial Litigation, Wealth Management, Public Speaking, Management, Strategic Planning
Education
The University of Calgary
BA (Hons), LLB
RBC Wealth Management - Estate & Trust Services March 2014 - Present
Discovery House Family Violence Prevention Society June 2010 - Present
RBC Wealth Management November 2006 - February 2014
Real Estate Council of Alberta November 2005 - October 2006
Rath and Company Barristers & Solicitors January 2003 - October 2005
Skills
Corporate Governance, Legal Research, Litigation, Legal Writing, Corporate Law, Estate Planning, Mediation, Legal Advice, Trusts, Dispute Resolution, Wills, Community Engagement, Relationship Management, Document Drafting, Commercial Litigation, Wealth Management, Public Speaking, Management, Strategic Planning
Education
The University of Calgary
BA (Hons), LLB
Peter Allis Peter Allis's RBC Wealth Management Experience September 1982 - December 2000
Job Success Coach at Firepoint Solutions LLC
Industry Financial Services
Experience
Firepoint Solutions LLC February 2014 - Present
Morgan Stanley Smith Barney February 2009 - November 2011
UBS Wealth Management December 2000 - February 2009
RBC Wealth Management September 1982 - December 2000
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Financial Analysis, Leadership
Education
University of Colorado at Boulder 1974 — 1976
Bachelor of Science (BS), Commercial Recreation
University of Oregon 1972 — 1974
N/A
Firepoint Solutions LLC February 2014 - Present
Morgan Stanley Smith Barney February 2009 - November 2011
UBS Wealth Management December 2000 - February 2009
RBC Wealth Management September 1982 - December 2000
Skills
Microsoft Word, Customer Service, English, Windows, Outlook, Teaching, Public Speaking, Financial Analysis, Leadership
Education
University of Colorado at Boulder 1974 — 1976
Bachelor of Science (BS), Commercial Recreation
University of Oregon 1972 — 1974
N/A
Ritu Narayan, MBA, PFP Ritu Narayan, MBA, PFP's RBC Wealth Management Experience November 2004 - October 2007
Job Senior Wealth Manager & Business Leader | 17+ years of experience with RBC
Industry Banking
Experience
RBC Wealth Management – Private Banking November 2014 - Present
RBC Wealth Management – Private Banking February 2007 - October 2014
RBC Wealth Management November 2004 - October 2007
Skills
Private Banking, Wealth Management, Business Development, High Net Worth..., New Business Development, Strategy, Financial Risk, Credit, Investment Advisory, Start-ups, Investments, Fixed Income, Banking, Private client..., Business Growth..., Strategy Execution, Market management, Cross Selling, International Sales, Wealth Preservation..., International Trusts..., Profit and Loss..., Revenue Generation, Portfolio Management, Establishing Strategic..., Strategic Planning, Client Relations, Networking, Stakeholder Management, Team Leadership, Consensus Building, Integrated Wealth..., Needs Analysis, Requirements Gathering, Problem Solving, Global Cross-Functional..., Cross-platform..., Critical Thinking
Education
Institute of Canadian Bankers, Toronto
Professional Financial Planner Designation (PFP)
Institute of Canadian Securities
Canadian Securities Course, Canadian Securities Examination (CSE)
University of Leicester
Master of Business Administration (M.B.A.)
RBC Wealth Management – Private Banking November 2014 - Present
RBC Wealth Management – Private Banking February 2007 - October 2014
RBC Wealth Management November 2004 - October 2007
Skills
Private Banking, Wealth Management, Business Development, High Net Worth..., New Business Development, Strategy, Financial Risk, Credit, Investment Advisory, Start-ups, Investments, Fixed Income, Banking, Private client..., Business Growth..., Strategy Execution, Market management, Cross Selling, International Sales, Wealth Preservation..., International Trusts..., Profit and Loss..., Revenue Generation, Portfolio Management, Establishing Strategic..., Strategic Planning, Client Relations, Networking, Stakeholder Management, Team Leadership, Consensus Building, Integrated Wealth..., Needs Analysis, Requirements Gathering, Problem Solving, Global Cross-Functional..., Cross-platform..., Critical Thinking
Education
Institute of Canadian Bankers, Toronto
Professional Financial Planner Designation (PFP)
Institute of Canadian Securities
Canadian Securities Course, Canadian Securities Examination (CSE)
University of Leicester
Master of Business Administration (M.B.A.)
Steve Ornstein Steve Ornstein's RBC Wealth Management Experience November 2012 - Present
Job Senior Managing DirectorComplex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
RBC Wealth Management 1987 - November 2012
JB Hanauer 1996 - 2007
Education
University of Bridgeport 1982 — 1986
Bachelor of Arts (B.A.), Communications
JP Stevens High School Edison NJ 1978 — 1982
RBC Wealth Management November 2012 - Present
RBC Wealth Management 1987 - November 2012
JB Hanauer 1996 - 2007
Education
University of Bridgeport 1982 — 1986
Bachelor of Arts (B.A.), Communications
JP Stevens High School Edison NJ 1978 — 1982
Kevin Bannister Kevin Bannister's RBC Wealth Management Experience August 2009 - Present
Job Vice President – Financial Advisor, Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2009 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
Bachelor's, Finance, Economics
RBC Wealth Management August 2009 - Present
Education
University of Iowa - Henry B. Tippie College of Business 1991 — 1995
Bachelor's, Finance, Economics
Rebecca Schoenhardt Rebecca Schoenhardt's RBC Wealth Management Experience January 2015 - Present
Job Sr. Manager Credit, Ultra High Net Worth International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2015 - Present
RBC Wealth Management June 2014 - December 2014
RBC Wealth Management January 2014 - June 2014
RBC Wealth Management July 2013 - December 2013
RBC Wealth Management January 2013 - June 2013
RBC Wealth Management July 2012 - December 2012
Rebecca Schoenhardt Dressage March 2002 - February 2011
Freelance October 2000 - August 2008
Skills
Self Starter, Persuasive Communication, Negotiation, Business Owner, Team Leadership, Coaching, Financial Analysis, Management, Leadership, Business Analysis, Strategy, Analysis, Sales, Customer Service, Editing, Project Management
Education
York University - Schulich School of Business 2011 — 2012
MBA, Finance, with Distinction
University of Guelph 1996 — 2000
BSc (Honours), Human Kinetics, with Honours
RBC Wealth Management January 2015 - Present
RBC Wealth Management June 2014 - December 2014
RBC Wealth Management January 2014 - June 2014
RBC Wealth Management July 2013 - December 2013
RBC Wealth Management January 2013 - June 2013
RBC Wealth Management July 2012 - December 2012
Rebecca Schoenhardt Dressage March 2002 - February 2011
Freelance October 2000 - August 2008
Skills
Self Starter, Persuasive Communication, Negotiation, Business Owner, Team Leadership, Coaching, Financial Analysis, Management, Leadership, Business Analysis, Strategy, Analysis, Sales, Customer Service, Editing, Project Management
Education
York University - Schulich School of Business 2011 — 2012
MBA, Finance, with Distinction
University of Guelph 1996 — 2000
BSc (Honours), Human Kinetics, with Honours
Stuart Eisen, CFP®, AWM Stuart Eisen, CFP®, AWM's RBC Wealth Management Experience September 2005 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2005 - Present
Education
University of Maryland University College 1989 — 1995
Master's Degree, Finance, General
RBC Wealth Management September 2005 - Present
Education
University of Maryland University College 1989 — 1995
Master's Degree, Finance, General
Douglas Mance, CFP®, AWM Douglas Mance, CFP®, AWM's RBC Wealth Management Experience July 2009 - Present
Job First Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2009 - Present
Mount Lemmon Water District January 2011 - Present
Mt Lemmon Fire District January 2013 - Present
Pima Association of Governments January 2007 - Present
The Invisible Threatre January 1987 - Present
Epilepsy Foundation of Arizona January 2002 - December 2011
Tucson Medical Center January 2004 - December 2010
Merrill Lynch July 1981 - July 2009
KVOA-TV January 1992 - January 2002
Green Fields Country Day School 1979 - 1981
Education
University of Hartford 1972 — 1976
Bachelor's Degree, Biology, Dean's List
Horace Greeley High School 1968 — 1971
High School Diploma, High School Diploma, Honors
RBC Wealth Management July 2009 - Present
Mount Lemmon Water District January 2011 - Present
Mt Lemmon Fire District January 2013 - Present
Pima Association of Governments January 2007 - Present
The Invisible Threatre January 1987 - Present
Epilepsy Foundation of Arizona January 2002 - December 2011
Tucson Medical Center January 2004 - December 2010
Merrill Lynch July 1981 - July 2009
KVOA-TV January 1992 - January 2002
Green Fields Country Day School 1979 - 1981
Education
University of Hartford 1972 — 1976
Bachelor's Degree, Biology, Dean's List
Horace Greeley High School 1968 — 1971
High School Diploma, High School Diploma, Honors
Donald Billings's RBC Wealth Management Experience 2008 - 2010
Job Vice President Financial Consultant
Industry Investment Management
Experience
Charles Schwab June 2010 - Present
St. Francis of Assisi Catholic Church 2010 - Present
RBC Wealth Management 2008 - 2010
ARAMARK Refreshment Services 2005 - 2008
Farmers Insurance and Financial Services 2005 - 2006
Enterprise Rent-A-Car 1998 - 2005
Education
University of Denver 1999 — 2000
Master of Music (not completed)
University of Denver 1995 — 1999
Bachelor of Music
Pueblo County High School 1991 — 1995
Charles Schwab June 2010 - Present
St. Francis of Assisi Catholic Church 2010 - Present
RBC Wealth Management 2008 - 2010
ARAMARK Refreshment Services 2005 - 2008
Farmers Insurance and Financial Services 2005 - 2006
Enterprise Rent-A-Car 1998 - 2005
Education
University of Denver 1999 — 2000
Master of Music (not completed)
University of Denver 1995 — 1999
Bachelor of Music
Pueblo County High School 1991 — 1995
Melanie Wait-Greer Melanie Wait-Greer's RBC Wealth Management Experience September 2004 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2004 - Present
Morgan Stanley Wealth Management October 1999 - September 2004
Education
University of Houston 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
RBC Wealth Management September 2004 - Present
Morgan Stanley Wealth Management October 1999 - September 2004
Education
University of Houston 1994 — 1998
Bachelor of Business Administration (BBA), Marketing
Daria Fuller Daria Fuller's RBC Wealth Management Experience February 2014 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2014 - Present
Janney Montgomery Scott December 2010 - February 2014
Stephens Inc. September 2010 - December 2010
Skills
Series 7, Series 63
Education
The University of Connecticut 2004 — 2009
Bachelor of Arts (B.A.), Mathematics, 3.5
RBC Wealth Management February 2014 - Present
Janney Montgomery Scott December 2010 - February 2014
Stephens Inc. September 2010 - December 2010
Skills
Series 7, Series 63
Education
The University of Connecticut 2004 — 2009
Bachelor of Arts (B.A.), Mathematics, 3.5
Chris Klimash Chris Klimash's RBC Wealth Management Experience April 2009 - March 2015
Job Financial Advisor
Industry Financial Services
Experience
Lebel & Harriman, LLP March 2015 - Present
RBC Wealth Management April 2009 - March 2015
Morgan Stanley Wealth Management August 2000 - April 2009
Skills
Portfolio Management, Banking, Insurance, Risk Management
Education
University of Maine 1986 — 1991
Bachelor of Arts (B.A.), Economics
Richmond High School- Richmond, ME 1982 — 1986
Lebel & Harriman, LLP March 2015 - Present
RBC Wealth Management April 2009 - March 2015
Morgan Stanley Wealth Management August 2000 - April 2009
Skills
Portfolio Management, Banking, Insurance, Risk Management
Education
University of Maine 1986 — 1991
Bachelor of Arts (B.A.), Economics
Richmond High School- Richmond, ME 1982 — 1986
Craig Decker, CPWA®'s RBC Wealth Management Experience May 1999 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 1999 - Present
Education
The Johns Hopkins University 1992 — 1994
Master of Science (MSc), Financial Management
University of Maryland College Park 1983 — 1989
Bachelor of Science (BS), General Studies
Severn School 1981 — 1983
RBC Wealth Management May 1999 - Present
Education
The Johns Hopkins University 1992 — 1994
Master of Science (MSc), Financial Management
University of Maryland College Park 1983 — 1989
Bachelor of Science (BS), General Studies
Severn School 1981 — 1983
Ryan Krahn, CFP Ryan Krahn, CFP's RBC Wealth Management Experience June 2007 - October 2012
Job Investment Advisor
Industry Investment Management
Experience
RBC Dominion Securities November 2012 - Present
RBC Wealth Management June 2007 - October 2012
Desjardins Financial Security November 2006 - June 2007
Regional Sales Manager March 2003 - November 2006
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Wealth Management..., Asset Allocation, Retirement, Financial Planning, Investment Strategies, Portfolio Management, Asset Management, Securities, Financial Analysis, Estate Planning, Wealth, Financial Services, Relationship Management
Education
The University of Calgary 1996 — 2000
Bachelor's degree in Economics
OKM
RBC Dominion Securities November 2012 - Present
RBC Wealth Management June 2007 - October 2012
Desjardins Financial Security November 2006 - June 2007
Regional Sales Manager March 2003 - November 2006
Skills
Wealth Management, Investments, Retirement Planning, Mutual Funds, Investment Advisory, Financial Advisory, Wealth Management..., Asset Allocation, Retirement, Financial Planning, Investment Strategies, Portfolio Management, Asset Management, Securities, Financial Analysis, Estate Planning, Wealth, Financial Services, Relationship Management
Education
The University of Calgary 1996 — 2000
Bachelor's degree in Economics
OKM
Lynn Houston Lynn Houston's RBC Wealth Management Experience January 1986 - 1997
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities March 2012 - Present
The Houston Group October 2008 - March 2012
Legg Mason August 2002 - October 2008
JC Bradford September 1998 - July 2002
RBC Wealth Management January 1986 - 1997
Skills
Commercial Lending, Asset Based Lending, Series 7, Credit, Wealth Management, Portfolio Management, High Net Worth..., Regional Managers
Education
Wharton Business School SIA 1991 — 1993
Securities Industry Institute, Securities Management
University of Houston 1964 — 1968
BBA, Accounting
Wunderlich Securities March 2012 - Present
The Houston Group October 2008 - March 2012
Legg Mason August 2002 - October 2008
JC Bradford September 1998 - July 2002
RBC Wealth Management January 1986 - 1997
Skills
Commercial Lending, Asset Based Lending, Series 7, Credit, Wealth Management, Portfolio Management, High Net Worth..., Regional Managers
Education
Wharton Business School SIA 1991 — 1993
Securities Industry Institute, Securities Management
University of Houston 1964 — 1968
BBA, Accounting
Alex Nierling's RBC Wealth Management Experience October 2012 - Present
Job Investment Manager at Royal Bank of Canada
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Skills
Wealth Management, Valuation, Investments, Financial Modeling, Financial Analysis
Education
University of Arkansas 2003 — 2007
BA, Accounting and Finance
RBC Wealth Management October 2012 - Present
Morgan Stanley Smith Barney July 2010 - October 2012
Skills
Wealth Management, Valuation, Investments, Financial Modeling, Financial Analysis
Education
University of Arkansas 2003 — 2007
BA, Accounting and Finance
Dan Brooks Dan Brooks's RBC Wealth Management Experience November 1993 - Present
Job Senior Vice President – Financial Advisor of the Brooks & Kohn Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 1993 - Present
