RBC Wealth Management
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RBC Wealth Management Employees
Employee
Years
Job
Industry
Andrew Kimble Andrew Kimble's RBC Wealth Management Experience June 2014 - August 2014
Job Investment Banking Analyst at Cherry Tree
Industry Financial Services
Experience
Cherry Tree May 2015 - Present
Carlson Funds Enterprise May 2014 - May 2015
RBC Wealth Management June 2014 - August 2014
University of Minnesota Foundation Real Estate Advisors September 2013 - May 2014
RBC Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Finance, Investments, Leadership, Mergers & Acquisitions, Investment Banking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
University of St. Thomas 2011 — 2011
Cherry Tree May 2015 - Present
Carlson Funds Enterprise May 2014 - May 2015
RBC Wealth Management June 2014 - August 2014
University of Minnesota Foundation Real Estate Advisors September 2013 - May 2014
RBC Wealth Management June 2013 - August 2013
Skills
Microsoft Excel, Data Analysis, Financial Analysis, Financial Modeling, Analysis, Finance, Investments, Leadership, Mergers & Acquisitions, Investment Banking
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor of Science in Business, Accounting and Finance
University of St. Thomas 2011 — 2011
Peter Nelson Peter Nelson's RBC Wealth Management Experience February 2007 - July 2011
Job Senior National Training Consultant Correspondent & Advisor Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2007 - July 2011
RBC Wealth Management September 2003 - July 2007
RBC Wealth Management January 2000 - September 2003
RBC Wealth Management October 1997 - January 2000
Rainforest Cafe International June 1998 - October 1999
Merrill Lynch 1994 - 1997
Science Museum of Minnesota 1990 - 1994
Skills
Process Improvement, Business Analysis, Disaster Recovery, Change Management, Project Management, Strategy, Financial Services, Active Directory, Technical Operations, Strategic Technology..., N-tier, Technology Process..., Crisis Management, Contract Negotiation, IT Project Leadership, Relationship Management, Solution Ideation, Solution Implementation, Analysis, Team Leadership
Education
University of Minnesota-Twin Cities 2009 — 2011
Masters, MS, Management of Technology
University of Minnesota-Twin Cities 2005 — 2008
Bachelors, IT: Infrastructure
RBC Wealth Management February 2007 - July 2011
RBC Wealth Management September 2003 - July 2007
RBC Wealth Management January 2000 - September 2003
RBC Wealth Management October 1997 - January 2000
Rainforest Cafe International June 1998 - October 1999
Merrill Lynch 1994 - 1997
Science Museum of Minnesota 1990 - 1994
Skills
Process Improvement, Business Analysis, Disaster Recovery, Change Management, Project Management, Strategy, Financial Services, Active Directory, Technical Operations, Strategic Technology..., N-tier, Technology Process..., Crisis Management, Contract Negotiation, IT Project Leadership, Relationship Management, Solution Ideation, Solution Implementation, Analysis, Team Leadership
Education
University of Minnesota-Twin Cities 2009 — 2011
Masters, MS, Management of Technology
University of Minnesota-Twin Cities 2005 — 2008
Bachelors, IT: Infrastructure
Kjirsten Roisen Kjirsten Roisen's RBC Wealth Management Experience 2004 - 2014
Job Retirement Solutions Specialist
Industry Financial Services
Experience
RBC Wealth Management 2004 - 2014
RBC Wealth Management 1998 - 2002
Minnesota Power September 1987 - August 1994
Skills
Retirement Planning, Retirement, 401k, Customer Service, Pensions, Series 7, Defined Contribution, Qualified Retirement..., IRAs, Mutual Funds, Relationship Management, Wealth Management, Asset Allocation, Investments, Series 63, Strategic Financial..., Defined Benefit, Securities, Investment Advisory, Uniform Combined State..., Financial Planning
Education
University of Minnesota Duluth 1986 — 1991
BA, Communications
RBC Wealth Management 2004 - 2014
RBC Wealth Management 1998 - 2002
Minnesota Power September 1987 - August 1994
Skills
Retirement Planning, Retirement, 401k, Customer Service, Pensions, Series 7, Defined Contribution, Qualified Retirement..., IRAs, Mutual Funds, Relationship Management, Wealth Management, Asset Allocation, Investments, Series 63, Strategic Financial..., Defined Benefit, Securities, Investment Advisory, Uniform Combined State..., Financial Planning
Education
University of Minnesota Duluth 1986 — 1991
BA, Communications
Jon Schlumpberger Jon Schlumpberger's RBC Wealth Management Experience 2006 - Present
Job BCM Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management 2006 - Present
RBC Dain Rauscher 2000 - 2006
Dain Rauscher 1996 - 2000
Methodist Hospital 1988 - 1996
Skills
Financial Markets, Training, Leadership, Economics, Options
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor's degree, Economics
RBC Wealth Management 2006 - Present
RBC Dain Rauscher 2000 - 2006
Dain Rauscher 1996 - 2000
Methodist Hospital 1988 - 1996
Skills
Financial Markets, Training, Leadership, Economics, Options
Education
University of Minnesota-Twin Cities 1987 — 1991
Bachelor's degree, Economics
Chin Kwok, PHR's RBC Wealth Management Experience January 2014 - Present
Job SF Top 5: Achiever | Arranger | Individualization | Input | Learner
Industry Financial Services
Experience
RBC Wealth Management January 2014 - Present
Eagle Creek Software Services July 2012 - January 2014
RBC February 2010 - July 2012
RBC October 2008 - February 2010
Adecco Staffing May 2007 - November 2007
Skills
Onboarding, Employee Relations, Employee Benefits, Personnel Management, FMLA, Human Resources, Hiring, Recruiting, New Hire Orientations, HR Policies, Talent Management, ADP Payroll, Payroll, Background Checks, Exit Interviews, Employment Law, SAP, PHR, Payroll Processing, Leave of Absence..., Workers Compensation, Vendor Management, Employment-based..., International Work...
Education
University of Minnesota-Duluth
B.B.A., Human Resources & Marketing
RBC Wealth Management January 2014 - Present
Eagle Creek Software Services July 2012 - January 2014
RBC February 2010 - July 2012
RBC October 2008 - February 2010
Adecco Staffing May 2007 - November 2007
Skills
Onboarding, Employee Relations, Employee Benefits, Personnel Management, FMLA, Human Resources, Hiring, Recruiting, New Hire Orientations, HR Policies, Talent Management, ADP Payroll, Payroll, Background Checks, Exit Interviews, Employment Law, SAP, PHR, Payroll Processing, Leave of Absence..., Workers Compensation, Vendor Management, Employment-based..., International Work...
Education
University of Minnesota-Duluth
B.B.A., Human Resources & Marketing
Gabrielle Davis Gabrielle Davis's RBC Wealth Management Experience November 2011 - Present
Job Project Coordinator at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2011 - Present
Education
University of Minnesota Duluth 2006 — 2010
Bachlor of Arts, Political Science and Government
RBC Wealth Management November 2011 - Present
Education
University of Minnesota Duluth 2006 — 2010
Bachlor of Arts, Political Science and Government
Grace Solfest Grace Solfest's RBC Wealth Management Experience September 2014 - August 2015
Job Public Relations Coordinator at the Ordway Center for the Performing Arts
Industry Public Relations and Communications
Experience
Ordway Center for the Performing Arts September 2015 - Present
RBC Wealth Management September 2014 - August 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Obama for America May 2012 - November 2012
Skills
Social Media, Editing, Facebook, Research, Public Relations, Press Releases, Event Planning
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (BA), cum laude, Professional Strategic Communication, Studies in Cinema and Media Culture (minor), GPA: 3.7
Ordway Center for the Performing Arts September 2015 - Present
RBC Wealth Management September 2014 - August 2015
Ameriprise Financial Services, Inc. June 2014 - August 2014
Obama for America May 2012 - November 2012
Skills
Social Media, Editing, Facebook, Research, Public Relations, Press Releases, Event Planning
Education
University of Minnesota-Twin Cities 2011 — 2015
Bachelor of Arts (BA), cum laude, Professional Strategic Communication, Studies in Cinema and Media Culture (minor), GPA: 3.7
Daniel Korman Daniel Korman's RBC Wealth Management Experience February 2014 - February 2015
Job MBA Candidate Currently seeking new opportunity
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. March 2015 - June 2015
RBC Wealth Management February 2014 - February 2015
RBC Wealth Management January 2013 - February 2014
RBC Capital Markets February 2011 - January 2013
Wells Fargo May 2010 - February 2011
Skills
Investments, Series 7, Microsoft Office, Sales, Finance, Portfolio Management, Leadership, Mutual Funds, Financial Analysis, Series 66, Relationship Management, Morningstar
Education
University of Minnesota-Twin Cities
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 2006 — 2010
BBA, Finance
Ameriprise Financial Services, Inc. March 2015 - June 2015
RBC Wealth Management February 2014 - February 2015
RBC Wealth Management January 2013 - February 2014
RBC Capital Markets February 2011 - January 2013
Wells Fargo May 2010 - February 2011
Skills
Investments, Series 7, Microsoft Office, Sales, Finance, Portfolio Management, Leadership, Mutual Funds, Financial Analysis, Series 66, Relationship Management, Morningstar
Education
University of Minnesota-Twin Cities
Master of Business Administration (M.B.A.), Finance
University of Minnesota-Duluth 2006 — 2010
BBA, Finance
Jacob Altendorf, CFA Jacob Altendorf, CFA's RBC Wealth Management Experience April 2013 - July 2014
Job Investment Analyst at Accredited Investors
Industry Financial Services
Experience
Accredited Investors July 2014 - Present
RBC Wealth Management April 2013 - July 2014
RBC Wealth Management September 2010 - April 2013
Wells Fargo May 2010 - August 2010
Stevens Foster Financial Advisors May 2009 - September 2009
Skills
Bloomberg, Equities, Alternative Investments, Securities, Strategy, Trading, Finance, Training, Microsoft Excel, Mutual Funds, Microsoft Office, Research, Investments, Financial Analysis, Financial Advisory, Equity Research
Education
University of Minnesota Duluth 2006 — 2010
School; Bachelor, Business and Economics; Business Administration; Financial Markets -Finance
Accredited Investors July 2014 - Present
RBC Wealth Management April 2013 - July 2014
RBC Wealth Management September 2010 - April 2013
Wells Fargo May 2010 - August 2010
Stevens Foster Financial Advisors May 2009 - September 2009
Skills
Bloomberg, Equities, Alternative Investments, Securities, Strategy, Trading, Finance, Training, Microsoft Excel, Mutual Funds, Microsoft Office, Research, Investments, Financial Analysis, Financial Advisory, Equity Research
Education
University of Minnesota Duluth 2006 — 2010
School; Bachelor, Business and Economics; Business Administration; Financial Markets -Finance
Zachary Zwart Zachary Zwart's RBC Wealth Management Experience May 2012 - Present
Job QA Lead Front Office Portfolio at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management May 2012 - Present
Thomson Reuters 2005 - May 2012
Thomson Financial 2003 - 2005
University of Minnesota 2001 - 2003
Mayo Clinic 1999 - 2002
Skills
Business Analysis, Agile Methodologies, SDLC, Requirements Analysis, SQL, Microsoft SQL Server, Testing, Data Analysis, Quality Assurance, Databases, Integration, Analysis, User Acceptance Testing, Management, Quality Center, Requirements Gathering, Database Design, QTP, Regression Testing, Software Project..., Software Quality..., Test Cases, Test Management, Test Planning, HP QTP, HP Quality Center
Education
University of Minnesota-Duluth 1999 — 2003
Bachelors of Business Administration, Finance
RBC Wealth Management May 2012 - Present
Thomson Reuters 2005 - May 2012
Thomson Financial 2003 - 2005
University of Minnesota 2001 - 2003
Mayo Clinic 1999 - 2002
Skills
Business Analysis, Agile Methodologies, SDLC, Requirements Analysis, SQL, Microsoft SQL Server, Testing, Data Analysis, Quality Assurance, Databases, Integration, Analysis, User Acceptance Testing, Management, Quality Center, Requirements Gathering, Database Design, QTP, Regression Testing, Software Project..., Software Quality..., Test Cases, Test Management, Test Planning, HP QTP, HP Quality Center
Education
University of Minnesota-Duluth 1999 — 2003
Bachelors of Business Administration, Finance
Alice Andrews's RBC Wealth Management Experience October 2007 - December 2008
Job Manager, Middle Market Finance at Travelers
Industry Financial Services
Experience
Travelers April 2015 - Present
Travelers July 2013 - April 2015
Travelers March 2010 - June 2013
Travelers June 2009 - August 2009
RBC Wealth Management October 2007 - December 2008
Skills
Financial Analysis, Microsoft Word, Finance, Managerial Finance, PowerPoint, Accounting, Insurance, Management, Microsoft Excel, Auditing, Leadership, Analysis, Microsoft Office, Financial Modeling, Customer Service, Data Analysis, Time Management
Education
University of Minnesota - Carlson School of Management 2006 — 2009
Bachelor of Science in Business
Travelers April 2015 - Present
Travelers July 2013 - April 2015
Travelers March 2010 - June 2013
Travelers June 2009 - August 2009
RBC Wealth Management October 2007 - December 2008
Skills
Financial Analysis, Microsoft Word, Finance, Managerial Finance, PowerPoint, Accounting, Insurance, Management, Microsoft Excel, Auditing, Leadership, Analysis, Microsoft Office, Financial Modeling, Customer Service, Data Analysis, Time Management
Education
University of Minnesota - Carlson School of Management 2006 — 2009
Bachelor of Science in Business
David M Fogel's RBC Wealth Management Experience September 1998 - December 2002
Job Vice President & Group Counsel at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial June 2005 - Present
AIG SunAmerica December 2002 - June 2005
RBC Wealth Management September 1998 - December 2002
Zelle Hofmann 1993 - 1998
Skills
Insurance, Licensing, Financial Services, Litigation, Arbitration, FINRA, Securities, Series 7, Series 24, Securities Regulation, Mediation, Contract Negotiation, Dispute Resolution, Legal Compliance, Financial Regulation, Civil Litigation, Legal Writing, Series 63, AML, Risk Management, Investment Advisory, Mutual Funds, Anti Money Laundering
Education
University of Minnesota Law School 1991 — 1994
JD, Law
University of Minnesota - Carlson School of Management 1989 — 1990
BSB, Business
University of Minnesota-Twin Cities 1987 — 1989
Bachelor of Science (BSc), General
University of Wisconsin-Madison 1986 — 1987
General
Ameriprise Financial June 2005 - Present
AIG SunAmerica December 2002 - June 2005
RBC Wealth Management September 1998 - December 2002
Zelle Hofmann 1993 - 1998
Skills
Insurance, Licensing, Financial Services, Litigation, Arbitration, FINRA, Securities, Series 7, Series 24, Securities Regulation, Mediation, Contract Negotiation, Dispute Resolution, Legal Compliance, Financial Regulation, Civil Litigation, Legal Writing, Series 63, AML, Risk Management, Investment Advisory, Mutual Funds, Anti Money Laundering
Education
University of Minnesota Law School 1991 — 1994
JD, Law
University of Minnesota - Carlson School of Management 1989 — 1990
BSB, Business
University of Minnesota-Twin Cities 1987 — 1989
Bachelor of Science (BSc), General
University of Wisconsin-Madison 1986 — 1987
General
Scott Madson's RBC Wealth Management Experience 1987 - 2004
Job CFO at Urologix
Industry Medical Devices
Experience
Madson Consulting LLC January 2014 - March 2015
Universal Hospital Services, Inc. October 2006 - August 2012
Sprint Nextel (f/k/a Nextel Partners) 2004 - 2006
RBC Wealth Management 1987 - 2004
Deloitte 1983 - 1987
