RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
Michael Haeri Michael Haeri Corona Del Mar, California Details
Michael Haeri's RBC Wealth Management Experience December 2013 - May 2014
Job Operations at TIDY Homekeeping
Industry Financial Services
Experience
TIDY Homekeeping   July 2015 - Present
Matthews Retail Group   June 2015 - July 2015
HFF  June 2014 - August 2014
Hudson Pacific Properties, Inc.   May 2014 - June 2014
RBC Wealth Management   December 2013 - May 2014
Mullin TGB Financial   June 2011 - August 2011

Education
University of Southern California   2012 — 2015
Bachelor of Arts (B.A.), Business Administration and Management, General

USC Marshall School of Business

Robert Kieckhefer Robert Kieckhefer Brookfield, Wisconsin Details
Robert Kieckhefer's RBC Wealth Management Experience July 2002 - December 2011
Job Managing Partner at The Kieckhefer Group
Industry Financial Services
Experience
The Kieckhefer Group   Managing Partner - The Kieckhefer GroupLPL FinancialDecember 2011 - Present
Price Erecting   2005 - 2012
RBC Wealth Management   July 2002 - December 2011
Wachovia Securities Financial Network  November 1998 - July 2002

Skills
Investments, Estate Planning, Venture Capital, Mergers, Non-Qualified Deferred..., Asset Allocation..., Portfolio Management, Registered Investment..., 401(k) Plans, Qualified Deferred Comp..., Asset Allocation, Securities, 401k, Employee Benefits, Private Equity, Mergers & Acquisitions, Risk Management, Investment Advisory, Small Business, Insurance, Leadership, Retirement, Strategic Financial..., Retirement Planning, Strategic Planning, Finance, Management, Series 63, Financial Advisory, Financial Services, Series 7, Mutual Funds, Wealth Management, Due Diligence, Investment Strategies, Asset Management, ETFs, Financial Analysis, Financial Planners, Executive Management, Equities, Series 6, Valuation, Cash Management, Retirement Plan..., Banking, Corporate Finance, Financial Modeling, Fixed Income, Loans

Education
University of Wisconsin-Madison   1972 — 1974
Master of Science (MS), Environmental Engineering

University of Pennsylvania   1968 — 1972
BS and BA, Chemical Engineering and History

Scot L. Morris Scot L. Morris Richmond, Virginia Area Details
Scot L. Morris's RBC Wealth Management Experience 1986 - December 2010
Job Managing DirectorInvestments of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2010 - Present
RBC Wealth Management   1986 - December 2010

Education
University of Pittsburgh
Bachelor's Degree, Finance & Bio Chem

Nathan Burakoff Nathan Burakoff Los Angeles, California Details
Nathan Burakoff's RBC Wealth Management Experience June 2008 - August 2008
Job Economist at DLA Piper
Industry Financial Services
Experience
DLA Piper  August 2012 - Present
Duff & Phelps  July 2011 - August 2012
DLA Piper  September 2010 - May 2011
The Walt Disney Company  June 2009 - August 2009
RBC Wealth Management   June 2008 - August 2008

Skills
International Tax..., International Tax, Intellectual Property..., Valuation, Transfer Pricing, Finance, Financial Analysis, Financial Modeling, Microsoft Excel, Economics

Education
University of Southern California   2007 — 2011
BS, Economics

University of Southern California - Marshall School of Business   2007 — 2011
Bachelor of Science (BS), Business Administration

Emily McHugh Emily McHugh Columbia, Missouri Details
Emily McHugh's RBC Wealth Management Experience June 2015 - August 2015
Job Student at University of Missouri
Industry
Experience
Shiloh Bar and Grill  May 2014 - Present
RBC Wealth Management   June 2015 - August 2015

Skills
Communication, Psychology, Public Speaking, Microsoft Office, PowerPoint, Interpersonal..., Strategic Communications

Education
University of Missouri-Columbia   2012 — 2016

Benilde-St. Margaret's School   2008 — 2012

Jim McFarland Jim McFarland Greater Minneapolis-St. Paul Area Details
Jim McFarland's RBC Wealth Management Experience October 2014 - Present
Job Supervisory Solutions Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present
RBC Wealth Management   November 2005 - September 2014
RBC Wealth Management   March 2000 - November 2005

Skills
Securities, Series 7, Wealth Management, Mutual Funds, Investments, Financial Services, Risk Management, Series 63, Investment Advisory, Equities

Education
UNC Chapel Hill   1989 — 1991
MBA, Business, Operations

Dartmouth College   1982 — 1986
BA, Biology, English

The Blake Schools   1974 — 1982

Ethan Tam Ethan Tam San Francisco Bay Area Details
Ethan Tam's RBC Wealth Management Experience January 2014 - April 2014
Job USF Grad, currently with the San Francisco Giants. USO volunteer, and previously interned at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2014 - April 2014
Puma  June 2013 - September 2013
New Haven Home Health & Hospice   June 2011 - August 2011

Skills
PowerPoint, Microsoft Excel, Photography, Microsoft Word, Spanish, Sales, Customer Service, English, Cantonese, Mandarin, Photoshop, Social Media Marketing

Education
University of San Francisco   2010 — 2014
Bachelor's Degree, Finance, 3.52

Drew School   2006 — 2010
High School Diploma

Chinese American International School   1996 — 2006

Ayla Yazdani Ayla Yazdani Vienna, Virginia Details
Ayla Yazdani's RBC Wealth Management Experience June 2013 - August 2013
Job Summer Analyst at Fannie Mae
Industry
Experience
Fannie Mae  June 2014 - Present
RBC Wealth Management   June 2013 - August 2013
Oppenheimer & Co.   May 2013 - August 2013
Dr. Shore Armani, MD PC   June 2012 - August 2012
Iranian Community School   June 2008 - August 2012
Law Office of Sickels, Frei, and Mims   June 2011 - August 2011
Hollister Co.  April 2011 - August 2011
Montgomery County Judicial Center   June 2010 - August 2010

Skills
Analysis, Business Networking, Public Relations, Critical Thinking, Business Analysis, Microsoft Excel, Customer Service, Time Management, Sales Management, Process Improvement, Sales Process, PowerPoint, Program Management, Cloud Computing, Data Analysis, Project Planning, Sales, Financial Reporting, Leadership, Market Research, Fundraising, Problem Solving, Creative Problem Solving, OS X, Event Planning, Business Strategy, Marketing Strategy

Education
University of North Carolina at Chapel Hill
B.S. in Business Administration with a concentration in Corporate Finance, Minors in Computer Science and Public Policy

Wake Forest University

Adam Klassen Adam Klassen Calgary, Canada Area Details
Adam Klassen's RBC Wealth Management Experience 2006 - 2008
Job Director, Canadian Sales at Quorum Business Solutions, Inc.
Industry Oil & Energy
Experience
Quorum Business Solutions, Inc.   December 2014 - Present
IHS  March 2012 - December 2014
CGGVeritas  2010 - 2011
CGGVeritas  2008 - 2010
RBC Wealth Management   2006 - 2008

Skills
Account Management, Sales, Management, CRM, Sales Process, Analysis, Forecasting, Energy, Geophysics, Customer Service, Sales Presentations, Business Development, Upstream, Microsoft Excel, Microsoft Office, Solution Selling, Seismology, Energy Industry, Contract Negotiation, Trust & Estates, Marketing, Microsoft Word, Complex Sales, Tax, Strategy, Finance, Customer Relations, Seismic, Excel, Word, Taxation, Midstream Oil & Gas, Midstream

Education
University of Saskatchewan   2001 — 2005
Bachelor of Commerce (BCom), Finance & Marketing

Bedford Road Collegiate

Eric Brewe Eric Brewe Edmonds, Washington Details
Eric Brewe's RBC Wealth Management Experience June 2006 - Present
Job Financial advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2006 - Present
Piper Jaffray  August 1983 - June 2006

Education
University of Puget Sound   1977 — 1981
Bachelor of Business Administration (B.B.A.), Finance & Economics

Ryan Wells Ryan Wells San Francisco, California Details
Ryan Wells's RBC Wealth Management Experience October 2014 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present
Gordian Wealth Advisors   May 2014 - October 2014
Merrill Lynch  July 2002 - April 2014
Robertson Stephens  June 1999 - July 2002

Education
University of San Diego   1993 — 1998

Bryan Jenkins Bryan Jenkins Richmond, Virginia Details
Bryan Jenkins's RBC Wealth Management Experience June 2013 - August 2013
Job Equity Research Associate at Thompson, Siegel & Walmsley
Industry Financial Services
Experience
Thompson, Siegel & Walmsley   2014 - Present
RBC Wealth Management   June 2013 - August 2013
New Young Elite   November 2010 - January 2012
RiverFront Investment Group  November 2009 - May 2010

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Event Planning, Data Analysis, French, Financial Analysis, Analysis, PowerPoint

Education
University of Richmond - Robins School of Business   2010 — 2014
Bachelor of Science (B.S.), Finance, General

Chris Walker, CFP® Chris Walker, CFP® Baltimore, Maryland Area Details
Chris Walker, CFP®'s RBC Wealth Management Experience April 2009 - Present
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2009 - Present
Smith Barney  2007 - 2009
Legg Mason  1993 - 2006
IKON Office Solutions  1989 - 1993

Skills
Retirement Planning, Investments, Mutual Funds, Portfolio Management, Series 63, Wealth Management, Series 7, Finance, Banking, Asset Allocation, Financial Advisory, Alternative Investments, Securities

Education
University of North Carolina at Chapel Hill   1984 — 1987
English Literature

Ariana Wall Ariana Wall Greater Los Angeles Area Details
Ariana Wall's RBC Wealth Management Experience January 2011 - January 2012
Job Blended Learning Instructor at USC Hybrid High School
Industry Education Management
Experience
Ednovate Inc  July 2015 - Present
USC Hybrid High School  July 2015 - Present
Teach For America  June 2013 - Present
College Track  September 2012 - June 2013
Ivy Insiders  May 2012 - February 2013
RBC Wealth Management   January 2011 - January 2012
StarGreetz  June 2011 - August 2011