IBM January 1991 - November 1993
Education
University of Denver 1986 — 1990
RBC Wealth Management November 1993 - Present
IBM January 1991 - November 1993
Education
University of Denver 1986 — 1990
Mary Helen Jacobus Mary Helen Jacobus's RBC Wealth Management Experience April 2015 - Present
Job Administrative Complex Manager, VP at RBC Wealth Management
Industry Research
Experience
RBC Wealth Management April 2015 - Present
Skills
Entrepreneurship, Leadership, CRM, Qualitative Research, Company Presentations, Training, Client relationship..., Training and Advising, Analysis
Education
University of Houston
Bachelor's Degree, Anthropology with Minor in Global Business and Entrepreneurship
RBC Wealth Management April 2015 - Present
Skills
Entrepreneurship, Leadership, CRM, Qualitative Research, Company Presentations, Training, Client relationship..., Training and Advising, Analysis
Education
University of Houston
Bachelor's Degree, Anthropology with Minor in Global Business and Entrepreneurship
Adam Clemens's RBC Wealth Management Experience March 2012 - June 2013
Job Internal Sales Consultant at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. June 2013 - Present
RBC Wealth Management March 2012 - June 2013
Ameriprise Financial Services, Inc. October 2011 - March 2012
TCF National Bank June 2005 - October 2011
Education
University of Illinois
Advisors Asset Management, Inc. June 2013 - Present
RBC Wealth Management March 2012 - June 2013
Ameriprise Financial Services, Inc. October 2011 - March 2012
TCF National Bank June 2005 - October 2011
Education
University of Illinois
Tom Garretson, CFA Tom Garretson, CFA's RBC Wealth Management Experience August 2013 - Present
Job Fixed Income Portfolio Strategist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2013 - Present
Carlson Fixed Income Fund March 2012 - May 2013
SHR Capital Partners March 2011 - August 2012
Wells Fargo December 2008 - November 2010
UBS March 2007 - June 2007
Skills
Chartered Financial..., Financial Modeling, Valuation, Bloomberg, Corporate Finance, Fixed Income, Asset Management, Asset Allocation, Private Equity, Portfolio Management, Investments, Quantitative Analytics, Business Valuation, Equity Research, Alternative Investments, Strategy, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Finance
University of Denver 2004 — 2007
Bachelor of Science in Business Administration, Finance
RBC Wealth Management August 2013 - Present
Carlson Fixed Income Fund March 2012 - May 2013
SHR Capital Partners March 2011 - August 2012
Wells Fargo December 2008 - November 2010
UBS March 2007 - June 2007
Skills
Chartered Financial..., Financial Modeling, Valuation, Bloomberg, Corporate Finance, Fixed Income, Asset Management, Asset Allocation, Private Equity, Portfolio Management, Investments, Quantitative Analytics, Business Valuation, Equity Research, Alternative Investments, Strategy, Data Analysis
Education
University of Minnesota - Carlson School of Management 2011 — 2013
MBA, Finance
University of Denver 2004 — 2007
Bachelor of Science in Business Administration, Finance
Neer Hodorov Neer Hodorov's RBC Wealth Management Experience July 2011 - March 2015
Job Founder
Industry Financial Services
Experience
Magen Wealth Management LLC March 2015 - Present
RBC Wealth Management July 2011 - March 2015
Skills
Wealth Management, Series 7, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Life Insurance, Retirement Planning, Uniform Combined State..., Investment Advisory, Securities
Education
University of Florida
Magen Wealth Management LLC March 2015 - Present
RBC Wealth Management July 2011 - March 2015
Skills
Wealth Management, Series 7, Portfolio Management, Investments, Mutual Funds, Fixed Income, Valuation, Life Insurance, Retirement Planning, Uniform Combined State..., Investment Advisory, Securities
Education
University of Florida
Ted Broker Ted Broker's RBC Wealth Management Experience September 2011 - September 2013
Job CFO at Dak Investments LLC, Overland Park Auto Group
Industry Automotive
Experience
Dak Investments LLC, Overland Park Auto Group June 2015 - Present
Equity Financial Services Group, Invest Financial October 2013 - May 2014
RBC Wealth Management September 2011 - September 2013
Commerce Bank 2007 - August 2011
Commerce Bank 2006 - 2007
Commerce Bank 2000 - 2006
Missouri Army Nat'l Guard October 2000 - October 2003
PaineWebber 1998 - 2000
US Navy Reserve December 1989 - June 1994
Skills
Finra Series 7, 66, Portfolio Management, Finance, Financial Analysis, Banking, Loans, Investments, Financial Services, Wealth Management, Strategic Financial..., Credit Analysis, Investment Strategies, Management, Analysis, Credit, Retirement Planning, Mutual Funds, Relationship Management, Commercial Banking, Business Analysis, Insurance, Investment Advisory, Retirement, Asset Allocation, Risk Management, Credit Risk, Financial Modeling, Asset Managment, Strategic Planning, Forecasting, Securities, Series 7
Education
University of Kansas - Graduate School of Business 2004 — 2008
MBA, Business
Central Missouri State University 1993 — 1997
BS, Mathematics
Dak Investments LLC, Overland Park Auto Group June 2015 - Present
Equity Financial Services Group, Invest Financial October 2013 - May 2014
RBC Wealth Management September 2011 - September 2013
Commerce Bank 2007 - August 2011
Commerce Bank 2006 - 2007
Commerce Bank 2000 - 2006
Missouri Army Nat'l Guard October 2000 - October 2003
PaineWebber 1998 - 2000
US Navy Reserve December 1989 - June 1994
Skills
Finra Series 7, 66, Portfolio Management, Finance, Financial Analysis, Banking, Loans, Investments, Financial Services, Wealth Management, Strategic Financial..., Credit Analysis, Investment Strategies, Management, Analysis, Credit, Retirement Planning, Mutual Funds, Relationship Management, Commercial Banking, Business Analysis, Insurance, Investment Advisory, Retirement, Asset Allocation, Risk Management, Credit Risk, Financial Modeling, Asset Managment, Strategic Planning, Forecasting, Securities, Series 7
Education
University of Kansas - Graduate School of Business 2004 — 2008
MBA, Business
Central Missouri State University 1993 — 1997
BS, Mathematics
Allyson Schulte's RBC Wealth Management Experience June 1996 - June 1998
Job Revenue Cycle Consultant at University of Iowa Hospitals and Clinics
Industry
Experience
University of Iowa Hospitals and Clinics February 2012 - Present
Mercer Health & Benefits Administration LLC April 2010 - February 2012
Mrs Clark's Foods November 2008 - April 2010
Dakota Security Systems Inc January 2007 - November 2008
Stevens Trucking Corporation/Stevens Sand & Gravel December 1988 - January 2007
Morgan Stanley May 2003 - September 2006
A.G. Edwards & Sons, Inc. November 2001 - May 2003
RBC Wealth Management June 1996 - June 1998
Iowa City Area Chamber of Commerce January 1991 - July 1995
Education
University of Iowa 1982 — 1987
BA, Journalism
University of Iowa Hospitals and Clinics February 2012 - Present
Mercer Health & Benefits Administration LLC April 2010 - February 2012
Mrs Clark's Foods November 2008 - April 2010
Dakota Security Systems Inc January 2007 - November 2008
Stevens Trucking Corporation/Stevens Sand & Gravel December 1988 - January 2007
Morgan Stanley May 2003 - September 2006
A.G. Edwards & Sons, Inc. November 2001 - May 2003
RBC Wealth Management June 1996 - June 1998
Iowa City Area Chamber of Commerce January 1991 - July 1995
Education
University of Iowa 1982 — 1987
BA, Journalism
John Van Atta's RBC Wealth Management Experience January 2009 - March 2012
Job Attorney at Patten, Peterman, Bekkedahl, & Green
Industry Legal Services
Experience
Patten, Peterman, Bekkedahl, & Green April 2013 - Present
RBC Wealth Management January 2009 - March 2012
California Attorney General's Office May 2007 - August 2007
United States Attorney's Office January 2007 - May 2007
Montana Supreme Court May 2006 - August 2006
United States Senate Finance Committee 2004 - 2004
Skills
Legal Research, Litigation, Legal Writing, Estate Planning, Corporate Law, Tax, Real Estate, Nonprofits, Contract Negotiation, Commercial Litigation, Securities, Corporate Governance, Mergers & Acquisitions, Employment Law, Small Business, Civil Litigation, Real Estate Transactions, Investments, Legal Assistance, Private Equity, Licensing, Legal Advice
Education
University of California, Hastings College of the Law 2005 — 2008
J.D.
The University of Montana 2003 — 2005
Bachelor's degree, English Literature
Patten, Peterman, Bekkedahl, & Green April 2013 - Present
RBC Wealth Management January 2009 - March 2012
California Attorney General's Office May 2007 - August 2007
United States Attorney's Office January 2007 - May 2007
Montana Supreme Court May 2006 - August 2006
United States Senate Finance Committee 2004 - 2004
Skills
Legal Research, Litigation, Legal Writing, Estate Planning, Corporate Law, Tax, Real Estate, Nonprofits, Contract Negotiation, Commercial Litigation, Securities, Corporate Governance, Mergers & Acquisitions, Employment Law, Small Business, Civil Litigation, Real Estate Transactions, Investments, Legal Assistance, Private Equity, Licensing, Legal Advice
Education
University of California, Hastings College of the Law 2005 — 2008
J.D.
The University of Montana 2003 — 2005
Bachelor's degree, English Literature
Jennifer Mares's RBC Wealth Management Experience September 2014 - Present
Job Administrative Complex Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2014 - Present
Merrill Lynch April 2013 - Present
U.S. Trust, Bank of America October 2010 - Present
Bank of America January 2010 - September 2010
Bank of America October 2007 - December 2009
Skills
Management, Banking, Salesforce.com, Finance
Education
University of Maine
Bachelor of Arts (BA), Public Administration
RBC Wealth Management September 2014 - Present
Merrill Lynch April 2013 - Present
U.S. Trust, Bank of America October 2010 - Present
Bank of America January 2010 - September 2010
Bank of America October 2007 - December 2009
Skills
Management, Banking, Salesforce.com, Finance
Education
University of Maine
Bachelor of Arts (BA), Public Administration
George Holohan's RBC Wealth Management Experience June 2010 - August 2010
Job Executive Leadership Development Team at Sage Environmental Consulting L.P
Industry Oil & Energy
Experience
Sage Environmental Consulting L.P July 2015 - Present
Mercer April 2015 - June 2015
Mercer April 2014 - March 2015
Mercer June 2012 - March 2014
Mercer June 2011 - August 2011
RBC Wealth Management June 2010 - August 2010
Skills
Data Analysis, Financial Modeling, Analysis, Employee Benefits, Stop Loss, Negotiation, VBA, Statistics, Economics, Actuarial Science, Financial Analysis, Risk Management, R, SAS, Access, Microsoft Excel, Leadership, Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), B.A., Economics, Minors in Business and Statistics
Northridge Prep 2004 — 2008
Sage Environmental Consulting L.P July 2015 - Present
Mercer April 2015 - June 2015
Mercer April 2014 - March 2015
Mercer June 2012 - March 2014
Mercer June 2011 - August 2011
RBC Wealth Management June 2010 - August 2010
Skills
Data Analysis, Financial Modeling, Analysis, Employee Benefits, Stop Loss, Negotiation, VBA, Statistics, Economics, Actuarial Science, Financial Analysis, Risk Management, R, SAS, Access, Microsoft Excel, Leadership, Management, Microsoft Office
Education
University of Illinois at Urbana-Champaign 2008 — 2012
Bachelor of Arts (B.A.), B.A., Economics, Minors in Business and Statistics
Northridge Prep 2004 — 2008
Hugh (Fran OConnor) OConnor Hugh (Fran OConnor) OConnor's RBC Wealth Management Experience February 2013 - Present
Job Associate Vice President – Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management February 2013 - Present
Morgan Stanley June 2005 - January 2013
Education
University of Maryland College Park
B.S., Marketing
RBC Wealth Management February 2013 - Present
Morgan Stanley June 2005 - January 2013
Education
University of Maryland College Park
B.S., Marketing
mike bohn mike bohn's RBC Wealth Management Experience 2006 - 2015
Job professor at Defense Acquisition University
Industry Defense & Space
Experience
Defense Acquisition University November 2009 - Present
RBC Wealth Management 2006 - 2015
United States Marine Corps 1980 - 2010
U.S. Marine Corps June 2004 - June 2008
Marine Corps Systems Command May 2001 - August 2003
Skills
test and Evaluation, National Security, University Teaching, Navy, Marine Corps, Amphibious Operations, Amphibious Vehicles, Combat Vehicles, DoD acquisition, Military History, Military Operations, Organizational..., Operational Planning, Defense, Military Experience, Military Logistics, Leadership, Intelligence, Intelligence Analysis, Counterterrorism, Army, Top Secret, Tactics, Government Contracting, Program Management, Command, Information Assurance, DoD
Education
University of Nebraska-Lincoln 1989 — 1992
Master of Arts (M.A.), History
University of Colorado at Boulder 1976 — 1980
BA, History
Defense Acquisition University November 2009 - Present
RBC Wealth Management 2006 - 2015
United States Marine Corps 1980 - 2010
U.S. Marine Corps June 2004 - June 2008
Marine Corps Systems Command May 2001 - August 2003
Skills
test and Evaluation, National Security, University Teaching, Navy, Marine Corps, Amphibious Operations, Amphibious Vehicles, Combat Vehicles, DoD acquisition, Military History, Military Operations, Organizational..., Operational Planning, Defense, Military Experience, Military Logistics, Leadership, Intelligence, Intelligence Analysis, Counterterrorism, Army, Top Secret, Tactics, Government Contracting, Program Management, Command, Information Assurance, DoD
Education
University of Nebraska-Lincoln 1989 — 1992
Master of Arts (M.A.), History
University of Colorado at Boulder 1976 — 1980
BA, History
Alex Rykken, CFP® Alex Rykken, CFP®'s RBC Wealth Management Experience September 2008 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2008 - Present
UBS May 2005 - September 2008
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, International Business
Minnehaha Academy 1996 — 2004
RBC Wealth Management September 2008 - Present
UBS May 2005 - September 2008
Education
University of Minnesota - Carlson School of Management 2004 — 2008
BSB, Finance, International Business
Minnehaha Academy 1996 — 2004
Alan Reifler Alan Reifler's RBC Wealth Management Experience June 2001 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2001 - Present
PA Consutling Group June 2000 - April 2001
Skills
Investments, Retirement Planning, Portfolio Management, Asset Management, Securities, Insurance, Financial Planning, Wealth Management, Finance, Estate Planning, Bonds, Mutual Funds, Small Business, 401k, IRAs, Management
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
BBA, Finance
University of Michigan
RBC Wealth Management June 2001 - Present
PA Consutling Group June 2000 - April 2001
Skills
Investments, Retirement Planning, Portfolio Management, Asset Management, Securities, Insurance, Financial Planning, Wealth Management, Finance, Estate Planning, Bonds, Mutual Funds, Small Business, 401k, IRAs, Management
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
BBA, Finance
University of Michigan
Wes Wankelman's RBC Wealth Management Experience April 2003 - April 2007
Job Vice President, Sr. Relationship Manager; PNC Wealth Management
Industry Financial Services
Experience
PNC May 2015 - Present
SunTrust Bank April 2013 - Present
Merrill Lynch April 2007 - March 2013
Bank of America 2007 - 2009
RBC Wealth Management April 2003 - April 2007
Skills
Wealth Management, Banking, Retirement Planning, Investment Advisory, Credit, Mortgage Lending, Relationship Management, Wealth Management..., Consumer Lending, Lines Of Credit, Asset Based Lending, Wealth, Cross Selling, Residential Mortgages, Loans, Private Banking, Investment Strategies, Finance