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Accounting, Financial Modeling, General Ledger, Budgets, Management, Process Improvement, Auditing, GAAP, SEC filings, Variance Analysis, Mergers & Acquisitions, Internal Controls, Internal Audit, Financial Accounting, Finance, CPA, Cost Accounting, Account Reconciliation, Managerial Finance, Due Diligence, Acquisition Integration, Accounts Payable, Strategic Financial..., Tax, US GAAP, Accounts Receivable, Corporate Finance, Sarbanes-Oxley, Financial Planning, SEC Filings
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Accounting
Madson Consulting LLC January 2014 - March 2015
Universal Hospital Services, Inc. October 2006 - August 2012
Sprint Nextel (f/k/a Nextel Partners) 2004 - 2006
RBC Wealth Management 1987 - 2004
Deloitte 1983 - 1987
Skills
Financial Reporting, Financial Analysis, Sarbanes-Oxley Act, Forecasting, Accounting, Financial Modeling, General Ledger, Budgets, Management, Process Improvement, Auditing, GAAP, SEC filings, Variance Analysis, Mergers & Acquisitions, Internal Controls, Internal Audit, Financial Accounting, Finance, CPA, Cost Accounting, Account Reconciliation, Managerial Finance, Due Diligence, Acquisition Integration, Accounts Payable, Strategic Financial..., Tax, US GAAP, Accounts Receivable, Corporate Finance, Sarbanes-Oxley, Financial Planning, SEC Filings
Education
University of Minnesota - Carlson School of Management 1979 — 1983
BSB, Accounting
Jeremy Lewitzke Jeremy Lewitzke's RBC Wealth Management Experience 2010 - 2010
Job Manager, Systems/Processes & Analysis at L&S Electric
Industry Electrical/Electronic Manufacturing
Experience
L&S Electric February 2014 - Present
L&S Electric August 2012 - February 2014
XATA Corporation January 2011 - August 2012
Murphy Pohlad Asset Management September 2009 - December 2010
RBC Wealth Management 2010 - 2010
Skills
Financial Analysis, Forecasting, Business Analysis, Budgets, Microsoft Excel, Business Process..., Financial Systems, Strategic Planning, NetSuite, Financial Modeling, Business Development
Education
University of St. Thomas
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2007 — 2010
BSB, Finance, Operations Management
L&S Electric February 2014 - Present
L&S Electric August 2012 - February 2014
XATA Corporation January 2011 - August 2012
Murphy Pohlad Asset Management September 2009 - December 2010
RBC Wealth Management 2010 - 2010
Skills
Financial Analysis, Forecasting, Business Analysis, Budgets, Microsoft Excel, Business Process..., Financial Systems, Strategic Planning, NetSuite, Financial Modeling, Business Development
Education
University of St. Thomas
Master of Business Administration (MBA)
University of Minnesota - Carlson School of Management 2007 — 2010
BSB, Finance, Operations Management
Brian Peltier Brian Peltier's RBC Wealth Management Experience September 2011 - December 2012
Job Compliance Analyst at Piper Jaffray, Juris Doctor Candidate at University of St. Thomas School of Law
Industry Investment Banking
Experience
Piper Jaffray December 2012 - Present
RBC Wealth Management September 2011 - December 2012
RBC Wealth Management September 2010 - September 2011
University of Minnesota Duluth September 2006 - September 2008
University of Minnesota Duluth January 2008 - May 2008
University of Minnesota Duluth January 2008 - May 2008
Skills
Securities, Series 7, FINRA, Series 24, Equities, VBA, Uniform Combined State..., Investments, Finance, Compliance, Broker-Dealer, DTC, Series 66, Securities Licensing, Investment Advisory, General Securities..., Actimize, Hyperion Interactive..., Public Finance, Panorama, e-Discovery, Suitability, Financial Services, Mutual Funds, Series 55
Education
University of St. Thomas School of Law 2015 — 2018
Juris Doctor Candidate, Law, 1L
University of Minnesota-Duluth 2005 — 2009
Bachelor of Arts, Spanish Studies
Piper Jaffray December 2012 - Present
RBC Wealth Management September 2011 - December 2012
RBC Wealth Management September 2010 - September 2011
University of Minnesota Duluth September 2006 - September 2008
University of Minnesota Duluth January 2008 - May 2008
University of Minnesota Duluth January 2008 - May 2008
Skills
Securities, Series 7, FINRA, Series 24, Equities, VBA, Uniform Combined State..., Investments, Finance, Compliance, Broker-Dealer, DTC, Series 66, Securities Licensing, Investment Advisory, General Securities..., Actimize, Hyperion Interactive..., Public Finance, Panorama, e-Discovery, Suitability, Financial Services, Mutual Funds, Series 55
Education
University of St. Thomas School of Law 2015 — 2018
Juris Doctor Candidate, Law, 1L
University of Minnesota-Duluth 2005 — 2009
Bachelor of Arts, Spanish Studies
Jolene Moore's RBC Wealth Management Experience July 2014 - Present
Job Senior Associate Account Transfer at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2014 - Present
Trade Winds March 2013 - Present
Pure Romance by Jolene March 2014 - February 2015
University of Minnesota Leadership Minor September 2013 - December 2013
RBC Wealth Management June 2013 - August 2013
Victoria's Secret November 2012 - January 2013
University of Minnesota Student Unions & Activities January 2012 - December 2012
Skills
Human Resources, Project Planning, Leadership, Management, Customer Service, Sales, PowerPoint, Teaching, Time Management, Event Management, Event Planning, Teamwork, Social Media, Marketing, Microsoft Excel, Retail, Marketing Strategy, Technical Writing, Microsoft Office, Social Networking, Communication
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business and Marketing Education, Minors in Leadership and Communication Studies
Saint Agnes High School 2006 — 2010
High School
RBC Wealth Management July 2014 - Present
Trade Winds March 2013 - Present
Pure Romance by Jolene March 2014 - February 2015
University of Minnesota Leadership Minor September 2013 - December 2013
RBC Wealth Management June 2013 - August 2013
Victoria's Secret November 2012 - January 2013
University of Minnesota Student Unions & Activities January 2012 - December 2012
Skills
Human Resources, Project Planning, Leadership, Management, Customer Service, Sales, PowerPoint, Teaching, Time Management, Event Management, Event Planning, Teamwork, Social Media, Marketing, Microsoft Excel, Retail, Marketing Strategy, Technical Writing, Microsoft Office, Social Networking, Communication
Education
University of Minnesota-Twin Cities 2010 — 2014
Bachelor of Science (B.S.), Business and Marketing Education, Minors in Leadership and Communication Studies
Saint Agnes High School 2006 — 2010
High School
Mike Enright, CFP®, CIMA®'s RBC Wealth Management Experience May 2001 - Present
Job Vice President Financial Advisor, Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2001 - Present
American Express Financial Advisors January 1989 - May 2001
Education
University of St. Thomas Opus School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
University of Minnesota-Twin Cities
BA, Journalism
Wayzata High School
High School
RBC Wealth Management May 2001 - Present
American Express Financial Advisors January 1989 - May 2001
Education
University of St. Thomas Opus School of Business
Master of Business Administration (M.B.A.), Finance and Marketing
University of Minnesota-Twin Cities
BA, Journalism
Wayzata High School
High School
Josh Schuster Josh Schuster's RBC Wealth Management Experience 2004 - 2010
Job Adv Brokerage Ops Specialist at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. July 2010 - Present
RBC Wealth Management 2004 - 2010
Skills
Investments, Wealth Management
Education
University of Minnesota-Twin Cities
Bachelor's degree, Economics
Ameriprise Financial Services, Inc. September 2014 - Present
Ameriprise Financial Services, Inc. July 2010 - Present
RBC Wealth Management 2004 - 2010
Skills
Investments, Wealth Management
Education
University of Minnesota-Twin Cities
Bachelor's degree, Economics
Katelyn Rainey's RBC Wealth Management Experience January 2012 - April 2014
Job
Industry Market Research
Experience
Ascendancy Research June 2014 - Present
RBC Wealth Management January 2012 - April 2014
RBC Wealth Management September 2011 - January 2012
Skills
Microsoft Excel, Wealth Management, Outlook, Credit Analysis, Public Speaking, Research, Risk Management, Investments
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor's degree, Communication, Media Studies, Psychology
Academy of Holy Angels 2002 — 2006
Ascendancy Research June 2014 - Present
RBC Wealth Management January 2012 - April 2014
RBC Wealth Management September 2011 - January 2012
Skills
Microsoft Excel, Wealth Management, Outlook, Credit Analysis, Public Speaking, Research, Risk Management, Investments
Education
University of Minnesota-Duluth 2006 — 2010
Bachelor's degree, Communication, Media Studies, Psychology
Academy of Holy Angels 2002 — 2006
Ann Senne Ann Senne's RBC Wealth Management Experience January 2014 - Present
Job Head, Managed Solutions Group RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2014 - Present
RBC Wealth Management October 2010 - Present
RBC Wealth Management September 2006 - October 2010
RBC Wealth Management 2002 - 2005
RBC Wealth Management 2000 - 2002
RBC Wealth Management 1997 - 2000
RBC Wealth Management June 1994 - October 1997
Skills
Mutual Funds, Alternative Investments, Retirement, Wealth Management, Investment Advisory, Product Design, Product Development, Product Management, Product Marketing, Fixed Annuities, Series 7, Series 63, Business Strategy, Global Management, Fixed Income, Investment Management, Financial Advisory, Financial Services, Morningstar, Portfolio Management, Senior Executive..., Executive Management, Investments
Education
University of Minnesota - Carlson School of Management 1998 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
University of Wisconsin-Eau Claire 1989 — 1993
Bachelor of Science (B.S.), Accounting
RBC Wealth Management January 2014 - Present
RBC Wealth Management October 2010 - Present
RBC Wealth Management September 2006 - October 2010
RBC Wealth Management 2002 - 2005
RBC Wealth Management 2000 - 2002
RBC Wealth Management 1997 - 2000
RBC Wealth Management June 1994 - October 1997
Skills
Mutual Funds, Alternative Investments, Retirement, Wealth Management, Investment Advisory, Product Design, Product Development, Product Management, Product Marketing, Fixed Annuities, Series 7, Series 63, Business Strategy, Global Management, Fixed Income, Investment Management, Financial Advisory, Financial Services, Morningstar, Portfolio Management, Senior Executive..., Executive Management, Investments
Education
University of Minnesota - Carlson School of Management 1998 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
University of Wisconsin-Eau Claire 1989 — 1993
Bachelor of Science (B.S.), Accounting
Dot Belstler, MPNA Dot Belstler, MPNA's RBC Wealth Management Experience October 1994 - October 2008
Job Executive Director at Twin Cities Pride
Industry Nonprofit Organization Management
Experience
Twin Cities Pride September 2009 - Present
RBC Wealth Management October 1994 - October 2008
Skills
Fundraising, Nonprofits, Leadership, Community Outreach, Event Management, Program Management, Volunteer Management, Strategic Planning, Event Planning, Community Development, Philanthropy, Public Speaking, Project Management, Management, Strategy, Training, Budgets, Social Networking, Program Development, Grants, Editing, Policy, Customer Service, Human Resources, Teaching, Microsoft Office, Grant Writing, Team Leadership, GLBT issues, Organizational..., Social Media, Marketing, Leadership Development
Education
Metropolitan State University 2012 — 2014
MPNA, Public and Nonprofit Administration
University of Minnesota-Twin Cities
B.A., Political Science
University of St. Thomas
Mini MBA, Volunteer Management
Twin Cities Pride September 2009 - Present
RBC Wealth Management October 1994 - October 2008
Skills
Fundraising, Nonprofits, Leadership, Community Outreach, Event Management, Program Management, Volunteer Management, Strategic Planning, Event Planning, Community Development, Philanthropy, Public Speaking, Project Management, Management, Strategy, Training, Budgets, Social Networking, Program Development, Grants, Editing, Policy, Customer Service, Human Resources, Teaching, Microsoft Office, Grant Writing, Team Leadership, GLBT issues, Organizational..., Social Media, Marketing, Leadership Development
Education
Metropolitan State University 2012 — 2014
MPNA, Public and Nonprofit Administration
University of Minnesota-Twin Cities
B.A., Political Science
University of St. Thomas
Mini MBA, Volunteer Management
Jeffrey Beary Jeffrey Beary's RBC Wealth Management Experience 1993 - 2000
Job ValueWorks LLC / Regional Vice President
Industry Investment Management
Experience
ValueWorks LLC 2011 - Present
Sterne Agee 2007 - 2010
NBC Securities, Inc. a correspondent of RBC Correspondent Services 2000 - 2007
RBC Wealth Management 1993 - 2000
RBC Wealth Management 1993 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Retirement Planning, Economics, Statistics, Due Diligence, Management Due Diligence, Manager Research
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Statistics
ValueWorks LLC 2011 - Present
Sterne Agee 2007 - 2010
NBC Securities, Inc. a correspondent of RBC Correspondent Services 2000 - 2007
RBC Wealth Management 1993 - 2000
RBC Wealth Management 1993 - 1999
Skills
Wealth Management, Alternative Investments, Mutual Funds, Asset Allocation, Asset Managment, Series 7, Investment Strategies, Investment Management, Portfolio Management, Investment Advisory, Hedge Funds, Retirement Planning, Economics, Statistics, Due Diligence, Management Due Diligence, Manager Research
Education
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Economics
University of Minnesota-Twin Cities 1988 — 1991
Bachelor of Science (B.S.), Statistics
Davis Johnson Davis Johnson's RBC Wealth Management Experience May 2015 - Present
Job Student at University of Minnesota Carlson School of Management
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
RBC Wealth Management October 2013 - Present
Skills
Investments, Customer Service, Financial Advisory, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Financial Planning and Services
RBC Wealth Management May 2015 - Present
RBC Wealth Management October 2013 - Present
Skills
Investments, Customer Service, Financial Advisory, Microsoft Excel, Microsoft Office, Public Speaking
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Financial Planning and Services
Tyler Potretzke Tyler Potretzke's RBC Wealth Management Experience June 2013 - Present
Job Municipal Bond Trading
Industry Financial Services
Experience
RBC Wealth Management June 2013 - Present
RBC Wealth Management June 2012 - May 2013
RBC Wealth Management June 2010 - June 2012
Financial Markets Program May 2009 - May 2010
Skills
Financial Markets, Bloomberg, Investments, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Series 7, Bonds
Education
University of Minnesota-Duluth 2005 — 2010
Financial Markets, Finance
RBC Wealth Management June 2013 - Present
RBC Wealth Management June 2012 - May 2013
RBC Wealth Management June 2010 - June 2012
Financial Markets Program May 2009 - May 2010
Skills
Financial Markets, Bloomberg, Investments, Financial Analysis, Finance, Microsoft Excel, PowerPoint, Series 7, Bonds
Education
University of Minnesota-Duluth 2005 — 2010
Financial Markets, Finance
Brian Liberty Brian Liberty's RBC Wealth Management Experience August 1989 - December 1995
Job Vice President Investments
Industry Financial Services
Experience
Raymond James & Associates, Inc 1988 - Present
Piper Jaffray December 1995 - May 2005
RBC Wealth Management August 1989 - December 1995
Skills
Finance, Financial Advisory, Customer Service, Securities, Leadership, Portfolio Management, Management, Financial Analysis, Risk Management, Wealth, Series 7, Public Speaking, Commercial Banking, Strategic Financial...