Education
University of Nevada-Las Vegas   2013 — 2015
Master of Education (M.Ed.), Curriculum and Instruction

University of Southern California   2009 — 2013
Bachelor of Arts (B.A.), Economics, Mathematics

Brenda Funke Brenda Funke Dallas, Texas Details
Brenda Funke's RBC Wealth Management Experience April 2011 - January 2012
Job Body Shop Estimator for Sewell Lexus
Industry Automotive
Experience
Sewell Automotive Companies  March 2015 - Present
Progressive Insurance  September 2014 - March 2015
Progressive Insurance  May 2012 - August 2014
Luke's Locker  February 2010 - May 2014
Merrill Lynch  January 2012 - May 2012
RBC Wealth Management   April 2011 - January 2012
Progressive Insurance  April 2008 - March 2011
Scheels  November 2004 - November 2009

Skills
Excel, Customer Service, Insurance, Microsoft Office, Word, Microsoft Word, Microsoft Excel, Marketing, Account Management

Education
University of Northern Iowa   2003 — 2007
Bachelor of Arts, Economics

Jane Hoselton Jane Hoselton Eugene, Oregon Area Details
Jane Hoselton's RBC Wealth Management Experience 2006 - Present
Job Vice President Branch Director RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2006 - Present

Education
South Eugene High School

University of Oregon

Hillery Burkett Emms Hillery Burkett Emms Dallas/Fort Worth Area Details
Hillery Burkett Emms's RBC Wealth Management Experience August 2000 - December 2013
Job Assistant Vice President & Senior Supervision Officer at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   December 2013 - Present
RBC Wealth Management   August 2000 - December 2013
Sabre Holdings  May 1998 - August 2000
Smith Barney  March 1996 - May 1998
Bley Investment Group, Inc.   August 1994 - July 1997

Skills
Financial Reporting, Due Diligence, Mortgage Lending, Risk Management, Budgets, Investments, Wealth Management, Start-ups, Business Development, Mergers & Acquisitions, Asset Management, Financial Analysis, Financial Modeling, Customer Service, Investment Strategies, Management, Sales, Strategic Planning

Education
University of North Texas   1992 — 1994
Bachelor's degree

University of Mississippi   1986 — 1988

Ryan Tolson Ryan Tolson Annapolis, Maryland Details
Ryan Tolson's RBC Wealth Management Experience October 2011 - November 2012
Job Investment Advisor Representative at Franklin Financial Group, LLC
Industry Financial Services
Experience
Franklin Financial Group, LLC   November 2012 - Present
RBC Wealth Management   October 2011 - November 2012
United Capital Financial Advisers  August 2009 - August 2011
Legg Mason Capital Management - Baltimore, MD   2006 - June 2009
Legg Mason, Inc  June 2005 - August 2005

Education
University of North Carolina at Chapel Hill   2002 — 2006
Bachelor of Arts (B.A.), Communications

Matt Rose, CFP®, CRPS® Matt Rose, CFP®, CRPS® Greater Omaha Area Details
Matt Rose, CFP®, CRPS®'s RBC Wealth Management Experience January 2013 - Present
Job First Vice President Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
Morgan Stanley Smith Barney  January 1999 - January 2013

Education
University of Nebraska-Lincoln   1993 — 1998
Bachelor of Science in Business Administration, Finance

Sarah Rose Alexander Sarah Rose Alexander Raleigh-Durham, North Carolina Area Details
Sarah Rose Alexander's RBC Wealth Management Experience April 2014 - August 2014
Job Client Services Associate at TriMark Digital
Industry Marketing and Advertising
Experience
TriMark Digital  May 2015 - Present
Seahawk Innovation   January 2015 - May 2015
Wilmington Performance Lab   December 2013 - May 2015
RBC Wealth Management   April 2014 - August 2014
Aquatic Management Group  May 2013 - August 2014
American Pool  May 2010 - August 2012

Skills
Social Media, Leadership, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, Teamwork, Photoshop, Marketing, Event Planning, Time Management, Research, SEO, Client Services, Content Writing

Education
University of North Carolina at Wilmington   2012 — 2015
Bachelors, Marketing, 3.976

Leigh Voli Leigh Voli Los Angeles, California Details
Leigh Voli's RBC Wealth Management Experience 2010 - Present
Job Client Associate Marketing at RBC Wealth Management
Industry Philanthropy
Experience
RBC Wealth Management   2010 - Present
Freaker USA  2011 - 2013
Cucalorus Film Festival  2012 - 2012

Skills
Research, Social Media, Event Planning, Nonprofits, Photoshop, Fundraising, Community Outreach, Public Relations, Editing, Event Management, Leadership, Social Networking, Analytics, Copy Editing, Trade Marketing, Sales, Business Travel, Prospect Research, Service Management, Website Development, Web Analytics, Organizational Charts, Production Managment, Facebook, Social Media Marketing

Education
University of North Carolina at Wilmington   2006 — 2011
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services

CFCC, does highschool dual enrollment count?

Gregory Jorgensen Gregory Jorgensen Charlotte, North Carolina Details
Gregory Jorgensen's RBC Wealth Management Experience June 2008 - Present
Job First Vice President Financial Advisor, Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2008 - Present
Ferris Baker Watts Inc  December 2004 - June 2008

Education
University of North Carolina at Wilmington   1996 — 1998
Bachelor of Science (BS), Finance

Paul Selway Paul Selway Greater Minneapolis-St. Paul Area Details
Paul Selway's RBC Wealth Management Experience 2006 - 2007
Job Redpath Consulting Group CoFounder | President
Industry Information Technology and Services
Experience
Redpath Consulting Group, LLC   January 2008 - Present
UnitedHealth Group  July 2011 - December 2011
Wolseley  March 2011 - May 2011
United Healthcare  January 2010 - December 2010
Thrivent Financial for Lutherans  February 2008 - February 2009
RBC Wealth Management   2006 - 2007
Thomson Reuters  September 2004 - August 2006
Spherion Technology  August 1997 - September 2004
Digital Equipment Corporation  August 1991 - August 1997
Cray Research  August 1988 - August 1991

Skills
Salesforce.com, Business Process..., Business Analysis, Cloud Computing, Force.com, SaaS, Change Management, Solution Architecture, Integration, Management Consulting, SDLC, Marketing Automation, Problem Solving, Agile Methodologies, Requirements Analysis, PaaS, Requirements Gathering, Program Management, CRM, Vendor Management, Project Management, Professional Services, Consulting, Business Development, Management, Outsourcing, Business Strategy, Cross-functional Team..., Leadership, Team Leadership, Telecommunications, Business Intelligence, Business Process, Disaster Recovery, Business Requirements, Data Migration, Enterprise Software, Testing, IT Strategy, Quality Assurance, Software Project..., SFDC, Enterprise Architecture, Project Portfolio..., Agile Project Management, Web Services, User Acceptance Testing, Pre-sales, Analytics, ETL

Education
Henley Business School   1994 — 1996
MBA, Business Strategy

University of Portsmouth   1984 — 1988
B.S, Computer Science

University of Portsmouth   1978 — 1983
HTEC, Electronics and Digital Systems

Wakefords Comprehensive   1972 — 1977
Graduated, High School Generals

Bryan Kilts Bryan Kilts Tampa, Florida Details
Bryan Kilts's RBC Wealth Management Experience June 2011 - August 2011
Job Student at University of South Florida
Industry Capital Markets
Experience
University of South Florida  August 2010 - Present
RBC Wealth Management   June 2011 - August 2011
RBC  June 2011 - August 2011
The First National Bank of Mount Dora  June 2010 - July 2010
First National Bank of Mount Dora   June 2010 - July 2010

Skills
Experienced intern in..., Strong attention to..., Efficient in all levels..., Very analytical,..., Strong writing,...

Education
University of South Florida   2010 — 2014
Bachelor of Science (BS), Economics

University of South Florida
Bachelor of Arts; Bachelor, Business Administration; Economics and Finance

Greg Antolini Greg Antolini Greater New York City Area Details
Greg Antolini's RBC Wealth Management Experience July 2012 - July 2014
Job VP Instutional Sales at FIG Partners
Industry Capital Markets
Experience
FIG Partners  September 2014 - Present
RBC Wealth Management   July 2012 - July 2014
out of work   December 2011 - July 2012
Colonial Fund   September 2011 - November 2011
First Empire Securities, Inc  October 2010 - August 2011
Great South Bay trading LLC   November 1998 - August 2008
UBS  September 1995 - October 1998
Bear Stearns  January 1990 - August 1995

Skills
Series 7, Series 63, Equities, Trading, Securities, Hedge Funds, Options, Bloomberg, Equity Trading, Electronic Trading, Fixed Income, Capital Markets, Alternative Investments, Investments, Asset Management, Portfolio Management, Financial Markets

Education
University of Rhode Island   1981 — 1985
None, Political Science

west islip high school   1978 — 1981
regents, Regents

Jerry Dorenfeld Jerry Dorenfeld Charlotte, North Carolina Details
Jerry Dorenfeld's RBC Wealth Management Experience October 2008 - April 2010
Job Vice President, Financial Advisor at Capital Guardian LLC
Industry Financial Services
Experience
Capital Guardian LLC  August 2011 - Present
Anderson & Strudwick  April 2010 - August 2011
RBC Wealth Management   October 2008 - April 2010
Morgan Stanley  October 1998 - October 2008

Skills
Investments, Management

Education
University of North Carolina at Charlotte   1985 — 1988
MBA, Business

Virginia Polytechnic Institute and State University   1980 — 1984
BS, Mechanical Engineering

Milford Mill   1977 — 1980

Jill Schmieding Jill Schmieding Greater Denver Area Details
Jill Schmieding's RBC Wealth Management Experience April 2006 - September 2011
Job Director of Operations at Ryan Financial Inc.
Industry Financial Services
Experience
Ryan Financial Inc.   May 2014 - Present
Wells Fargo Advisors, LLC  December 2011 - April 2014
RBC Wealth Management   April 2006 - September 2011