Education
University of Central Florida 1998 — 2001
Charlotte High School 1986 — 1989
PNC May 2015 - Present
SunTrust Bank April 2013 - Present
Merrill Lynch April 2007 - March 2013
Bank of America 2007 - 2009
RBC Wealth Management April 2003 - April 2007
Skills
Wealth Management, Banking, Retirement Planning, Investment Advisory, Credit, Mortgage Lending, Relationship Management, Wealth Management..., Consumer Lending, Lines Of Credit, Asset Based Lending, Wealth, Cross Selling, Residential Mortgages, Loans, Private Banking, Investment Strategies, Finance
Education
University of Central Florida 1998 — 2001
Charlotte High School 1986 — 1989
Darla Soto Darla Soto's RBC Wealth Management Experience August 1998 - July 2008
Job Nerium International
Industry Professional Training & Coaching
Experience
Nerium International 2012 - Present
Private Quarters January 2006 - May 2012
Private Quarters January 2006 - May 2012
RBC Wealth Management August 1998 - July 2008
Skills
Coaching, Public Speaking, Retail, Team Building, Small Business, Customer Service, Strategic Planning, Leadership Development, Sales, Event Planning, Marketing, Sales Management, Direct Sales, Social Media, Entrepreneurship, Leadership, Team Leadership, Social Media Marketing
Education
University of Great Falls 1986 — 1988
Early Childhood Education
Nerium International 2012 - Present
Private Quarters January 2006 - May 2012
Private Quarters January 2006 - May 2012
RBC Wealth Management August 1998 - July 2008
Skills
Coaching, Public Speaking, Retail, Team Building, Small Business, Customer Service, Strategic Planning, Leadership Development, Sales, Event Planning, Marketing, Sales Management, Direct Sales, Social Media, Entrepreneurship, Leadership, Team Leadership, Social Media Marketing
Education
University of Great Falls 1986 — 1988
Early Childhood Education
Tom Junkin Tom Junkin's RBC Wealth Management Experience March 1981 - January 2002
Job Senior Vice President, Personal Trust Services at Fiduciary Trust Canada
Industry Financial Services
Experience
Fiduciary Trust Canada January 2004 - Present
Fiduciary Trust Company of Canada September 2003 - Present
RBC Wealth Management March 1981 - January 2002
Skills
Trusts, Estate Planning, High Net Worth..., Wealth Management, Wealth, Probate, Estate Law, Fixed Income, Asset Allocation, Investment Strategies, Investment Advisory, Investments, Wealth Management..., Strategic Financial..., Mutual Funds, Asset Management, Financial Services, Financial Advisory, Portfolio Management, Investment Management
Education
University of Calgary 1976 — 1979
Fiduciary Trust Canada January 2004 - Present
Fiduciary Trust Company of Canada September 2003 - Present
RBC Wealth Management March 1981 - January 2002
Skills
Trusts, Estate Planning, High Net Worth..., Wealth Management, Wealth, Probate, Estate Law, Fixed Income, Asset Allocation, Investment Strategies, Investment Advisory, Investments, Wealth Management..., Strategic Financial..., Mutual Funds, Asset Management, Financial Services, Financial Advisory, Portfolio Management, Investment Management
Education
University of Calgary 1976 — 1979
Jonathan Straus Jonathan Straus's RBC Wealth Management Experience March 2001 - March 2004
Job Commons Capital Advisors, LLC
Industry Financial Services
Experience
Commons Capital Advisors, LLC July 2009 - Present
Merrill Lynch March 2006 - July 2009
Advest, Inc. March 2004 - March 2006
RBC Wealth Management March 2001 - March 2004
Tucker Anthony March 1998 - March 2001
Morgan Stanley Smith Barney March 1996 - March 1998
Skills
Asset Management, Retirement Planning, Educational Planning, Company Stock Options, Estate Planning, Trust Services, Philanthropic Gifting, Banking, Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Financial Advisory, Gifts, Series 7, Risk Management, Wealth, Disability Insurance, Wealth Management
Education
University of Hartford 1991 — 1995
Marketing, Economics, Finance
Commons Capital Advisors, LLC July 2009 - Present
Merrill Lynch March 2006 - July 2009
Advest, Inc. March 2004 - March 2006
RBC Wealth Management March 2001 - March 2004
Tucker Anthony March 1998 - March 2001
Morgan Stanley Smith Barney March 1996 - March 1998
Skills
Asset Management, Retirement Planning, Educational Planning, Company Stock Options, Estate Planning, Trust Services, Philanthropic Gifting, Banking, Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management..., Financial Advisory, Gifts, Series 7, Risk Management, Wealth, Disability Insurance, Wealth Management
Education
University of Hartford 1991 — 1995
Marketing, Economics, Finance
Clinton Vilks Clinton Vilks's RBC Wealth Management Experience June 2014 - August 2014
Job Fixed Income Portfolio Analyst at Columbia Threadneedle Investments, US
Industry Financial Services
Experience
Columbia Threadneedle Investments, US June 2015 - Present
The Krause Fund August 2014 - December 2014
University of Iowa Libraries January 2014 - December 2014
RBC Wealth Management June 2014 - August 2014
Phi Delta Theta Fraternity November 2012 - January 2014
Skills
Time Management, Social Networking, Recruiting, Leadership, Financial Analysis, Financial Modeling, Event Planning, Public Relations, Marketing, Psychology, Event Management, Fundraising, Social Media Marketing, Team Leadership, Networking, Sales, Community Outreach, Outlook, Access
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Columbia Threadneedle Investments, US June 2015 - Present
The Krause Fund August 2014 - December 2014
University of Iowa Libraries January 2014 - December 2014
RBC Wealth Management June 2014 - August 2014
Phi Delta Theta Fraternity November 2012 - January 2014
Skills
Time Management, Social Networking, Recruiting, Leadership, Financial Analysis, Financial Modeling, Event Planning, Public Relations, Marketing, Psychology, Event Management, Fundraising, Social Media Marketing, Team Leadership, Networking, Sales, Community Outreach, Outlook, Access
Education
University of Iowa - Henry B. Tippie College of Business 2011 — 2015
Bachelor of Business Administration (B.B.A.), Finance
Beth Rosenwald's RBC Wealth Management Experience March 2008 - Present
Job Senior Vice PresidentBranch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2008 - Present
Legg Mason/Smith Barney 1997 - 2008
Ferris Baker Watts January 1989 - January 1997
Education
University of Maryland College Park 1984 — 1988
BA, Economics
RBC Wealth Management March 2008 - Present
Legg Mason/Smith Barney 1997 - 2008
Ferris Baker Watts January 1989 - January 1997
Education
University of Maryland College Park 1984 — 1988
BA, Economics
Eric Shadoff Eric Shadoff's RBC Wealth Management Experience January 2012 - Present
Job Financial Advisor Private Client Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2012 - Present
Wells Fargo Advisors May 2010 - January 2012
ND Advisors August 2009 - May 2010
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Services, Securities, Equities, Fixed Income, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science (BS), Finance
University of Delaware
Finance
RBC Wealth Management January 2012 - Present
Wells Fargo Advisors May 2010 - January 2012
ND Advisors August 2009 - May 2010
Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Financial Services, Securities, Equities, Fixed Income, Asset Allocation
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
Bachelor of Science (BS), Finance
University of Delaware
Finance
David Zane's RBC Wealth Management Experience March 2008 - July 2011
Job Financial Advisor AVP PNC Investments
Industry Financial Services
Experience
PNC Investments July 2011 - Present
RBC Wealth Management March 2008 - July 2011
Morgan Stanley 2007 - March 2008
Bank of America 1993 - 2006
Education
University of Delaware 1983 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Saint Mark's High School-Newark De 1979 — 1983
PNC Investments July 2011 - Present
RBC Wealth Management March 2008 - July 2011
Morgan Stanley 2007 - March 2008
Bank of America 1993 - 2006
Education
University of Delaware 1983 — 1989
Bachelor of Arts (B.A.), International Relations and Affairs
Saint Mark's High School-Newark De 1979 — 1983
Moreland Bell CFP® Moreland Bell CFP®'s RBC Wealth Management Experience November 2006 - November 2011
Job Financial Advisor at Ameriprise Financial, Inc.
Industry Financial Services
Experience
Ameriprise Financial, Inc. November 2011 - Present
RBC Wealth Management November 2006 - November 2011
Bank of America May 2002 - November 2006
Education
University of Georgia - Terry College of Business 2011 — 2013
Certificate of Financial Planning
University of Mississippi 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Ameriprise Financial, Inc. November 2011 - Present
RBC Wealth Management November 2006 - November 2011
Bank of America May 2002 - November 2006
Education
University of Georgia - Terry College of Business 2011 — 2013
Certificate of Financial Planning
University of Mississippi 1982 — 1986
Bachelor of Business Administration (B.B.A.), Finance, General
Brandon Howe, CFP® Brandon Howe, CFP®'s RBC Wealth Management Experience March 2008 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2008 - Present
Xerox June 2001 - March 2008
Combined Financial Group April 2000 - March 2001
Education
University of Michigan 1993 — 1998
Totino Grace High School 1989 — 1993
RBC Wealth Management March 2008 - Present
Xerox June 2001 - March 2008
Combined Financial Group April 2000 - March 2001
Education
University of Michigan 1993 — 1998
Totino Grace High School 1989 — 1993
Scott McCoid, CFP® Scott McCoid, CFP®'s RBC Wealth Management Experience January 2004 - March 2010
Job Senior Program Manager
Industry Financial Services
Experience
TD Ameritrade October 2011 - Present
TD Ameritrade March 2010 - October 2011
RBC Wealth Management January 2004 - March 2010
Micropath Inc July 1999 - July 2003
Physician Sales & Service November 1992 - July 1999
Skills
Insurance, Investments, Wealth Management, Series 7, Program Management, Time Management, Finance, Agile Project Management, Certified Financial..., Analytics, Marketing Strategy, Leadership, Strategic Planning, Technology, Data Visualization, Project Management, Mutual Funds, Risk Management, Retirement Planning, Securities, Strategic Financial..., Portfolio Management, Relationship Management, Financial Analysis, Asset Management, Executive Management, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Banking
Education
University of Idaho 1987 — 1992
BS, Business
McCall Donnelly 1983 — 1987
McCall 1982 — 1987
TD Ameritrade October 2011 - Present
TD Ameritrade March 2010 - October 2011
RBC Wealth Management January 2004 - March 2010
Micropath Inc July 1999 - July 2003
Physician Sales & Service November 1992 - July 1999
Skills
Insurance, Investments, Wealth Management, Series 7, Program Management, Time Management, Finance, Agile Project Management, Certified Financial..., Analytics, Marketing Strategy, Leadership, Strategic Planning, Technology, Data Visualization, Project Management, Mutual Funds, Risk Management, Retirement Planning, Securities, Strategic Financial..., Portfolio Management, Relationship Management, Financial Analysis, Asset Management, Executive Management, Series 63, Financial Advisory, Investment Advisory, Estate Planning, Banking
Education
University of Idaho 1987 — 1992
BS, Business
McCall Donnelly 1983 — 1987
McCall 1982 — 1987
Garrick Javidi Garrick Javidi's RBC Wealth Management Experience September 2005 - 2009
Job Services Value Manager at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. August 2015 - Present
Lowe's Companies, Inc. June 2014 - August 2015
Toys R Us July 2012 - June 2014
Toys R Us June 2011 - July 2012
RBC Wealth Management September 2005 - 2009
Education
University of Florida - Warrington College of Business Administration 2009 — 2011
MBA
University of California, Davis 2002 — 2004
BA, Economics
Del Dayo
Lowe's Companies, Inc. August 2015 - Present
Lowe's Companies, Inc. June 2014 - August 2015
Toys R Us July 2012 - June 2014
Toys R Us June 2011 - July 2012
RBC Wealth Management September 2005 - 2009
Education
University of Florida - Warrington College of Business Administration 2009 — 2011
MBA
University of California, Davis 2002 — 2004
BA, Economics
Del Dayo
Steve Harding's RBC Wealth Management Experience August 2006 - Present
Job Director International Solutions at RBC Wealth Management (International)
Industry Banking
Experience
RBC Wealth Management August 2006 - Present
RBC Trustees (Guernsey) Ltd April 2001 - August 2006
Royal Bank of Canada (CI) Limited March 1999 - April 2001
Royal Bank of Canada (CI) Ltd June 1993 - February 1999
Royal Life Insurance International Ltd March 1990 - June 1993
Agency Financial Services (subsidiary of Commercial Union Insurance Group) July 1987 - February 1990
North of England July 1987 - October 1988
Royal Life Insurance February 1986 - July 1987
Royal Life Insurance August 1984 - February 1986
Skills
Offshore Wealth..., Trust Services, Estate Planning, Wealth Management, Financial Planning, High Net Worth..., Investments, Banking, Strategic Financial..., Wealth Management..., Private Equity, Financial Services, Private Banking, Investment Advisory, Financial Advisory, Strategy, Finance, Wealth, Investment Management, Insurance, Due Diligence, Pensions
Education
STEP 2001 — 2004
Diploma, International Trust Management
Liverpool University - Department of Economics 1981 — 1984
BA Honours Degree, Economic and Social History
University of Liverpool 1981 — 1984
RBC Wealth Management August 2006 - Present
RBC Trustees (Guernsey) Ltd April 2001 - August 2006
Royal Bank of Canada (CI) Limited March 1999 - April 2001
Royal Bank of Canada (CI) Ltd June 1993 - February 1999
Royal Life Insurance International Ltd March 1990 - June 1993
Agency Financial Services (subsidiary of Commercial Union Insurance Group) July 1987 - February 1990
North of England July 1987 - October 1988
Royal Life Insurance February 1986 - July 1987
Royal Life Insurance August 1984 - February 1986
Skills
Offshore Wealth..., Trust Services, Estate Planning, Wealth Management, Financial Planning, High Net Worth..., Investments, Banking, Strategic Financial..., Wealth Management..., Private Equity, Financial Services, Private Banking, Investment Advisory, Financial Advisory, Strategy, Finance, Wealth, Investment Management, Insurance, Due Diligence, Pensions
Education
STEP 2001 — 2004
Diploma, International Trust Management
Liverpool University - Department of Economics 1981 — 1984
BA Honours Degree, Economic and Social History
University of Liverpool 1981 — 1984
Andrea Kremer Andrea Kremer's RBC Wealth Management Experience December 2005 - April 2012
Job Deputy State Public Defender at Colorado State Public Defender
Industry Law Practice
Experience
Colorado State Public Defender August 2013 - Present
Arapahoe County Public Defenders Office May 2012 - May 2013
RBC Wealth Management December 2005 - April 2012
MBA Financial Services March 2005 - October 2005
Education
University of Denver - Sturm College of Law 2010 — 2013
Doctor of Law (J.D.), Criminal Defense
University of Colorado at Boulder 2001 — 2005
Sociology, Philosophy
Eden Prairie High School 1997 — 2001
General
Colorado State Public Defender August 2013 - Present
Arapahoe County Public Defenders Office May 2012 - May 2013
RBC Wealth Management December 2005 - April 2012
MBA Financial Services March 2005 - October 2005
Education
University of Denver - Sturm College of Law 2010 — 2013
Doctor of Law (J.D.), Criminal Defense
University of Colorado at Boulder 2001 — 2005
Sociology, Philosophy
Eden Prairie High School 1997 — 2001
General
Michelle Pang Michelle Pang's RBC Wealth Management Experience June 2014 - July 2014