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Arts, Computer Science & Minor in Mathamatics
Raymond James & Associates, Inc 1988 - Present
Piper Jaffray December 1995 - May 2005
RBC Wealth Management August 1989 - December 1995
Skills
Finance, Financial Advisory, Customer Service, Securities, Leadership, Portfolio Management, Management, Financial Analysis, Risk Management, Wealth, Series 7, Public Speaking, Commercial Banking, Strategic Financial...
Education
University of Minnesota-Twin Cities 1978 — 1984
Bachelor of Arts, Computer Science & Minor in Mathamatics
Amy Stern Amy Stern's RBC Wealth Management Experience November 2013 - Present
Job Senior Manager Field & Client Support Services, MBA at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
RBC Wealth Management April 2010 - November 2013
RBC Wealth Management February 2006 - September 2010
RBC Wealth Management January 2005 - February 2006
RBC Wealth Management December 2002 - December 2004
Merrill Lynch June 1998 - November 2002
Skills
Operational Risk, Program Management, Business Continuity..., Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Financial Services, Investment Advisory, Securities, Fixed Income, Business Analysis
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance and Strategic Management
University of Wisconsin-Eau Claire 1992 — 1995
BBA, Finance
RBC Wealth Management November 2013 - Present
RBC Wealth Management April 2010 - November 2013
RBC Wealth Management February 2006 - September 2010
RBC Wealth Management January 2005 - February 2006
RBC Wealth Management December 2002 - December 2004
Merrill Lynch June 1998 - November 2002
Skills
Operational Risk, Program Management, Business Continuity..., Series 7, Wealth Management, Mutual Funds, Portfolio Management, Strategic Financial..., Asset Allocation, Investments, Financial Services, Investment Advisory, Securities, Fixed Income, Business Analysis
Education
University of Minnesota - Carlson School of Management 2000 — 2002
MBA, Finance and Strategic Management
University of Wisconsin-Eau Claire 1992 — 1995
BBA, Finance
Chaz Sloane Chaz Sloane's RBC Wealth Management Experience January 2014 - Present
Job Senior Compliance Officer at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2014 - Present
RBC Wealth Management June 2012 - December 2013
Stephenson, Sanford, Pierson & Thone, P.L.C. November 2010 - June 2012
Fourth Judicial District of Minnesota September 2010 - October 2010
University of Minnesota Tax Clinic September 2008 - September 2010
O'Brien Law Firm, P.C. May 2008 - August 2008
RBC Wealth Management August 2005 - August 2007
Skills
Series 7, Series 66, Investment Advisory, Investment Advisers Act, Securities Exchange Act..., FINRA, ERISA, Legal Research, Commercial Litigation, Legal Writing, Litigation, Westlaw
Education
University of Minnesota Law School 2007 — 2010
J.D., Law
University of Minnesota-Twin Cities 2001 — 2005
B.A., Psychology, Latin
Marquette University High School 1997 — 2001
High School Diploma
RBC Wealth Management January 2014 - Present
RBC Wealth Management June 2012 - December 2013
Stephenson, Sanford, Pierson & Thone, P.L.C. November 2010 - June 2012
Fourth Judicial District of Minnesota September 2010 - October 2010
University of Minnesota Tax Clinic September 2008 - September 2010
O'Brien Law Firm, P.C. May 2008 - August 2008
RBC Wealth Management August 2005 - August 2007
Skills
Series 7, Series 66, Investment Advisory, Investment Advisers Act, Securities Exchange Act..., FINRA, ERISA, Legal Research, Commercial Litigation, Legal Writing, Litigation, Westlaw
Education
University of Minnesota Law School 2007 — 2010
J.D., Law
University of Minnesota-Twin Cities 2001 — 2005
B.A., Psychology, Latin
Marquette University High School 1997 — 2001
High School Diploma
Christopher Van Doren's RBC Wealth Management Experience June 2011 - August 2011
Job Research Associate at Wolfe Research, LLC
Industry Investment Management
Experience
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Wolfe Research, LLC February 2015 - Present
Pine River Capital Management September 2012 - November 2014
Pine River Capital Management May 2012 - August 2012
Northland Securities February 2012 - May 2012
United Health Group February 2011 - May 2012
RBC Wealth Management June 2011 - August 2011
Sit Investment Associates May 2010 - December 2010
Skills
VBA, Excel, Access, Databases, Financial Analysis, Financial Modeling, PowerPoint, Fixed Income Analysis, Microsoft Excel, Leadership, Microsoft Word
Education
University of Minnesota - Carlson School of Management 2009 — 2013
Bachelor of Science, Business; Finance & Accounting
University of Minnesota-Twin Cities
Pam Garvey Pam Garvey's RBC Wealth Management Experience September 2006 - April 2011
Job QA Program Lead at Delta Air Lines
Industry Information Technology and Services
Experience
Ambient Consulting May 2013 - Present
Delta Air Lines May 2013 - Present
Cetera Financial Group February 2013 - May 2013
IQS Intelligent Quality Solutions September 2006 - May 2013
Express Scripts October 2012 - December 2012
Western National Insurance June 2011 - October 2012
RBC Wealth Management September 2006 - April 2011
Thrivent Financial for Lutherans, March 2004 - September 2006
Vital Works March 2003 - January 2004
Xcel Energy September 1985 - March 2002
Skills
Test Management, Quality Assurance, Quality Center, Test Planning, Visio, Testing, SDLC, User Acceptance Testing, Software Quality..., Requirements Gathering, Business Requirements, System Testing, Regression Testing
Education
University of Minnesota-Twin Cities
BA, Communications
Ambient Consulting May 2013 - Present
Delta Air Lines May 2013 - Present
Cetera Financial Group February 2013 - May 2013
IQS Intelligent Quality Solutions September 2006 - May 2013
Express Scripts October 2012 - December 2012
Western National Insurance June 2011 - October 2012
RBC Wealth Management September 2006 - April 2011
Thrivent Financial for Lutherans, March 2004 - September 2006
Vital Works March 2003 - January 2004
Xcel Energy September 1985 - March 2002
Skills
Test Management, Quality Assurance, Quality Center, Test Planning, Visio, Testing, SDLC, User Acceptance Testing, Software Quality..., Requirements Gathering, Business Requirements, System Testing, Regression Testing
Education
University of Minnesota-Twin Cities
BA, Communications
Craig Deschene Craig Deschene's RBC Wealth Management Experience February 2003 - Present
Job VP, Bond Analyltics at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management February 2003 - Present
US Bank June 2001 - February 2003
Fingerhut October 1997 - June 2001
RBC Wealth Management February 1996 - October 1997
RBC Wealth Management June 1993 - February 1996
Skills
Trading, Bonds, Fixed Income, Securities, Portfolio Management, Investments, Capital Markets, Bloomberg, Wealth Management, Asset Management, Mutual Funds
Education
University of Minnesota - Carlson School of Management
MBA, Finance, MIS
University of Wisconsin-River Falls 1989 — 1993
BS, Business Administration, MIS, Quantitative Analysis
RBC Wealth Management February 2003 - Present
US Bank June 2001 - February 2003
Fingerhut October 1997 - June 2001
RBC Wealth Management February 1996 - October 1997
RBC Wealth Management June 1993 - February 1996
Skills
Trading, Bonds, Fixed Income, Securities, Portfolio Management, Investments, Capital Markets, Bloomberg, Wealth Management, Asset Management, Mutual Funds
Education
University of Minnesota - Carlson School of Management
MBA, Finance, MIS
University of Wisconsin-River Falls 1989 — 1993
BS, Business Administration, MIS, Quantitative Analysis
Harrison Nguyen's RBC Wealth Management Experience February 2011 - Present
Job Data Center Technician at RBC
Industry Retail
Justin Wheelock's RBC Wealth Management Experience May 2013 - August 2013
Job Sales Development Associate at AnheuserBusch
Industry Consumer Goods
Experience
Anheuser-Busch InBev July 2015 - Present
Red Bull August 2014 - May 2015
Department of Strategic Management May 2014 - May 2015
Brand Enterprise November 2013 - December 2014
Target May 2014 - August 2014
University of Minnesota Intramural Department September 2011 - May 2014
RBC Wealth Management May 2013 - August 2013
Finish Line October 2010 - July 2013
Skills
Leadership, Networking, Communication, Coaching, Product Marketing, Program Management, Weight Training, Strategic Marketing..., Data Analysis, Financial Services, Social Networking, Data Entry, Microsoft Office, Social Media, Management
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor’s Degree, Marketing; Finance
Anheuser-Busch InBev July 2015 - Present
Red Bull August 2014 - May 2015
Department of Strategic Management May 2014 - May 2015
Brand Enterprise November 2013 - December 2014
Target May 2014 - August 2014
University of Minnesota Intramural Department September 2011 - May 2014
RBC Wealth Management May 2013 - August 2013
Finish Line October 2010 - July 2013
Skills
Leadership, Networking, Communication, Coaching, Product Marketing, Program Management, Weight Training, Strategic Marketing..., Data Analysis, Financial Services, Social Networking, Data Entry, Microsoft Office, Social Media, Management
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Bachelor’s Degree, Marketing; Finance
Judd Peterson Judd Peterson's RBC Wealth Management Experience 1994 - 2009
Job Western Division Home Office, Miller/Howard Investments
Industry Financial Services
Experience
Miller/Howard Investments 2011 - Present
Allstate Financial 2009 - 2011
RBC Wealth Management 1994 - 2009
John G Kinnard & Co 1985 - 1994
Dayton's 1983 - 1985
Education
University of Minnesota-Twin Cities 1978 — 1983
BA/BA, Economics, Sociology
Miller/Howard Investments 2011 - Present
Allstate Financial 2009 - 2011
RBC Wealth Management 1994 - 2009
John G Kinnard & Co 1985 - 1994
Dayton's 1983 - 1985
Education
University of Minnesota-Twin Cities 1978 — 1983
BA/BA, Economics, Sociology
Kevin Marinan Kevin Marinan's RBC Wealth Management Experience August 2014 - May 2015
Job Senior Information Business/Technology Executive
Industry Financial Services
Experience
RBC Wealth Management August 2014 - May 2015
Thrivent Financial August 2008 - October 2012
Thrivent Financial January 2003 - July 2008
eLoyalty May 1999 - June 2002
Ameriprise Financial Services, Inc. July 1995 - June 1998
Skills
IT Strategy, CRM, Financial Services, Strategic Planning, Outsourcing, Strategy, Leadership, Enterprise Architecture, Business Development, Change Management, Business Process..., Mergers & Acquisitions, Program Management, Business Analysis, Talent Management, Strategic Financial..., SDLC, PMO, Vendor Management, Business Alignment, Management, Integration, Project Planning, Start-ups, Software Development, Information Technology, Business Strategy, Business Process, Management Consulting, Process Improvement, Cross-functional Team..., Risk Management, Project Portfolio..., Executive Management, Consulting, Enterprise Software, Governance, IT Management, Business Intelligence, SaaS, Portfolio Management, Salesforce.com
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA, Business Administration/Marketing
RBC Wealth Management August 2014 - May 2015
Thrivent Financial August 2008 - October 2012
Thrivent Financial January 2003 - July 2008
eLoyalty May 1999 - June 2002
Ameriprise Financial Services, Inc. July 1995 - June 1998
Skills
IT Strategy, CRM, Financial Services, Strategic Planning, Outsourcing, Strategy, Leadership, Enterprise Architecture, Business Development, Change Management, Business Process..., Mergers & Acquisitions, Program Management, Business Analysis, Talent Management, Strategic Financial..., SDLC, PMO, Vendor Management, Business Alignment, Management, Integration, Project Planning, Start-ups, Software Development, Information Technology, Business Strategy, Business Process, Management Consulting, Process Improvement, Cross-functional Team..., Risk Management, Project Portfolio..., Executive Management, Consulting, Enterprise Software, Governance, IT Management, Business Intelligence, SaaS, Portfolio Management, Salesforce.com
Education
University of Minnesota - Carlson School of Management 1982 — 1985
MBA, Business Administration/Marketing
Holly Math Holly Math's RBC Wealth Management Experience 1999 - 2013
Job Currently looking for a new employment opportunity
Industry Financial Services
Experience
RBC Wealth Management 1999 - 2013
Benchwarmer Bob's January 1990 - November 2002
Skills
Series 7, Uniform Combined State..., Securities, Microsoft Office, Customer Service, Microsoft Excel, Risk Management, Investments, Microsoft Word, Brokerage, Time Management
Education
University of Minnesota-Twin Cities 1994 — 1997
Bachelor of Arts (BA) - (pending one credit), Liberal Arts/Speech Communications
University of Minnesota-Duluth 1989 — 1992
Bachelor of Arts (B.A.) - Undergraduate, Liberal Arts/Speech Communications
RBC Wealth Management 1999 - 2013
Benchwarmer Bob's January 1990 - November 2002
Skills
Series 7, Uniform Combined State..., Securities, Microsoft Office, Customer Service, Microsoft Excel, Risk Management, Investments, Microsoft Word, Brokerage, Time Management
Education
University of Minnesota-Twin Cities 1994 — 1997
Bachelor of Arts (BA) - (pending one credit), Liberal Arts/Speech Communications
University of Minnesota-Duluth 1989 — 1992
Bachelor of Arts (B.A.) - Undergraduate, Liberal Arts/Speech Communications
Punnavith Koy Punnavith Koy's RBC Wealth Management Experience April 2007 - April 2008
Job Actor, Model, Producer, Production Assistant at
Industry Information Technology and Services
Experience
Entertainment Industry May 2004 - Present
St Paul Public Housing Agency June 2009 - July 2015
IBM July 2008 - June 2009
TEKsystems April 2007 - June 2009
RBC Wealth Management April 2007 - April 2008
St Paul Public Housing Agency June 2006 - March 2007
Ramsey County June 2005 - March 2006
Innerfusion Technology February 2003 - September 2005
GameStop October 2001 - June 2005
Suncoast Motion Picture Company September 2002 - April 2005
Skills
Project Management, Acting, Film Production, Short Films, Entertainment, Modeling, Network+, Technical Advisory, Feature Films, Advertising, Video, Music Videos, Television, Producing, Screenwriting, Commercials, Editing, Directing, Video Production, Voice Over, Stage, Voice Acting, Improvisation, Final Cut Pro, Video Editing, Post Production, Final Cut Studio, Camera, Videography, Documentaries, Scripting, HD Video, Theatre, Cinematography, Drama, Film Editing, Media Production, Broadcast, Production Managment, Sound, Digital Video
Education
St Paul College 2003 — 2005
Computer Network Engineering, Computer and Information Sciences and Support Services
University of Minnesota-Twin Cities 2001 — 2003
Entertainment Industry May 2004 - Present
St Paul Public Housing Agency June 2009 - July 2015
IBM July 2008 - June 2009
TEKsystems April 2007 - June 2009
RBC Wealth Management April 2007 - April 2008
St Paul Public Housing Agency June 2006 - March 2007
Ramsey County June 2005 - March 2006
Innerfusion Technology February 2003 - September 2005
GameStop October 2001 - June 2005
Suncoast Motion Picture Company September 2002 - April 2005
Skills
Project Management, Acting, Film Production, Short Films, Entertainment, Modeling, Network+, Technical Advisory, Feature Films, Advertising, Video, Music Videos, Television, Producing, Screenwriting, Commercials, Editing, Directing, Video Production, Voice Over, Stage, Voice Acting, Improvisation, Final Cut Pro, Video Editing, Post Production, Final Cut Studio, Camera, Videography, Documentaries, Scripting, HD Video, Theatre, Cinematography, Drama, Film Editing, Media Production, Broadcast, Production Managment, Sound, Digital Video
