RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
Alyse Packer Alyse Packer Salt Lake City, Utah Details
Alyse Packer's RBC Wealth Management Experience June 2012 - January 2014
Job International Trader at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  September 2014 - Present
RBC Wealth Management   June 2012 - January 2014
Sedgwick CMS  August 2010 - June 2012

Skills
Mutual Funds, Investments, Financial Risk, Workers' Compensation..., Microsoft Excel, Microsoft Office, Customer Service, Customer Retention, Series 7, series 66, Credit

Education
Brigham Young University   2004 — 2008
Bachelor of Science (BS), Sociology

Brigham Young University   2004 — 2008
Sociology

Ellen Takagi Ellen Takagi Boston, Massachusetts Details
Ellen Takagi's RBC Wealth Management Experience December 2002 - Present
Job Sr. Vice President Financial Advisor at RBC Wealth Management Financial Services
Industry Financial Services
Experience
RBC Wealth Management   December 2002 - Present
Credit Suisse  March 2001 - December 2002
JPMorgan Chase  March 1996 - March 2001
Morgan Stanley  January 1980 - March 1996
Merrill Lynch  January 1978 - January 1980

Education
Boston College - Carroll School of Management   1972 — 1976
Bachelor of Applied Science (BASc), Marketing

Prabha Dhandapani Prabha Dhandapani Osseo, Minnesota Details
Prabha Dhandapani's RBC Wealth Management Experience August 2014 - Present
Job Senior Project Manager at RBC
Industry Information Technology and Services
Experience
RBC Wealth Management   August 2014 - Present
Target  May 2011 - July 2014
USDA  January 2005 - May 2011
Lawson Software  February 2004 - October 2005
Global Software Development Services, Inc   2003 - 2005
UnitedHealth Group  January 2004 - November 2004

Skills
SDLC, Software Project..., Visio, Project Management, Vendor Management, Enterprise Architecture, SOA, Cross-functional Team..., Process Improvement, Team Leadership, Leadership, Clarity, Waterfall, Certified Project..., PMP, Software Development..., Release Management, Resource Management, CMMI, Software Implementation, Data Conversion, Data Warehousing, Requirements Gathering, Project Portfolio..., PMO, Requirements Analysis, IT Strategy, Business Analysis, Integration, Agile Methodologies, Agile Project Management, Global Delivery, Project Delivery, ITIL, Software Development, Scrum, Information Technology, ERP, SharePoint, IT Management, Project Planning, Testing, Management, Governance, MS Project, IT Operations, IT Service Management, Data Migration, User Acceptance Testing, Consulting

Education
Bharathiar University
Masters in computer applications, Computer Science

Nabil Nazarali Nabil Nazarali Vancouver, Canada Area Details
Nabil Nazarali's RBC Wealth Management Experience September 2013 - Present
Job Private Banking Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2013 - Present

Skills
Asset Managment, Estate Planning, Tax, Risk Management, Retirement Planning, Investments, Microsoft Office, Asset Management, Customer Service, Leadership, Finance, Strategic Financial..., Accounts Payable, Accounts Receivable, Financial Statements, Communication, Interpersonal Skill, Team Leadership, Dependable Team Player, Highly motivated..., Time Management, Multi Tasking, Priority Management, Close Attention to..., Learn New Software..., Relationship Management, Resolve Issues, Remaining calm in a..., Planning..., Retail Sales, Gujarati, Business Ethics, Financial Analysis, Invoicing, Interpreting, Works well individually, Analytical Skills, Cash Flow, Team-oriented, Teamwork, Financial Planning, Wealth Management, Private Banking, Wealth Management...