Job J.D. Candidate at University of California, Hastings College of the Law
Industry Law Practice
Experience
Norton Rose Fulbright Canada LLP September 2014 - July 2015
RBC Wealth Management June 2014 - July 2014
Asian Pacific American Student Services, University of Southern California August 2012 - April 2013
KCM Kollaboration Creative & Marketing October 2012 - January 2013
Norton Rose Fulbright June 2012 - August 2012
Asian Pacific American Student Services, University of Southern California August 2011 - November 2011
Skills
Social Media Marketing, PowerPoint, Photoshop, Social Media, WordPress, Leadership, Teaching, Marketing
Education
University of California, Hastings College of the Law 2015 — 2018
Juris Doctor (J.D.) Candidate
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business Administration, Philosophy, Politics and Law
St. Clement's School 2006 — 2010
Ontario Secondary School Diploma
Norton Rose Fulbright Canada LLP September 2014 - July 2015
RBC Wealth Management June 2014 - July 2014
Asian Pacific American Student Services, University of Southern California August 2012 - April 2013
KCM Kollaboration Creative & Marketing October 2012 - January 2013
Norton Rose Fulbright June 2012 - August 2012
Asian Pacific American Student Services, University of Southern California August 2011 - November 2011
Skills
Social Media Marketing, PowerPoint, Photoshop, Social Media, WordPress, Leadership, Teaching, Marketing
Education
University of California, Hastings College of the Law 2015 — 2018
Juris Doctor (J.D.) Candidate
University of Southern California 2010 — 2014
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Business Administration, Philosophy, Politics and Law
St. Clement's School 2006 — 2010
Ontario Secondary School Diploma
Alex Barrios's RBC Wealth Management Experience January 2009 - February 2010
Job virtual Regional Vice President at Transamerica
Industry Financial Services
Experience
Transamerica April 2015 - Present
brief. September 2012 - Present
Transamerica June 2013 - April 2015
Bernstein Global Wealth Management January 2012 - June 2013
Janus Capital Group February 2010 - November 2011
RBC Wealth Management January 2009 - February 2010
Colorado Market March 2005 - January 2009
Red Bull Energy August 2002 - September 2004
Skills
Leadership, Public Speaking, Sales, Investments, CRM, Team Leadership, Management, Start-ups, Mutual Funds, Customer Service, Asset Allocation, Strategic Planning, Asset Management, Training, Marketing Strategy, Recruiting, Sales Management, Creative Problem Solving, Series 7, Sales Operations, Selling, Insurance, US Equities, Bonds, Municipal Bonds, Emerging Debt, Fracture, Oil & Gas
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts and Sciences, Communication, Spanish
Transamerica April 2015 - Present
brief. September 2012 - Present
Transamerica June 2013 - April 2015
Bernstein Global Wealth Management January 2012 - June 2013
Janus Capital Group February 2010 - November 2011
RBC Wealth Management January 2009 - February 2010
Colorado Market March 2005 - January 2009
Red Bull Energy August 2002 - September 2004
Skills
Leadership, Public Speaking, Sales, Investments, CRM, Team Leadership, Management, Start-ups, Mutual Funds, Customer Service, Asset Allocation, Strategic Planning, Asset Management, Training, Marketing Strategy, Recruiting, Sales Management, Creative Problem Solving, Series 7, Sales Operations, Selling, Insurance, US Equities, Bonds, Municipal Bonds, Emerging Debt, Fracture, Oil & Gas
Education
University of Colorado Boulder 2000 — 2004
Bachelor of Arts and Sciences, Communication, Spanish
Tony Ruda's RBC Wealth Management Experience 2009 - 2010
Job Senior Vice President, Financial Advisor at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities 2010 - Present
RBC Wealth Management 2009 - 2010
Ferris Baker Watts 2004 - 2009
Morgan Stanley 1997 - 2004
Dean Witter Reynolds Inc. February 1982 - February 1997
Skills
Retirement Planning, Foundations and..., Institutional Clients, Municipal Bonds, Variable Annuities, Series 7, Series 66, Mutual Funds, Wealth Management
Education
University of Michigan College of Literature, Science, and the Arts 1977 — 1981
Bachelor’s Degree, Economics
Wunderlich Securities 2010 - Present
RBC Wealth Management 2009 - 2010
Ferris Baker Watts 2004 - 2009
Morgan Stanley 1997 - 2004
Dean Witter Reynolds Inc. February 1982 - February 1997
Skills
Retirement Planning, Foundations and..., Institutional Clients, Municipal Bonds, Variable Annuities, Series 7, Series 66, Mutual Funds, Wealth Management
Education
University of Michigan College of Literature, Science, and the Arts 1977 — 1981
Bachelor’s Degree, Economics
William Caballero William Caballero's RBC Wealth Management Experience 2008 - 2008
Job Portfolio Specialist for BlackRock
Industry Financial Services
Experience
BlackRock April 2014 - Present
BlackRock July 2012 - April 2014
Atlantic Parking August 2009 - June 2012
BlackRock June 2011 - August 2011
BlackRock, Inc June 2010 - August 2010
Middletown Parks and Recreation July 2005 - July 2009
Markel Insurance Company August 2007 - August 2008
RBC Wealth Management 2008 - 2008
Skills
Analysis, Fixed Income, Portfolio Management, PowerPoint, Customer Service, Equities, Financial Analysis, Microsoft Excel, Outlook, Management, Microsoft Word, Social Media, Bloomberg, Project Management, Access, Mutual Funds, Securities, Investments, Trading, Financial Modeling
Education
University of Delaware 2008 — 2012
Bachelor's degree, Finance and Management
Red Bank Catholic High School 2004 — 2008
BlackRock April 2014 - Present
BlackRock July 2012 - April 2014
Atlantic Parking August 2009 - June 2012
BlackRock June 2011 - August 2011
BlackRock, Inc June 2010 - August 2010
Middletown Parks and Recreation July 2005 - July 2009
Markel Insurance Company August 2007 - August 2008
RBC Wealth Management 2008 - 2008
Skills
Analysis, Fixed Income, Portfolio Management, PowerPoint, Customer Service, Equities, Financial Analysis, Microsoft Excel, Outlook, Management, Microsoft Word, Social Media, Bloomberg, Project Management, Access, Mutual Funds, Securities, Investments, Trading, Financial Modeling
Education
University of Delaware 2008 — 2012
Bachelor's degree, Finance and Management
Red Bank Catholic High School 2004 — 2008
Chelsea Nguyen Chelsea Nguyen's RBC Wealth Management Experience July 2012 - October 2012
Job Assistant at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman September 2013 - Present
SquashDrive May 2011 - May 2013
RBC Wealth Management July 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Wealth Management, Mutual Funds, Morningstar, Salesforce.com, Python, Zephyr Style Advisor, HTML, Socially Responsible..., Cleantech, Sustainability
Education
University of California, Berkeley 2009 — 2012
Bachelor of Arts (B.A.), Environmental Economics & Policy
CFA Level III Candidate
Neuberger Berman September 2013 - Present
SquashDrive May 2011 - May 2013
RBC Wealth Management July 2012 - October 2012
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Wealth Management, Mutual Funds, Morningstar, Salesforce.com, Python, Zephyr Style Advisor, HTML, Socially Responsible..., Cleantech, Sustainability
Education
University of California, Berkeley 2009 — 2012
Bachelor of Arts (B.A.), Environmental Economics & Policy
CFA Level III Candidate
Jared Stone's RBC Wealth Management Experience December 2014 - March 2015
Job Financial Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch March 2015 - Present
RBC Wealth Management December 2014 - March 2015
KCSA Strategic Communications July 2013 - October 2014
T3 Trading Group, LLC December 2012 - July 2013
Nancy and David Fine Jewels October 2011 - July 2013
Empire Asset Management Company December 2010 - October 2011
Lindsay Goldberg June 2009 - August 2009
Skills
Bloomberg Terminal, Series 63, Series 7, Microsoft Office, Leadership, Broker-Dealer, Equity Research, Private Equity, Hedge Funds, Bloomberg, Equity Valuation, Microsoft Excel, Securities, Alternative Investments, Equity Trading, Capital Markets, Trading, Investor Relations
Education
University of Miami - School of Business
Bachelors of Business Administration, International Finance and Marketing
Merrill Lynch March 2015 - Present
RBC Wealth Management December 2014 - March 2015
KCSA Strategic Communications July 2013 - October 2014
T3 Trading Group, LLC December 2012 - July 2013
Nancy and David Fine Jewels October 2011 - July 2013
Empire Asset Management Company December 2010 - October 2011
Lindsay Goldberg June 2009 - August 2009
Skills
Bloomberg Terminal, Series 63, Series 7, Microsoft Office, Leadership, Broker-Dealer, Equity Research, Private Equity, Hedge Funds, Bloomberg, Equity Valuation, Microsoft Excel, Securities, Alternative Investments, Equity Trading, Capital Markets, Trading, Investor Relations
Education
University of Miami - School of Business
Bachelors of Business Administration, International Finance and Marketing
Lara Watterson Lara Watterson's RBC Wealth Management Experience January 2015 - Present
Job Johnson McKee Jackson Team at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2015 - Present
Joseph's September 2011 - January 2015
College Fashionista August 2012 - December 2012
Skills
Event Planning, Microsoft Office, Facebook
Education
University of Vermont 2012 — 2014
Political Science
University of Denver 2009 — 2011
Political Science
RBC Wealth Management January 2015 - Present
Joseph's September 2011 - January 2015
College Fashionista August 2012 - December 2012
Skills
Event Planning, Microsoft Office, Facebook
Education
University of Vermont 2012 — 2014
Political Science
University of Denver 2009 — 2011
Political Science
Tom Hoden Tom Hoden's RBC Wealth Management Experience October 1995 - December 2012
Job Retirement Income | Long Term Care Insurance | Lifestyle Protection || Founder at Lifestyle Wealth Management
Industry Financial Services
Experience
Lifestyle Wealth Management December 2012 - Present
RBC Wealth Management October 1995 - December 2012
Prudential Financial September 1989 - October 1995
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Retirement Planning, Strategic Planning, Business Strategy, New Business Development, Business Development, Leadership, Management, Strategy, Banking, Financial Services, Retirement
Education
University of Colorado Boulder 1967 — 1971
Bachelor's Degree, Accounting and Finance
Greeley Central H.S. Greeley, Colo. 80631 1965 — 1967
Lifestyle Wealth Management December 2012 - Present
RBC Wealth Management October 1995 - December 2012
Prudential Financial September 1989 - October 1995
Skills
Investments, Risk Management, Financial Analysis, Entrepreneurship, Retirement Planning, Strategic Planning, Business Strategy, New Business Development, Business Development, Leadership, Management, Strategy, Banking, Financial Services, Retirement
Education
University of Colorado Boulder 1967 — 1971
Bachelor's Degree, Accounting and Finance
Greeley Central H.S. Greeley, Colo. 80631 1965 — 1967
Linda Hammer Linda Hammer's RBC Wealth Management Experience November 1999 - November 2008
Job Strategic Event Designer at Prestige | Global Meeting Source
Industry Events Services
Experience
Prestige Global Meeting Source June 2015 - Present
Third Wave Systems January 2009 - November 2014
RBC Wealth Management November 1999 - November 2008
UnitedHealth Group January 1997 - November 1999
Carlson Wagonlit Travel October 1991 - January 1997
Skills
Microsoft Office, Project Management, Meeting Planning, Event Management, Strategic Planning, Marketing Communications, Event Planning
Education
University of California, Santa Barbara
Batcheler of Arts, International Relations
Prestige Global Meeting Source June 2015 - Present
Third Wave Systems January 2009 - November 2014
RBC Wealth Management November 1999 - November 2008
UnitedHealth Group January 1997 - November 1999
Carlson Wagonlit Travel October 1991 - January 1997
Skills
Microsoft Office, Project Management, Meeting Planning, Event Management, Strategic Planning, Marketing Communications, Event Planning
Education
University of California, Santa Barbara
Batcheler of Arts, International Relations
Edison Armas's RBC Wealth Management Experience May 2015 - Present
Job Intern at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
The Paul Merage School of Business, UC Irvine June 2013 - May 2015
Cyber Corners September 2014 - September 2014
Tiger Woods Learning Center July 2014 - August 2014
Skills
Economics, Microsoft Excel, Teamwork, Calculations, Microsoft Word, Statistics, Social Media, Communication, Public Relations, Public Speaking, Email, PowerPoint, English, SPSS, Evernote, Zotero
Education
University of California, Irvine 2013 — 2017
Bachelor’s Degree, Economics
Savanna High School 2009 — 2013
High School, 4.11
RBC Wealth Management May 2015 - Present
The Paul Merage School of Business, UC Irvine June 2013 - May 2015
Cyber Corners September 2014 - September 2014
Tiger Woods Learning Center July 2014 - August 2014
Skills
Economics, Microsoft Excel, Teamwork, Calculations, Microsoft Word, Statistics, Social Media, Communication, Public Relations, Public Speaking, Email, PowerPoint, English, SPSS, Evernote, Zotero
Education
University of California, Irvine 2013 — 2017
Bachelor’s Degree, Economics
Savanna High School 2009 — 2013
High School, 4.11
Harvey Acheson, CFA Harvey Acheson, CFA's RBC Wealth Management Experience September 2008 - Present
Job Associate Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2008 - Present
Education
University of Michigan
B.A., Economics, Political Science
RBC Wealth Management September 2008 - Present
Education
University of Michigan
B.A., Economics, Political Science
James Yoo James Yoo's RBC Wealth Management Experience March 2015 - August 2015
Job Operations Support Officer at RBC Wealth Management
Industry Banking
Experience
RBC September 2013 - Present
RBC Wealth Management March 2015 - August 2015
RBC May 2012 - September 2013
Wizisland May 2010 - September 2011
Nammyun Middle School September 2008 - August 2009
Mark's Work Wearhouse October 2007 - June 2008
Canadian Tire November 2005 - August 2007
Second Cup August 2003 - December 2004
Skills
Research, Sales, Microsoft Office, Data Entry, Customer Service, Korean, Databases, Social Media, Fast Learner, Microsoft Word, Retail, Teaching, Technology, Microsoft Excel, Sports, Baseball, Finacial Management
Education
Seoul National University Language Education Institute 2009 — 2010
Korean IV, Korean Language
University of Guelph-Humber 2004 — 2008
Bachelor’s Degree, Business Administration, Accounting Major
RBC September 2013 - Present
RBC Wealth Management March 2015 - August 2015
RBC May 2012 - September 2013
Wizisland May 2010 - September 2011
Nammyun Middle School September 2008 - August 2009
Mark's Work Wearhouse October 2007 - June 2008
Canadian Tire November 2005 - August 2007
Second Cup August 2003 - December 2004
Skills
Research, Sales, Microsoft Office, Data Entry, Customer Service, Korean, Databases, Social Media, Fast Learner, Microsoft Word, Retail, Teaching, Technology, Microsoft Excel, Sports, Baseball, Finacial Management
Education
Seoul National University Language Education Institute 2009 — 2010
Korean IV, Korean Language
University of Guelph-Humber 2004 — 2008
Bachelor’s Degree, Business Administration, Accounting Major
Neha Anjaria's RBC Wealth Management Experience December 2011 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Retail
Experience
RBC Wealth Management December 2011 - Present
Wells Fargo December 2009 - December 2011
Skills
Sales, Banking, Series 63, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Direct Sales, Mutual Funds, Asset Allocation, Mortgage Lending, Credit, Financial Services, IRAs, Finance, Customer Service, Series 66
Education