Education
St Paul College 2003 — 2005
Computer Network Engineering, Computer and Information Sciences and Support Services
University of Minnesota-Twin Cities 2001 — 2003
Mary Kattner, CIMA® Mary Kattner, CIMA®'s RBC Wealth Management Experience February 2003 - February 2006
Job Senior Wealth Managment Professional
Industry Financial Services
Experience
US Bank March 2011 - Present
Ameriprise Financial March 2010 - March 2011
RBC Wealth Managment September 2009 - December 2009
RBC Correspondent Services February 2006 - November 2008
RBC Wealth Management February 2003 - February 2006
Piper Jaffray September 1998 - November 2002
Skills
Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Strategy, Fixed Income
Education
University of Minnesota-Twin Cities
B.S., Business
US Bank March 2011 - Present
Ameriprise Financial March 2010 - March 2011
RBC Wealth Managment September 2009 - December 2009
RBC Correspondent Services February 2006 - November 2008
RBC Wealth Management February 2003 - February 2006
Piper Jaffray September 1998 - November 2002
Skills
Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Strategy, Fixed Income
Education
University of Minnesota-Twin Cities
B.S., Business
Nancy Nelson McIntosh, ADPA, CRPC's RBC Wealth Management Experience October 2013 - Present
Job at
Industry Financial Services
Experience
RBC Wealth Management October 2013 - Present
RBC Wealth Management November 2012 - Present
Wells Fargo Advisors, LLC 2009 - November 2011
Wells Fargo Advisors January 2007 - November 2011
Piper Jaffray 2002 - 2006
Miller Johnson Steichen Kinnard (MJSK) March 1999 - November 2001
Piper Jaffray 1992 - 1998
Piper Jaffray 1989 - 1992
Piper Jaffray 1983 - 1989
Skills
Series 7, Business Development, Leadership Development, Recruiting, Coaching, Training, Leadership, Management, Wealth Management, Program Management, Financial Analysis
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management, Business Administration, Management and Operations
University of Minnesota-Twin Cities 1977 — 1983
BS, Women's Studies, Political Science, Economics
RBC Wealth Management October 2013 - Present
RBC Wealth Management November 2012 - Present
Wells Fargo Advisors, LLC 2009 - November 2011
Wells Fargo Advisors January 2007 - November 2011
Piper Jaffray 2002 - 2006
Miller Johnson Steichen Kinnard (MJSK) March 1999 - November 2001
Piper Jaffray 1992 - 1998
Piper Jaffray 1989 - 1992
Piper Jaffray 1983 - 1989
Skills
Series 7, Business Development, Leadership Development, Recruiting, Coaching, Training, Leadership, Management, Wealth Management, Program Management, Financial Analysis
Education
University of St. Thomas 2012 — 2012
Mini Master of Project Management, Business Administration, Management and Operations
University of Minnesota-Twin Cities 1977 — 1983
BS, Women's Studies, Political Science, Economics
Harsh Mankad Harsh Mankad's RBC Wealth Management Experience May 2015 - Present
Job Portfolio Advisor
Industry Financial Services
Experience
RBC Wealth Management May 2015 - Present
Carlson Funds Enterprise March 2014 - April 2015
Cargill June 2014 - September 2014
Golden Valley Golf and Country Club February 2012 - November 2013
ATP World Tennis Tour May 2002 - October 2010
Skills
Public Relations, Tennis, Sports, Sports Management, Event Planning, Social Media, Sales, Marketing, Public Speaking, Event Management, Sponsorship, Sports Marketing, Coaching, Strategy, Entrepreneurship, Leadership, Management, Business Strategy, Budgets, Marketing Strategy, Strategic Planning, Equity Research, Marketing Communications
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA) - Full-time, Strategic Management and Finance, 3.72/4.00
University of Minnesota-Twin Cities 1999 — 2012
B.A. Economics and Minor in Sport Management, B.A. in Economics, GPA: 3.81/4.00
RBC Wealth Management May 2015 - Present
Carlson Funds Enterprise March 2014 - April 2015
Cargill June 2014 - September 2014
Golden Valley Golf and Country Club February 2012 - November 2013
ATP World Tennis Tour May 2002 - October 2010
Skills
Public Relations, Tennis, Sports, Sports Management, Event Planning, Social Media, Sales, Marketing, Public Speaking, Event Management, Sponsorship, Sports Marketing, Coaching, Strategy, Entrepreneurship, Leadership, Management, Business Strategy, Budgets, Marketing Strategy, Strategic Planning, Equity Research, Marketing Communications
Education
University of Minnesota - Carlson School of Management 2013 — 2015
Master of Business Administration (MBA) - Full-time, Strategic Management and Finance, 3.72/4.00
University of Minnesota-Twin Cities 1999 — 2012
B.A. Economics and Minor in Sport Management, B.A. in Economics, GPA: 3.81/4.00
Nicholas Angell's RBC Wealth Management Experience October 2012 - July 2013
Job Internal Wholesaler
Industry Financial Services
Experience
Principal Funds June 2015 - Present
European Elite Leagues May 2002 - Present
RBC Wealth Management October 2012 - July 2013
Skills
Social Media, Investments, Marketing, Series 7, Coaching, Sales, Finance, Swedish, Social Networking, German, English, Wealth Management, IRAs, Mutual Funds, Retirement Planning, Customer Service, Contract Negotiation, Retirement, Fixed Annuities, Sponsorship, Fundraising, Investment Strategies, Public Speaking, Sports Management, Hockey
Education
University of Minnesota-Twin Cities 1998 — 2003
Bachelor of Science (B.S.), History
Series 7 and 66 License
Principal Funds June 2015 - Present
European Elite Leagues May 2002 - Present
RBC Wealth Management October 2012 - July 2013
Skills
Social Media, Investments, Marketing, Series 7, Coaching, Sales, Finance, Swedish, Social Networking, German, English, Wealth Management, IRAs, Mutual Funds, Retirement Planning, Customer Service, Contract Negotiation, Retirement, Fixed Annuities, Sponsorship, Fundraising, Investment Strategies, Public Speaking, Sports Management, Hockey
Education
University of Minnesota-Twin Cities 1998 — 2003
Bachelor of Science (B.S.), History
Series 7 and 66 License
Alex Zachman Alex Zachman's RBC Wealth Management Experience August 2014 - Present
Job Sr. AssociateMargin Operations at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2014 - Present
RBC Wealth Management June 2013 - July 2014
Bulldog Fund, LLC May 2012 - May 2013
UMD Food Service November 2009 - May 2013
Skills
Critical Thinking, Communication Skills, Team Leadership, Financial Analysis, Equity Research, Investments, Customer Service, Teamwork, Determination, Committment, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Leadership, Finance, Equities
Education
University of Minnesota Duluth 2008 — 2013
Financial Markets Finance, Finance and Financial Markets
RBC Wealth Management August 2014 - Present
RBC Wealth Management June 2013 - July 2014
Bulldog Fund, LLC May 2012 - May 2013
UMD Food Service November 2009 - May 2013
Skills
Critical Thinking, Communication Skills, Team Leadership, Financial Analysis, Equity Research, Investments, Customer Service, Teamwork, Determination, Committment, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Leadership, Finance, Equities
Education
University of Minnesota Duluth 2008 — 2013
Financial Markets Finance, Finance and Financial Markets
Kim Corneliuson Kim Corneliuson's RBC Wealth Management Experience September 1981 - August 1998
Job CoOwner at Corneliuson & Associates, Inc.
Industry Accounting
Experience
Corneliuson & Associates, Inc. November 1999 - Present
Corneliuson & Associates, Inc. August 1998 - Present
RBC Wealth Management September 1981 - August 1998
Skills
Accounting, Tax, Tax Preparation, Tax Returns, Quickbooks, Income Tax, Bookkeeping, Preparation, Small Business, Payroll, Tax Compliance, Tax Services, IRS, Sales Tax, Corporate Tax, Accountants, Accounts Payable, General Ledger, Financial Accounting, Payroll Taxes, Financial Reporting, Small Business..., Tax Return Preparation, Partnership Taxation, S Corporations, Individual Taxation, Business Tax, LLC, Payroll Processing, Tax Accounting, Reconciliation, QuickBooks, Account Reconciliation, Financial Statements, CPA, GAAP, Peachtree, Forensic Accounting
Education
University of Minnesota - Carlson School of Management
BS, Accounting
Corneliuson & Associates, Inc. November 1999 - Present
Corneliuson & Associates, Inc. August 1998 - Present
RBC Wealth Management September 1981 - August 1998
Skills
Accounting, Tax, Tax Preparation, Tax Returns, Quickbooks, Income Tax, Bookkeeping, Preparation, Small Business, Payroll, Tax Compliance, Tax Services, IRS, Sales Tax, Corporate Tax, Accountants, Accounts Payable, General Ledger, Financial Accounting, Payroll Taxes, Financial Reporting, Small Business..., Tax Return Preparation, Partnership Taxation, S Corporations, Individual Taxation, Business Tax, LLC, Payroll Processing, Tax Accounting, Reconciliation, QuickBooks, Account Reconciliation, Financial Statements, CPA, GAAP, Peachtree, Forensic Accounting
Education
University of Minnesota - Carlson School of Management
BS, Accounting
Sam Hutson, CPA (Inactive) Sam Hutson, CPA (Inactive)'s RBC Wealth Management Experience June 2011 - December 2012
Job
Industry Financial Services
Experience
OneBeacon Insurance January 2013 - Present
RBC Wealth Management June 2011 - December 2012
LSBE Financial Markets April 2010 - May 2011
Western National Bank May 2010 - October 2010
University of Minnesota January 2009 - April 2010
Skills
Portfolio Management, Investments, Risk Management, Financial Analysis, Mutual Funds, Financial Modeling, Equity Research, Equities, Bloomberg, Asset Managment, Equity Valuation, Financial Statement...
Education
University of Minnesota Duluth 2007 — 2011
Bachelors, Accounting, Financial Markets Finance
OneBeacon Insurance January 2013 - Present
RBC Wealth Management June 2011 - December 2012
LSBE Financial Markets April 2010 - May 2011
Western National Bank May 2010 - October 2010
University of Minnesota January 2009 - April 2010
Skills
Portfolio Management, Investments, Risk Management, Financial Analysis, Mutual Funds, Financial Modeling, Equity Research, Equities, Bloomberg, Asset Managment, Equity Valuation, Financial Statement...
Education
University of Minnesota Duluth 2007 — 2011
Bachelors, Accounting, Financial Markets Finance
Nicholas Peters's RBC Wealth Management Experience March 2011 - March 2013
Job Fixed Income Trader at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets December 2013 - Present
RBC Capital Markets May 2013 - December 2013
RBC Capital Markets March 2013 - May 2013
RBC Wealth Management March 2011 - March 2013
Financial Markets Program September 2009 - May 2010
University of Minnesota Duluth September 2006 - May 2010
J & P Professional Painers May 2006 - September 2009
Duluth Transit Authority October 2008 - April 2009
Skills
Leadership, Microsoft Office, Finance, Trading, Portfolio Management, Strategy, Teamwork, Investments, Time Management, Financial Markets, Microsoft Excel, ThomsonOne, Bloomberg Terminal, Equities, Fixed Income, Bloomberg, Series 7, Microsoft Word, PowerPoint, Bonds, Options
Education
University of Saint Thomas - School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Minnesota Duluth 2006 — 2010
Financial Markets Finance, Finance
RBC Capital Markets December 2013 - Present
RBC Capital Markets May 2013 - December 2013
RBC Capital Markets March 2013 - May 2013
RBC Wealth Management March 2011 - March 2013
Financial Markets Program September 2009 - May 2010
University of Minnesota Duluth September 2006 - May 2010
J & P Professional Painers May 2006 - September 2009
Duluth Transit Authority October 2008 - April 2009
Skills
Leadership, Microsoft Office, Finance, Trading, Portfolio Management, Strategy, Teamwork, Investments, Time Management, Financial Markets, Microsoft Excel, ThomsonOne, Bloomberg Terminal, Equities, Fixed Income, Bloomberg, Series 7, Microsoft Word, PowerPoint, Bonds, Options
Education
University of Saint Thomas - School of Business 2013 — 2016
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
University of Minnesota Duluth 2006 — 2010
Financial Markets Finance, Finance
Leslie Dagnault Leslie Dagnault's RBC Wealth Management Experience September 2013 - December 2013
Job Recruiting Consultant
Industry Financial Services
Experience
Jingit September 2014 - January 2015
ATK March 2014 - June 2014
RBC Wealth Management September 2013 - December 2013
University of Minnesota Physicians October 2012 - July 2013
ATK November 2011 - June 2012
Securian Financial Group October 2010 - July 2011
Capella University March 2010 - July 2010
Bernard Hodes May 2007 - December 2009
Ameriprise Financial 2002 - 2006
American Express 2000 - 2002
Skills
Talent Acquisition, Talent Management, College Recruiting, Applicant Tracking..., Onboarding, Recruiting, Human Resources, Sourcing, Employee Relations, Technical Recruiting, Screening Resumes, Time Management, Workforce Planning, New Hire Orientations, Succession Planning, PeopleSoft, Internet Recruiting, Temporary Placement, Interviews, HRIS, Career Development
Education
University of Minnesota-Duluth 1991 — 1996
Bachelor of Science (BS), Sociology
Jingit September 2014 - January 2015
ATK March 2014 - June 2014
RBC Wealth Management September 2013 - December 2013
University of Minnesota Physicians October 2012 - July 2013
ATK November 2011 - June 2012
Securian Financial Group October 2010 - July 2011
Capella University March 2010 - July 2010
Bernard Hodes May 2007 - December 2009
Ameriprise Financial 2002 - 2006
American Express 2000 - 2002
Skills
Talent Acquisition, Talent Management, College Recruiting, Applicant Tracking..., Onboarding, Recruiting, Human Resources, Sourcing, Employee Relations, Technical Recruiting, Screening Resumes, Time Management, Workforce Planning, New Hire Orientations, Succession Planning, PeopleSoft, Internet Recruiting, Temporary Placement, Interviews, HRIS, Career Development
Education
University of Minnesota-Duluth 1991 — 1996
Bachelor of Science (BS), Sociology
Jeff McFarlin Jeff McFarlin's RBC Wealth Management Experience November 1991 - Present
Job Senior Vice PresidentFinancial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 1991 - Present
Education
University of Minnesota-Twin Cities
RBC Wealth Management November 1991 - Present
Education
University of Minnesota-Twin Cities
Samir Zahar's RBC Wealth Management Experience June 2015 - August 2015
Job Intern, Fixed Income Strategies at RBC Wealth Management
Industry Financial Services
Experience
MCFAM - Minnesota Center for Financial and Actuarial Mathematics September 2015 - Present
RBC Wealth Management June 2015 - August 2015
Multicultural Center for Academic Excellence, UMN September 2014 - May 2015
University of Minnesota May 2014 - May 2015
Concept Designs LLC May 2010 - May 2015
North Star Stem Alliance September 2014 - April 2015
McNamara Academic Center - University of Minnesota Twin-Cities September 2013 - January 2015
Dunbar Armored May 2012 - May 2013
Minnesota International Center January 2012 - June 2012
Skills
Statistics, Mathematica, Research, Data Analysis, Leadership, Microsoft Office, Bloomberg Terminal, Public Speaking, VBA, PowerPoint, Mathematics, Science, Mathematical Modeling, Stock Analysis, Marketing Strategy, Applied Mathematics, Theory of Interest, Theory of Probabilities, Tutoring, Coaching
Education
University of Minnesota-Twin Cities 2013 — 2015
Bachelor of Arts (B.A.), Mathematics - Actuarial Science Specialization
University of Minnesota - Carlson School of Management 2013 — 2015
Minor, Risk Management and Insurance.