Education
British Columbia Institute of Technology   2010 — 2013

CFA Institute
CFA Level 1 Candidate

Financial Planning Standards Council

Canadian Securities Institute   2011 — 2013

Laura Barr Laura Barr Rochester, New York Area Details
Laura Barr's RBC Wealth Management Experience May 2011 - June 2012
Job Web Content Coordinator at University of Rochester
Industry Public Relations and Communications
Experience
University of Rochester  February 2015 - Present
Hennepin County  February 2014 - November 2014
Hennepin County  June 2012 - February 2014
RBC Wealth Management   May 2011 - June 2012
Office Team  July 2010 - May 2011
PRSSA at Canisius College   August 2009 - May 2010
Canisius College  August 2008 - May 2010
The Buffalo Zoo  August 2009 - December 2009
Quadrangle Magazine   August 2006 - May 2008

Skills
Public Relations, Marketing Communications, Leadership, Human Resources, Microsoft Office, Social Media, Event Planning, Public Speaking, Training, Editing, Writing, Newsletters, Policy, Photoshop, Press Releases, Employee Relations, Strategic Communications

Education
Canisius College   2006 — 2010
Bachelors of Arts, Communication, General

Canisius College   2006 — 2010
Bachelor of Arts, Psychology

Canisius College   2006 — 2010
Bachelor of Arts, Communication; Public Relations, Marketing and Advertising

Douglas Bielecki Douglas Bielecki San Francisco Bay Area Details
Douglas Bielecki's RBC Wealth Management Experience 2008 - 2010
Job Financial Analyst at Apple
Industry Consumer Electronics
Experience
Apple  November 2014 - Present
Cisco Systems  June 2011 - October 2014
Best Buy  2005 - May 2011
RBC Wealth Management   2008 - 2010

Skills
Forecasting, Essbase, Finance, Financial Modeling, Corporate Finance, Sarbanes-Oxley Act, Financial Analysis, Hyperion Enterprise, Financial Reporting, Variance Analysis, Microsoft Excel, Access Database, OPEX, Headcount Reporting, PowerPoint, Analysis, Business Analysis, Cross-functional Team..., Process Improvement, Strategic Financial...

Education
San Jose State University   2010 — 2012
Bachelor of Science (BS), Corporate Financial Management(Finance & Accounting)

San Jose City College   2008 — 2010
Associate of Arts (AA), Business Administration- Finance

California State University-Sacramento   2002 — 2004
Communications and Kinesiology

Santa Teresa High School   1999 — 2002

Chris Cosgrove, PFP Chris Cosgrove, PFP Ottawa, Canada Area Details
Chris Cosgrove, PFP's RBC Wealth Management Experience May 2013 - Present
Job PFP, Investment Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2013 - Present
RBC  May 2011 - May 2013
TK Financial GroupTK Wealth Management Group Inc   April 2008 - January 2011
TK Insurance Group Inc   April 2008 - January 2011
Investors Group  January 2008 - April 2008

Skills
Banking, Relationship Management, Financial Services, Financial Markets, Wealth Management, Portfolio Management, Financial Risk, Investments, Equities, Business Relationship..., Financial Advisory, Retirement, Strategy, Sales, Analysis, Retirement Planning, Team Management, Mutual Funds, Finance, Financial Analysis, Strategic Financial...

Education
University of Ottawa / Université d'Ottawa   2008 — 2010
Honours Bachelor of Social Science, Major in Economics

Telfer School of Business   2008 — 2010
Minor in Business Administration

Carleton University   2006 — 2008
Economics

St. Peter High School

Lindsay Strong Lindsay Strong Greater Minneapolis-St. Paul Area Details
Lindsay Strong's RBC Wealth Management Experience April 2010 - April 2012
Job
Industry Financial Services
Experience
RBC Global Asset Management (U.S.) Inc.   April 2012 - Present
RBC Wealth Management   April 2010 - April 2012
Wells Fargo  2009 - 2009
TranCentral Financial   2007 - 2009
Sun Place Inc   2005 - 2007

Education
Bethel University   2009 — 2012
Master's, MBA

Christian Dady Christian Dady Greater Minneapolis-St. Paul Area Details
Christian Dady's RBC Wealth Management Experience September 2015 - Present
Job Host Engineering Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   September 2015 - Present
Fulcrum Consulting  June 2014 - September 2015
Wealth Enhancement Group  October 2007 - May 2014
Target  March 2004 - May 2007
ING U.S.   July 2001 - March 2004
Wizmo Inc.  August 2000 - April 2001
Rainier Technology  February 1999 - April 2000
KYMN Radio   1997 - 1998