University of Colorado at Denver 2008 — 2011
B.A., Communication
RBC Wealth Management December 2011 - Present
Wells Fargo December 2009 - December 2011
Skills
Sales, Banking, Series 63, Series 7, Retirement Planning, Uniform Combined State..., Wealth Management, Direct Sales, Mutual Funds, Asset Allocation, Mortgage Lending, Credit, Financial Services, IRAs, Finance, Customer Service, Series 66
Education
University of Colorado at Denver 2008 — 2011
B.A., Communication
John Wong PMP John Wong PMP's RBC Wealth Management Experience April 2013 - May 2015
Job Business Systems Analyst/Project Manager at RBC Wealth Management
Industry Financial Services
Experience
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
OperTech Consulting Ltd 2010 - Present
RBC Wealth Management April 2013 - May 2015
SS&C Technologies July 2012 - April 2013
Temenos February 2012 - July 2012
Guardian Capital 2010 - February 2012
Eagle Investment Systems 2005 - 2010
Investment Administration Sciences 2002 - 2005
TD Asset Management 2000 - 2002
TD Bank 2000 - 2000
Canada Trust Investment Management 1998 - 2000
Skills
PMP, Business Analysis, SDLC, Requirements Gathering, Strategy, Program Management, Project Management, Portfolio Management, Equities, Fixed Income, Business Requirements, Vendor Management, Requirements Analysis, Capital Markets, Trading Systems, Data Warehousing
Education
University of Calgary
BA, Economics
Daniel Pace Daniel Pace's RBC Wealth Management Experience November 2014 - Present
Job Investment Associate RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management November 2014 - Present
UC Berkeley January 2012 - December 2013
YuuZoo Corporation Pty Ltd June 2013 - July 2013
Marc Ladenheim, M.D. September 2011 - December 2012
Skills
Data Analysis, Management, Statistics, Research, Microsoft Excel, Spanish, Team Leadership, Economics, Econometrics, Public Speaking, Investment Management
Education
University of California, Berkeley 2012 — 2013
Bachelor of Arts (B.A.), Economics
RBC Wealth Management November 2014 - Present
UC Berkeley January 2012 - December 2013
YuuZoo Corporation Pty Ltd June 2013 - July 2013
Marc Ladenheim, M.D. September 2011 - December 2012
Skills
Data Analysis, Management, Statistics, Research, Microsoft Excel, Spanish, Team Leadership, Economics, Econometrics, Public Speaking, Investment Management
Education
University of California, Berkeley 2012 — 2013
Bachelor of Arts (B.A.), Economics
Clark Morgan Clark Morgan's RBC Wealth Management Experience February 2013 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2013 - Present
Morgan Stanley Private Wealth Management April 1988 - February 2013
Education
University of California, Santa Barbara 1981 — 1983
Bachelor’s Degree, Communications with a focus in Economics
RBC Wealth Management February 2013 - Present
Morgan Stanley Private Wealth Management April 1988 - February 2013
Education
University of California, Santa Barbara 1981 — 1983
Bachelor’s Degree, Communications with a focus in Economics
Lisa Cushing Lisa Cushing's RBC Wealth Management Experience December 2004 - June 2007
Job Founder at SBIR Solutions, LLC
Industry Financial Services
Experience
SBIR Solutions, LLC February 2015 - Present
Stephens Inc. July 2012 - February 2015
Rembrandt Financial Group (ING) January 2012 - July 2012
RBC Wealth Management December 2004 - June 2007
State Street Bank August 2001 - June 2003
Bayview Financial October 1999 - May 2001
Skills
Business Administration, Account Management, Cost Reporting, Financial Reporting, Capital Markets, Financial Services, Finance, Wealth Management, Series 7, Series 66, Corporate Actions
Education
University of Miami - School of Business 1992 — 1996
BS, International Finance and Marketing
SBIR Solutions, LLC February 2015 - Present
Stephens Inc. July 2012 - February 2015
Rembrandt Financial Group (ING) January 2012 - July 2012
RBC Wealth Management December 2004 - June 2007
State Street Bank August 2001 - June 2003
Bayview Financial October 1999 - May 2001
Skills
Business Administration, Account Management, Cost Reporting, Financial Reporting, Capital Markets, Financial Services, Finance, Wealth Management, Series 7, Series 66, Corporate Actions
Education
University of Miami - School of Business 1992 — 1996
BS, International Finance and Marketing
Louis Portnoy Louis Portnoy's RBC Wealth Management Experience July 2008 - August 2012
Job Senior Vice President/ Branch Manager at Ziegler
Industry Financial Services
Experience
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Ramiro Marquez's RBC Wealth Management Experience September 2015 - Present
Job Manager, Internal Controls, Wealth Management Operations
Industry Investment Banking
Experience
RBC Wealth Management September 2015 - Present
RBC Wealth Management December 2012 - September 2015
RBC Capital Markets August 2010 - December 2012
RBC Bank May 2007 - August 2009
Skills
Communication, Teamwork, Work Ethic, Positive Can-do Attitude, Fitness, Employee Loyalty, Trading, Bonds, Capital Markets, Finance, Accounting, Bank Reconciliation, Financial Analysis, Microsoft Office, Customer Service, Equities
Education
University of Guelph 2006 — 2010
Bachelor of Commerce
RBC Wealth Management September 2015 - Present
RBC Wealth Management December 2012 - September 2015
RBC Capital Markets August 2010 - December 2012
RBC Bank May 2007 - August 2009
Skills
Communication, Teamwork, Work Ethic, Positive Can-do Attitude, Fitness, Employee Loyalty, Trading, Bonds, Capital Markets, Finance, Accounting, Bank Reconciliation, Financial Analysis, Microsoft Office, Customer Service, Equities
Education
University of Guelph 2006 — 2010
Bachelor of Commerce
Benjamin Elson Benjamin Elson's RBC Wealth Management Experience June 2013 - Present
Job Financial Advisor of The Evans Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
Curian Capital October 2011 - June 2013
Steve Spangler Science April 2009 - October 2011
Education
University of Colorado at Denver 2009 — 2012
Bachelor's degree, DM Finance & Accounting, 3.96
RBC Wealth Management June 2013 - Present
Curian Capital October 2011 - June 2013
Steve Spangler Science April 2009 - October 2011
Education
University of Colorado at Denver 2009 — 2012
Bachelor's degree, DM Finance & Accounting, 3.96
Nancy Davis's RBC Wealth Management Experience November 2014 - Present
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management November 2014 - Present
MassMutual Financial Group July 2013 - October 2014
Prudential Financial August 2011 - July 2013
Prudential Financial September 2001 - July 2013
Smith Barney October 1999 - September 2001
DA Davidson & Co., Inc. March 1997 - September 1999
Skills
Wealth Management, Strategic Financial..., Variable Annuities, Estate Planning, Charitable Gift Planning, Managed Money, Insurance, Non-profit Board..., Series 7, Series 65, Series 63, Series 26, Sales Management, Financial Planners, Retirement Planning, FINRA
Education
The American College 2011 — 2014
CLU Chartered Life Underwriter, Finance
The American College 2010 — 2014
ChFC Chartered Financial Consultant, Finance
College for Financial Planning 2007 — 2008
CMFC Chartered Mutual Fund Counselor, Finance
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Social Sciences
RBC Wealth Management November 2014 - Present
MassMutual Financial Group July 2013 - October 2014
Prudential Financial August 2011 - July 2013
Prudential Financial September 2001 - July 2013
Smith Barney October 1999 - September 2001
DA Davidson & Co., Inc. March 1997 - September 1999
Skills
Wealth Management, Strategic Financial..., Variable Annuities, Estate Planning, Charitable Gift Planning, Managed Money, Insurance, Non-profit Board..., Series 7, Series 65, Series 63, Series 26, Sales Management, Financial Planners, Retirement Planning, FINRA
Education
The American College 2011 — 2014
CLU Chartered Life Underwriter, Finance
The American College 2010 — 2014
ChFC Chartered Financial Consultant, Finance
College for Financial Planning 2007 — 2008
CMFC Chartered Mutual Fund Counselor, Finance
University of California, Berkeley 1980 — 1984
Bachelor of Arts (B.A.), Social Sciences
Gerry Spessard Gerry Spessard's RBC Wealth Management Experience May 2014 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2014 - Present
Brooke, McDonald & Associates February 2013 - May 2014
AutoNation 2009 - 2012
Skills
Market Analysis, Excel, Marketing Strategy, Customer Service, Word, Sales Management, Coaching, Team Building, Negotiation, Vehicles, Automotive, Account Management, Microsoft Word, Sales Process, Team Leadership, Sales, Automobile, Sales Operations, Customer Retention, Customer Satisfaction, Merchandising, Profit, New Business Development
Education
University of Maryland College Park 2008 — 2010
Master's degree, Commercial Real Estate Development
Maryland - College Park 2004 — 2008
BS, Economics
RBC Wealth Management May 2014 - Present
Brooke, McDonald & Associates February 2013 - May 2014
AutoNation 2009 - 2012
Skills
Market Analysis, Excel, Marketing Strategy, Customer Service, Word, Sales Management, Coaching, Team Building, Negotiation, Vehicles, Automotive, Account Management, Microsoft Word, Sales Process, Team Leadership, Sales, Automobile, Sales Operations, Customer Retention, Customer Satisfaction, Merchandising, Profit, New Business Development
Education
University of Maryland College Park 2008 — 2010
Master's degree, Commercial Real Estate Development
Maryland - College Park 2004 — 2008
BS, Economics
Desiree Fuehrer's RBC Wealth Management Experience December 2014 - Present
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2014 - Present
Morgan Stanley February 2010 - November 2014
Smith Barney April 2002 - February 2010
Smith Barney February 1997 - April 2002
The Robinson Humphrey Co March 1993 - February 1997
Skills
Series 7, Series 63, Series 65, Seies 8, Series 31, FINRA, Securities, Series 24, Wealth Management, Alternative Investments, Equities, Asset Management
Education
University of Central Florida 1984 — 1987
BSBA, Business
RBC Wealth Management December 2014 - Present
Morgan Stanley February 2010 - November 2014
Smith Barney April 2002 - February 2010
Smith Barney February 1997 - April 2002
The Robinson Humphrey Co March 1993 - February 1997
Skills
Series 7, Series 63, Series 65, Seies 8, Series 31, FINRA, Securities, Series 24, Wealth Management, Alternative Investments, Equities, Asset Management
Education
University of Central Florida 1984 — 1987
BSBA, Business
Andrew Landsman Andrew Landsman's RBC Wealth Management Experience October 2010 - May 2011
Job Regional Sales Director West at ISONAS, Inc.
Industry Information Technology and Services
Experience
ISONAS August 2011 - Present
RBC Wealth Management October 2010 - May 2011
RBC Capital Markets May 2010 - August 2010
GoldenSource October 2008 - May 2009
National Student Leadership Conference May 2008 - August 2008
Skills
Product Marketing, Business Development, Marketing Strategy, Product Development, Access Control, Marketing, Security, Lead Generation, Sales, Sales Management, Account Management, Contract Negotiation, New Business Development, Product Management
Education
University of Colorado at Boulder 2008 — 2012
Bachelors A&S, Economics
ISONAS August 2011 - Present
RBC Wealth Management October 2010 - May 2011
RBC Capital Markets May 2010 - August 2010
GoldenSource October 2008 - May 2009
National Student Leadership Conference May 2008 - August 2008
Skills
Product Marketing, Business Development, Marketing Strategy, Product Development, Access Control, Marketing, Security, Lead Generation, Sales, Sales Management, Account Management, Contract Negotiation, New Business Development, Product Management
Education
University of Colorado at Boulder 2008 — 2012
Bachelors A&S, Economics
Mike Bronsord Mike Bronsord's RBC Wealth Management Experience March 2011 - August 2011
Job Box Office Manager at Highline Ballroom
Industry Music
Experience
Highline Ballroom August 2014 - September 2015
Rasa Living/Rasa Music July 2013 - March 2014
New Music Seminar March 2013 - June 2013
JP Morgan Chase August 2011 - September 2012
RBC Wealth Management March 2011 - August 2011
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Economics
Education
The University of Connecticut 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Highline Ballroom August 2014 - September 2015
Rasa Living/Rasa Music July 2013 - March 2014
New Music Seminar March 2013 - June 2013
JP Morgan Chase August 2011 - September 2012
RBC Wealth Management March 2011 - August 2011
Skills
Microsoft Office, Outlook, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Financial Analysis, Economics
Education
The University of Connecticut 2006 — 2011
Bachelor of Science (B.S.), Finance, General
Benjamin Mitzner Benjamin Mitzner's RBC Wealth Management Experience 2010 - 2014
Job Financial Services Professional
Industry Financial Services
Experience
RBC Wealth Management 2010 - 2014
Merrill Lynch 2006 - 2009
PNC 2005 - 2006
Skills
Microsoft Office, Customer Retention, Client Relations Skills, Sales, Microsoft Excel, PowerPoint, Customer Service, Customer Satisfaction, Marketing, Sales Presentations, Marketing Strategy, Finance, Financial Services, Analytics, Project Management, Client Services, Team Leadership
Education
Middlesex County College
Business Administration and Management, General
University of Miami
Business Administration and Management, General
The Chubb Institiute
Diploma, Computer Technology/Computer Systems Technology
RBC Wealth Management 2010 - 2014
Merrill Lynch 2006 - 2009
PNC 2005 - 2006
Skills
Microsoft Office, Customer Retention, Client Relations Skills, Sales, Microsoft Excel, PowerPoint, Customer Service, Customer Satisfaction, Marketing, Sales Presentations, Marketing Strategy, Finance, Financial Services, Analytics, Project Management, Client Services, Team Leadership
Education
Middlesex County College
Business Administration and Management, General
University of Miami
Business Administration and Management, General
The Chubb Institiute
Diploma, Computer Technology/Computer Systems Technology
Daniel Grimes Daniel Grimes's RBC Wealth Management Experience April 2012 - August 2012
Job Sales Operations Analyst at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters January 2015 - Present
RBC Wealth Management April 2012 - August 2012
Pi Kappa Alpha - Theta Mu Chapter January 2011 - May 2011
Rock Spring Country Club May 2005 - August 2010
Skills
Public Speaking
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Economics
John Cabot University 2012 — 2012
Seton Hall Preparatory School 2005 — 2009
Thomson Reuters January 2015 - Present
RBC Wealth Management April 2012 - August 2012
Pi Kappa Alpha - Theta Mu Chapter January 2011 - May 2011
Rock Spring Country Club May 2005 - August 2010
Skills
Public Speaking
Education
University of Massachusetts, Amherst 2009 — 2013
Bachelor of Arts (B.A.), Economics
John Cabot University 2012 — 2012
Seton Hall Preparatory School 2005 — 2009
Robert Linn, AWM Robert Linn, AWM's RBC Wealth Management Experience January 1968 - Present
Job Managing Director Financial Advisor, Senior Consulting Group, International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 1968 - Present
Marshfield Associates March 2006 - June 2008
Ferris, Baker Watts, Inc. January 2006 - 2008
Southern Starr Broadcasting Company June 1987 - September 1996
Education
University of Maryland College Park 1961 — 1966
Bachelor's Degree, Engineering and Business, B.S.-B.A.
Bethesda-Chevy Chase High School
RBC Wealth Management January 1968 - Present
Marshfield Associates March 2006 - June 2008
Ferris, Baker Watts, Inc. January 2006 - 2008
Southern Starr Broadcasting Company June 1987 - September 1996
Education
University of Maryland College Park 1961 — 1966
Bachelor's Degree, Engineering and Business, B.S.-B.A.