MCFAM - Minnesota Center for Financial and Actuarial Mathematics September 2015 - Present
RBC Wealth Management June 2015 - August 2015
Multicultural Center for Academic Excellence, UMN September 2014 - May 2015
University of Minnesota May 2014 - May 2015
Concept Designs LLC May 2010 - May 2015
North Star Stem Alliance September 2014 - April 2015
McNamara Academic Center - University of Minnesota Twin-Cities September 2013 - January 2015
Dunbar Armored May 2012 - May 2013
Minnesota International Center January 2012 - June 2012
Skills
Statistics, Mathematica, Research, Data Analysis, Leadership, Microsoft Office, Bloomberg Terminal, Public Speaking, VBA, PowerPoint, Mathematics, Science, Mathematical Modeling, Stock Analysis, Marketing Strategy, Applied Mathematics, Theory of Interest, Theory of Probabilities, Tutoring, Coaching
Education
University of Minnesota-Twin Cities 2013 — 2015
Bachelor of Arts (B.A.), Mathematics - Actuarial Science Specialization
University of Minnesota - Carlson School of Management 2013 — 2015
Minor, Risk Management and Insurance.
Doug Zittergruen's RBC Wealth Management Experience December 2014 - Present
Job Information Technology at RBC Wealth Management
Industry Computer Software
Experience
RBC Wealth Management December 2014 - Present
Ally Financial Inc. August 2001 - December 2014
Wizmo Inc. February 2000 - May 2001
Tennant Company November 1997 - February 2000
E. W. Blanch October 1995 - November 1997
US Bank\FBS Mortgage\First Trust July 1991 - October 1995
Skills
Capital Markets, Requirements Gathering, Bloomberg, Business Analysis, VBA, Risk Management, Visio, Analysis, SQL, Requirements Analysis, Microsoft SQL Server, Software Development, Financial Services, IT Audit, Sarbanes-Oxley, Scripting, Risk Analysis, Active Directory, SharePoint
Education
University of Minnesota-Twin Cities 1988 — 1992
B.A. in, Statistics
RBC Wealth Management December 2014 - Present
Ally Financial Inc. August 2001 - December 2014
Wizmo Inc. February 2000 - May 2001
Tennant Company November 1997 - February 2000
E. W. Blanch October 1995 - November 1997
US Bank\FBS Mortgage\First Trust July 1991 - October 1995
Skills
Capital Markets, Requirements Gathering, Bloomberg, Business Analysis, VBA, Risk Management, Visio, Analysis, SQL, Requirements Analysis, Microsoft SQL Server, Software Development, Financial Services, IT Audit, Sarbanes-Oxley, Scripting, Risk Analysis, Active Directory, SharePoint
Education
University of Minnesota-Twin Cities 1988 — 1992
B.A. in, Statistics
Joseph H. Murphy, AWM Joseph H. Murphy, AWM's RBC Wealth Management Experience January 1998 - Present
Job Vice President – Financial Advisor, Accredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 1998 - Present
Morgan Stanley Private Wealth Management June 1993 - December 1997
Education
Michigan State University 2007 — 2007
Accredited Wealth Manager, Estate and Wealth Strategies Institute
University of Minnesota-Twin Cities 1982 — 1988
Bachelor of Arts (BA), Economics
RBC Wealth Management January 1998 - Present
Morgan Stanley Private Wealth Management June 1993 - December 1997
Education
Michigan State University 2007 — 2007
Accredited Wealth Manager, Estate and Wealth Strategies Institute
University of Minnesota-Twin Cities 1982 — 1988
Bachelor of Arts (BA), Economics
Teree Pearl's RBC Wealth Management Experience May 2014 - Present
Job Senior Business Analyst at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management May 2014 - Present
MNsure October 2012 - May 2014
Ameriprise Financial Services, Inc. May 2011 - September 2012
St. Jude Medical November 2010 - May 2011
Medtronic June 2010 - November 2010
Boston Scientific July 2007 - May 2010
Ameriprise Financial Services, Inc. August 2006 - April 2007
Traust Group November 2005 - August 2006
Alliant TechSystems (ATK) May 2005 - November 2005
Boston Scientific January 2005 - May 2005
Skills
FDA, ISO 13485, Documentation, Requirements Analysis, Test Planning, Validation, Gap Analysis, Quality Systems, SDLC, Technical Writing, Testing, Visio, MS Project, Business Analysis, Requirements Gathering, Agile Methodologies, Software Documentation, Project Management
Education
University of Minnesota-Duluth 1992 — 1996
Bachelor of Arts, Communication and Journalism
EGF
RBC Wealth Management May 2014 - Present
MNsure October 2012 - May 2014
Ameriprise Financial Services, Inc. May 2011 - September 2012
St. Jude Medical November 2010 - May 2011
Medtronic June 2010 - November 2010
Boston Scientific July 2007 - May 2010
Ameriprise Financial Services, Inc. August 2006 - April 2007
Traust Group November 2005 - August 2006
Alliant TechSystems (ATK) May 2005 - November 2005
Boston Scientific January 2005 - May 2005
Skills
FDA, ISO 13485, Documentation, Requirements Analysis, Test Planning, Validation, Gap Analysis, Quality Systems, SDLC, Technical Writing, Testing, Visio, MS Project, Business Analysis, Requirements Gathering, Agile Methodologies, Software Documentation, Project Management
Education
University of Minnesota-Duluth 1992 — 1996
Bachelor of Arts, Communication and Journalism
EGF
Monica Potter Monica Potter's RBC Wealth Management Experience October 2011 - September 2014
Job Financial Services Assistant at Eide Bailly LLP
Industry Accounting
Experience
Eide Bailly LLP November 2014 - Present
RBC Wealth Management October 2011 - September 2014
Wells Fargo June 2009 - October 2011
Wells Fargo September 2005 - June 2009
Wells Fargo August 2003 - September 2005
Skills
Accounting, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of Minnesota Crookston
Bachelor of Science (B.S.), Finance
University of St. Thomas
Eide Bailly LLP November 2014 - Present
RBC Wealth Management October 2011 - September 2014
Wells Fargo June 2009 - October 2011
Wells Fargo September 2005 - June 2009
Wells Fargo August 2003 - September 2005
Skills
Accounting, Customer Service, Financial Analysis, Microsoft Excel, Microsoft Office
Education
University of Minnesota Crookston
Bachelor of Science (B.S.), Finance
University of St. Thomas
Nelson Moen's RBC Wealth Management Experience January 2012 - May 2012
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual February 2015 - Present
Baker Tilly Virchow Krause, LLP January 2015 - January 2015
Cavanaugh Financial Group August 2013 - August 2014
Life Time - The Healthy Way of Life Company March 2013 - August 2014
North Metro Umpire Association March 2010 - July 2014
RBC Wealth Management January 2012 - May 2012
Skills
Strategic Financial..., Team Management, Mathematics, Economics, Technology, Friendly Personality, Talking Points, Communication, Enthusiast, Microsoft Office, Leadership, Financial Planning, Event Planning, Public Speaking, Social Networking
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Finance & Risk Management, Entrepreneurship, Minor: Accounting, Sophmore
Wayzata High School 2010 — 2014
Northwestern Mutual February 2015 - Present
Baker Tilly Virchow Krause, LLP January 2015 - January 2015
Cavanaugh Financial Group August 2013 - August 2014
Life Time - The Healthy Way of Life Company March 2013 - August 2014
North Metro Umpire Association March 2010 - July 2014
RBC Wealth Management January 2012 - May 2012
Skills
Strategic Financial..., Team Management, Mathematics, Economics, Technology, Friendly Personality, Talking Points, Communication, Enthusiast, Microsoft Office, Leadership, Financial Planning, Event Planning, Public Speaking, Social Networking
Education
University of Minnesota - Carlson School of Management 2014 — 2017
Finance & Risk Management, Entrepreneurship, Minor: Accounting, Sophmore
Wayzata High School 2010 — 2014
Kristen Borucki Kristen Borucki's RBC Wealth Management Experience February 2012 - February 2014
Job Benefits Manager at Signode Industrial Group
Industry Human Resources
Experience
Signode Industrial Group LLC March 2014 - Present
RBC Wealth Management February 2012 - February 2014
RBC Wealth Management June 2007 - February 2012
RBC Wealth Management August 2000 - July 2007
Skills
Benefits Administration, Employee Benefits, Retirement, Deferred Compensation, 401k, Pensions, Defined Benefit, Compensation & Benefit, Management, Employee Relations, Human Resources, Performance Management
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Bachelor of Science - Business, Human Resources Management
Signode Industrial Group LLC March 2014 - Present
RBC Wealth Management February 2012 - February 2014
RBC Wealth Management June 2007 - February 2012
RBC Wealth Management August 2000 - July 2007
Skills
Benefits Administration, Employee Benefits, Retirement, Deferred Compensation, 401k, Pensions, Defined Benefit, Compensation & Benefit, Management, Employee Relations, Human Resources, Performance Management
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Bachelor of Science - Business, Human Resources Management
chukwumah anwah's RBC Wealth Management Experience
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Team Building, Financial Analysis, Microsoft Word, Banking, Risk Management, Training, Data Analysis
Education
University of Minnesota-Twin Cities
Bachelor's degree
RBC Wealth Management
Skills
Microsoft Office, Microsoft Excel, Customer Service, PowerPoint, Team Building, Financial Analysis, Microsoft Word, Banking, Risk Management, Training, Data Analysis
Education
University of Minnesota-Twin Cities
Bachelor's degree
Andrea (Lentz) Winghart Andrea (Lentz) Winghart's RBC Wealth Management Experience April 2010 - Present
Job Compliance Officer at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2010 - Present
Education
University of Minnesota-Twin Cities 1994 — 1998
Bachelor of Science in Economics with Mathematics Emphasis, Statistics Minor
RBC Wealth Management April 2010 - Present
Education
University of Minnesota-Twin Cities 1994 — 1998
Bachelor of Science in Economics with Mathematics Emphasis, Statistics Minor
Paul Winghart's RBC Wealth Management Experience 1998 - April 2013
Job Adjunct Managerial Finance
Industry Financial Services
Experience
Bethel University August 2015 - Present
Wing-O-Metrics LLC June 2015 - Present
Bethel University February 2015 - Present
The Daily Journalist (The Birthplace of Neo-Journalism) December 2014 - Present
www.surplusproductivity.com April 2013 - Present
Bethel University August 2014 - December 2014
Bethel University January 2014 - May 2014
RBC Wealth Management 1998 - April 2013
Bethel University August 2009 - December 2009
Skills
Capital Markets, Fixed Income, Investments, Wealth Management, Portfolio Management, Series 7, Bloomberg, Bonds, Investment Strategies, Financial Markets, Bloomberg Terminal, Credit, Economics, Strategy, Banking, Credit Analysis, Public Speaking, Leadership, Finance
Education
University of Minnesota-Twin Cities
BA, Economics
Homestead Highschool Mequon
Bethel University August 2015 - Present
Wing-O-Metrics LLC June 2015 - Present
Bethel University February 2015 - Present
The Daily Journalist (The Birthplace of Neo-Journalism) December 2014 - Present
www.surplusproductivity.com April 2013 - Present
Bethel University August 2014 - December 2014
Bethel University January 2014 - May 2014
RBC Wealth Management 1998 - April 2013
Bethel University August 2009 - December 2009
Skills
Capital Markets, Fixed Income, Investments, Wealth Management, Portfolio Management, Series 7, Bloomberg, Bonds, Investment Strategies, Financial Markets, Bloomberg Terminal, Credit, Economics, Strategy, Banking, Credit Analysis, Public Speaking, Leadership, Finance
Education
University of Minnesota-Twin Cities
BA, Economics
Homestead Highschool Mequon
Janet Georges, CPPM Janet Georges, CPPM's RBC Wealth Management Experience July 2015 - Present
Job Telecommunications Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2015 - Present
Target 2010 - May 2015
Target 2007 - 2010
Target May 2006 - March 2007
Carlson Companies, Inc 1996 - 2006
Skills
Team Leadership, Process Improvement, Call Center, Vendor Management, Business Analysis, Change Management, Project Management, Data Analysis, Leadership, Business Process..., Performance Management, Retail, Operations Management, Customer Service, Team Building, Management, Call Centers, Strategic Planning, Critical Thinking
Education
University of Phoenix
Master of Business Administration (MBA) - currently pursuing
University of St. Thomas - Opus College of Business
Mini Masters of Lean Enterprise, Leadership and Management Program
University of Minnesota-Morris
BA, Psychology
RBC Wealth Management July 2015 - Present
Target 2010 - May 2015
Target 2007 - 2010
Target May 2006 - March 2007
Carlson Companies, Inc 1996 - 2006
Skills
Team Leadership, Process Improvement, Call Center, Vendor Management, Business Analysis, Change Management, Project Management, Data Analysis, Leadership, Business Process..., Performance Management, Retail, Operations Management, Customer Service, Team Building, Management, Call Centers, Strategic Planning, Critical Thinking
Education
University of Phoenix
Master of Business Administration (MBA) - currently pursuing
University of St. Thomas - Opus College of Business
Mini Masters of Lean Enterprise, Leadership and Management Program
University of Minnesota-Morris
BA, Psychology
Tara Reitmeier Tara Reitmeier's RBC Wealth Management Experience March 2007 - June 2008
Job Senior Consultant, Human Capital Org Transformation & Talent at Deloitte
Industry Human Resources
Experience
Deloitte May 2015 - Present
Target December 2012 - May 2015
Accenture June 2008 - December 2012
RBC Wealth Management March 2007 - June 2008
RBC Wealth Management October 2005 - March 2007
Skills
Management Consulting, Onboarding, Interviewing, Corporate Communications, Training & Development, Change Management, Employee Training, Training, Business Process, Recruiting, Project Management, Organizational..., Operations Management, Integration, Organizational Design, Consulting, Program Management
Education
University of Minnesota-Twin Cities
BA
Deloitte May 2015 - Present
Target December 2012 - May 2015
Accenture June 2008 - December 2012
RBC Wealth Management March 2007 - June 2008
RBC Wealth Management October 2005 - March 2007
Skills
Management Consulting, Onboarding, Interviewing, Corporate Communications, Training & Development, Change Management, Employee Training, Training, Business Process, Recruiting, Project Management, Organizational..., Operations Management, Integration, Organizational Design, Consulting, Program Management
Education
University of Minnesota-Twin Cities
BA
Nancy Cotter Nancy Cotter's RBC Wealth Management Experience 1980 - 2011
Job Investment Advisor Representative at Imus Wilkinson Investment Management
Industry Financial Services
Experience
Imus Wilkinson Investment Management April 2013 - Present
Eden Prairie School System September 2011 - Present
RBC Wealth Management 1980 - 2011
Skills
Series 65
Education
University of Minnesota-Twin Cities
Bachelor of Arts, English
Imus Wilkinson Investment Management April 2013 - Present
Eden Prairie School System September 2011 - Present
RBC Wealth Management 1980 - 2011
Skills
Series 65
Education
University of Minnesota-Twin Cities
Bachelor of Arts, English
Kristin Sharma Kristin Sharma's RBC Wealth Management Experience
Job Program & Initiatives Administrator at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management
Skills
Project..., Enterprise Change..., Team Leadership, Resource Management, Budget Management, Budget Process, Technology Initiatives..., Technology Training, Client Relationship..., Vendor Management, Project Management, Finance, Wealth Managemen, Asset Management, Banking, Financial Services, Portfolio Management, Risk Management, Wealth Management
Education
University of Minnesota Duluth 1999 — 2003
Bachelor of Arts (B.A.), Communication, General
RBC Wealth Management
Skills
Project..., Enterprise Change..., Team Leadership, Resource Management, Budget Management, Budget Process, Technology Initiatives..., Technology Training, Client Relationship..., Vendor Management, Project Management, Finance, Wealth Managemen, Asset Management, Banking, Financial Services, Portfolio Management, Risk Management, Wealth Management
Education
University of Minnesota Duluth 1999 — 2003
Bachelor of Arts (B.A.), Communication, General
Eric LaBelle Eric LaBelle's RBC Wealth Management Experience December 2008 - March 2009
Job Sales Analyst at Vista Outdoor Inc.