Skills
Citrix, Citrix Metaframe, Virtualization, Windows Server, Active Directory, Xen, Servers, VMware, Data Center, Windows 7, VDI, Server Architecture, DNS, Group Policy, SCCM, Disaster Recovery, Kaseya, Hyper-V, IT Management, Enterprise Architecture, XenApp, XenServer, Windows Server 2008, XenDesktop, Windows Server 2003, Netscaler, Compellent, Application..., Windows Server 2012

Education
Brown College   1990 — 1992
A. A. S., Broadcasting

Jassen Cabrera Jassen Cabrera Greater New York City Area Details
Jassen Cabrera's RBC Wealth Management Experience December 2013 - Present
Job Technical Services Analyst at RBC
Industry Banking
Experience
RBC Wealth Management   December 2013 - Present
RBC Wealth Management   May 2011 - December 2013
RBC Wealth Management   March 2009 - May 2011
TMG, Inc  February 2008 - March 2009

Skills
Software Documentation, Banking, Time Management, Management, Credit, Human Resources, Auditing, Spreadsheets, Internal Audit, Core Banking, Business Analysis, Relationship Management, Branch Banking, Vendor Management, Retail Banking, Microsoft Office, Risk Management, Access, Analysis, Networking, Troubleshooting, Numara Track-It, Computer Hardware, NetMeeting, Help Desk Support, Printers, Desktop Application..., Laptops, Windows XP Pro, Operating Systems, Customer Service, Workstations, Hardware Support, Remote User Support, Remote Desktop, Computer Repair, Technical Support, Private Banking, Wealth Management, Financial Services

Education
Queensborough Community College   2013 — 2014
Certificate, Management Information Systems, General

Borough of Manhattan Community College   2013 — 2013
CompTIA A+ Certification, Information Technology

York College (CUNY)   2009 — 2011
BS, Marketing

Jennifer McDonald-McMahon Jennifer McDonald-McMahon Greater Minneapolis-St. Paul Area Details
Jennifer McDonald-McMahon's RBC Wealth Management Experience January 2006 - February 2008
Job Compliance Manager at Redhawk Wealth Advisors
Industry Financial Services
Experience
Redhawk Wealth Advisors  May 2014 - Present
LPL Financial via Haas Financial   February 2013 - January 2014
Ameriprise Financial Services, Inc.   December 2010 - February 2012
Marquette Asset Management  April 2008 - February 2009
RBC Wealth Management   January 2006 - February 2008
Piper Jaffray  July 2003 - August 2006
TCF Investments  December 2004 - November 2005
Charles Schwab  September 2002 - December 2004
Wealth Enhancement Group  June 2001 - June 2002
MJK Clearing Inc.   March 1999 - April 2001

Skills
Securities, FINRA, Investments, Wealth Management, Compliance, Mutual Funds, Asset Management, Problem Solving, Excel, Customer Service, Banking, Microsoft Office, Word, PowerPoint, Equities, Policy, Series 7, Series 63, Trading, Risk Management, Retirement Planning, Accounting, Management, Financial Analysis, Human Resources, Sales, Back Office, Series 24, Disability Insurance, Analysis, Bonds, Access, Options, Account Reconciliation, Due Diligence, Payroll, Microsoft Word, Microsoft Excel, Finance, 401k, Insurance, Strategic Financial..., Financial Planning

Education
Bethel University   2013 — 2014
Business Leadership, Business

Cretin Derham Hall   1984 — 1988

College of St. Catherine

Kevin Clements, CFP Kevin Clements, CFP Vancouver, Canada Area Details
Kevin Clements, CFP's RBC Wealth Management Experience January 2010 - Present
Job Investment and Retirement Planner
Industry Financial Services
Experience
RBC Wealth Management   January 2010 - Present
RBC Royal Bank of Canada  2008 - 2010
Dundee Securities (now HollisWealth)   2005 - 2008
Mackenzie Investments  2002 - 2003
Air Canada / Canadian Airlines   1997 - 2002

Skills
Financial Planning, Mutual Funds, Wealth Management, Retirement Planning, Investments, Estate Planning, Cash Flow Management, Risk Management, General Insurance, Investment Strategies, Cash Flow, Investment Advisory, Strategic Financial..., Mortgage Lending, Banking, Residential Mortgages, Credit, Loans, Portfolio Management, Financial Advisory, Retirement, Financial Planners, Wealth Management..., Investment Management, Wealth, Securities, Asset Allocation, High Net Worth..., Financial Services, Asset Management, Equities, Pensions, Relationship Management, Financial Risk