Skills
Interpersonal..., Interpersonal Skills, Customer Service, Series 7, Leadership, Training, Organization, Building Relationships, Office Administration, Social Skills, Time Management, PowerPoint, Communication, Interviews, Fixed Annuities, Strategic Planning, Insurance, Microsoft Word, Microsoft Excel, Money Management

Education
University of Nebraska-Lincoln   1999 — 2004
Bachelor of Science (B.S.), Business Management

Chris Nugent Chris Nugent Philadelphia, Pennsylvania Details
Chris Nugent's RBC Wealth Management Experience June 2013 - August 2013
Job Summer Analyst, Restructuring and Reorganization at The Blackstone Group
Industry
Experience
The Blackstone Group  June 2015 - Present
Student Federal Credit Union at the University of Pennsylvania  September 2013 - Present
Alliance Holdings   June 2014 - August 2014
RBC Wealth Management   June 2013 - August 2013

Education
University of Pennsylvania - The Wharton School   2012 — 2016
B.S., Accounting and Finance

Thomas J. Zielinski Thomas J. Zielinski York, Pennsylvania Details
Thomas J. Zielinski's RBC Wealth Management Experience September 2008 - Present
Job Senior Vice President – Branch Director, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2008 - Present

Education
University of Scranton   1978 — 1982
Bachelor of Science, Management

STEVEN (STEVE) BACKOFF STEVEN (STEVE) BACKOFF Greater Minneapolis-St. Paul Area Details
STEVEN (STEVE) BACKOFF's RBC Wealth Management Experience August 1998 - October 1999
Job Financial Services Professional / Compliance and Supervision
Industry Financial Services
Experience
A leading independent financial advisory firm   May 2012 - Present
Wells Fargo Advisors  October 2007 - October 2011
Wells Fargo Advisors  1999 - October 2007
RBC Wealth Management   August 1998 - October 1999
RBC  1998 - 1999
Norwest Investments   1997 - 1998

Skills
Microsoft Office, Banter Software, Live Meeting, Pottery, Dogs, Series 7, Series 63, Series 9/10

Education
University of Northern Iowa   1984 — 1988
B.A., English Major, Art Minor

Marshalltown High

Dre Sherrill Dre Sherrill San Diego, California Details
Dre Sherrill's RBC Wealth Management Experience May 2007 - August 2007
Job Certified Financial Planner
Industry Financial Services
Experience
MetLife Investors  August 2011 - Present
ExperienceEdward Jones Investments   May 2010 - March 2011
RBC Wealth Management   May 2007 - August 2007

Skills
Investments, Entrepreneurship

Education
University of Virginia   2006 — 2010
Bachelor of Arts Degree, Foreign Affairs, French, Economics

University of Southern California
Exploring Entrepreneurship

Benjamin Simpson Benjamin Simpson Dallas/Fort Worth Area Details
Benjamin Simpson's RBC Wealth Management Experience June 2007 - August 2007
Job Senior Financial Analyst at Azure Midstream
Industry Information Technology and Services
Experience
Azure Midstream  June 2015 - Present
CyrusOne  April 2014 - June 2015
Fidelity Investments  January 2012 - April 2014
University of Oklahoma  January 2006 - May 2011
Neuhoff-Taylor Royalty Company   June 2009 - August 2009
RBC Wealth Management   June 2007 - August 2007

Skills
Excel, Microsoft Office, Word, Microsoft Excel, Account Reconciliation, Investments, Alternative Investments, Real Estate, Hedge Funds, Financial Modeling, Management, Financial Analysis, Analysis, Risk Management, Microsoft Word, Banking, Finance, Leadership, Data Analysis, Access, Economics, Accounting

Education
University of Oklahoma - Price College of Business   2006 — 2011
Finance & Energy Management

Aledo High School

University of Oklahoma

Sumita Rath Chatterjee Sumita Rath Chatterjee Greater Minneapolis-St. Paul Area Details
Sumita Rath Chatterjee's RBC Wealth Management Experience June 2013 - Present
Job Business Analyst
Industry Information Technology and Services
Experience
RBC Wealth Management   June 2013 - Present
RBC Wealth Management   June 2011 - August 2011
University of St. Thomas  February 2010 - May 2011
Microsoft  March 2007 - December 2009
Convergys  May 2005 - February 2007

Skills
Operating Systems, Microsoft SQL Server, Linux, Database Design, DNS, Active Directory, VMware, Windows, ITIL, Windows 7, Windows Server, IT Service Management, Databases, SQL

Education
University of Saint Thomas   2010 — 2013
MS, Information Technology

University of Pune   1998 — 2001
BCS, Computer Science

Colin Rath Colin Rath Greater New York City Area Details
Colin Rath's RBC Wealth Management Experience June 2000 - Present
Job Investment Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2000 - Present
Gruntal & Company  April 1995 - May 2000

Skills
Wealth Management..., Mutual Funds, Retirement Planning, Wealth Management, Investment Strategies, Investment Advisory, Stock Picking, Capital Markets, Alternative Investments, Asset Allocation, Finance, Asset Management, Fixed Income, Series 7, Financial Planning, Portfolio Management, Financial Analysis, Equities, Investments

Education
University of Missouri-Columbia   1981 — 1983
BS, Literature

Jason Forster, CFA Jason Forster, CFA Edmonton, Canada Area Details
Jason Forster, CFA's RBC Wealth Management Experience October 2010 - Present
Job Associate Investment Advisor at RBC Dominion Securities
Industry Financial Services
Experience
RBC Dominion Securities  February 2015 - Present
RBC Wealth Management   October 2010 - Present
RBC  March 2006 - October 2010

Skills
Portfolio Management, Investment Advisory, Investments, Credit, Wealth Management..., Strategic Financial..., Wealth Management, Investment Strategies, Mutual Funds, Retirement Planning, Banking, Estate Planning, Asset Allocation, Equities, Investment Management, High Net Worth..., Fixed Income, Financial Advisory, Retail Banking, Private Banking, Asset Managment, Retirement, Wealth

Education
University of Saskatchewan   1997 — 2001
B.Comm

Alan Henry Alan Henry Dallas/Fort Worth Area Details
Alan Henry's RBC Wealth Management Experience October 2012 - Present
Job Vice President and Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2012 - Present
Morgan Stanley Smith Barney  November 2003 - October 2012
Trinity Advisors   December 2002 - April 2003
Smart Travel, LLC   October 2000 - November 2002

Skills
Series 7, Asset Allocation, Loans, Wealth Management, Investments, Portfolio Management, Series 63, Investment Advisory, Equities, Retirement, Equity Research, Trading, 401k, Investment Strategies, Alternative Investments

Education
University of Richmond   1996 — 2000
Bachelor of Science in Business Administration, Marketing

Andy Jacobitz, CFA Andy Jacobitz, CFA Omaha, Nebraska Details
Andy Jacobitz, CFA's RBC Wealth Management Experience July 1995 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 1995 - Present
Kirkpatrick Pettis  July 1993 - July 1995
The Adminstration of George H.W. Bush   April 1991 - February 1993
Farm Futures Magazine   June 1988 - April 1991
Nebraska Department of Economic Development  1987 - 1988

Education
University of Oxford   1989 — 2001
M.S., Economics

University of Nebraska-Lincoln   1984 — 1988
B.S., Agricultural Economics

Philip Pluta Philip Pluta Newport Beach, California Details
Philip Pluta's RBC Wealth Management Experience June 1997 - November 2011
Job Executive Director Financial Advisor & Senior Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan   November 2011 - Present
RBC Wealth Management   June 1997 - November 2011
Paine Webber  June 1988 - June 1997
Shearson Lehman American Express  July 1986 - June 1988

Skills
Equities, Portfolio Management, Finance, Asset Management, Retirement Planning, Mutual Funds, Investments, Wealth Management, Loans, Risk Management, Banking, Alternative Investments, Investment Advisory, Hedge Funds, Series 7

Education
University of Southern California   1978 — 1982
Bachelor of Science in Electrical Engineering, Engineering

Niels Strandskov Niels Strandskov Greater Minneapolis-St. Paul Area Details
Niels Strandskov's RBC Wealth Management Experience 2008 - 2009
Job Brokerage Trades & Money Movement Customer Service Professional Licensed at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   October 2014 - Present
Zorongo Flamenco Dance Theatre   April 2011 - July 2014
Bedlam Theatre  2009 - 2011
RBC Wealth Management   2008 - 2009
RBC Wealth Management   2007 - 2008
RBC Wealth Management   2005 - 2007
Minnesota Daily  2002 - 2005

Skills
Theatre, Fundraising, Editing, Non-profits, Event Planning, Grant Writing, Social Media, Copy Editing, Management, Entertainment, Volunteer Management, Nonprofits, Community Outreach, Dance, Event Management, Brokerage operations, Stock Option, Finance, Investment Brokerage, Series 7, Series 63

Education
University of Minnesota-Twin Cities   2002 — 2005
BA, Studies in Cinema and Media Culture

Paul Ballett CFP Paul Ballett CFP Austin, Texas Area Details
Paul Ballett CFP's RBC Wealth Management Experience November 2008 - Present
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management   November 2008 - Present
Merill Lynch  July 2000 - November 2008
Private Family Office  December 1997 - June 2000
Yachting Industry   March 1988 - December 1997
John Couch and Sons   January 1986 - March 1988

Skills
Public Speaking, Customer Service, Wealth Management, Entrepreneur, Investments, Small Business, Entrepreneurship, Strategy, Management, Selling, Real Estate, Finance, Portfolio Management, Negotiation, Investment Strategies, Strategic Financial..., Analysis, Retirement Planning, Investment Advisory, Asset Allocation, Financial Advisory, Mutual Funds, Estate Planning, Retirement, Series 7, Series 63, Sales, Financial Planning