Industry Marketing and Advertising
Experience
Vista Outdoor Inc. April 2014 - Present
The Schwan Food Company December 2012 - April 2014
RBC Capital Markets May 2010 - December 2012
Fastenal Co August 2009 - May 2010
RBC Wealth Management December 2008 - March 2009
RBC Capital Markets May 2007 - February 2009
RBC Wealth Management June 2007 - August 2008
Home Depot May 2006 - August 2006
Skills
Marketing, Sales, SEO, Customer Service, B2B, Entrepreneurship, Microsoft Excel, Retail, Finance, Photoshop, Adobe Creative Suite, Account Management, Analysis
Education
University of Minnesota Duluth 2006 — 2010
Bachelors of Business Administration, Marketing
University of Waikato 2009 — 2009
BBA, Marketing
Vista Outdoor Inc. April 2014 - Present
The Schwan Food Company December 2012 - April 2014
RBC Capital Markets May 2010 - December 2012
Fastenal Co August 2009 - May 2010
RBC Wealth Management December 2008 - March 2009
RBC Capital Markets May 2007 - February 2009
RBC Wealth Management June 2007 - August 2008
Home Depot May 2006 - August 2006
Skills
Marketing, Sales, SEO, Customer Service, B2B, Entrepreneurship, Microsoft Excel, Retail, Finance, Photoshop, Adobe Creative Suite, Account Management, Analysis
Education
University of Minnesota Duluth 2006 — 2010
Bachelors of Business Administration, Marketing
University of Waikato 2009 — 2009
BBA, Marketing
Gwen Jorgens Gwen Jorgens's RBC Wealth Management Experience March 2014 - Present
Job Sr. Application Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2014 - Present
RBC Wealth Management June 2013 - March 2014
RBC Wealth Management April 2010 - June 2013
RBC Wealth Management May 2006 - 2010
RBC Dain Rauscher May 2004 - June 2006
American Express September 2002 - May 2004
Innuity 1999 - 2002
Innuity 1998 - 1999
Skills
PMP, PMO, SDLC, Business Requirements, Business Analysis, Process Improvement, Requirements Analysis, Project Initiation, Implementation Planning, Project Management, Program Management
Education
University of Minnesota - Morris 1994 — 1998
RBC Wealth Management March 2014 - Present
RBC Wealth Management June 2013 - March 2014
RBC Wealth Management April 2010 - June 2013
RBC Wealth Management May 2006 - 2010
RBC Dain Rauscher May 2004 - June 2006
American Express September 2002 - May 2004
Innuity 1999 - 2002
Innuity 1998 - 1999
Skills
PMP, PMO, SDLC, Business Requirements, Business Analysis, Process Improvement, Requirements Analysis, Project Initiation, Implementation Planning, Project Management, Program Management
Education
University of Minnesota - Morris 1994 — 1998
Dina Boie Dina Boie's RBC Wealth Management Experience August 2004 - February 2009
Job Intake Coordinator at Preferred One Insurance
Industry Financial Services
Experience
PreferredOne February 2014 - Present
Boy Scouts of America February 2008 - Present
Heartland Home Health Care and Hospice April 2013 - January 2014
UCare Minnesota March 2012 - November 2012
Aerotek September 2011 - July 2012
FasTest Inc. September 2011 - January 2012
The Pampered Chef February 2009 - January 2011
The Mergis Group March 2010 - October 2010
Mergis Group April 2010 - September 2010
RBC Wealth Management August 2004 - February 2009
Skills
Customer Service, Mutual Funds, Investments, Team Leadership, Team Building, Training, Program Management, Customer Satisfaction, Public Speaking, Fundraising, Volunteer Management
Education
University of Minnesota-Twin Cities 1983 — 1987
Finance, Finance
Hill Murray High School 1980 — 1983
General, High School/Secondary Diplomas and Certificates
PreferredOne February 2014 - Present
Boy Scouts of America February 2008 - Present
Heartland Home Health Care and Hospice April 2013 - January 2014
UCare Minnesota March 2012 - November 2012
Aerotek September 2011 - July 2012
FasTest Inc. September 2011 - January 2012
The Pampered Chef February 2009 - January 2011
The Mergis Group March 2010 - October 2010
Mergis Group April 2010 - September 2010
RBC Wealth Management August 2004 - February 2009
Skills
Customer Service, Mutual Funds, Investments, Team Leadership, Team Building, Training, Program Management, Customer Satisfaction, Public Speaking, Fundraising, Volunteer Management
Education
University of Minnesota-Twin Cities 1983 — 1987
Finance, Finance
Hill Murray High School 1980 — 1983
General, High School/Secondary Diplomas and Certificates
Cody Peck Cody Peck's RBC Wealth Management Experience June 2011 - June 2012
Job Entrepreneur
Industry Financial Services
Experience
CPI January 2013 - Present
Clarabridge March 2013 - February 2014
Central Intelligence Agency November 2012 - October 2013
RBC Wealth Management June 2011 - June 2012
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Arts (B.A.), Economics
CPI January 2013 - Present
Clarabridge March 2013 - February 2014
Central Intelligence Agency November 2012 - October 2013
RBC Wealth Management June 2011 - June 2012
Education
University of Minnesota-Twin Cities 2008 — 2012
Bachelor of Arts (B.A.), Economics
Jeffrey Crowl Jeffrey Crowl's RBC Wealth Management Experience November 2010 - Present
Job First Financial President Financial Advisor at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Management November 2010 - Present
Morgan Stanley September 1992 - November 2010
Education
University of Minnesota Duluth 1987 — 1991
Bachelor of Business Administration, Finance, Marketing
RBC Wealth Management November 2010 - Present
Morgan Stanley September 1992 - November 2010
Education
University of Minnesota Duluth 1987 — 1991
Bachelor of Business Administration, Finance, Marketing
Patrick Boyd, CFA's RBC Wealth Management Experience December 2007 - December 2013
Job
Industry Financial Services
Experience
Securian Financial Group September 2014 - Present
UnitedHealth Group January 2014 - September 2014
RBC Wealth Management December 2007 - December 2013
ConAgra Foods, Inc. May 2004 - November 2007
Wilson-McShane Corporation September 2003 - May 2004
Wells Fargo Equipment Finance, Inc. May 2002 - August 2002
Skills
Valuation, Capital Structure, Quantitative Analytics, M&A execution, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Forecasting, Portfolio Management, Finance, Financial Statement..., Investments, Equities, Mergers, Due Diligence, Bloomberg, Capital Markets, Equity Research, Asset Allocation, Corporate Development, Mergers & Acquisitions, Asset Management
Education
University of Minnesota - Carlson School of Management 2000 — 2004
B.S.B
Securian Financial Group September 2014 - Present
UnitedHealth Group January 2014 - September 2014
RBC Wealth Management December 2007 - December 2013
ConAgra Foods, Inc. May 2004 - November 2007
Wilson-McShane Corporation September 2003 - May 2004
Wells Fargo Equipment Finance, Inc. May 2002 - August 2002
Skills
Valuation, Capital Structure, Quantitative Analytics, M&A execution, Financial Modeling, Financial Analysis, Strategic Financial..., Corporate Finance, Forecasting, Portfolio Management, Finance, Financial Statement..., Investments, Equities, Mergers, Due Diligence, Bloomberg, Capital Markets, Equity Research, Asset Allocation, Corporate Development, Mergers & Acquisitions, Asset Management
Education
University of Minnesota - Carlson School of Management 2000 — 2004
B.S.B
Ann Hoen's RBC Wealth Management Experience 2005 - October 2008
Job Service Quality Manager RBC Capital Markets Corp
Industry Financial Services
Experience
RBC Capital Markets, LLC December 2009 - Present
RBC Wealth Management 2005 - October 2008
Royal Bank of Canada 1998 - 2008
RBC Dain Rauscher April 2003 - May 2005
RBC Dain Rauscher May 2002 - April 2003
Skills
Compliance, Quality Assurance, Wikis, Coaching, Change Management, Project Management, Leadership, Team Leadership, Workshop Facilitation, Team Building, Needs Analysis, Program Management, Strategic Planning, Business Analysis, Organizational..., Customer Service, Talent Management, Training, Training Delivery, Employee Training, CRM
Education
University of St. Thomas - Opus College of Business 2006 — 2007
Masters in Business Communications
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Arts, Spanish
RBC Capital Markets, LLC December 2009 - Present
RBC Wealth Management 2005 - October 2008
Royal Bank of Canada 1998 - 2008
RBC Dain Rauscher April 2003 - May 2005
RBC Dain Rauscher May 2002 - April 2003
Skills
Compliance, Quality Assurance, Wikis, Coaching, Change Management, Project Management, Leadership, Team Leadership, Workshop Facilitation, Team Building, Needs Analysis, Program Management, Strategic Planning, Business Analysis, Organizational..., Customer Service, Talent Management, Training, Training Delivery, Employee Training, CRM
Education
University of St. Thomas - Opus College of Business 2006 — 2007
Masters in Business Communications
University of Minnesota-Twin Cities 1992 — 1997
Bachelor of Arts, Spanish
Jeff Whalen's RBC Wealth Management Experience 2002 - 2007
Job Director, Applications and Architecture at Dorsey and Whitney, LLP
Industry Information Technology and Services
Experience
Dorsey and Whitney, LLP December 2007 - Present
Greeneville Consulting Services January 1999 - December 2007
RBC Wealth Management 2002 - 2007
SHPS 1999 - 2002
Integrated Information Systems 1997 - 1999
Accenture 1993 - 1997
Open Software Foundation 1991 - 1993
Boston Technology Corporation 1990 - 1991
Software Leverage 1988 - 1990
Skills
Management, Team Management, Enterprise Architecture, Enterprise Software, IT Infrastructure Design, Enterprise Storage, SDLC, Software Development, Software Project..., Software Design, IT Strategy, Disaster Recovery, Business Analysis, Vendor Management
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Philosophy
Dorsey and Whitney, LLP December 2007 - Present
Greeneville Consulting Services January 1999 - December 2007
RBC Wealth Management 2002 - 2007
SHPS 1999 - 2002
Integrated Information Systems 1997 - 1999
Accenture 1993 - 1997
Open Software Foundation 1991 - 1993
Boston Technology Corporation 1990 - 1991
Software Leverage 1988 - 1990
Skills
Management, Team Management, Enterprise Architecture, Enterprise Software, IT Infrastructure Design, Enterprise Storage, SDLC, Software Development, Software Project..., Software Design, IT Strategy, Disaster Recovery, Business Analysis, Vendor Management
Education
University of Minnesota-Twin Cities 1981 — 1985
Bachelor of Arts, Philosophy
William Tran's RBC Wealth Management Experience June 2011 - January 2015
Job Solution Architect at TranConsulting Inc
Industry Computer Software
Experience
TranConsulting Inc September 2006 - Present
RBC Wealth Management June 2011 - January 2015
ArcherGrey February 2011 - May 2011
Green Tree Servicing August 2010 - February 2011
Wells Fargo March 2010 - August 2010
St. Jude Medical August 2009 - March 2010
UnitedHealth Group November 2007 - August 2009
GMAC Rescap February 2007 - November 2007
Ameriprise August 2006 - February 2007
GMAC Rescap November 2005 - August 2006
Skills
Business Analysis, SDLC, XML, Project Management, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Project Portfolio..., Visio, Systems Analysis, Web Services, Microsoft SQL Server, Business Intelligence, Business Process, SQL, User Acceptance Testing, Business Process..., Data Warehousing, Software Documentation, Process Improvement, Software Development, Program Management, Software Project..., Agile Methodologies, Unix, SOA, PL/SQL, Databases, PMO, Data Modeling, PMP, Vendor Management, IT Strategy, ETL, Solution Architecture, Testing, Agile Project Management, Cross-functional Team..., Oracle, Integration, Business Requirements, Scrum, SharePoint
Education
University of Minnesota-Twin Cities 1997 — 2000
MBA, MIS
University of Minnesota-Twin Cities 1991 — 1996
Bachelor of Chemical Engineering, Chemical Engineering
University of Minnesota-Twin Cities 1991 — 1996
Bachelor of Science (B.S.), Economics
TranConsulting Inc September 2006 - Present
RBC Wealth Management June 2011 - January 2015
ArcherGrey February 2011 - May 2011
Green Tree Servicing August 2010 - February 2011
Wells Fargo March 2010 - August 2010
St. Jude Medical August 2009 - March 2010
UnitedHealth Group November 2007 - August 2009
GMAC Rescap February 2007 - November 2007
Ameriprise August 2006 - February 2007
GMAC Rescap November 2005 - August 2006
Skills
Business Analysis, SDLC, XML, Project Management, Requirements Analysis, Requirements Gathering, Enterprise Architecture, Project Portfolio..., Visio, Systems Analysis, Web Services, Microsoft SQL Server, Business Intelligence, Business Process, SQL, User Acceptance Testing, Business Process..., Data Warehousing, Software Documentation, Process Improvement, Software Development, Program Management, Software Project..., Agile Methodologies, Unix, SOA, PL/SQL, Databases, PMO, Data Modeling, PMP, Vendor Management, IT Strategy, ETL, Solution Architecture, Testing, Agile Project Management, Cross-functional Team..., Oracle, Integration, Business Requirements, Scrum, SharePoint