Education
CSI Global   2004 — 2010
CSC CPH IAT PFPC, Financial Markets

BCIT   2001 — 2003
Financial Management

Leticia Costopoulos Leticia Costopoulos Miami/Fort Lauderdale Area Details
Leticia Costopoulos's RBC Wealth Management Experience 2011 - November 2013
Job International Relationship Officer at Banco Itau Europa International
Industry International Trade and Development
Experience
Banco Itau Europa International  November 2013 - Present
RBC Wealth Management   2011 - November 2013
Consulate General of Brazil in Miami   April 2010 - July 2011
Consulate General of Brazil in Miami   November 2004 - March 2010
United Airlines  September 2002 - March 2004
Delta Air Lines (through Ogden Aviation)   May 2000 - August 2002

Skills
Customer Service, Training, Recruiting, Organizational..., Administrative Work, Teamwork, Onboarding, Human Resources, Employee Relations, File Management, Wealth Management, Emerging Markets, Fixed Income, Mutual Funds, Access, Banking, Asset Allocation, Private Banking, Financial Services, Strategic Financial..., Investment Advisory, Investments, Series 7, Alternative Investments, Asset Management, Relationship Management, Equities, Finance, Financial Analysis, Portfolio Management, Risk Management, Spanish

Education
University of Miami
Executive CFP Certificate Program, Financial Planning and Services

Carlos Albizu University - Miami Campus   2009 — 2011
MBA, Organizational Management

Florida International University   2005 — 2008
Bachelors, Psychology

Faculdades Metropolitanas Unidas   2000 — 2003
Law

Lindsey Sember Lindsey Sember Huntington Beach, California Details
Lindsey Sember's RBC Wealth Management Experience February 2013 - Present
Job Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management   February 2013 - Present
Citi  August 2011 - February 2013

Education
California State University-Long Beach   2003 — 2006
Bachelor of Arts (BA), Business/Managerial Economics

Caroline Hammersley Caroline Hammersley Raleigh, North Carolina Details
Caroline Hammersley's RBC Wealth Management Experience May 2014 - Present
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2014 - Present
RBC Wealth Management   March 2012 - Present
U.S. Trust   May 2011 - August 2011
U.S. Trust   May 2010 - August 2010

Education
Campbell University   2011 — 2012
Masters of Business Administration

Campbell University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Trust & Wealth Management

Campbell University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Minor in Financial Planning

Alex Tait Alex Tait Toronto, Canada Area Details
Alex Tait's RBC Wealth Management Experience January 2002 - December 2004
Job Managing Director, Supplier Optimization & Procurement, RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  September 2014 - Present
RBC Capital Markets  January 2012 - January 2015
RBC Capital Markets  January 2011 - December 2011
RBC Capital Markets  March 2007 - January 2011
RBC Capital Markets  January 2005 - February 2007
RBC Wealth Management   January 2002 - December 2004
RBC Wealth Management   January 2000 - December 2001
RBC  May 1997 - January 1998

Skills
Reference Data, Market Data, Equities, Securities, Strategy, Capital Markets, Trading, Financial Markets, Banking, Trading Systems, Business Development, Fixed Income, Contract Negotiation, Electronic Trading, Product Management, FX Options, Options, Vendor Management, Bloomberg, Investments, Management, Strategic Planning, Project Management, Derivatives, Mutual Funds, New Business Development, Equity Trading, Financial Services

Education
Heriot-Watt University   2007 — 2010
MBA, Business Management

Bishop's University   1993 — 1997
BBA, Finance, Economics

Adam Haggerty, CFP® Adam Haggerty, CFP® Rapid City, South Dakota Details
Adam Haggerty, CFP®'s RBC Wealth Management Experience October 2008 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2008 - Present
Merrill Lynch  December 2004 - December 2008
Pioneer Bank and Trust  2003 - 2004

Education
Black Hills State University   1999 — 2003
BS, Business Administration emphasis in Entrepreneurial Studies