Bethesda-Chevy Chase High School
Chip Cheney Chip Cheney's RBC Wealth Management Experience October 2003 - Present
Job Senior Vice President Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2003 - Present
Education
University of Massachusetts, Amherst
Bachelor's degree, Economics
RBC Wealth Management October 2003 - Present
Education
University of Massachusetts, Amherst
Bachelor's degree, Economics
David Connors David Connors's RBC Wealth Management Experience February 2012 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2012 - Present
Transamerica November 2008 - October 2011
RiverSource Distributors, Inc. March 2007 - November 2008
Pioneer Investments November 2005 - March 2007
John Hancock Financial Services December 1999 - December 2003
US Navy December 1991 - December 1995
Education
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Finance
RBC Wealth Management February 2012 - Present
Transamerica November 2008 - October 2011
RiverSource Distributors, Inc. March 2007 - November 2008
Pioneer Investments November 2005 - March 2007
John Hancock Financial Services December 1999 - December 2003
US Navy December 1991 - December 1995
Education
University of Central Florida - College of Business Administration 1997 — 1999
BSBA, Finance
Andrew Stumbo Andrew Stumbo's RBC Wealth Management Experience April 2013 - Present
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2013 - Present
ING Financial Partners May 2012 - August 2012
Yeske Buie January 2012 - May 2012
University of Iowa January 2011 - May 2012
On-Point Strategies May 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
RBC Wealth Management April 2013 - Present
ING Financial Partners May 2012 - August 2012
Yeske Buie January 2012 - May 2012
University of Iowa January 2011 - May 2012
On-Point Strategies May 2011 - August 2011
Education
University of Iowa - Henry B. Tippie College of Business 2009 — 2013
Bachelor of Business Administration (BBA), Finance, Senior
Daniel Beasley's RBC Wealth Management Experience June 2013 - Present
Job Training Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management June 2013 - Present
RBC Wealth Management January 2011 - June 2013
RBC Wealth Management April 2009 - January 2011
RBC Wealth Management February 2008 - April 2009
RBC Dain Rauscher June 2006 - December 2007
RBC Dain Rauscher April 2004 - June 2006
WCCO-TV December 2001 - March 2004
Skills
ITIL, SharePoint, Troubleshooting, Telecommunications, Training, Enterprise Software, Technical Support, Release Management, Microsoft Office, Customer Service, SDLC, Business Analysis, Visio, IT Service Management
Education
University of Florida 1996 — 1999
B.S., Telecommunications
Mulberry High School 1992 — 1996
High School Diploma
RBC Wealth Management June 2013 - Present
RBC Wealth Management January 2011 - June 2013
RBC Wealth Management April 2009 - January 2011
RBC Wealth Management February 2008 - April 2009
RBC Dain Rauscher June 2006 - December 2007
RBC Dain Rauscher April 2004 - June 2006
WCCO-TV December 2001 - March 2004
Skills
ITIL, SharePoint, Troubleshooting, Telecommunications, Training, Enterprise Software, Technical Support, Release Management, Microsoft Office, Customer Service, SDLC, Business Analysis, Visio, IT Service Management
Education
University of Florida 1996 — 1999
B.S., Telecommunications
Mulberry High School 1992 — 1996
High School Diploma
Daniel Sosnay's RBC Wealth Management Experience May 2008 - June 2012
Job Summer Internal Consultant at Prepwise
Industry Financial Services
Experience
Prepwise June 2014 - August 2014
SC Johnson March 2014 - April 2014
RBC Wealth Management May 2008 - June 2012
Bear, Stearns & Co. Inc. January 2006 - May 2008
Skills
Investments, Financial Modeling, Valuation, Leadership, Strategy, Data Analysis, Business Strategy, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
University of Wisconsin-Madison - School of Business 2012 — 2013
University of Wisconsin-Madison 2001 — 2005
Communication Arts
Prepwise June 2014 - August 2014
SC Johnson March 2014 - April 2014
RBC Wealth Management May 2008 - June 2012
Bear, Stearns & Co. Inc. January 2006 - May 2008
Skills
Investments, Financial Modeling, Valuation, Leadership, Strategy, Data Analysis, Business Strategy, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
University of Wisconsin-Madison - School of Business 2012 — 2013
University of Wisconsin-Madison 2001 — 2005
Communication Arts
Mark Lininger, CFP / AIF / CIMC Mark Lininger, CFP / AIF / CIMC's RBC Wealth Management Experience 2008 - Present
Job Senior Vice President Financial Advisor, Institutional Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2008 - Present
A.G. Edwards & Sons, Inc. 2003 - 2008
Wells Fargo 1998 - 2003
Oppenheimer & Co. 1992 - 1998
Skills
Understanding Client..., Listening, Institutional Money..., Bond Portfolios, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models
Education
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
UCLA
Bachelor of Arts - Psychology
USC Marshall School of Business
Master of Business Administration - Emphasis in Finance
RBC Wealth Management 2008 - Present
A.G. Edwards & Sons, Inc. 2003 - 2008
Wells Fargo 1998 - 2003
Oppenheimer & Co. 1992 - 1998
Skills
Understanding Client..., Listening, Institutional Money..., Bond Portfolios, Evaluating Financial..., Developing Risk Profiles, Investment Policy..., Asset Allocation Models
Education
Accredited Investment Fiduciary (AIF®)
CERTIFIED FINANCIAL PLANNER™ practitioner (CFP®)
Certified Investment Management Consultant (CIMC®)
UCLA
Bachelor of Arts - Psychology
USC Marshall School of Business
Master of Business Administration - Emphasis in Finance
Paul Berman Paul Berman's RBC Wealth Management Experience May 2007 - January 2015
Job Senior Vice President, Investments Financial Advisor The 24/7 Investment Group
Industry Investment Management
Experience
Raymond James & Associates Inc. January 2015 - Present
RBC Wealth Management May 2007 - January 2015
Wachovia Securities Financial Network July 2003 - May 2007
Prudential Financial September 1999 - July 2003
Merrill Lynch, Pierce, Fenner & Smith Incorp. May 1997 - September 1999
Bear, Stearns & Co. Inc. July 1989 - May 1997
Sutro & Co. Inc. January 1987 - July 1989
Skills
Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies
Education
University of Southern California - Marshall School of Business 1980 — 1981
University of California, Irvine 1974 — 1978
Bachelor of Arts (BA), Economics
Raymond James & Associates Inc. January 2015 - Present
RBC Wealth Management May 2007 - January 2015
Wachovia Securities Financial Network July 2003 - May 2007
Prudential Financial September 1999 - July 2003
Merrill Lynch, Pierce, Fenner & Smith Incorp. May 1997 - September 1999
Bear, Stearns & Co. Inc. July 1989 - May 1997
Sutro & Co. Inc. January 1987 - July 1989
Skills
Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies
Education
University of Southern California - Marshall School of Business 1980 — 1981
University of California, Irvine 1974 — 1978
Bachelor of Arts (BA), Economics
Lesley Reardon Lesley Reardon's RBC Wealth Management Experience October 2007 - Present
Job Sr. Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2007 - Present
Charles Schwab April 2004 - May 2006
Finance Center Federal Credit Union 1996 - 2001
Education
University of Iowa
BA
RBC Wealth Management October 2007 - Present
Charles Schwab April 2004 - May 2006
Finance Center Federal Credit Union 1996 - 2001
Education
University of Iowa
BA
Stephen Portnoy Stephen Portnoy's RBC Wealth Management Experience September 2005 - December 2008
Job Client Services Manager at BluePointe Capital Management
Industry Investment Management
Experience
BluePointe Capital Management January 2014 - Present
BluePointe Capital Management July 2012 - January 2014
BTR Capital Management January 2012 - June 2012
Mellon Transition Management September 2010 - June 2011
RBC Wealth Management September 2005 - December 2008
Education
University of Hartford
BluePointe Capital Management January 2014 - Present
BluePointe Capital Management July 2012 - January 2014
BTR Capital Management January 2012 - June 2012
Mellon Transition Management September 2010 - June 2011
RBC Wealth Management September 2005 - December 2008
Education
University of Hartford
Divya Agarwal Divya Agarwal's RBC Wealth Management Experience June 2009 - August 2009
Job Manager, Consumer Insights at Warby Parker
Industry Management Consulting
Experience
Warby Parker July 2014 - Present
McKinsey & Company May 2012 - July 2014
Target May 2011 - May 2012
U.S. House of Representatives, Congressman John Hall June 2010 - May 2011
RBC Wealth Management June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Strategy, Strategic Planning, Retail, New Business Development, Public Speaking, Data Analysis, Market Research, Business Strategy, Microsoft Word, Analysis
Education
University of Michigan 2008 — 2012
Bachelor's Degree, Economics, Political Science, Environmental Studies
Warby Parker July 2014 - Present
McKinsey & Company May 2012 - July 2014
Target May 2011 - May 2012
U.S. House of Representatives, Congressman John Hall June 2010 - May 2011
RBC Wealth Management June 2009 - August 2009
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Leadership, Strategy, Strategic Planning, Retail, New Business Development, Public Speaking, Data Analysis, Market Research, Business Strategy, Microsoft Word, Analysis
Education
University of Michigan 2008 — 2012
Bachelor's Degree, Economics, Political Science, Environmental Studies
Terri Millson's RBC Wealth Management Experience December 1998 - November 2002
Job President at TriSummit Investment Advisors
Industry Financial Services
Experience
TriSummit Investment Advisors November 2002 - Present
RBC Wealth Management December 1998 - November 2002
Planned Giving Roundtable of Orange County 2000 - 2000
Merril Lynch 1986 - 1998
ExxonMobil 1981 - 1986
Skills
Estate Planning, Series 7, Retirement Planning, Wealth Management, Trusts, Retirement, Asset Allocation, Investment Advisory, Strategic Planning, Portfolio Management, Investment Management, Securities
Education
University of Michigan 1977 — 1981
BS, Geological Sciences, Honors
University of Michigan 1977 — 1981
BS, Geological Sciences
Huron High School
Tappan Junior High
TriSummit Investment Advisors November 2002 - Present
RBC Wealth Management December 1998 - November 2002
Planned Giving Roundtable of Orange County 2000 - 2000
Merril Lynch 1986 - 1998
ExxonMobil 1981 - 1986
Skills
Estate Planning, Series 7, Retirement Planning, Wealth Management, Trusts, Retirement, Asset Allocation, Investment Advisory, Strategic Planning, Portfolio Management, Investment Management, Securities
Education
University of Michigan 1977 — 1981
BS, Geological Sciences, Honors
University of Michigan 1977 — 1981
BS, Geological Sciences
Huron High School
Tappan Junior High
Richard Cioffi, CRPC® Richard Cioffi, CRPC®'s RBC Wealth Management Experience March 2013 - Present
Job Vice PresidentBranch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2013 - Present
Education
University of Bridgeport
Economics and Finance
RBC Wealth Management March 2013 - Present
Education
University of Bridgeport
Economics and Finance
Tom Coxhead, AWM Tom Coxhead, AWM's RBC Wealth Management Experience December 1986 - Present
Job Senior Vice President Financial Advisor of The Thomas L. Coxhead Investment Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 1986 - Present
Morgan Stanley March 1983 - December 1986
United Bank of Denver October 1981 - March 1983
Education
University of Colorado Boulder - Leeds School of Business 1977 — 1981
BS, Finance
Regis Jesuit High School 1973 — 1977
College Prep
RBC Wealth Management December 1986 - Present
Morgan Stanley March 1983 - December 1986
United Bank of Denver October 1981 - March 1983
Education
University of Colorado Boulder - Leeds School of Business 1977 — 1981
BS, Finance
Regis Jesuit High School 1973 — 1977
College Prep
David J. Evans, CFP® David J. Evans, CFP®'s RBC Wealth Management Experience September 2012 - Present
Job Senior Vice President Financial Advisor, Portfolio Manager Portfolio Focus, The Evans Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2012 - Present
Merrill Lynch September 2008 - September 2012
Wachovia Securities, LLC. 2000 - 2008
Dain Rauscher 1990 - 2000
Hanifen Imhoff 1985 - 1990
Dain Bosworth 1982 - 1985
Boettcher & Company 1979 - 1982
Paine Webber Jackson & Curtis 1976 - 1979
Bosworth Sullivan & Co 1976 - 1976
Education
University of Colorado at Boulder 1970 — 1974
Bachelor's Degree, Microbiology
RBC Wealth Management September 2012 - Present
Merrill Lynch September 2008 - September 2012
Wachovia Securities, LLC. 2000 - 2008
Dain Rauscher 1990 - 2000
Hanifen Imhoff 1985 - 1990
Dain Bosworth 1982 - 1985
Boettcher & Company 1979 - 1982
Paine Webber Jackson & Curtis 1976 - 1979
Bosworth Sullivan & Co 1976 - 1976
Education
University of Colorado at Boulder 1970 — 1974
Bachelor's Degree, Microbiology
Fazel Haris's RBC Wealth Management Experience January 2010 - April 2010
Job Principal Consultant at Stratezon, Inc
Industry Information Technology and Services
Experience
HealthPartners April 2014 - Present
Hennepin County Medical Center April 2010 - Present
Stratezon, Inc. December 2008 - Present
Deluxe Corporation November 2012 - March 2013
CHS June 2011 - October 2011
Lawson Software March 2011 - June 2011
RBC Wealth Management January 2010 - April 2010
Wells Fargo July 2009 - January 2010
Amherst H. Wilder Foundation 2009 - 2009
GNet Group 2008 - 2009
Skills
Business Analysis, Data Warehousing, Data Modeling, SQL, SSIS, Business Intelligence, ETL, Microsoft SQL Server, Agile Methodologies, SSRS, Database Design, Project Planning, Enterprise Architecture, Software Project..., SDLC, Software Development, Requirements Analysis, SharePoint, Integration, Databases, IT Strategy, T-SQL, Oracle, Enterprise Software, Vendor Management, Master Data Management
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Strategy, Finance, MIS
University of Calicut 1985 — 1989
B. Tech. (Honors), Computer Science and Engineering
HealthPartners April 2014 - Present
Hennepin County Medical Center April 2010 - Present
Stratezon, Inc. December 2008 - Present
Deluxe Corporation November 2012 - March 2013
CHS June 2011 - October 2011
Lawson Software March 2011 - June 2011
RBC Wealth Management January 2010 - April 2010
Wells Fargo July 2009 - January 2010
Amherst H. Wilder Foundation 2009 - 2009
GNet Group 2008 - 2009
Skills
Business Analysis, Data Warehousing, Data Modeling, SQL, SSIS, Business Intelligence, ETL, Microsoft SQL Server, Agile Methodologies, SSRS, Database Design, Project Planning, Enterprise Architecture, Software Project..., SDLC, Software Development, Requirements Analysis, SharePoint, Integration, Databases, IT Strategy, T-SQL, Oracle, Enterprise Software, Vendor Management, Master Data Management
Education
University of Minnesota - Carlson School of Management 2001 — 2004
MBA, Strategy, Finance, MIS
University of Calicut 1985 — 1989
B. Tech. (Honors), Computer Science and Engineering
Rea Mayer's RBC Wealth Management Experience August 2013 - Present
Job Administrative Complex Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2013 - Present
UBS Financial Services Inc. April 2012 - July 2013
UBS Financial Services Inc. October 2009 - April 2012
UBS Financial Services Inc. July 2008 - October 2009
Citi Smith Barney September 2007 - July 2008
Ameriprise Financial April 2006 - September 2007
Machine Shop Marketing March 2004 - April 2006
Education
University of California, Los Angeles 2000 — 2005
RBC Wealth Management August 2013 - Present
UBS Financial Services Inc. April 2012 - July 2013
UBS Financial Services Inc. October 2009 - April 2012
UBS Financial Services Inc. July 2008 - October 2009
Citi Smith Barney September 2007 - July 2008
Ameriprise Financial April 2006 - September 2007
Machine Shop Marketing March 2004 - April 2006
Education
University of California, Los Angeles 2000 — 2005
Charlie Host's RBC Wealth Management Experience March 2003 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
ROOT SPORTS October 2005 - Present
RBC Wealth Management March 2003 - Present
Education
University of Denver 1993 — 1997
ROOT SPORTS October 2005 - Present
RBC Wealth Management March 2003 - Present
Education
University of Denver 1993 — 1997
Carl Valimont's RBC Wealth Management Experience November 2004 - Present
Job Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2004 - Present
Education
University of Massachusetts Lowell 1984 — 1988
RBC Wealth Management November 2004 - Present
Education
University of Massachusetts Lowell 1984 — 1988
David Eccher's RBC Wealth Management Experience January 2014 - Present
Job Sr. Manager, Service Desk and Data Center at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management January 2014 - Present
MoneyGram International March 2012 - Present
Independant Consultant August 2004 - March 2012
RBC Wealth Management 2009 - 2010
Prime Therapeutics 2008 - 2008
RBC Wealth Management 2007 - 2008
Assurity River Group 2006 - 2008
Kroll Ontrack 2004 - 2005
Metris Companies August 2001 - August 2004
Maryville Technologies 2000 - 2001
Skills
Data Center, Strategy, IT Operations, Service Management, Program Management, Change Management, Project Management, Business Process, Leadership, ITIL, Infrastructure, Management, Process Improvement, Information Technology, Business Analysis
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Economics
RBC Wealth Management January 2014 - Present
MoneyGram International March 2012 - Present
Independant Consultant August 2004 - March 2012
RBC Wealth Management 2009 - 2010
Prime Therapeutics 2008 - 2008
RBC Wealth Management 2007 - 2008
Assurity River Group 2006 - 2008
Kroll Ontrack 2004 - 2005
Metris Companies August 2001 - August 2004
Maryville Technologies 2000 - 2001
Skills
Data Center, Strategy, IT Operations, Service Management, Program Management, Change Management, Project Management, Business Process, Leadership, ITIL, Infrastructure, Management, Process Improvement, Information Technology, Business Analysis
Education
University of Illinois at Urbana-Champaign 1977 — 1981
BS, Economics
Linda Frank's RBC Wealth Management Experience February 2002 - December 2010
Job Author, Speaker & Nonprofit leader
Industry Writing and Editing
Experience
HIPPY USA October 2013 - Present
Linda Frank: Author/Speaker 2010 - Present
RBC Wealth Management February 2002 - December 2010
Skills
Public Speaking, Blogging, Writing, Social Media, Non-profits, Marketing, Press Releases, Nonprofits, Fundraising, Research, Event Planning, Newsletters, Storytelling, Creative Writing, Editing, Social Networking, Speech Writing
Education
University of Wisconsin-Madison 1969 — 1971
MA, Journalism
University of Michigan 1965 — 1969
Bachelor of Arts (BA), Political Science
HIPPY USA October 2013 - Present
Linda Frank: Author/Speaker 2010 - Present
RBC Wealth Management February 2002 - December 2010
Skills
Public Speaking, Blogging, Writing, Social Media, Non-profits, Marketing, Press Releases, Nonprofits, Fundraising, Research, Event Planning, Newsletters, Storytelling, Creative Writing, Editing, Social Networking, Speech Writing
Education
University of Wisconsin-Madison 1969 — 1971
MA, Journalism
University of Michigan 1965 — 1969
Bachelor of Arts (BA), Political Science
Kristen Kimmell's RBC Wealth Management Experience December 2009 - Present
Job Chief of Staff at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
RBC Wealth Management 2008 - 2009
RBC Capital Markets 2006 - 2008
RBC Dain Rauscher 2001 - 2006
Dain Rauscher 1999 - 2001
Dain Bosworth 1995 - 1998
Education
University of Jamestown 1989 — 1993
BA Accounting & BA Business Administration, Accouting & Business Administration
RBC Wealth Management December 2009 - Present
RBC Wealth Management 2008 - 2009
RBC Capital Markets 2006 - 2008
RBC Dain Rauscher 2001 - 2006
Dain Rauscher 1999 - 2001
Dain Bosworth 1995 - 1998
Education
University of Jamestown 1989 — 1993
BA Accounting & BA Business Administration, Accouting & Business Administration
Alex Rabinovich's RBC Wealth Management Experience June 2007 - October 2008
Job Entrepreneur, Real Estate Investor & Developer, Realtor
Industry Real Estate
Experience
Real Estate May 2011 - Present
Flight Sight Advertising February 2008 - January 2012
World Eye Reports 2008 - 2009
RBC Wealth Management June 2007 - October 2008
Wachovia Securities August 2006 - May 2007
Applied Materials 2002 - 2004
Skills
Business Development, Project Management, Marketing, Entrepreneurship, Business Strategy, Strategic Planning, New Business Development, Financial Modeling, Account Management, Marketing Strategy, Microsoft Excel, Online Advertising, Advertising, Start-ups, Real Estate
Education
University of California, Los Angeles 2001 — 2006
BS, Electrical Engineering, Russian Studies
Real Estate May 2011 - Present
Flight Sight Advertising February 2008 - January 2012
World Eye Reports 2008 - 2009
RBC Wealth Management June 2007 - October 2008
Wachovia Securities August 2006 - May 2007
Applied Materials 2002 - 2004
Skills
Business Development, Project Management, Marketing, Entrepreneurship, Business Strategy, Strategic Planning, New Business Development, Financial Modeling, Account Management, Marketing Strategy, Microsoft Excel, Online Advertising, Advertising, Start-ups, Real Estate
Education
University of California, Los Angeles 2001 — 2006
BS, Electrical Engineering, Russian Studies
David Henwood, CFA's RBC Wealth Management Experience June 1999 - Present
Job Senior Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 1999 - Present
Raymond James July 1994 - April 1997
Education
University of Florida - Warrington College of Business Administration 1998 — 1999
MBA, Finance, Security Analysis, Entrepreneurship
University of Florida 1990 — 1994
RBC Wealth Management June 1999 - Present
Raymond James July 1994 - April 1997
Education
University of Florida - Warrington College of Business Administration 1998 — 1999
MBA, Finance, Security Analysis, Entrepreneurship
University of Florida 1990 — 1994
Paula Morris Grieve's RBC Wealth Management Experience January 2001 - May 2004
Job Portfolio Associate
Industry Financial Services
Experience
Morgan Stanley May 2004 - Present
RBC Wealth Management January 2001 - May 2004
Skills
Series 63, Series 7, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's Degree, Finance, General
Dartmouth High School 1994 — 1998
Morgan Stanley May 2004 - Present
RBC Wealth Management January 2001 - May 2004
Skills
Series 63, Series 7, Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation
Education
University of Massachusetts Dartmouth 1998 — 2002
Bachelor's Degree, Finance, General
Dartmouth High School 1994 — 1998
Audrey Chang's RBC Wealth Management Experience June 2014 - Present
Job Branch Service Manager Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Smith Barney August 2005 - January 2009
Merrill Lynch April 2000 - August 2005
Skills
Series 63, Wealth Management, Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Mutual Funds, Series 65, FINRA, Securities, Investment Advisory, Investment Strategies, Retirement, Alternative Investments, Equities, Investments, Fixed Annuities, Fixed Income, Financial Advisory, Strategic Financial..., Wealth Management..., Portfolio Management, Asset Management
Education
University of California, San Diego 1995 — 2000
RBC Wealth Management June 2014 - Present
Morgan Stanley Wealth Management January 2009 - June 2014
Smith Barney August 2005 - January 2009
Merrill Lynch April 2000 - August 2005
Skills
Series 63, Wealth Management, Series 7, Uniform Combined State..., Retirement Planning, Asset Allocation, Mutual Funds, Series 65, FINRA, Securities, Investment Advisory, Investment Strategies, Retirement, Alternative Investments, Equities, Investments, Fixed Annuities, Fixed Income, Financial Advisory, Strategic Financial..., Wealth Management..., Portfolio Management, Asset Management
Education
University of California, San Diego 1995 — 2000
Fred King's RBC Wealth Management Experience May 1999 - May 2003
Job Manager, Agency Compensation Design at Safeco Insurance
Industry Insurance
Experience
Safeco Insurance February 2013 - Present
Safeco Insurance May 2003 - February 2013
RBC Wealth Management May 1999 - May 2003
Medalia Healthcare, LLC February 1995 - April 1999
Skills
Incentive Compensation..., Producer Compensation, Spreadsheet..., Dynamic Scenario..., Financial Modeling, Analysis, Cross-functional Team..., Analytics, Financial Analysis, Incentive Programs, Program Management, Management, Forecasting, Business Process..., Compensation Program..., Automation, Compensation & Benefit, Compensation Structures, Data Analysis, Insurance, Strategy, Business Strategy, Business Analysis, Process Improvement, Agent Profit-Sharing..., Bonus Modeling, Report Automation, Dashboard Design, Advanced Charting, Program Content...