Education
University of Minnesota-Twin Cities 1997 — 2000
MBA, MIS
University of Minnesota-Twin Cities 1991 — 1996
Bachelor of Chemical Engineering, Chemical Engineering
University of Minnesota-Twin Cities 1991 — 1996
Bachelor of Science (B.S.), Economics
Laura (Anderson) Davies's RBC Wealth Management Experience June 2014 - Present
Job Business Systems Analyst
Industry Computer Software
Experience
RBC Wealth Management June 2014 - Present
U.S. Bank March 2014 - June 2014
IRIS Consulting Corporation November 2013 - March 2014
Room and Board March 2012 - November 2013
Capella University June 2006 - March 2012
Gelco Information Network 2002 - 2006
Ceridian 1996 - 2000
Skills
Requirements Gathering, Requirements Analysis, Visio, Agile Methodologies, Business Process..., Process Improvement, Business Intelligence, SharePoint, SQL, Data Analysis, Project Management, Software Documentation, Software Project..., PeopleSoft, Program Management, Business Process, ERP, Analysis, Change Management, Cross-functional Team..., User Acceptance Testing, Quality Assurance, Testing, Oracle, Project Planning, Business Requirements, Web Applications, Software Development, CRM, Waterfall, Quality Center, SaaS, Business Analysis, SDLC, Training, Consulting, Integration
Education
University of Minnesota-Twin Cities
Bachelor's degree, Journalism
RBC Wealth Management June 2014 - Present
U.S. Bank March 2014 - June 2014
IRIS Consulting Corporation November 2013 - March 2014
Room and Board March 2012 - November 2013
Capella University June 2006 - March 2012
Gelco Information Network 2002 - 2006
Ceridian 1996 - 2000
Skills
Requirements Gathering, Requirements Analysis, Visio, Agile Methodologies, Business Process..., Process Improvement, Business Intelligence, SharePoint, SQL, Data Analysis, Project Management, Software Documentation, Software Project..., PeopleSoft, Program Management, Business Process, ERP, Analysis, Change Management, Cross-functional Team..., User Acceptance Testing, Quality Assurance, Testing, Oracle, Project Planning, Business Requirements, Web Applications, Software Development, CRM, Waterfall, Quality Center, SaaS, Business Analysis, SDLC, Training, Consulting, Integration
Education
University of Minnesota-Twin Cities
Bachelor's degree, Journalism
Stephanie Pomonis's RBC Wealth Management Experience February 2011 - February 2012
Job Process Manager Government Programs at Prime Therapeutics
Industry Financial Services
Experience
Prime Therapeutics May 2015 - Present
Prime Therapeutics April 2012 - Present
Improving Enterprises August 2014 - April 2015
Chinese Heritage Foundation 2004 - 2014
RBC Wealth Management February 2011 - February 2012
Prime Therapeutics May 2010 - February 2011
Questar Capital October 2009 - January 2010
Prime Therapeutics February 2009 - July 2009
Express Scripts August 2008 - February 2009
Questar Capital & Allianz Life of North America 2007 - 2009
Skills
Business Requirements, Business Analysis, Business Process Design, Requirements Analysis, Visio, Business Process, Business Process..., Process Improvement, SharePoint, Business Intelligence, Software Project..., Integration, Standards Compliance, SDLC, User Acceptance Testing, PMO, Vendor Management, Systems Analysis, Project Portfolio..., Requirements Gathering
Education
University of Minnesota-Twin Cities 1988 — 1990
BA Degree, Social & Cultural Anthropology
University of Nebraska at Omaha 1984 — 1987
BA Degree, History
Fargo South
Prime Therapeutics May 2015 - Present
Prime Therapeutics April 2012 - Present
Improving Enterprises August 2014 - April 2015
Chinese Heritage Foundation 2004 - 2014
RBC Wealth Management February 2011 - February 2012
Prime Therapeutics May 2010 - February 2011
Questar Capital October 2009 - January 2010
Prime Therapeutics February 2009 - July 2009
Express Scripts August 2008 - February 2009
Questar Capital & Allianz Life of North America 2007 - 2009
Skills
Business Requirements, Business Analysis, Business Process Design, Requirements Analysis, Visio, Business Process, Business Process..., Process Improvement, SharePoint, Business Intelligence, Software Project..., Integration, Standards Compliance, SDLC, User Acceptance Testing, PMO, Vendor Management, Systems Analysis, Project Portfolio..., Requirements Gathering
Education
University of Minnesota-Twin Cities 1988 — 1990
BA Degree, Social & Cultural Anthropology
University of Nebraska at Omaha 1984 — 1987
BA Degree, History
Fargo South
Christi Lutgen's RBC Wealth Management Experience January 1999 - Present
Job VP, Department Manager at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Wealth Management January 1999 - Present
Education
University of Minnesota-Morris 1993 — 1997
BA, Elementary Education
University of Minnesota-Twin Cities 1993 — 1997
BA, Elementary Education
RBC Wealth Management January 1999 - Present
Education
University of Minnesota-Morris 1993 — 1997
BA, Elementary Education
University of Minnesota-Twin Cities 1993 — 1997
BA, Elementary Education
Denise Mackereth's RBC Wealth Management Experience August 1999 - September 2014
Job Technical Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 1999 - September 2014
Education
University of Minnesota-Duluth 1977 — 1981
BS, Business Administration
RBC Wealth Management August 1999 - September 2014
Education
University of Minnesota-Duluth 1977 — 1981
BS, Business Administration
Miller, Marty's RBC Wealth Management Experience April 1998 - Present
Job Senior IT Manager at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Wealth Management April 1998 - Present
Education
University of Minnesota-Twin Cities 1986 — 1990
University of St. Thomas
RBC Wealth Management April 1998 - Present
Education
University of Minnesota-Twin Cities 1986 — 1990
University of St. Thomas
Dustin Simonson's RBC Wealth Management Experience March 2010 - October 2013
Job Relationship Manager at RBC Correspondent & Advisor Services
Industry Financial Services
Experience
RBC Correspondent Services October 2013 - Present
RBC Wealth Management March 2010 - October 2013
RBC Wealth Management February 2008 - March 2010
RBC Dain Rauscher November 2006 - February 2008
RBC Wealth Management July 2005 - November 2006
Skills
Microsoft Office --..., Bloomberg Software, ThomsonOne, BondDesk, Broadridge Back Office..., ICI Impact, Sunguard, Fiserv trading..., Series 7, Series 63, Bonds
Education
University of Minnesota-Duluth 2001 — 2005
Bachelor of Business Administration (BBA), Finance (Major); Economics (Minor)
RBC Correspondent Services October 2013 - Present
RBC Wealth Management March 2010 - October 2013
RBC Wealth Management February 2008 - March 2010
RBC Dain Rauscher November 2006 - February 2008
RBC Wealth Management July 2005 - November 2006
Skills
Microsoft Office --..., Bloomberg Software, ThomsonOne, BondDesk, Broadridge Back Office..., ICI Impact, Sunguard, Fiserv trading..., Series 7, Series 63, Bonds
Education
University of Minnesota-Duluth 2001 — 2005
Bachelor of Business Administration (BBA), Finance (Major); Economics (Minor)
Karla Eskierka's RBC Wealth Management Experience 2007 - 2011
Job Manager Assoc Vice Pres at RBCWM
Industry Financial Services
Experience
RBC Wealth Management Inc 2008 - Present
RBC Wealth Management 2007 - 2011
RBC Wealth Management 2000 - 2008
Education
University of St. Thomas 2007 — 2007
Mini MBA
University of Minnesota-Twin Cities
BA, Psychology
RBC Wealth Management Inc 2008 - Present
RBC Wealth Management 2007 - 2011
RBC Wealth Management 2000 - 2008
Education
University of St. Thomas 2007 — 2007
Mini MBA
University of Minnesota-Twin Cities
BA, Psychology
JoAnn Neau's RBC Wealth Management Experience July 2001 - February 2014
Job Senior Vice President Head, Marketing & Content Strategy at Abbot Downing
Industry Financial Services
Experience
Abbot Downing February 2014 - Present
Project SUCCESS 2009 - Present
SIFMA - Securities Industry Institute - Wharton 2008 - Present
RBC Wealth Management July 2001 - February 2014
US Bank 1999 - 2000
Skills
Mutual Funds, Social Media, Business Strategy, Financial Services, Strategy, Leadership, Marketing, Analytics, Strategic Communications, Strategic Partnerships, Investments, Marketing Communications, Direct Marketing, Marketing Strategy, Integrated Marketing, Management, Finance, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Marketing, Strategic Management
Anoka Senior High School
Abbot Downing February 2014 - Present
Project SUCCESS 2009 - Present
SIFMA - Securities Industry Institute - Wharton 2008 - Present
RBC Wealth Management July 2001 - February 2014
US Bank 1999 - 2000
Skills
Mutual Funds, Social Media, Business Strategy, Financial Services, Strategy, Leadership, Marketing, Analytics, Strategic Communications, Strategic Partnerships, Investments, Marketing Communications, Direct Marketing, Marketing Strategy, Integrated Marketing, Management, Finance, Portfolio Management
Education
University of Minnesota - Carlson School of Management 1996 — 1998
MBA, Marketing, Strategic Management
Anoka Senior High School
Pam Tezak's RBC Wealth Management Experience April 2008 - May 2011
Job Independent Software Development Consultant | Healthcare Industry Focus
Industry Computer Software
Experience
Express Scripts February 2013 - Present
Express Scripts September 2012 - February 2013
Prime Therapeutics May 2011 - July 2012
Prime Therapeutics May 2011 - June 2012
RBC Wealth Management April 2008 - May 2011
RBC Dain Rauscher January 2007 - April 2008
City of Minneapolis February 2005 - January 2007
Cargill January 2004 - February 2005
U.S. Bank March 2003 - December 2003
Best Buy February 2002 - November 2002
Skills
User Acceptance Testing, Quality Assurance, Test Planning, Business Analysis, SDLC, Testing, Project Management, Quality Center, Management, Requirements Gathering, Software Quality..., Test Automation, Waterfall, Business Requirements, Cross-functional Team..., System Testing, Process Improvement, Test Management, Performance Testing, Health Care Reform, Health Insurance Claims, Health Care Exchange, Medicare Part D, Medicaid, Prescription Drug..., ICD-10, ALM, Defect Tracking, Requirements Analysis, Test Cases
Education
University of Minnesota-Duluth
BS Degree - with honors, Secondary Education and Teaching
University of St. Thomas
Master of Business Administration (MBA) - 4 classes remaining, Information Management Concentration
University of St. Thomas
Mini Master of Quality Management - 2001
University of St. Thomas
Mini Master of Retail Excellence - 2003
Express Scripts February 2013 - Present
Express Scripts September 2012 - February 2013
Prime Therapeutics May 2011 - July 2012
Prime Therapeutics May 2011 - June 2012
RBC Wealth Management April 2008 - May 2011
RBC Dain Rauscher January 2007 - April 2008
City of Minneapolis February 2005 - January 2007
Cargill January 2004 - February 2005
U.S. Bank March 2003 - December 2003
Best Buy February 2002 - November 2002
Skills
User Acceptance Testing, Quality Assurance, Test Planning, Business Analysis, SDLC, Testing, Project Management, Quality Center, Management, Requirements Gathering, Software Quality..., Test Automation, Waterfall, Business Requirements, Cross-functional Team..., System Testing, Process Improvement, Test Management, Performance Testing, Health Care Reform, Health Insurance Claims, Health Care Exchange, Medicare Part D, Medicaid, Prescription Drug..., ICD-10, ALM, Defect Tracking, Requirements Analysis, Test Cases
Education
University of Minnesota-Duluth
BS Degree - with honors, Secondary Education and Teaching
University of St. Thomas
Master of Business Administration (MBA) - 4 classes remaining, Information Management Concentration
University of St. Thomas
Mini Master of Quality Management - 2001
University of St. Thomas
Mini Master of Retail Excellence - 2003
Timothy Wriedt's RBC Wealth Management Experience April 2001 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2001 - Present
Domino's Pizza International, Inc. 1998 - 2001
First Chicago NBD Corporation 1996 - 1998
Skills
Wealth Management, Series 7, Investments, Wealth, Investment Advisory, Investment Strategies, Strategic Financial..., Equities, Series 63, Portfolio Management, Asset Allocation, International Business...
Education
University of Minnesota-Twin Cities 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Minnesota-Twin Cities 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Wealth Management April 2001 - Present
Domino's Pizza International, Inc. 1998 - 2001
First Chicago NBD Corporation 1996 - 1998
Skills
Wealth Management, Series 7, Investments, Wealth, Investment Advisory, Investment Strategies, Strategic Financial..., Equities, Series 63, Portfolio Management, Asset Allocation, International Business...