Gabriel Aguirre, CRPC® Gabriel Aguirre, CRPC® Palm Desert, California Details
Gabriel Aguirre, CRPC®'s RBC Wealth Management Experience August 2011 - Present
Job First Vice President Financial Advisor, Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2011 - Present
Merrill Lynch  August 2009 - August 2011
Bank of America  May 1997 - August 2009

Education
Cal State Fullerton   1999 — 2002
Finance, General

Orange Coast College   1996 — 1998
General Studies

Austin Heusner Austin Heusner Buffalo, New York Details
Austin Heusner's RBC Wealth Management Experience August 2013 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2013 - Present
Aurubis AG  May 2012 - August 2012
Catholic Charities  January 2012 - April 2012
Niagara Lutheran Church Home   January 2011 - April 2011

Skills
Team Leadership, Microsoft Excel, PowerPoint, AS 400, Numerical Analysis, Sales, Accounting, Purchasing, SAP, Capital IQ, Tax Advisory, Tax Preparation, Financial Analysis, Personal Financial..., Auditing, ThomsonOne, Investment Advisory, Investment Management, Cost Accounting, Financial Reporting, IRAs, Roth IRA, Estate Planning, Apple Blossom, non-profit accounting

Education
Canisius College   2013 — 2015
Master of Business Administration (MBA), Accounting

Canisius College   2009 — 2013
Bachelor of Science (BS), Business Administration and Management, General

Samuel Scott Samuel Scott Miami, Florida Details
Samuel Scott's RBC Wealth Management Experience November 2014 - June 2015
Job MCP, MCTS, MCSA, MCITP.....
Industry Information Technology and Services
Experience
People's Trust Insurance Company  July 2015 - Present
Techdawgz, LLC.   January 2005 - Present
RBC Wealth Management   November 2014 - June 2015
City National Bank  August 2014 - November 2014
Advanced Medical Services / ENet I.T. Group   June 2014 - August 2014
ACAMS  April 2010 - April 2014
TriAssets Inc.,llc   March 2006 - July 2010
Jackson Memorial Hospital  June 1995 - January 2008

Skills
Help Desk Support, Hardware, Server Administration, Troubleshooting, Hyper-V, Antivirus, Microsoft Technologies, Information Technology, Microsoft Certified..., Computer Hardware, Active Directory, SCCM, WSUS, VPN, Blackberry Enterprise..., MCSA, CompTIA A+ Certification, VMware, Virtualization, Microsoft Servers, Linux Server, Windows 7, MCITP, Microsoft Office, Microsoft Excel, Microsoft Word, Military, Finance, CompTIA Network+..., Microsoft Certified..., Microsoft Access, Visual Basic, Martial Arts, Art, Social Skills, Social Networking, Information Brokering, Computers, Cloud Computing, VirtualBox, Virtual PC, Virtual Server, Microsoft Virtual Server, Data Analysis, Data Entry, Linux, Robotics, Acquisitions, Live Chat, WebEx

Education
Miami Dade College   2014 — 2016
Bachelor's degree, Computer Engineering / Robotics

Massachusetts Institute of Technology   2010 — 2010
Robotics / Pneumonic Actuators / AC / DC Currents

The Academy of South Florida   2005 — 2010
Certification, MCSE, MCITP, CCNA, Comptia A+, N+

Broward Community College   2003 — 2004
Incomplete, Computer Science

U.S. Army AAMED   1997 — 1999
Certification, E.M.T ( Emergency Med Tech ) Radiology Technician

Miami Northwestern Sr. High   1990 — 1993
Diploma

Helen Morrell Helen Morrell Minneapolis, Minnesota Details
Helen Morrell's RBC Wealth Management Experience October 2012 - Present
Job Senior Administrative AssistantCompliance at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2012 - Present
Tornier, Inc.   May 2011 - November 2012
Buhler Inc.  November 2008 - September 2009
GfK Custom Research North America  November 2005 - May 2008
Menasha Packaging Company, LLC  1994 - 2005
Menasha Corporation  1994 - 2005
Wisconsin Tissue Mills aquired by SCA Tissue   January 1988 - August 1994
Wisconsin Tissue Mills  January 1988 - August 1994