Education
American College
CFP, Certified Financial Planner

University of Reading
BSc Estate Management

Jillian DeRosa, MBA Jillian DeRosa, MBA Greater Minneapolis-St. Paul Area Details
Jillian DeRosa, MBA's RBC Wealth Management Experience June 2014 - Present
Job Project Control Analyst at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   June 2014 - Present
RBC Wealth Management   2014 - Present
Xcel Energy  March 2010 - June 2014
Xcel Energy  June 2008 - March 2010
Xcel Energy  June 2007 - June 2008
Candyland Inc   September 2001 - May 2008

Skills
Process Improvement, SDLC, Business Analysis, Business Process..., SharePoint, Visio, Business Process, Analysis, Project Portfolio..., Data Analysis, Requirements Gathering, IT Strategy, PMO, MBA, User Acceptance Testing, Budgets, Forecasting, Information Technology, Business Intelligence, Program Management

Education
University of Phoenix   2009 — 2010
Masters, Business Administration

University of Wisconsin-River Falls   2004 — 2008
Bachelor of Science, Mathematics

Rob Royal Rob Royal Long Beach, California Details
Rob Royal's RBC Wealth Management Experience May 2007 - Present
Job Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2007 - Present
UBS Wealth Management  October 1998 - May 2007
Morgan Stanley  June 1992 - October 1998
United States Air Force  October 1990 - June 1992
United States Air Force  May 1985 - October 1990
R. J. Enterprises   July 1984 - May 1985
University of Southern California  December 1983 - May 1984
University of Southern California  September 1981 - December 1983
City of Chula Vista  March 1980 - August 1981

Education
University of Southern California   1981 — 1985
B.S., Aerospace Engineering

Chula Vista High School   1978 — 1981

Laura Gieseking CMP, CMM Laura Gieseking CMP, CMM Minneapolis, Minnesota Details
Laura Gieseking CMP, CMM's RBC Wealth Management Experience August 2004 - Present
Job Senior Meeting and Recognition Planner at RBC Wealth Management
Industry Events Services
Experience
Meeting Professionals International  May 2012 - Present
RBC Wealth Management   August 2004 - Present
University of Minnesota-Carlson School of Management  November 1999 - July 2004

Skills
Entertainment, Budgets, Corporate Events, Event Management, Event Planning, Fundraising, Hospitality, Leadership, Marketing, Marketing Communications, Marketing Strategy, Meeting Planning, Microsoft Office, Public Relations, Registration, Social Media Marketing, Sponsorship, Trade Shows

Education
University of Minnesota-Twin Cities   1990 — 1995
Bachelor of Science (B.S.)

David Golder David Golder Portland, Oregon Area Details
David Golder's RBC Wealth Management Experience 2000 - 2004
Job Sales Vice President at Midland National Life
Industry Financial Services
Experience
Midland National Life Insurance Company®  2009 - Present
Nationwide Financial  2008 - 2009
Penn Mutual  2004 - 2008
RBC Wealth Management   2000 - 2004
Highland Capital Brokerage  1998 - 2000

Skills
Fixed Annuities, Insurance, Sales, Business Planning, Life Insurance, Retirement Planning, Long-term Care, Wealth Management, Estate Planning, Series 63, Investments, Mutual Funds, Series 7, Sales Management

Education
University of Oregon   1988 — 1993
Bachelor of Science, Finance

Michael Fein Michael Fein Greater Boston Area Details
Michael Fein's RBC Wealth Management Experience 1998 - 2004
Job Vice President Investments at Moors & Cabot
Industry Financial Services
Experience
Moors & Cabot  November 2010 - Present
Detwiler Fenton & Co.   2004 - November 2010
RBC Wealth Management   1998 - 2004
Paine Webber  1992 - 1998

Education
University of New Hampshire - Whittemore School of Business and Economics
BS, Business Administration

Rob Meredith Rob Meredith Ottawa, Canada Area Details
Rob Meredith's RBC Wealth Management Experience December 2011 - October 2014
Job Financial Planner / Wealth Management Coordinator at RBC Dominion Securities
Industry Banking
Experience
RBC Dominion Securities  November 2014 - Present
RBC Wealth Management   December 2011 - October 2014
RBC Wealth Management   March 2011 - November 2011
RBC Royal Bank  2009 - February 2010
SIR Corp Restaurants, Jack Astors   July 2008 - July 2009
Darden Restaurants, Red Lobster  May 2007 - July 2008
Mexicali Rosa’s Franchise Company   October 2006 - May 2007
The Lone Star Group Of Restaurants   January 2003 - January 2006
Clarica/SunLife Financial   January 2002 - January 2003

Skills
Training, Management, Team Building, Investments, Budgets, Change Management, Sales, Employee Training, Leadership, Marketing Strategy, Marketing, Strategic Planning, Sales Management, Program Management, Customer Service, Coaching, Personal Financial..., Business Development..., Disability Planning, Business Development

Education
CSI Global   2012 — 2012
PFP, Financial Planning and Services

University of Ottawa   1999 — 2002
Bachelors, Social Sciences

CSI Global
Canadian Securities Course

CSI Global
Branch Compliance Officer

CSI Global
Personal Financial Services Advice

CSI Global
IFIC, Mutual Funds

Scott Holder Scott Holder Leawood, Kansas Details
Scott Holder's RBC Wealth Management Experience October 2012 - Present
Job Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2012 - Present
Merrill Lynch  November 2007 - October 2012
UMB Bank  July 1999 - November 2007

Education
University of Missouri-Columbia   1993 — 1997
Bachelor of Business Administration (BBA), Finance

Janet McKeage Janet McKeage Ottawa, Canada Area Details
Janet McKeage's RBC Wealth Management Experience 1998 - March 2001
Job Vice President & Investment Counsellor at RBC Phillips, Hager & North Investment Counsel
Industry Investment Management
Experience
RBC Phillips, Hager & North Investment Counsel   March 2001 - Present
RBC Wealth Management   1998 - March 2001
Royal Trust  1991 - 1998

Skills
Chartered Financial..., Portfolio Management, Investments, Investment Advisory, Wealth Management, Investment Management, Wealth Management..., High Net Worth..., Investment Strategies, Retirement Planning, Asset Management, Relationship Management, Financial Planning, Banking, Equities, Mutual Funds, Wealth, Asset Allocation, ETFs

Education
University of Ottawa   1988 — 1994
BMUS, Vocal Performance

Jordan Rasmussen Jordan Rasmussen San Francisco Bay Area Details
Jordan Rasmussen's RBC Wealth Management Experience May 2010 - January 2011
Job Financial Analyst, Retail Real Estate Development at Apple Inc.
Industry Financial Services
Experience
Apple Inc.  March 2014 - Present
Apple Inc.  September 2012 - February 2014
Apple Inc.  May 2011 - August 2011
RBC Wealth Management   May 2010 - January 2011

Skills
Valuation, Social Networking, Finance, Leadership, Corporate Finance, Management

Education
University of Southern California - Marshall School of Business   2008 — 2012
Bachelor of Science (B.S.) Business Administration, Emphasis Corporate Finance

University of Southern California   2008 — 2012
Minor, Psychology

Italiaidea Cultural Institute

John Henry Decker John Henry Decker West Hartford, Connecticut Details
John Henry Decker's RBC Wealth Management Experience January 2015 - Present
Job Wealth Advisor, CFP®, CIMA® at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
Morgan Stanley  February 2000 - January 2015
Decker for Congress   March 2012 - November 2012
Morgan Stanley  February 2000 - August 2012

Skills
Retirement Planning, Asset Allocation, Series 7, Retirement, Wealth Management, Investment Advisory, 401k, 401k Plans, 401k Rollovers, Politics, Community Outreach, Investments, Mutual Funds, Small Business, Series 63, Strategic Financial..., Alternative Investments, Finance, Political Communication, Political Campaigns, Asset Management, Estate Planning, Securities, Investment Management, Investment Strategies, Portfolio Management, Wealth, Financial Advisory, Financial Services, Equities, Life Insurance, Pensions, Wealth Management..., Financial Planning, Public Speaking

Education
University of Oklahoma - Price College of Business   1985 — 1990
B.B.A., Finance

Bethesda Chevy Chase High School   1983 — 1985

Edmund Burke School   1979 — 1983

Christine Randall Christine Randall Boulder, Colorado Details
Christine Randall's RBC Wealth Management Experience March 1999 - May 2005
Job Owner
Industry Construction
Experience
ERC Insulation   January 2010 - Present
University of Colorado Foundation  September 2007 - January 2010
Sensorielle Spa   2004 - 2006
RBC Wealth Management   March 1999 - May 2005

Skills
Sustainability, Green Building, Energy Efficiency, Green, Construction, Project Management, Public Speaking, Energy, Microsoft Office, Sustainable Design, Strategic Planning, Budgets, Team Building, Process Scheduler, Program Management, Energy Conservation, Entrepreneurship, Management, Energy Audits, Renewable Energy, Renovation, LEED

Education
University of Nebraska-Lincoln
Sociology

Jake Mandel Jake Mandel Greater New York City Area Details
Jake Mandel's RBC Wealth Management Experience May 2014 - August 2014
Job Investment Banking Summer Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  June 2015 - August 2015
Jinkel Specialists Inc.   September 2008 - December 2014
RBC Wealth Management   May 2014 - August 2014
Bronx Museum of the Arts  June 2011 - August 2011

Skills
Microsoft Excel, Logo Design, PowerPoint, Microsoft Word, Photoshop, HTML, Illustrator, Management, Microsoft Office, Adobe Creative Suite, Bloomberg Terminal, Customer Service, Social Media, Graphic Design

Education
University of Pennsylvania - The Wharton School   2012 — 2016
Bachelor of Science in Economics (B.S.E.), Finance, Operations & Information Management

Franklin A. Hart, III, AWMA® Franklin A. Hart, III, AWMA® Washington D.C. Metro Area Details
Franklin A. Hart, III, AWMA®'s RBC Wealth Management Experience December 2012 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2012 - Present
Janney Montgomery Scott LLC  January 1990 - December 2012