Education
University of San Diego 1988 — 1990
MBA, Finance
University of California, Berkeley 1981 — 1983
BA, Linguistics
Safeco Insurance February 2013 - Present
Safeco Insurance May 2003 - February 2013
RBC Wealth Management May 1999 - May 2003
Medalia Healthcare, LLC February 1995 - April 1999
Skills
Incentive Compensation..., Producer Compensation, Spreadsheet..., Dynamic Scenario..., Financial Modeling, Analysis, Cross-functional Team..., Analytics, Financial Analysis, Incentive Programs, Program Management, Management, Forecasting, Business Process..., Compensation Program..., Automation, Compensation & Benefit, Compensation Structures, Data Analysis, Insurance, Strategy, Business Strategy, Business Analysis, Process Improvement, Agent Profit-Sharing..., Bonus Modeling, Report Automation, Dashboard Design, Advanced Charting, Program Content...
Education
University of San Diego 1988 — 1990
MBA, Finance
University of California, Berkeley 1981 — 1983
BA, Linguistics
Erik Nippak's RBC Wealth Management Experience November 2014 - Present
Job Risk Canadian Wealth Mgmt at RBC
Industry Capital Markets
Experience
RBC Wealth Management November 2014 - Present
RBC Dominion Securities September 1998 - Present
RBC Dominion Securities Inc. 2000 - September 2011
Skills
Operational Risk, Financial Risk, Business Planning, Portfolio Management, Mutual Funds, Capital Markets, Equities, Banking, Operational Risk..., KYC, Wealth Management, Securities, Business Strategy, FINRA, Strategic Financial..., Investment Strategies, Credit, Private Banking, Insurance, Investments, Risk Management, Investment Advisory, Financial Services, Alternative Investments, Hedge Funds, Derivatives, Management
Education
University of Guelph 1985 — 1988
Bachelor of Arts (B.A.), Economics / Business Dbl Major
RBC Wealth Management November 2014 - Present
RBC Dominion Securities September 1998 - Present
RBC Dominion Securities Inc. 2000 - September 2011
Skills
Operational Risk, Financial Risk, Business Planning, Portfolio Management, Mutual Funds, Capital Markets, Equities, Banking, Operational Risk..., KYC, Wealth Management, Securities, Business Strategy, FINRA, Strategic Financial..., Investment Strategies, Credit, Private Banking, Insurance, Investments, Risk Management, Investment Advisory, Financial Services, Alternative Investments, Hedge Funds, Derivatives, Management
Education
University of Guelph 1985 — 1988
Bachelor of Arts (B.A.), Economics / Business Dbl Major
Annie Wight's RBC Wealth Management Experience January 2014 - Present
Job Financial Advisor at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management January 2014 - Present
RBC Wealth Management September 2007 - January 2014
Skills
Series 7, Series 63, Passed level 1 CFA, Alternative Investments, Equities, Investments, Securities, Wealth Management, Asset Allocation, Bloomberg, Asset Management, Finance, Portfolio Management, Mutual Funds, Financial Modeling
Education
University of California, Berkeley 2003 — 2007
RBC Wealth Management January 2014 - Present
RBC Wealth Management September 2007 - January 2014
Skills
Series 7, Series 63, Passed level 1 CFA, Alternative Investments, Equities, Investments, Securities, Wealth Management, Asset Allocation, Bloomberg, Asset Management, Finance, Portfolio Management, Mutual Funds, Financial Modeling
Education
University of California, Berkeley 2003 — 2007
William Smale's RBC Wealth Management Experience March 2008 - April 2015
Job Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
Retired April 2015 - Present
RBC Wealth Management March 2008 - April 2015
RBC Dain Rauscher October 2006 - February 2008
Cytrol 1980 - 1988
Education
University of Illinois at Urbana-Champaign 1967 — 1970
BS, EE & CS
Retired April 2015 - Present
RBC Wealth Management March 2008 - April 2015
RBC Dain Rauscher October 2006 - February 2008
Cytrol 1980 - 1988
Education
University of Illinois at Urbana-Champaign 1967 — 1970
BS, EE & CS
Laura Wise's RBC Wealth Management Experience January 2008 - August 2008
Job Business Analyst at TD Securities
Industry Government Administration
Experience
TD Securities April 2014 - Present
Government of Ontario, MOHLTC August 2013 - April 2014
Central East Local Health Integration Network May 2012 - August 2013
TD Securities August 2008 - June 2011
RBC Wealth Management January 2008 - August 2008
RBC November 2006 - January 2008
Skills
Risk Management, Business Analysis, Policy Analysis, Banking, Data Analysis, Financial Analysis, Research, Public Policy, Strategic Planning
Education
Queens 2011 — 2012
MPA, Public Policy and Public Administration
The University of Calgary 2001 — 2006
B.A, Political Science
TD Securities April 2014 - Present
Government of Ontario, MOHLTC August 2013 - April 2014
Central East Local Health Integration Network May 2012 - August 2013
TD Securities August 2008 - June 2011
RBC Wealth Management January 2008 - August 2008
RBC November 2006 - January 2008
Skills
Risk Management, Business Analysis, Policy Analysis, Banking, Data Analysis, Financial Analysis, Research, Public Policy, Strategic Planning
Education
Queens 2011 — 2012
MPA, Public Policy and Public Administration
The University of Calgary 2001 — 2006
B.A, Political Science
Naiyer Usmani's RBC Wealth Management Experience September 2000 - October 2008
Job Senior System Analyst at Prime Therapeutics
Industry Information Technology and Services
Experience
Prime Therapeutics June 2015 - July 2015
TCF Bank May 2013 - May 2015
Wells Fargo Home Mortgage January 2013 - May 2013
Infosys November 2011 - September 2012
Wells Fargo October 2010 - October 2011
Thomson Reuters August 2009 - September 2010
Federal Reserve Bank of Minneapolis March 2009 - August 2009
RBC Wealth Management September 2000 - October 2008
RBC Dain Rauscher 2000 - 2008
Target August 1998 - September 2000
Skills
Software Development, DB2, COBOL, JCL, Program Management, CICS, Mainframe, Testing, Systems Analysis, SDLC, Agile Methodologies, Requirements Analysis
Education
University of Manitoba 1979 — 1984
Bachelor of Science (B.Sc.), Computer Science
Prime Therapeutics June 2015 - July 2015
TCF Bank May 2013 - May 2015
Wells Fargo Home Mortgage January 2013 - May 2013
Infosys November 2011 - September 2012
Wells Fargo October 2010 - October 2011
Thomson Reuters August 2009 - September 2010
Federal Reserve Bank of Minneapolis March 2009 - August 2009
RBC Wealth Management September 2000 - October 2008
RBC Dain Rauscher 2000 - 2008
Target August 1998 - September 2000
Skills
Software Development, DB2, COBOL, JCL, Program Management, CICS, Mainframe, Testing, Systems Analysis, SDLC, Agile Methodologies, Requirements Analysis
Education
University of Manitoba 1979 — 1984
Bachelor of Science (B.Sc.), Computer Science
Andy Poulos's RBC Wealth Management Experience 1999 - Present
Job Senior Vice President Financial Advisor RBC Wealth Management (formerly Ferris, Baker Watts, Inc.)
Industry Investment Management
Experience
RBC Wealth Management 1999 - Present
Johnston Lemon 1994 - 1999
Skills
Series 7, Equities, Securities, Investments, Estate Planning, Mutual Funds, Retirement Planning, Series 63, Uniform Combined State..., Wealth Management
Education
University of Maryland College Park
Wootton High School
RBC Wealth Management 1999 - Present
Johnston Lemon 1994 - 1999
Skills
Series 7, Equities, Securities, Investments, Estate Planning, Mutual Funds, Retirement Planning, Series 63, Uniform Combined State..., Wealth Management
Education
University of Maryland College Park
Wootton High School
Melissa Steele's RBC Wealth Management Experience 2013 - Present
Job Wealth Management and Product Solutions Specialist at RBC Correspondent Services
Industry Financial Services
Experience
RBC Correspondent Services July 2015 - Present
RBC Wealth Management 2013 - Present
RBC Wealth Management May 2008 - June 2014
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Marketing
RBC Correspondent Services July 2015 - Present
RBC Wealth Management 2013 - Present
RBC Wealth Management May 2008 - June 2014
Education
University of Iowa - Henry B. Tippie College of Business 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance and Marketing
Revathy Venugopal's RBC Wealth Management Experience October 2010 - December 2014
Job (MBA candidate at Rotman),Business Analysis Specialist at Scotiabank
Industry Capital Markets
Experience
Scotiabank January 2015 - Present
RBC Wealth Management October 2010 - December 2014
Morgan Stanley May 2004 - October 2010
The Canadian Depository for Securities Limited (CDS) September 2000 - May 2004
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Requirements, Business Analysis, Software Project..., User Acceptance Testing, DB2, Agile Methodologies, Data Warehousing, COBOL, JCL, Mainframe, Business Process..., SQL, Business Intelligence, Vendor Management, PL/SQL, Business Process Design, PMP, Solution Architecture, IT Strategy, Derivatives, Project Management, Risk Management, Management, Banking, Consulting, Analysis, Capital Markets, Integration, Financial Services, Equities, Project Delivery, Trading, Portfolio Management, Fixed Income, Management Consulting, Investment Banking, Financial Analysis
Education
University of Toronto - Rotman School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
University of Madras 1996 — 2000
Bachelor's Degree, Electrical and Electronics Engineering, First class with distinction
Scotiabank January 2015 - Present
RBC Wealth Management October 2010 - December 2014
Morgan Stanley May 2004 - October 2010
The Canadian Depository for Securities Limited (CDS) September 2000 - May 2004
Skills
Requirements Gathering, SDLC, Requirements Analysis, Business Requirements, Business Analysis, Software Project..., User Acceptance Testing, DB2, Agile Methodologies, Data Warehousing, COBOL, JCL, Mainframe, Business Process..., SQL, Business Intelligence, Vendor Management, PL/SQL, Business Process Design, PMP, Solution Architecture, IT Strategy, Derivatives, Project Management, Risk Management, Management, Banking, Consulting, Analysis, Capital Markets, Integration, Financial Services, Equities, Project Delivery, Trading, Portfolio Management, Fixed Income, Management Consulting, Investment Banking, Financial Analysis
Education
University of Toronto - Rotman School of Management 2014 — 2015
Master of Business Administration (M.B.A.)