Skills
Outlook, Microsoft Excel, Process Improvement, Team Building, Customer Service, Project Planning, Project Management, Management, Microsoft Office, Access, Marketing, Leadership, Strategic Planning, Recruiting, Human Resources, Microsoft Word, Finance, Coaching, Account Management, Training, Vendor Management, Public Speaking, New Business Development, Data Analysis, Budgets, Market Research, Employee Benefits, Marketing Strategy, Teamwork, Administrative..., Contract Negotiation, Leadership Development, Purchasing, Time Management, Cross-functional Team..., Quality Assurance, Organizational..., PowerPoint, Operations Management, SAP, Forecasting, Employee Relations, Change Management, Sales, Healthcare, Sales Operations, Program Management, Team Leadership, Inventory Management, Negotiation

Education
Cardinal Stritch University   1993 — 1997
Bachelor of Science, Business and Management

Sandra Pierce Sandra Pierce Toronto, Canada Area Details
Sandra Pierce's RBC Wealth Management Experience September 2014 - Present
Job The Bag Lady of Bay Street­™
Industry Investment Banking
Experience
RBC Wealth Management   September 2014 - Present
Macquarie Bank  January 2008 - September 2014

Skills
Investments, Wealth Management, Management, Leadership, Finance, Wealth, Securities, Financial Advisory, Financial Analysis, Portfolio Management, Restaurant Reviews, Fashion - BAGS!, Fixed Income

Education
Carleton University   1974 — 1979
Journalism

Gananoque Secondary High School   1970 — 1974

Raena Wellman Raena Wellman Big Lake, Minnesota Details
Raena Wellman's RBC Wealth Management Experience September 2007 - July 2012
Job Real Estate Loan Processor
Industry Real Estate
Experience
Capital One  February 2015 - Present
Great River Federal Credit Union  October 2013 - February 2015
American Portfolio Mortgage Corporation  February 2013 - August 2013
Wells Fargo Home Mortgage  July 2012 - February 2013
RBC Wealth Management   September 2007 - July 2012

Skills
Customer Service, Microsoft Office, Microsoft Excel, Administrative..., Office Administration, Outlook, Office Management, First Time Home Buyers, Microsoft Word, Event Management, Marketing, PowerPoint, Sales, Retail, Leadership, Team Building, Management, Event Planning

Education
Capella University

St. Cloud State University

Thomas Saunders Thomas Saunders Farmington, Minnesota Details
Thomas Saunders's RBC Wealth Management Experience April 2013 - Present
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2013 - Present
RBC Wealth Management   July 2005 - April 2013
RBC Dain Rauscher  December 2004 - July 2005
Wells Fargo Private Client Services  June 2003 - December 2004
Piper Jaffray  September 2002 - April 2003
Dorsey & Whitney LLP  1997 - 2002

Skills
Disaster Recovery, VMware, Business Requirements, Enterprise Software, Active Directory, Business Analysis, SharePoint, Microsoft Exchange, Requirements Gathering, Visio, ITIL, Vendor Management, Enterprise Architecture, IT Strategy, Requirements Analysis

Education
Capella University   2012 — 2015
IT Project Management

William Ang William Ang Greater Boston Area Details
William Ang's RBC Wealth Management Experience June 2011 - August 2011
Job Associate Software Engineer at Vestmark
Industry Computer Software
Experience
Vestmark  June 2015 - Present
Vestmark  June 2014 - June 2015
NRIMS   May 2013 - May 2014
Tufts University  May 2012 - April 2013
SocialRent, LLC   November 2011 - May 2012
RBC Wealth Management   June 2011 - August 2011
Alphasimplex, Inc.   July 2010 - August 2010

Skills
Web Application Design, Facebook API, Google Maps, Salesforce.com..., Git, jQuery, JavaScript, PHP, MySQL, AJAX, Java, Python, C, Unix, Mathematics, HTML 5, Algorithms, Programming

Education
Boston University   2011 — 2015
Bachelor's degree, Mathematics/Computer Science (Double major)