Skills
Financial Services, Financial Advisory, Finance, Wealth Management, Investments, Strategic Financial..., Research, Retirement Planning, Estate Planning, Investment Advisory, Series 7, Insurance, Series 63, Risk Management, Tax Management, Education Funding, Investment Planning

Education
University of North Carolina at Chapel Hill   1977 — 1980
B.A., Philosophy

The Hill School

Sean P. Harding Sean P. Harding Edmonton, Canada Area Details
Sean P. Harding's RBC Wealth Management Experience December 2009 - April 2013
Job Senior Financial Planning Consultant at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod  April 2013 - Present
RBC Wealth Management   December 2009 - April 2013
BMO Harris Private Banking  January 2008 - November 2008
RBC Wealth Managment  November 2004 - December 2007
RBC Wealth Management - Financial Planning   October 2003 - October 2004
RBC Dominion Securities  February 2003 - August 2003
RBC Wealth Management - Financial Planning   January 2002 - January 2003
RBC Royal Bank  September 1998 - December 2001

Skills
Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management, Estate Planning, Retirement Planning, Investments, Private Banking, Insurance Planning, Charitable Giving, Strategic Financial..., Financial Planners, Wealth, Mutual Funds, High Net Worth..., Portfolio Management, Investment Management, Investment Advisory, Finance

Education
Society of Trust and Estate Practitioners   2009 — 2012
TEP, Student Member

Canadian Securities Institute   2009 — 2009
LLQP (Full), Insurance

Canadian Securities Institute   2002 — 2002
Branch Mgrs Course, Investment Compliance and Ethics

Canadian Securities Institute   2000 — 2001
Canadian Investment Management (CIM) Program, Advanced Investment and Portfolio Management

Canadian Securities Institute   2000 — 2001
Financial Management Advisor Program (FMA), Advanced Financial Planning

Canadian Securities Institute   1998 — 1999
PFPC, Financial Planning

Canadian Securities Institute   1998 — 1998
CPH, Investments Compliance & Ethics

Canadian Secuities Institute   1996 — 1997
CSC, Investment

University of Ottawa   1990 — 1996
Sociology

Ian Lewer, (the Estate Gift guy) Ian Lewer, (the Estate Gift guy) Halifax, Canada Area Details
Ian Lewer, (the Estate Gift guy)'s RBC Wealth Management Experience January 2010 - September 2012
Job Director Planned Giving at Dalhousie University
Industry Investment Management
Experience
Dalhousie University  September 2012 - Present
Kitchen Party DJ   April 2012 - Present
RBC Wealth Management   January 2010 - September 2012
Eastern Passage Soccer Club   September 2010 - February 2012
FUSION Halifax  November 2010 - November 2011
TD Waterhouse  December 2005 - August 2008
TD Canada Trust  March 1996 - November 2005

Skills
Inside Sales, Sales Management, New Business Development, People Management, Cost Reduction, Market Growth, Financial Planning, Investments, Wealth Management, Retirement Planning, Banking, Estate Planning, Customer Relations, Asset Management, Risk Management, Planning, Insurance, Business Strategy, Budgeting, Compliance, Problem Solving, Negotiation, Public Speaking, Coaching, Small Business, Succession Planning, Trusts

Education
University of Ottawa / Université d'Ottawa   1999 — 2001
Executive MBA, Strategy

Vincent Laarveld Vincent Laarveld Calgary, Canada Area Details
Vincent Laarveld's RBC Wealth Management Experience February 2008 - Present
Job Financial Planner, Investment & Retirement Planning at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2008 - Present
RBC  October 2007 - February 2008

Skills
Mutual Funds, Mortgage Lending, Strategic Financial..., Investments, Credit, Banking, Wealth Management, Retirement Planning, Residential Mortgages, Investment Advisory, Wealth Management..., Investment Strategies, Retirement, Portfolio Management, Estate Planning, Wealth, Securities, Bonds, Financial Advisory, Asset Allocation, High Net Worth..., Risk Management, Financial Planning

Education
University of Saskatchewan   1999 — 2004
Bachelor of Arts (B.A.), Economics

University of Saskatchewan   1999 — 2004
Bachelor's degree, Economics

Lindsay (Kantor) Krivosha Lindsay (Kantor) Krivosha Portland, Oregon Details
Lindsay (Kantor) Krivosha's RBC Wealth Management Experience December 2009 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2009 - Present
Morgan Stanley Smith Barney  April 2006 - December 2009

Education
University of Oregon - Charles H. Lundquist College of Business   2001 — 2005
Bachelor of Science (B.S.), Business Administration

Kris Olsen Kris Olsen Greater Seattle Area Details
Kris Olsen's RBC Wealth Management Experience April 1994 - Present
Job Senior Vice President – Branch Director, Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 1994 - Present

Education
University of Southern California   1979 — 1983
Bachelor's degree, Business Administration/Finance

Michael Moodie Michael Moodie Toronto, Canada Area Details
Michael Moodie's RBC Wealth Management Experience October 2013 - August 2015
Job A senior executive specialising in International Wealth Management / Consultant for Cross Border Families
Industry Financial Services
Experience
RBC Wealth Management   October 2013 - August 2015
RBC Wealth Management   November 2010 - October 2013
RBC Wealth Management   October 2008 - October 2010
RBC Wealth Management   October 2005 - October 2008
RBC Wealth Management   June 2003 - October 2005
RBC Wealth Management   October 2002 - June 2003
RBC Wealth Management   October 1999 - October 2002
RBC Wealth Management   January 1997 - October 1999
RBC Wealth Management   January 1992 - December 1996

Skills
Customer Service, Project Management, Strategic Planning, Management, Sales Management, Wealth Management, Investments, Banking, Relationship Management, Leadership, Private Banking

Education
University of Ottawa   1984 — 1990
Bachelor of Commerce (B.Com.), Major in Marketing, Minor in Finance

Jeff Nova Jeff Nova Miami/Fort Lauderdale Area Details
Jeff Nova's RBC Wealth Management Experience October 2013 - Present
Job Senior Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2013 - Present
Janney Montgomery Scott  December 2001 - February 2007
J.B. Hanauer & Co.   July 1994 - December 2001

Education
University of South Florida   1986 — 1990
Criminal Justice/Law Enforcement Administration

Douglas Stine Douglas Stine Indianapolis, Indiana Area Details
Douglas Stine's RBC Wealth Management Experience May 2015 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2015 - Present
Edward Jones  June 2008 - February 2015
American Century Investments  June 2007 - August 2007
Archway Pool Management   May 1999 - August 2005

Education
University of Missouri-Columbia   2006 — 2008
MBA

University of Missouri-Columbia, College of Business   2002 — 2006
Finance

Jessi Rausch Jessi Rausch Hoboken, New Jersey Details
Jessi Rausch's RBC Wealth Management Experience October 2009 - April 2011
Job Sales Associate at Halstead Property
Industry Real Estate
Experience
Halstead Property  February 2015 - Present
Fidelity Investments  March 2014 - Present
Wells Fargo  February 2013 - February 2014
Fidelity Investments  May 2011 - January 2013
RBC Wealth Management   October 2009 - April 2011

Skills
Series 7, Series 63, Series 65, Life and Health..., AAMS, Wealth Management, Retirement Planning, Mutual Funds, Fixed Annuities, Financial Services, Fixed Income, Equities, Investments, Portfolio Management, Finance

Education
University of Nebraska-Lincoln   2006 — 2008
Master's Degree

University of Nebraska-Lincoln   2002 — 2006
Bachelor of Arts (B.A.)

Skutt Catholic High School   1998 — 2002

Windsor Thornton Windsor Thornton Washington, District Of Columbia Details
Windsor Thornton's RBC Wealth Management Experience June 2006 - September 2006
Job Marketing Graphic Designer and Web Developer
Industry Graphic Design
Experience
Total Wine & More  June 2015 - Present
American Institutes for Research  January 2015 - July 2015
Free Agents Marketing  September 2014 - January 2015
Gib Carson Associates; Big Island Aquaculture; SaraSueNew, LLC   August 2014 - September 2014
Evergreen Enterprises  January 2014 - August 2014
Calypso Studios, Inc.   October 2012 - January 2014
VCU Massey Cancer Center  September 2011 - October 2012
Life's A Beach: A Lilly Pulitzer Signature Store   June 2008 - September 2008
Life's A Beach: A Lilly Pulitzer Signature Store   June 2007 - September 2007
RBC Wealth Management   June 2006 - September 2006

Skills
Web Design, Graphic Design, Photoshop, Customer Service, InDesign, Illustrator, Catalogue Production, Marketing, Facebook, Social Media Marketing, Microsoft Office, Microsoft Excel, Sales, Public Relations, Keynote, Copywriting, Adobe Dreamweaver, HTML, Microsoft Word, Social Media, CSS Javascript, Event Planning, Wholesale, Marketing Strategy, Digital Marketing, Trade Show Graphics, Email Marketing, Email Newsletter Design, CSS, Adobe Creative Suite, Photography, Advertising, Graphics, Typography, Dreamweaver, Logo Design, Editing, Press Releases, PowerPoint, Fashion, Fundraising, Blogging, Market Research, Social Networking, Mac, Marketing Communications, Brand Development, Creative Direction, Retail, Layout

Education
University of North Carolina at Chapel Hill   2006 — 2011
Bachelor's Degree, Design and Visual Communications, General

St. Catherine's School   1993 — 2006

Judy Ramey Judy Ramey Washington D.C. Metro Area Details
Judy Ramey's RBC Wealth Management Experience March 2009 - Present
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management   March 2009 - Present
Ferris Baker Watts Inc  October 1980 - March 2009
Trust Company of America  2000 - 2006
Ferris Baker Watts Inc  1990 - 2003
Peace Corps  January 1974 - January 1979
Peace Corps  1968 - 1971