University of Madras 1996 — 2000
Bachelor's Degree, Electrical and Electronics Engineering, First class with distinction
Bill Bachellor's RBC Wealth Management Experience August 2003 - November 2004
Job Lead Project Manager Hussmann
Industry Supermarkets
Experience
Hussmann January 2006 - Present
Ingersoll Rand November 2004 - January 2006
RBC Wealth Management August 2003 - November 2004
Ingersoll Rand April 2000 - August 2003
Hussmann May 1993 - April 2000
Hussmann January 1990 - December 1992
Hussmann May 1989 - August 1989
Skills
HVAC/Refrigeration, Sales, Management, Project Management, Six Sigma, Export, Leadership, Team Building
Education
University of Iowa 1985 — 1989
Bachelor's degree, Marketing
Hussmann January 2006 - Present
Ingersoll Rand November 2004 - January 2006
RBC Wealth Management August 2003 - November 2004
Ingersoll Rand April 2000 - August 2003
Hussmann May 1993 - April 2000
Hussmann January 1990 - December 1992
Hussmann May 1989 - August 1989
Skills
HVAC/Refrigeration, Sales, Management, Project Management, Six Sigma, Export, Leadership, Team Building
Education
University of Iowa 1985 — 1989
Bachelor's degree, Marketing
Roger Felthoven's RBC Wealth Management Experience October 1998 - July 2008
Job Vice President Portfolio Manager at Morgan Stanley Smith Barney
Industry Investment Management
Experience
Morgan Stanley Smith Barney July 2008 - Present
RBC Wealth Management October 1998 - July 2008
Piper Jaffray November 1985 - September 1998
Education
UCLA 1969 — 1972
Bachelor of Science (BS), Political Science/Economics
Morgan Stanley Smith Barney July 2008 - Present
RBC Wealth Management October 1998 - July 2008
Piper Jaffray November 1985 - September 1998
Education
UCLA 1969 — 1972
Bachelor of Science (BS), Political Science/Economics
Dave Christie's RBC Wealth Management Experience 2010 - Present
Job Regional Vice President, Private Banking, RBC
Industry Banking
Experience
RBC Wealth Management 2010 - Present
RBC Royal Bank 2004 - 2010
RBC 2002 - 2010
Skills
Investments, Sales, Wealth Management, Commercial Banking, Mutual Funds, Banking, Investment Advisory, Portfolio Management, Financial Analysis, Mortgage Lending, Credit, Retirement Planning, Strategic Financial..., Loans, Investment Strategies, Relationship Management, Credit Analysis, Business Strategy, Retail Banking, Sales Management, Risk Management, Strategic Planning
Education
University of Manitoba 1975 — 1979
BComm, Finance and Marketing
RBC Wealth Management 2010 - Present
RBC Royal Bank 2004 - 2010
RBC 2002 - 2010
Skills
Investments, Sales, Wealth Management, Commercial Banking, Mutual Funds, Banking, Investment Advisory, Portfolio Management, Financial Analysis, Mortgage Lending, Credit, Retirement Planning, Strategic Financial..., Loans, Investment Strategies, Relationship Management, Credit Analysis, Business Strategy, Retail Banking, Sales Management, Risk Management, Strategic Planning
Education
University of Manitoba 1975 — 1979
BComm, Finance and Marketing
Victoria Harrell's RBC Wealth Management Experience May 2011 - April 2013
Job Client Services Administrator at Yeske Buie
Industry Financial Services
Experience
Yeske Buie January 2015 - Present
Fidelity Investments July 2013 - January 2015
RBC Wealth Management May 2011 - April 2013
Morgan Stanley September 2004 - May 2011
Education
University of Maryland University College 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1996 — 2000
BSBA, Marketing
Yeske Buie January 2015 - Present
Fidelity Investments July 2013 - January 2015
RBC Wealth Management May 2011 - April 2013
Morgan Stanley September 2004 - May 2011
Education
University of Maryland University College 2009 — 2011
Master of Business Administration (MBA)
University of North Carolina at Charlotte 1996 — 2000
BSBA, Marketing
Brian Beyard's RBC Wealth Management Experience June 2013 - Present
Job Trust Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
Wilmington Trust February 2010 - June 2013
Wilmington Trust April 2007 - February 2010
Ameriprise Financial Services, Inc. November 2006 - January 2007
Skills
Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Allocation, Securities, Wealth Management..., Series 7, Asset Management, Wealth, High Net Worth..., Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
University of Delaware 2002 — 2006
BA, History
RBC Wealth Management June 2013 - Present
Wilmington Trust February 2010 - June 2013
Wilmington Trust April 2007 - February 2010
Ameriprise Financial Services, Inc. November 2006 - January 2007
Skills
Investment Advisory, Investment Strategies, Alternative Investments, Wealth Management, Asset Allocation, Securities, Wealth Management..., Series 7, Asset Management, Wealth, High Net Worth..., Investments, Estate Planning, Retirement Planning, Mutual Funds, Investment Management, Portfolio Management, Equities
Education
University of Delaware 2002 — 2006
BA, History
Liz Xilas's RBC Wealth Management Experience September 2003 - January 2011
Job Financial Advisor at Rappaport Reiches Capital Management, LLC
Industry Financial Services
Experience
Rappaport Reiches Capital Management, LLC January 2011 - Present
RBC Wealth Management September 2003 - January 2011
Oppenheimer & Co. January 1991 - September 2003
Skills
Asset Management, Wealth Management, Financial Planning, Investments
Education
University of Michigan 1984 — 1988
Bachelor of Science (BS), Political Science and Economics
Rappaport Reiches Capital Management, LLC January 2011 - Present
RBC Wealth Management September 2003 - January 2011
Oppenheimer & Co. January 1991 - September 2003
Skills
Asset Management, Wealth Management, Financial Planning, Investments
Education
University of Michigan 1984 — 1988
Bachelor of Science (BS), Political Science and Economics
Paul Lupo, CFP®'s RBC Wealth Management Experience January 1998 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 1998 - Present
Education
University of Colorado Boulder 1984 — 1988
University of Colorado Boulder - Leeds School of Business 1984 — 1988
Finance
RBC Wealth Management January 1998 - Present
Education
University of Colorado Boulder 1984 — 1988
University of Colorado Boulder - Leeds School of Business 1984 — 1988
Finance
Jesse Wooten's RBC Wealth Management Experience April 2015 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2015 - Present
Barnum Financial Group, An Office of MetLife April 2012 - November 2013
Hertz Corporation July 2011 - November 2012
Hertz Corporation April 2010 - July 2011
Education
The University of Connecticut 2005 — 2010
Bachelor of Arts, Economics
Fairfield Prep 2001 — 2005
RBC Wealth Management April 2015 - Present
Barnum Financial Group, An Office of MetLife April 2012 - November 2013
Hertz Corporation July 2011 - November 2012
Hertz Corporation April 2010 - July 2011
Education
The University of Connecticut 2005 — 2010
Bachelor of Arts, Economics
Fairfield Prep 2001 — 2005
Collin A. Meyer, CFP®, AWM's RBC Wealth Management Experience May 1987 - Present
Job First Vice President – Branch Director, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 1987 - Present
Education
University of Florida 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1981 — 1985
Bachelor's Degree, Finance, General
RBC Wealth Management May 1987 - Present
Education
University of Florida 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
University of Florida 1981 — 1985
Bachelor's Degree, Finance, General
Paula Chappell's RBC Wealth Management Experience May 2011 - Present
Job Complex Operations Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2011 - Present
RBC Dain Rauscher, Merrill Lynch, Arvest Asset Management February 2005 - May 2011
Pulmonology Associates 2002 - 2004
Skills
Executive..., Administrative..., Personal Assistant, Medical Practice..., Business Management, Legal Administration, Expense Budget..., Human Resources, Investments, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Equities, Asset Management, Securities, Fixed Income, Series 7, Series 9, Series 10, Series 66
Education
University of Central Oklahoma
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
University of Oklahoma
RBC Wealth Management May 2011 - Present
RBC Dain Rauscher, Merrill Lynch, Arvest Asset Management February 2005 - May 2011
Pulmonology Associates 2002 - 2004
Skills
Executive..., Administrative..., Personal Assistant, Medical Practice..., Business Management, Legal Administration, Expense Budget..., Human Resources, Investments, Wealth Management, Mutual Funds, Retirement Planning, Portfolio Management, Equities, Asset Management, Securities, Fixed Income, Series 7, Series 9, Series 10, Series 66
Education
University of Central Oklahoma
Bachelor of Science (B.S.), Liberal Arts and Sciences/Liberal Studies
University of Oklahoma
Ben Mitzner's RBC Wealth Management Experience January 2010 - Present
Job Complex Operations Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2010 - Present
Merrill Lynch September 2006 - December 2009
PNC Bank February 2005 - September 2006
Education
University of Miami 1999 — 2003
MBA, Business Administration
The Chubb Institute 2000 — 2001
Diploma, Computer Technical Support
RBC Wealth Management January 2010 - Present
Merrill Lynch September 2006 - December 2009
PNC Bank February 2005 - September 2006
Education
University of Miami 1999 — 2003
MBA, Business Administration
The Chubb Institute 2000 — 2001
Diploma, Computer Technical Support
Brian Marszalek's RBC Wealth Management Experience 1998 - Present
Job IT Applications Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 1998 - Present
Skills
Business Analysis, SDLC, Enterprise Architecture, Requirements Gathering, Vendor Management, Financial Services, Software Project..., ITIL, Requirements Analysis, Visio, Disaster Recovery
Education
University of Delaware
Bachelor of Arts, Political Science
RBC Wealth Management 1998 - Present
Skills
Business Analysis, SDLC, Enterprise Architecture, Requirements Gathering, Vendor Management, Financial Services, Software Project..., ITIL, Requirements Analysis, Visio, Disaster Recovery
Education
University of Delaware
Bachelor of Arts, Political Science
Vinay Somashekar's RBC Wealth Management Experience June 2009 - September 2010
Job Financial Analyst at Experian
Industry Investment Management
Experience
Experian July 2014 - Present
Irvine Consulting Network June 2013 - Present
PAAMCO June 2012 - January 2014
Delta Sigma Pi - Pi Sigma Chapter June 2011 - December 2011
Merrill Lynch June 2011 - September 2011
Harvey & Company LLC April 2011 - June 2011
RBC Wealth Management June 2009 - September 2010
National Eagle Scout Association January 2007 - January 2008
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
Fountain Valley High School 2005 — 2009
Diploma
Experian July 2014 - Present
Irvine Consulting Network June 2013 - Present
PAAMCO June 2012 - January 2014
Delta Sigma Pi - Pi Sigma Chapter June 2011 - December 2011
Merrill Lynch June 2011 - September 2011
Harvey & Company LLC April 2011 - June 2011
RBC Wealth Management June 2009 - September 2010
National Eagle Scout Association January 2007 - January 2008
Education
University of California, Irvine 2009 — 2013
Bachelor of Arts, Business Economics
Fountain Valley High School 2005 — 2009
Diploma
Terri Baer's RBC Wealth Management Experience November 2012 - May 2014
Job Graduate of the University of Florida
Industry Financial Services
Experience
RBC Wealth Management November 2012 - May 2014
Robert W. Baird & Co. February 1995 - April 2009
Skills
Series 7, Variable Annuities, Series 63, General Securities..., Compliance, Fixed Annuities, Financial Services, Stocks, Bonds, Registered Investment..., Financial Reporting, Operations, Customer Service, Client Liaison, Mutual Funds, Securities, Wealth Management, Financial Planning, Banking, Investments, Asset Management, Asset Allocation, Equities, Retirement Planning, Portfolio Management, Retirement, Series 24
Education
University of Florida
Bachelor of Science (BS), Business Education
University of Florida
Bachelor of Science (BS), Business Education
RBC Wealth Management November 2012 - May 2014
Robert W. Baird & Co. February 1995 - April 2009
Skills
Series 7, Variable Annuities, Series 63, General Securities..., Compliance, Fixed Annuities, Financial Services, Stocks, Bonds, Registered Investment..., Financial Reporting, Operations, Customer Service, Client Liaison, Mutual Funds, Securities, Wealth Management, Financial Planning, Banking, Investments, Asset Management, Asset Allocation, Equities, Retirement Planning, Portfolio Management, Retirement, Series 24
Education
University of Florida
Bachelor of Science (BS), Business Education
University of Florida
Bachelor of Science (BS), Business Education
Collin Thaw's RBC Wealth Management Experience May 2011 - August 2011
Job Client servicing at TopFan Inc.
Industry Entertainment
Experience
TopFan Inc. November 2013 - Present
Creative Artists Agency June 2013 - August 2013
Wasserman Media Group January 2013 - May 2013
Global Sports and Entertainment Inc. September 2012 - December 2012
NBC Olympics July 2012 - August 2012
RBC Wealth Management May 2011 - August 2011
Deline Pictures January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Facebook, Social Media Marketing
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Arts (BA), Business-Cinematic Arts
University of Melbourne 2012 — 2012
TopFan Inc. November 2013 - Present
Creative Artists Agency June 2013 - August 2013
Wasserman Media Group January 2013 - May 2013
Global Sports and Entertainment Inc. September 2012 - December 2012
NBC Olympics July 2012 - August 2012
RBC Wealth Management May 2011 - August 2011
Deline Pictures January 2011 - May 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Social Media, Facebook, Social Media Marketing
Education
University of Southern California - Marshall School of Business 2009 — 2013
Bachelor of Arts (BA), Business-Cinematic Arts
University of Melbourne 2012 — 2012
Susan Valdivia's RBC Wealth Management Experience May 2005 - Present
Job Reg Client Assoc at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2005 - Present
Wachovia Securities May 1999 - May 2007
Skills
Wealth Management, Equities, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Securities, Retirement Planning, Capital Markets, Bloomberg, Estate Planning, Trading, Equity Trading
Education
UCLA 1990 — 1994
History with Minor in Chicano Studies
Grant High School 1986 — 1990
RBC Wealth Management May 2005 - Present
Wachovia Securities May 1999 - May 2007
Skills
Wealth Management, Equities, Investments, Alternative Investments, Portfolio Management, Asset Management, Fixed Income, Securities, Retirement Planning, Capital Markets, Bloomberg, Estate Planning, Trading, Equity Trading
Education
UCLA 1990 — 1994
History with Minor in Chicano Studies
Grant High School 1986 — 1990
Susan Valdivia's RBC Wealth Management Experience May 2007 - January 2015
Job REG Client Associate
Industry Financial Services
Experience
RBC Wealth Management May 2007 - January 2015
Wells Fargo May 1999 - May 2007
Skills
Portfolio Management, Investments, Customer Service
Education
University of California, Los Angeles 1990 — 1994
Bachelor's degree, History and a minor in Latin Studies
RBC Wealth Management May 2007 - January 2015
Wells Fargo May 1999 - May 2007
Skills
Portfolio Management, Investments, Customer Service
Education
University of California, Los Angeles 1990 — 1994
Bachelor's degree, History and a minor in Latin Studies
Kyle Hercher's RBC Wealth Management Experience June 2012 - August 2012
Job Analyst at Johnson Financial Group
Industry Financial Services
Experience
Johnson Financial Group November 2013 - Present
James Alpha Management April 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Customer Service, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Marketing, Business Planning
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance & International Business
University of Denver - Daniels College of Business 2009 — 2013
International Business/Finance, Business
Johnson Financial Group November 2013 - Present
James Alpha Management April 2013 - August 2013
RBC Wealth Management June 2012 - August 2012
Skills
Customer Service, Leadership, Microsoft Word, Microsoft Office, PowerPoint, Microsoft Excel, Financial Modeling, Financial Analysis, Marketing, Business Planning
Education
University of Denver 2009 — 2013
Bachelor of Science (BS), Finance & International Business
University of Denver - Daniels College of Business 2009 — 2013
International Business/Finance, Business
Alan Helene's RBC Wealth Management Experience March 2009 - February 2013
Job Senior 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 - February 2013
Ferris, Baker Watts, Inc. June 1989 - March 2009
Thomson McKinnon 1987 - 1989
Bellamah, Neuhauser & Barrett, Inc. 1981 - 1987
Skills
Strategic Financial..., Bonds, Fixed Annuities, Variable Annuities, Mutual Funds, Portfolio Management, Investment Management, Wealth Accumulation..., Retirement Planning, Wealth Management, Tax-advantaged...
Education
University of Maryland College Park
Bachelor of Science (BS), Secondary Education and Teaching
NBC Securities, Inc. February 2013 - Present
NBC Securities, Inc. February 2013 - Present
RBC Wealth Management March 2009 - February 2013
Ferris, Baker Watts, Inc. June 1989 - March 2009
Thomson McKinnon 1987 - 1989
Bellamah, Neuhauser & Barrett, Inc. 1981 - 1987
Skills
Strategic Financial..., Bonds, Fixed Annuities, Variable Annuities, Mutual Funds, Portfolio Management, Investment Management, Wealth Accumulation..., Retirement Planning, Wealth Management, Tax-advantaged...
Education
University of Maryland College Park
Bachelor of Science (BS), Secondary Education and Teaching
Shawn DONLIN's RBC Wealth Management Experience August 2013 - Present
Job Senior Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2013 - Present
RBC Wealth Management May 2012 - August 2013
Morgan Stanley Smith Barney 2002 - February 2012
UBS / Paine Webber 1995 - 2002
Education
University of Houston 1987 — 1993
Bachelor of Science (BS) - Psychology / Sociology, (Minor - French)
RBC Wealth Management August 2013 - Present
RBC Wealth Management May 2012 - August 2013
Morgan Stanley Smith Barney 2002 - February 2012
UBS / Paine Webber 1995 - 2002
Education
University of Houston 1987 — 1993
Bachelor of Science (BS) - Psychology / Sociology, (Minor - French)
Sharon Nguyen's RBC Wealth Management Experience August 2008 - Present
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2008 - Present
Merrill Lynch July 2003 - July 2008
Betzold Research & Trading March 2001 - June 2003
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Glenbard South High School 1989 — 1993
RBC Wealth Management August 2008 - Present
Merrill Lynch July 2003 - July 2008
Betzold Research & Trading March 2001 - June 2003
Education
University of Illinois at Urbana-Champaign 1993 — 1997
Bachelor of Science (B.S.), Mathematics
Glenbard South High School 1989 — 1993