Education
University of Minnesota-Twin Cities 1989 — 1990
Master of Business Administration (MBA), Finance, General
University of Minnesota-Twin Cities 1985 — 1989
Bachelor of Business Administration (B.B.A.), Finance, General
Joe Fleming's RBC Wealth Management Experience December 2005 - Present
Job Chief Compliance Officer, RBC Wealth Management
Industry Financial Services
Experience
University of St. Thomas School of Law January 2014 - Present
RBC Wealth Management December 2005 - Present
Piper Jaffray October 1997 - December 2005
Skills
FINRA, AML, Securities, Mutual Funds, Series 7, Financial Services, Risk Management, Equities, Series 63, Due Diligence, Wealth Management, Investment Advisory, Fixed Income
Education
University of Minnesota Law School 1987 — 1990
University of St. Thomas 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
University of St. Thomas School of Law January 2014 - Present
RBC Wealth Management December 2005 - Present
Piper Jaffray October 1997 - December 2005
Skills
FINRA, AML, Securities, Mutual Funds, Series 7, Financial Services, Risk Management, Equities, Series 63, Due Diligence, Wealth Management, Investment Advisory, Fixed Income
Education
University of Minnesota Law School 1987 — 1990
University of St. Thomas 1983 — 1987
Bachelor of Arts (B.A.), Finance, General
Colin Mulcahy, RCDD's RBC Wealth Management Experience May 2010 - Present
Job Technology Relationship Manager at RBC Wealth Management
Industry Telecommunications
Experience
RBC Wealth Management May 2010 - Present
Benilde-St. Margaret's School March 2004 - June 2015
Network Design, Inc. January 2006 - 2010
Cazarin Web Group March 2005 - January 2006
Skills
Cabling, Team Leadership, Account Management, Business Planning, Business Strategy, Coaching, Networking, Management, Advertising, Customer Service, Data Center, Infrastructure, Integration, Leadership, Project Management, Strategic Planning, Strategy, Team Building, Team Management, Troubleshooting, Vendor Management, Process Improvement
Education
University of Minnesota-Duluth 1999 — 2004
Bachelor of Business Administration, Marketing
RBC Wealth Management May 2010 - Present
Benilde-St. Margaret's School March 2004 - June 2015
Network Design, Inc. January 2006 - 2010
Cazarin Web Group March 2005 - January 2006
Skills
Cabling, Team Leadership, Account Management, Business Planning, Business Strategy, Coaching, Networking, Management, Advertising, Customer Service, Data Center, Infrastructure, Integration, Leadership, Project Management, Strategic Planning, Strategy, Team Building, Team Management, Troubleshooting, Vendor Management, Process Improvement
Education
University of Minnesota-Duluth 1999 — 2004
Bachelor of Business Administration, Marketing
Jane McGregor's RBC Wealth Management Experience October 1999 - Present
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 1999 - Present
Education
University of Minnesota-Twin Cities
RBC Wealth Management October 1999 - Present
Education
University of Minnesota-Twin Cities
Jon Gerdes's RBC Wealth Management Experience 1984 - 2013
Job retired
Industry Financial Services
Experience
RBC Wealth Management 1984 - 2013
Skills
SDLC, Business Analysis, Risk Management, Requirements Gathering, Requirements Analysis, Visio
Education
University of Minnesota Duluth 1971 — 1975
RBC Wealth Management 1984 - 2013
Skills
SDLC, Business Analysis, Risk Management, Requirements Gathering, Requirements Analysis, Visio
Education
University of Minnesota Duluth 1971 — 1975
Tyler Krumholz's RBC Wealth Management Experience June 2013 - Present
Job Senior Customer Service Associate at RBC Wealth Management
Industry Sports
Experience
RBC Wealth Management June 2013 - Present
Skills
Sports Management, Sports Marketing, Tennis, Athletics, Sports, Financial Management..., PowerPoint, Sales, Event Planning
Education
University of Minnesota-Twin Cities 2003 — 2007
B.S., Sport Management
Winona State University 2003 — 2003
Math
RBC Wealth Management June 2013 - Present
Skills
Sports Management, Sports Marketing, Tennis, Athletics, Sports, Financial Management..., PowerPoint, Sales, Event Planning
Education
University of Minnesota-Twin Cities 2003 — 2007
B.S., Sport Management
Winona State University 2003 — 2003
Math
Ismael Munar's RBC Wealth Management Experience May 1995 - Present
Job Branch Relationship Manager at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Wealth Management May 1995 - Present
Skills
Financial Services, Series 7
Education
University of Minnesota Twin Cities
RBC Wealth Management May 1995 - Present
Skills
Financial Services, Series 7
Education
University of Minnesota Twin Cities
Jonah Marks's RBC Wealth Management Experience November 2009 - Present
Job RBC Advisor Services Trading at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2009 - Present
RBC Wealth Management February 2006 - November 2009
Education
University of Minnesota-Twin Cities
RBC Wealth Management November 2009 - Present
RBC Wealth Management February 2006 - November 2009
Education
University of Minnesota-Twin Cities
Kimberley Washington's RBC Wealth Management Experience Product marketing ConsultantRBC Dain Rauscher2003 - 2006
Job Manager, Creative Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management Product marketing ConsultantRBC Dain Rauscher2003 - 2006
Education
University of Minnesota 1989 — 1992
BA, English
Central High School
RBC Wealth Management Product marketing ConsultantRBC Dain Rauscher2003 - 2006
Education
University of Minnesota 1989 — 1992
BA, English
Central High School
Theo Kozel's RBC Wealth Management Experience May 1999 - January 2006
Job Systems Administrator at Faegre Baker Daniels LLP
Industry Legal Services
Experience
Faegre Baker Daniels LLP December 2012 - Present
Faegre & Benson LLP March 2009 - December 2012
Dorsey & Whitney LLP May 2008 - January 2009
RBC Wealth Management May 1999 - January 2006
Skills
Trend Analysis, ITIL, Problem Management, Microsoft SQL Server, Project Management, Microsoft Servers, Applications, SCCM, Active Directory, FileSite, Mobile Device Management, CaseMap, Electronic Research, Priory Solution..., West Case Notebook, Help Desk Support, Technical Support, Databases, Customer Service, IIS, Networking, Operating Systems, SQL, Software Documentation, Troubleshooting, Windows Server
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts (B.A.), Analytic Philosophy
Faegre Baker Daniels LLP December 2012 - Present
Faegre & Benson LLP March 2009 - December 2012
Dorsey & Whitney LLP May 2008 - January 2009
RBC Wealth Management May 1999 - January 2006
Skills
Trend Analysis, ITIL, Problem Management, Microsoft SQL Server, Project Management, Microsoft Servers, Applications, SCCM, Active Directory, FileSite, Mobile Device Management, CaseMap, Electronic Research, Priory Solution..., West Case Notebook, Help Desk Support, Technical Support, Databases, Customer Service, IIS, Networking, Operating Systems, SQL, Software Documentation, Troubleshooting, Windows Server
Education
University of Minnesota-Twin Cities 2003 — 2007
Bachelor of Arts (B.A.), Analytic Philosophy
Bill Kohn's RBC Wealth Management Experience 2000 - Present
Job Branch Director, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 2000 - Present
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
RBC Wealth Management 2000 - Present
Education
University of Minnesota-Twin Cities 1995 — 1999
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Scott Rogneby, AIF, CRPS, C(k)P's RBC Wealth Management Experience January 2012 - Present
Job VP & Sr. Regional Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2012 - Present
RBC Wealth Management December 1996 - December 2011
CIGNA Retirement Services February 1989 - December 1997
Skills
Business Planning, Retirement, Analysis, Mutual Funds, Retirement Planning, Series 7, Defined Benefit, Investments, Portfolio Management, ERISA, 401k, Asset Allocation, Financial Services, Wealth Management, Finance, Securities, Investment Advisory, Investment Strategies, Financial Advisory, Series 6, Series 63
Education
University of Minnesota-Twin Cities 1981 — 1985
BA, Business
RBC Wealth Management January 2012 - Present
RBC Wealth Management December 1996 - December 2011
CIGNA Retirement Services February 1989 - December 1997
Skills
Business Planning, Retirement, Analysis, Mutual Funds, Retirement Planning, Series 7, Defined Benefit, Investments, Portfolio Management, ERISA, 401k, Asset Allocation, Financial Services, Wealth Management, Finance, Securities, Investment Advisory, Investment Strategies, Financial Advisory, Series 6, Series 63
Education
University of Minnesota-Twin Cities 1981 — 1985
BA, Business
Tom Nicoski's RBC Wealth Management Experience September 1999 - Present
Job Product Management at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 1999 - Present
Allianz Life 1997 - 1999
Piper Jaffray 1990 - 1997
Skills
Series 7, Morningstar, Wealth Management, Series 63, Mutual Funds, Fixed Income, Management, Series 24, Asset Allocation, Securities, Investments, FINRA, Alternative Investments, ETFs, Portfolio Management
Education
University of Minnesota-Twin Cities
Bachelor's degree, Business/Managerial Economics
University of St. Thomas
Master of Business Administration (M.B.A.), Finance, General
RBC Wealth Management September 1999 - Present
Allianz Life 1997 - 1999
Piper Jaffray 1990 - 1997
Skills
Series 7, Morningstar, Wealth Management, Series 63, Mutual Funds, Fixed Income, Management, Series 24, Asset Allocation, Securities, Investments, FINRA, Alternative Investments, ETFs, Portfolio Management
Education
University of Minnesota-Twin Cities
Bachelor's degree, Business/Managerial Economics
University of St. Thomas
Master of Business Administration (M.B.A.), Finance, General
Carrie Gerdes's RBC Wealth Management Experience February 1999 - September 2010
Job Technology Mgmt & Project Mgmt
Industry Financial Services
Experience
Evan-Moor Educational Publishers February 2011 - Present
Esalen Institute September 2010 - February 2011
RBC Wealth Management February 1999 - September 2010
RBC Wealth Management June 2002 - January 2007
Skills
Project Management, SDLC, IT Management, Software Project..., Business Analysis, Management, MS Project, Analysis, Integration
Education
University of Minnesota - Carlson School of Management 1981 — 1985
Business Management
Evan-Moor Educational Publishers February 2011 - Present
Esalen Institute September 2010 - February 2011
RBC Wealth Management February 1999 - September 2010
RBC Wealth Management June 2002 - January 2007
Skills
Project Management, SDLC, IT Management, Software Project..., Business Analysis, Management, MS Project, Analysis, Integration
Education
University of Minnesota - Carlson School of Management 1981 — 1985
Business Management
Reid Dobesh's RBC Wealth Management Experience July 2013 - Present
Job Project Control Officer at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management July 2013 - Present
RBC Wealth Management August 2011 - June 2013
Wells Fargo November 2009 - August 2011
LSBE Financial Markets Program March 2008 - May 2009
Skills
Finance, Investments, Portfolio Management, Financial Services, Mutual Funds
Education
University of Minnesota-Duluth 2005 — 2009
B.B.A., Finance & Psychology
RBC Wealth Management July 2013 - Present
RBC Wealth Management August 2011 - June 2013
Wells Fargo November 2009 - August 2011
LSBE Financial Markets Program March 2008 - May 2009
Skills
Finance, Investments, Portfolio Management, Financial Services, Mutual Funds
Education
University of Minnesota-Duluth 2005 — 2009
B.B.A., Finance & Psychology
Shannon Dahl's RBC Wealth Management Experience 1990 - Present
Job Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets 1990 - Present
RBC Wealth Management 1990 - Present
Skills
Series 63, Bonds, Series 24, Bloomberg Terminal, Fixed Income, Equities, Trading, Series 7, Wealth Management, Derivatives, Portfolio Management, Investments, Securities, Financial Markets, Bloomberg
Education
Institute of European Studies
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), International Relations and Affairs
RBC Capital Markets 1990 - Present
RBC Wealth Management 1990 - Present
Skills
Series 63, Bonds, Series 24, Bloomberg Terminal, Fixed Income, Equities, Trading, Series 7, Wealth Management, Derivatives, Portfolio Management, Investments, Securities, Financial Markets, Bloomberg
Education
Institute of European Studies
University of Minnesota-Twin Cities
Bachelor of Arts (B.A.), International Relations and Affairs
Sam Halverson's RBC Wealth Management Experience October 2014 - Present
Job Fixed Income Trader at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
RBC Wealth Management July 2013 - October 2014
Zayo Enterprise Networks December 2010 - July 2013
The Hartford September 2010 - December 2010
JNBA Financial Advisors June 2010 - August 2010
LSBE Financial Markets May 2009 - May 2010
Northwestern Mutual May 2009 - November 2009
Skills
Leadership, Portfolio Management, Investments, Management, Strategy, Training, Analysis, Customer Service, Networking, Microsoft Excel, Microsoft Office, Telecommunications, Quantitative Analytics, Finance, Microsoft Word, PowerPoint, Financial Analysis, Bloomberg, Financial Markets, Financial Modeling
Education
CFA Institute
Level II Candidate in the CFA Program
University of Minnesota-Duluth 2006 — 2010
Bachelor, Business Administration; Financial Markets, Finance
RBC Wealth Management October 2014 - Present
RBC Wealth Management July 2013 - October 2014
Zayo Enterprise Networks December 2010 - July 2013
The Hartford September 2010 - December 2010
JNBA Financial Advisors June 2010 - August 2010
LSBE Financial Markets May 2009 - May 2010
Northwestern Mutual May 2009 - November 2009
Skills
Leadership, Portfolio Management, Investments, Management, Strategy, Training, Analysis, Customer Service, Networking, Microsoft Excel, Microsoft Office, Telecommunications, Quantitative Analytics, Finance, Microsoft Word, PowerPoint, Financial Analysis, Bloomberg, Financial Markets, Financial Modeling
Education
CFA Institute
Level II Candidate in the CFA Program
University of Minnesota-Duluth 2006 — 2010
Bachelor, Business Administration; Financial Markets, Finance
Dave Lux's RBC Wealth Management Experience December 1995 - September 2004
Job
Industry Banking
Experience
US Bank October 2009 - Present
RBC Global Asset Management September 2004 - October 2009
RBC Wealth Management December 1995 - September 2004
Skills
Financial Analysis, Risk Management, Finance, Financial Planning, Mutual Funds, Management
Education
University of Minnesota - Carlson School of Management
MBA, Corporate Finance
University of Minnesota-Duluth
BBA, Business Administration
US Bank October 2009 - Present
RBC Global Asset Management September 2004 - October 2009
RBC Wealth Management December 1995 - September 2004
Skills
Financial Analysis, Risk Management, Finance, Financial Planning, Mutual Funds, Management
Education
University of Minnesota - Carlson School of Management
MBA, Corporate Finance
University of Minnesota-Duluth
BBA, Business Administration
Seth McDowell's RBC Wealth Management Experience September 2010 - Present
Job Senior AssociateNew Accounts at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2010 - Present
Education
University of Minnesota Duluth
B.A., Economics
RBC Wealth Management September 2010 - Present
Education
University of Minnesota Duluth
B.A., Economics
Craig Strong's RBC Wealth Management Experience December 2009 - Present
Job Investment Services Group Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
Symbios Clinical April 2008 - December 2009
UBS Wealth Management December 2006 - April 2008
Piper Jaffray September 2004 - December 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2007
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
Econ
Wayzata High School
RBC Wealth Management December 2009 - Present
Symbios Clinical April 2008 - December 2009
UBS Wealth Management December 2006 - April 2008
Piper Jaffray September 2004 - December 2006
Education
University of St. Thomas - Opus College of Business 2005 — 2007
MBA, Finance
University of Minnesota-Twin Cities 1997 — 2001
Econ
Wayzata High School
Jason Beal's RBC Wealth Management Experience September 2006 - Present
Job Supervisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2006 - Present
Piper Jaffray May 2005 - September 2006
Education
University of Minnesota Duluth 2001 — 2005
B.S, Psychology
RBC Wealth Management September 2006 - Present
Piper Jaffray May 2005 - September 2006
Education
University of Minnesota Duluth 2001 — 2005
B.S, Psychology
Colleen McMurtry's RBC Wealth Management Experience Administrative AssistantSpring Lake Park SchoolsJuly 2013 - Present
Job
Industry
Experience
RBC Wealth Management Administrative AssistantSpring Lake Park SchoolsJuly 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training
Education
University of Minnesota-Twin Cities 1988 — 1993
Bachelor of Arts (BA), Sociology
RBC Wealth Management Administrative AssistantSpring Lake Park SchoolsJuly 2013 - Present
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Training
Education
University of Minnesota-Twin Cities 1988 — 1993
Bachelor of Arts (BA), Sociology
Jared Wong's RBC Wealth Management Experience January 2015 - May 2015
Job Financial Systems Analyst at US Bank
Industry Financial Services
Experience
U.S. Bank May 2015 - Present
RBC Wealth Management January 2015 - May 2015
RBC Wealth Management March 2014 - December 2014
Target November 2007 - March 2014
University of Minnesota - Department of Applied Economics September 2013 - December 2013
Housing And Residential Life - University of Minnesota September 2010 - December 2013
Skills
Leadership Development, English
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (BS), Agribusiness, emphasis in Financial Analysis and Business Management
Edina High School 2007 — 2009
High School Diploma
U.S. Bank May 2015 - Present
RBC Wealth Management January 2015 - May 2015
RBC Wealth Management March 2014 - December 2014
Target November 2007 - March 2014
University of Minnesota - Department of Applied Economics September 2013 - December 2013
Housing And Residential Life - University of Minnesota September 2010 - December 2013
Skills
Leadership Development, English
Education
University of Minnesota-Twin Cities 2009 — 2013
Bachelor of Science (BS), Agribusiness, emphasis in Financial Analysis and Business Management
Edina High School 2007 — 2009
High School Diploma
Christopher Konecny's RBC Wealth Management Experience June 2002 - Present
Job Tech Lead at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management June 2002 - Present
Education
University of Minnesota-Twin Cities 1990 — 1997
BIS, Finance/Speech Communication
RBC Wealth Management June 2002 - Present
Education
University of Minnesota-Twin Cities 1990 — 1997
BIS, Finance/Speech Communication
Dennis Mathieson's RBC Wealth Management Experience 1994 - 2006
Job Independent Arts and Crafts Professional
Industry Arts and Crafts
Hudlik Kaitlin's RBC Wealth Management Experience July 2009 - Present
Job Sponsorship Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2009 - Present
Education
University of Minnesota-Twin Cities 2006 — 2009
Bachelor's Degree, English Language and Literature
RBC Wealth Management July 2009 - Present
Education
University of Minnesota-Twin Cities 2006 — 2009
Bachelor's Degree, English Language and Literature