Skills
Non-profit Board..., Financial Planning, Research, Financial Analysis, Financial Reporting, Investments, Non-profit Leadership, Leadership, Non-profit Volunteering, Mutual Funds, Defined Benefit, 401k, Management, Insurance

Education
West Virginia University
Bachelor of Science (BS), Education

University of Pennsylvania - The Wharton School
Finance, General

Marty Calvert Marty Calvert Greater Seattle Area Details
Marty Calvert's RBC Wealth Management Experience November 2008 - Present
Job First Vice President Financial Advisor, Accredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
The Film School   May 2015 - Present
RBC Wealth Management   November 2008 - Present
Montana Ambassadors   November 2007 - Present
UBS Wealth Management USA Milestone Wealth Management Group   November 2005 - November 2008
RBC Wealth Management   April 1990 - November 2005
Food Lifeline  May 1997 - May 2003

Education
Montana Tech of the University of Montana   1984 — 1988
B.S. Finance, Finance and Associate degree in Computer Science

The University of Montana   1982 — 1983
Finance, Economics

Montana State University - Bozeman   1980 — 1982
Finance, Political Science

Montana State University - Bozeman
Associate: computer sciences, Finance

Matt Goolsby Matt Goolsby New York, New York Details
Matt Goolsby's RBC Wealth Management Experience 2011 - 2011
Job Associate | Lindsay Goldberg
Industry Financial Services
Experience
Lindsay Goldberg  July 2015 - Present
Moelis & Company  July 2013 - June 2015
Moelis & Company  June 2012 - August 2012
RBC Wealth Management   2011 - 2011

Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School   2009 — 2013

Erik Hartmann Erik Hartmann Rochester, New York Details
Erik Hartmann's RBC Wealth Management Experience September 2012 - Present
Job Senior Managing Director Complex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2012 - Present
RBC Wealth Management   May 2008 - September 2012
RBC Wealth Management   April 2006 - May 2008
Smith Barney  February 1992 - April 2006

Education
University of Pittsburgh
Bachelor of Arts (B.A.), Economics

Colin Hart Colin Hart Washington D.C. Metro Area Details
Colin Hart's RBC Wealth Management Experience May 2008 - August 2008
Job Sales
Industry Hospitality
Experience
Capitol Media Solutions  February 2012 - February 2015
Tiger Woods Foundation  June 2009 - July 2010
RBC Wealth Management   May 2008 - August 2008

Skills
Microsoft Office, Advertising, Marketing Communications, Market Research, Microsoft Word, Social Networking, Event Management, Customer Service, Marketing Strategy, Marketing, Photoshop, Social Media

Education
University of North Carolina at Wilmington   2006 — 2010
B.S., Economics & Finance

Amy Koenig Amy Koenig Greater Omaha Area Details
Amy Koenig's RBC Wealth Management Experience July 1998 - July 2003
Job Manager of Strategic Projects & Certified Leadership Coach at Peak Advisor Alliance
Industry Financial Services
Experience
Peak Advisor Alliance  December 2004 - Present
American Express Financial Advisors  January 2004 - November 2004
RBC Wealth Management   July 1998 - July 2003
Robert W. Baird & Co.   1996 - July 1998
Kirkpatrick Pettis  1994 - 1996

Education
University of Northern Iowa   1989 — 1992
Bachelor of Arts (B.A.), Mathematics

Lance Greco Lance Greco Cedar Rapids, Iowa Details
Lance Greco's RBC Wealth Management Experience January 2013 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
Wells Fargo Advisors  August 2007 - January 2013
Northwestern Mutual  May 2005 - August 2007
A. G. Edwards and Sons, Inc.   May 1993 - May 2005

Education
University of Northern Iowa   1979 — 1983
Bachelor of Arts, Public Relations

Jacquelyn Hartwig Jacquelyn Hartwig Le Center, Minnesota Details
Jacquelyn Hartwig's RBC Wealth Management Experience July 2007 - November 2008
Job Sr. Client Manager at Hemingway Wealth Management
Industry Financial Services
Experience
Hemingway Wealth Management, LLC   May 2012 - Present
Boulay  December 2007 - May 2012
RBC Wealth Management   July 2007 - November 2008
Wealth Enhancement Group  2001 - 2007

Skills
CRM, Financial Services, Finance, Relationship Management, Business Process, Financial Advisory, Fixed Annuities, Microsoft Excel, Life Insurance, Wealth, Research, Financial Analysis

Education
University of Minnesota-Twin Cities   1986 — 1988
Bachelor's degree, Business Administration and Management, General

Winona State University   1982 — 1985

Darcy Aschenbrenner Darcy Aschenbrenner Beverly Hills, California Details
Darcy Aschenbrenner's RBC Wealth Management Experience April 2014 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2014 - Present
Joyce Factory Direct of St. Louis   January 2012 - September 2013
Thomas Construction  June 2011 - December 2011
Thomas Construction  February 2011 - June 2011
Castle Law Office  September 2010 - February 2011
Parrish Law Firm   January 2010 - November 2010
Alimak Hek, Inc   July 2009 - October 2009
Client: Backstage Gallery   January 2009 - May 2009

Education
University of Missouri-Columbia   2005 — 2009
BJ, Advertising-Strategic Communications

Chris Vargas Chris Vargas Reno, Nevada Area Details
Chris Vargas's RBC Wealth Management Experience September 1998 - March 2006
Job LPL Financial Advisor at Legacy Wealth Planning
Industry Financial Services
Experience
Legacy Wealth Planning   March 2006 - Present
RBC Wealth Management   September 1998 - March 2006

Skills
Business Strategy, Wealth Management, Finance, Financial Analysis, Investments, Management, FINRA, Retirement Planning, Series 7, Estate Planning, Investment Advisory, Securities, Strategic Financial..., Banking, Financial Services, Due Diligence, Alternative Investments, Asset Management, Investment Strategies, Retirement, Entrepreneurship, Strategy, Mergers & Acquisitions, Strategic Planning, Mutual Funds, Management Consulting, Hedge Funds, Loan Origination, Coaching, Real Estate Economics, Series 63, Fixed Annuities, Start-ups, Insurance, Financial Structuring, Real Estate, Socially Responsible..., Portfolio Management, Leadership, Asset Allocation, New Business Development, Loans, Budgets, Small Business, Investor Relations, Valuation, Business Development, Trading Systems, Mortgage Lending, Marketing Strategy

Education
University of Nevada-Reno   1989 — 1994
BS Finance, Finance & Economics

David Kenyon, AWM, RMA™ David Kenyon, AWM, RMA™ Greater Seattle Area Details
David Kenyon, AWM, RMA™'s RBC Wealth Management Experience December 1983 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC WEALTH MANAGEMENT   December 1983 - Present

Education
University of Nevada-Las Vegas   1975 — 1979
Bachelor of Science (BS), Accounting and Finance

E Kenneth Furst E Kenneth Furst Boca Raton, Florida Details
E Kenneth Furst's RBC Wealth Management Experience May 1989 - August 2006
Job Senior VP Investments
Industry Investment Management
Experience
national brokerage firm   August 2006 - Present
E Kenneth Furst, CPA   1972 - Present
RBC Wealth Management   May 1989 - August 2006
Golden Eagle Network   1996 - 1997
Toledo, Peoria & Western Railway   February 1989 - May 1996
Sea-Land Corporation   June 1971 - October 1989
Prudential Insurance Co of America  May 1969 - August 1971
University of Pennsylvania Wharton School  September 1970 - May 1971

Skills
Investments, Fixed Income, Portfolio Management, Investment Advisory, Investment Strategies, Mutual Funds, Asset Managment, Financial Markets, Equity Research, Business Strategy, Equities, Series 7, Strategic Planning, Wealth Management..., Asset Allocation, Series 63, Bonds, Asset Management, Financial Advisory, Retirement, Mergers & Acquisitions, Retirement Planning, Estate Planning, Finance, Due Diligence, Financial Analysis, Accounting, Investment Management, Risk Management, High Net Worth..., Restructuring, Securities, Financial Structuring, Financial Services, Wealth Management, Wealth, Hedge Funds, Capital Markets, Loans, Insurance, Options, Private Equity, Strategic Financial...

Education
University of Pennsylvania - The Wharton School   1968 — 1969
MBA, Accounting

University of Pennsylvania - The Wharton School   1964 — 1968
BS Economics, Finance

Union High School

Nicholas Onken Nicholas Onken Greater Minneapolis-St. Paul Area Details
Nicholas Onken's RBC Wealth Management Experience January 2015 - Present
Job Technical Team Lead Reorg Wealth Management Division at RBC
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
RBC  January 2014 - January 2015
Fairview Wine and Spirits   July 2009 - April 2014
Read Naturally   February 2011 - April 2011
American Engineering Testing  May 2007 - October 2009
City of Roseville Public Works Department   May 2005 - August 2006

Skills
Concrete, Microsoft Office, Project Management, Customer Service, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking, Research, Team Building, Time Management

Education
University of Minnesota-Twin Cities   2004 — 2009
Bachelor, Geo-Engineering

David Spinar David Spinar Lincoln, Nebraska Area Details
David Spinar's RBC Wealth Management Experience August 2008 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2008 - Present
Wells Fargo Advisors LLC  August 2007 - November 2009
Securities America, Inc.   August 1996 - August 2007

Education
University of Nebraska College of Law   1993 — 1996
JD, Law

University of Nebraska-Lincoln   1989 — 1993
Bachelor of Science (B.S.), Biology

Christopher Pelley Christopher Pelley Greater Denver Area Details
Christopher Pelley's RBC Wealth Management Experience October 2014 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present
CIMCO Private Wealth (Capital Investment Management)   January 1994 - December 2014
U.S. Bank   June 1991 - December 1993
Shearson Lehman Hutton  January 1989 - June 1991

Education
University of Missouri-Columbia
Bachelor of Science, Business - Economics

University of Missouri-Columbia
Bachelor of Arts, Psychology

American College in Bryn Mawr
Chartered Financial Consultant

Dan Zbichorski Dan Zbichorski Greater Minneapolis-St. Paul Area Details
Dan Zbichorski's RBC Wealth Management Experience 2006 - 2008
Job Consultant danzbichorski@gmail.com
Industry Information Technology and Services
Experience
bee HORS kee, Inc.   July 2006 - Present
RBC  2006 - 2008
RBC Wealth Management   2006 - 2008
RBC Dain Rauscher  2006 - December 2007
SHPS.com   October 2004 - July 2006
Totality  August 2004 - September 2004
Allianz Life  March 2003 - August 2004
Maryville Technologies  February 1999 - March 2004
Sun Microsystems  1997 - 1999
SAIC  1996 - 1997

Skills
ITIL, Architecture, Project Management, Release Management, Incident Management, Enterprise Architecture, SDLC, PMP, Disaster Recovery, IT Strategy, Solution Architecture, Cloud Computing, Requirements Analysis, Integration, Vendor Management, IT Management, Program Management, Business Analysis, Management, Information Security..., Unix, Solaris, Architectures, Unix Operating Systems, Data Center, Sarbanes-Oxley Act, Information Technology, Unix Shell Scripting, Change Management, Creativity

Education
University of Phoenix   2000 — 2003
B.S., IT

Memorial High School   1984 — 1987

Ethan Lindbloom Ethan Lindbloom Richmond, Virginia Area Details
Ethan Lindbloom's RBC Wealth Management Experience 2005 - October 2012
Job Vice President Financial Advisor at Janney Montgomery Scott
Industry Financial Services
Experience
Janney Montgomery Scott  October 2012 - Present
RBC Wealth Management   2005 - October 2012
Legg Mason  August 2004 - September 2005

Skills
Series 7, Retirement Planning, Strategic Financial..., Executive Pay, Wealth Management, Mutual Funds, Asset Allocation, Investment Advisory, Series 63, Investment Strategies, Retirement, Estate Planning, Financial Advisory, Investments, Securities, Alternative Investments, Series 65, 401k, Portfolio Management

Education
University of Richmond   1996 — 2001
BA, French

James River HIgh School

Bill Hoelzel Bill Hoelzel Greater Philadelphia Area Details
Bill Hoelzel's RBC Wealth Management Experience March 2009 - October 2012
Job Mutual of Omaha Representative
Industry Financial Services
Experience
Mutual of Omaha Investor Services  November 2012 - Present
RBC Wealth Management   March 2009 - October 2012
JB Hanauer  December 1999 - October 2009
Regional Brokers Inc   September 1996 - December 1999
Citi  1992 - 1996

Skills
Strategic Financial..., Fixed Income, Insurance, Wealth Management..., Life Insurance, Investment Advisory, Retirement Planning, Retirement

Education
University of Notre Dame   1988 — 1991

Cranbrook Kingswood   1988 — 1988
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Jacalyn Malott Jacalyn Malott Greater Minneapolis-St. Paul Area Details
Jacalyn Malott's RBC Wealth Management Experience 2010 - 2011
Job Business Analyst
Industry Financial Services
Experience
Woodbury Financial Services  April 2012 - Present
RBC Wealth Management   2010 - 2011
RBC Capital Markets  2007 - 2010
RBC Capital Markets  2003 - 2007
RBC Capital Markets  1998 - 2003
RBC Capital Markets  1996 - 1998

Skills
Requirements Gathering, Business Requirements, Business Process, Business Analysis, Project Implementation, Cross-functional Team..., Salesforce.com, Process Improvement, Visio, Financial Services, Access, User Acceptance Testing, Project Planning, Project Execution, Defect Tracking, Gap Analysis, Integration, Mergers & Acquisitions, Finance, Financial Reporting, Project Coordination, Project Delivery, Manage multiple..., Highly Analytical, Procedure Analysis, Data Analysis, Process Flow, Test Script Creation, Integration Testing, Mergers, Detail Orientation, Microsoft Project, Excel, Cognos, Analysis

Education
University of Northern Iowa   1995 — 2000
Bachelor of Arts (B.A.), Accounting

Alexandria Sham Alexandria Sham Calgary, Canada Area Details
Alexandria Sham's RBC Wealth Management Experience November 1996 - September 2002
Job National Chair at Hong Kong Canada Business Association
Industry Financial Services
Experience
RBC Insurance  November 2012 - Present
Hong Kong Canada Business Association, National Board   December 2012 - Present
Hong Kong Canada Business Association, Calgary Section   June 2012 - Present
Hong Kong Canada Business Association - National Board   December 2014 - Present
RBC Insurance  November 2002 - October 2012
Hong Kong Canada Business Association Calgary   2007 - 2010
RBC Wealth Management   November 1996 - September 2002

Skills
Critical Illness, Retirement Planning, Strategic Financial..., Financial Analysis, Wealth Management, Insurance, Investments, Life Insurance, Investment Strategies, Term Life Insurance, Disability Insurance, Relationship Management, Estate Planning, Retirement, Mutual Funds, Wealth, Financial Planning

Education
University of Saskatchewan   1988 — 1995
Commerce

Megan Gorman, CFA Megan Gorman, CFA Greater Minneapolis-St. Paul Area Details
Megan Gorman, CFA's RBC Wealth Management Experience July 2015 - Present
Job Senior Product Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2015 - Present
RBC Wealth Management   January 2012 - Present
RBC Wealth Management   January 2008 - January 2012
Jeffrey Slocum & Associates  June 2003 - December 2007

Skills
Alternative Investments, Wealth Management, Investment Advisory, Retirement, Mutual Funds

Education
University of Northern Iowa   1999 — 2003
Bachelor of Arts (BA), Finance and Economics, With Honors

Chris Nietupski Chris Nietupski Greater Minneapolis-St. Paul Area Details
Chris Nietupski's RBC Wealth Management Experience November 2007 - September 2011
Job Principal Owner at Nietupski, LLC
Industry Public Relations and Communications
Experience
Nietupski, LLC - Communication Consultants   June 2013 - Present
John Nietupski Memorial Foundation   January 2009 - Present
UnitedHealth Group  September 2011 - June 2013
RBC Wealth Management   November 2007 - September 2011
Spangler Design Team   2006 - 2007
ARA Content   February 2005 - June 2006

Skills
Public Relations, Copywriting, Proofreading, Marketing, Media Relations, Management, Public Speaking, Training, Internal Communications, Newsletters, Editing, Account Management, Press Releases, Marketing Communications, Leadership, Strategic Communications, Interviews, Teaching, Nonprofits, Integrated Marketing, Creative Direction, Project Management, Community Outreach, Event Planning

Education
University of Wisconsin-Madison   2001 — 2003
Master of Arts, Journalism & Mass Communication

University of Northern Iowa   1997 — 2001
Bachelor of Arts, Communications - Public Relations

Tom Schulenberg Tom Schulenberg Greater Minneapolis-St. Paul Area Details
Tom Schulenberg's RBC Wealth Management Experience June 2005 - Present
Job First Vice President – Branch Director, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2005 - Present

Education
University of Minnesota-Twin Cities
Juris Doctor (J.D.)

Washington University in St. Louis

Donald Fox Donald Fox Greater Minneapolis-St. Paul Area Details
Donald Fox's RBC Wealth Management Experience June 2006 - April 2015
Job Self Employed
Industry Real Estate
Experience
RBC Wealth Management   June 2006 - April 2015

Education
University of Phoenix   2004 — 2008
Bachelor, Information Technology

Chris Coghlan Chris Coghlan Missoula, Montana Area Details
Chris Coghlan's RBC Wealth Management Experience March 2009 - Present
Job Senior Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2009 - Present
Merrill Lynch  April 2004 - March 2009

Education
The University of Montana   1995 — 1999
Bachelor's of Science, Economics

Will Dietz, CFP® Will Dietz, CFP® Portland, Oregon Area Details
Will Dietz, CFP®'s RBC Wealth Management Experience 2009 - November 2014
Job President/Financial Advisor at DH Wealth Management
Industry Financial Services
Experience
DH Wealth Management   November 2014 - Present
RBC Wealth Management   2009 - November 2014
UBS  April 2003 - June 2009

Education
University of Oregon   1993 — 1997
Business Administration, Management, Economics

R. Marc McKoy R. Marc McKoy Wilmington, North Carolina Area Details
R. Marc McKoy's RBC Wealth Management Experience July 1994 - July 2001
Job Senior Vice President, Branch Manager at Capitol Securities Management Inc.
Industry Financial Services
Experience
Capitol Securities Management Inc.  January 2014 - Present
BOA  August 2007 - January 2014
Wells Fargo Advisors  April 2001 - August 2007
RBC Wealth Management   July 1994 - July 2001

Skills
Banking, Wealth Management, Sales Management, Portfolio Management, Investments, Fixed Income, Series 7, Mergers & Acquisitions, Asset Management, Strategic Financial..., Business Development, Strategic Planning, Series 63, Alternative Investments, Loans, New Business Development, Mortgage Lending, Leadership, Relationship Management, Commercial Lending, Risk Management, Sales

Education
University of South Carolina-Columbia   1977 — 1982
Bachelor's degree, Business/Managerial Economics

Spike Whitney Spike Whitney Greater Los Angeles Area Details
Spike Whitney's RBC Wealth Management Experience April 2008 - August 2008
Job Associate at CommonWealth Partners
Industry Commercial Real Estate
Experience
CommonWealth Partners  May 2012 - Present
Deloitte & Touche  September 2010 - May 2012
RBC Wealth Management   April 2008 - August 2008
Bear Stearns & Co.   October 2007 - May 2008

Skills
Commercial Real Estate..., Real Estate Private..., Asset Management, Due Diligence, Valuation, Financial Reporting, Financial Analysis, Financial Accounting, External Audit, Financial Modeling, SEC filings, Business Valuation, Real Estate Economics, Portfolio Management

Education
University of Southern California
B.S., Accounting

The Hotchkiss School

Leo Collins Leo Collins Greater Minneapolis-St. Paul Area Details
Leo Collins's RBC Wealth Management Experience
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  

Skills
Investments, Series 7, Wealth Management, Portfolio Management, Asset Allocation, Strategic Planning

Education
University of St. Thomas   1970 — 1975
MA, ECONOMICS

University of Notre Dame   1963 — 1967
BBA, BUSINESS AND ECONOMICS

Amanda Strembicke Amanda Strembicke Huntsville, Alabama Area Details
Amanda Strembicke's RBC Wealth Management Experience August 2007 - Present
Job Certified Financial Planner at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   August 2007 - Present
AmSouth Investment Services, Inc.   April 1998 - February 2007

Education
University of North Alabama   1988 — 1992
BS, Finance

Marlene Jackson PMP Marlene Jackson PMP Toronto, Canada Area Details
Marlene Jackson PMP's RBC Wealth Management Experience February 2015 - Present
Job CRM2 Program Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2015 - Present
Bank of Montreal  October 2011 - Present
CIBC  2014 - 2015
KPMG Canada  March 2011 - October 2011
St. Joseph Hospital  2009 - 2011
Hallmark Cards  March 2008 - May 2009
Sundex Information Systems   March 2006 - March 2008
Royal Bank Financial Group  December 2001 - January 2006
DWL  May 1997 - July 2001

Skills
Team Building, Application Architecture, PMO, Change Management, Leadership, Program Management, Integration, Project Management, Business Process, Strategy, Management, PMP, Business Intelligence, Project Planning, Management Consulting, Business Analysis, Project Delivery

Education
University of Phoenix   2010 — 2012
MBA, Finance

University of Toronto   2001 — 2001
PMP, Department of Engineering Continuing Education

University of Toronto - Woodsworth College   1984 — 1990
BA, Economics, Geography, Computer Studies

Alyson Zahn Alyson Zahn Greater Minneapolis-St. Paul Area Details
Alyson Zahn's RBC Wealth Management Experience 2000 - 2006
Job Desktop Access Administrator Contracts and Proposals
Industry Law Practice
Experience
LPS  Office AdministratorRainwater Capital Partners2008 - 2009
University of Minnesota  2007 - 2008
RBC Wealth Management   2000 - 2006

Education
University of Minnesota-Twin Cities

Paul Buren Paul Buren Wilmington, North Carolina Area Details
Paul Buren's RBC Wealth Management Experience April 2004 - Present
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2004 - Present
Legg Mason  July 2001 - April 2004

Education
University of North Carolina at Wilmington   1985 — 1989
B.A., Political Science

Erik Yates Erik Yates Greater Minneapolis-St. Paul Area Details
Erik Yates's RBC Wealth Management Experience
Job Tech Team Lead Margin at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  

Skills
Call Centers, Requirements Gathering, Business Analysis, Process Improvement, SDLC, Microsoft Office, Team Leadership, Visio, Project Management, Risk Management, Software Documentation, Program Management, Access, Banking, Analysis, Leadership

Education
University of Minnesota-Twin Cities   1995 — 2000
Bachelor of Science (B.S.), Mathematics

Adam Slack Adam Slack Wilmington, North Carolina Area Details
Adam Slack's RBC Wealth Management Experience May 2007 - May 2008
Job VP of Mortgage Lending: Guaranteed Rate, Inc
Industry Financial Services
Experience
Guaranteed Rate  October 2011 - Present
TWO MEN AND A TRUCK- Springfield, VA   August 2013 - Present
Olympic Mortgage   July 2009 - September 2011
Aerotek  February 2009 - January 2010
RBC Wealth Management   May 2007 - May 2008

Skills
Loans, Loan Origination, Mortgage, Mortgage Lending, Refinance, Reverse Mortgages, VA loans, First Time Home Buyers, ARM, Mortgage Marketing, USDA, Finance, FHA, Mortgage Banking, Investments, Residential Mortgages, Real Estate, Credit, Rates, FHA financing, Commercial Lending, Credit Analysis, Certified Mortgage..., Consumer Lending, Mortgage Underwriting, Construction Loans, Mortgage Servicing, Home Equity Loans, Government Loans, Debt Consolidation, Real Estate Financing, Commercial Mortgages, Home Equity Lines of..., Underwriting, Investment Properties, Real Estate Economics, 203K, Loss Mitigation, Funding, Banking, Referrals, VA Loans

Education
University of North Carolina at Wilmington   2004 — 2008
Business Administration, Financial Management

John Meitner, CFP (R) John Meitner, CFP (R) Greater New York City Area Details
John Meitner, CFP (R)'s RBC Wealth Management Experience June 2009 - Present
Job Vice President Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2009 - Present
MorganStanley SmithBarney LLC  1997 - 2009

Education
Adelphi University - Graduate School of Business
MBA, Finance & Accounting

University of New Hampshire - Whittemore School of Business and Economics
BS, Finance

Dean Wilhelm Dean Wilhelm Phoenix, Arizona Details
Dean Wilhelm's RBC Wealth Management Experience January 2005 - September 2010
Job Mortgage Loan Officer at Bank 34
Industry Financial Services
Experience
BANK'34  May 2015 - Present
USAA  November 2013 - May 2015
Allstate  June 2011 - May 2013
UBS  September 2010 - June 2011
RBC Wealth Management   January 2005 - September 2010

Skills
Life Insurance, Investments, Series 7, Retirement Planning, Insurance, Mutual Funds, Wealth Management, Financial Planning, Financial Services, Securities, Loans, Finance, Retirement

Education
University of Phoenix
Bachelor of Business Management, Business Administration and Management, General

Bart Bates Bart Bates Tampa/St. Petersburg, Florida Area Details
Bart Bates's RBC Wealth Management Experience February 2004 - August 2007
Job First Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management  September 2007 - Present
RBC Wealth Management   February 2004 - August 2007

Education
University of South Florida
Business, Finance

Web Hayward Web Hayward Eugene, Oregon Area Details
Web Hayward's RBC Wealth Management Experience February 2006 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2006 - Present

Skills
Retirement Planning, Investment Advisory, Wealth Management, Financial Analysis, Investment Strategies, Wealth Management..., 401k Rollovers

Education
University of Oregon

Natacha Menkarios Natacha Menkarios Montreal, Canada Area Details
Natacha Menkarios's RBC Wealth Management Experience October 2011 - Present
Job F.Pl., CFP, CIM, FCSI
Industry Financial Services
Experience
RBC Wealth Management   October 2011 - Present
MD Physician Services  2006 - December 2010
MD Management  2003 - 2006
MD Management  1999 - 2003
MD Management  1998 - 1999

Education
University of Ottawa   1991 — 1995
B.Com.

University of Ottawa   1991 — 1995
BSS

Thomas Gilbertson Thomas Gilbertson Portland, Oregon Area Details
Thomas Gilbertson's RBC Wealth Management Experience June 2005 - September 2012
Job Director, Well' Fargo Securities
Industry Financial Services
Experience
Umpqua Bank  September 2012 - Present
RBC Wealth Management   June 2005 - September 2012

Education
University of Oregon   1972 — 1977
Bachelor of Science (BS), Psychology

Angela L Serrano Angela L Serrano New York, New York Details
Angela L Serrano's RBC Wealth Management Experience July 2002 - Present
Job Portfolio Management at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2002 - Present
Barclays Private Bank  1999 - 2002
Eastdil Secured  1998 - 1999
Dillon Read  1994 - 1998

Skills
Mortgage Lending, Wealth Management, Private Banking, Financial Analysis, Loans, Estate Planning, Asset Management, Risk Management, Portfolio Management, Series 7, Banking, Investments, Credit, Equities

Education
University of Phoenix
BA, Business Management

Wood Tobe-Coburn School
Business Administration

Academy of Mt St Ursula
Diploma

Janelle Ford, AAMS Janelle Ford, AAMS Greater Omaha Area Details
Janelle Ford, AAMS's RBC Wealth Management Experience June 1999 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 1999 - Present

Education
University of Nebraska at Omaha

Sanam Heidary Sanam Heidary Greater New York City Area Details
Sanam Heidary's RBC Wealth Management Experience November 2008 - November 2010
Job U.S. Head of Communications, RBC Capital Markets
Industry Public Relations and Communications
Experience
RBC Capital Markets  January 2015 - Present
Fortress Investment Group  July 2014 - Present
RBC (Royal Bank of Canada)   November 2010 - July 2014
RBC Wealth Management   November 2008 - November 2010
RBC Capital Markets  August 2007 - December 2008

Skills
Crisis Communications, Strategic Communications, Corporate Communications, Communications Planning, Communication Training, Media Relations, Internal Communications, Public Relations, Messaging, Social Media, Editing, Press Releases

Education
Oxford University   2004 — 2007
BA, History

St Paul's Girls' School   1995 — 2002

Jeremy Weir Jeremy Weir Philadelphia, Pennsylvania Details
Jeremy Weir's RBC Wealth Management Experience May 2012 - August 2012
Job Administrative Assistant at Wharton MBA Program for Executives
Industry Financial Services
Experience
Wharton MBA Program for Executives   August 2013 - Present
RBC Wealth Management   May 2012 - August 2012
Revolution Prep - Ivy Insiders   May 2011 - August 2011

Education
University of Pennsylvania - The Wharton School   2010 — 2014
Bachelor of Science, Finance, Accounting, and Classical Studies

George J. Dusckas, Jr. George J. Dusckas, Jr. Erie, Pennsylvania Details
George J. Dusckas, Jr.'s RBC Wealth Management Experience 2005 - Present
Job First Vice President – Branch Director, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2005 - Present

Education
University of Pittsburgh
Bachelor of Science (BS)

elizabeth sawicki elizabeth sawicki New Britain, Connecticut Details
elizabeth sawicki's RBC Wealth Management Experience 2012 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
RBC Wealth Management   2012 - 2013
RBC Wealth Management   2012 - 2013

Education
University of Rhode Island   2006 — 2010
Economics, Philosophy

Northwest Catholic High school   2002 — 2006
General

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