Phillips Exeter Academy   2007 — 2011
High School

Dan Munter Dan Munter Greater Los Angeles Area Details
Dan Munter's RBC Wealth Management Experience November 1993 - February 2009
Job Business Broker with BizEx, Inc.
Industry Financial Services
Experience
BizEx Business Brokers   July 2009 - Present
RBC Wealth Management   November 1993 - February 2009
RBC Wealth Management   November 1993 - February 2009
RBC Wealth Managment  November 1993 - November 2008
Paine Webber  January 1990 - January 1993
Paine Webber  January 1990 - January 1993
E.F. HUTTON   January 1985 - January 1990
E.F. HUTTON   January 1985 - January 1990
BATEMAN EICHLER   January 1982 - January 1985
BATEMAN EICHLER   January 1982 - January 1985

Skills
Small Business, Finance, Business Brokerage, Real Estate Transactions, Entrepreneurship, Business Planning, Management Consulting, Real Estate, Mergers, Business Valuation, Business Strategy, Financial Analysis, Strategic Planning, Start-ups, Due Diligence, Negotiation, New Business Development, Nonprofits, Mergers & Acquisitions, Venture Capital, Selling, Investments, Strategy, Valuation, Strategic Financial..., Private Equity, Marketing, Business Development, Coaching, Portfolio Management, Executive Management, Business Acquisition, Corporate Finance, Business, Corporate Development, Restructuring, Management, Brokerage, Competitive Analysis, Strategic Partnerships, Acquisitions, Loans, Financial Modeling, Exit Strategies, Franchising, Strategic Consulting, Financial Advisory, Alternative Investments, Commercial Real Estate, Consulting

Education
Cornell University   1975 — 1977

Boston University

John Moran John Moran New York, New York Details
John Moran's RBC Wealth Management Experience November 2011 - Present
Job Senior Managing DirectorComplex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2011 - Present

Education
Boston College   1979 — 1983
BA

Christian Brothers Academy   1975 — 1979
Graduate

Samuel Benshoof Samuel Benshoof Minneapolis, Minnesota Details
Samuel Benshoof's RBC Wealth Management Experience January 2015 - Present
Job Communications Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
Minnesota Department of Corrections  August 2013 - December 2014
The Forum of Fargo-Moorhead  October 2011 - July 2013
East Otter Tail Focus   October 2010 - October 2011
Institute of International Education  September 2009 - June 2010

Skills
Editing, Journalism, Newspapers, Copy Editing, Social Media

Education
Carleton College   2005 — 2009
B.A.

Frank McDonnell Frank McDonnell Hingham, Massachusetts Details
Frank McDonnell's RBC Wealth Management Experience May 2006 - August 2011
Job Senior Vice President, Investments at McDonnell Wealth Management of Raymond James
Industry Financial Services
Experience
McDonnell Wealth Management of Raymond James   August 2011 - Present
RBC Wealth Management   May 2006 - August 2011
A.G. Edwards   October 1994 - May 2006
Paine Webber  November 1991 - October 1994

Skills
Portfolio Management, Income Generation, Municipal Bonds, Structured Notes, Equity Investments

Education
Bryant University   1984 — 1988
Finance, General

Bryant University
Bachelor's degree, Finance

Paul Staffaroni, Jr. CFP®, CLU® Paul Staffaroni, Jr. CFP®, CLU® Greater Philadelphia Area Details
Paul Staffaroni, Jr. CFP®, CLU®'s RBC Wealth Management Experience June 2007 - August 2007
Job Financial Advisor at Foundations Financial Partners
Industry Financial Services
Experience
Foundations Financial Partners   August 2012 - Present
Credit Suisse  August 2008 - May 2012
Lehman Brothers  June 2008 - August 2008
RBC Wealth Management   June 2007 - August 2007
ABC News  June 2006 - August 2006

Skills
Certified Financial..., Retirement Income..., Retirement Planning, Investment Management, Estate Planning, Strategic Financial..., Investments, Securities, Mutual Funds, Series 7, Series 63, Executive Compensation..., Buy-sell Agreements, Wealth Management, Long Term Care Insurance, Disability Insurance, Series 66, Portfolio Management, Asset Managment, Financial Analysis, Term Life Insurance, Life Insurance, Health Insurance, Cash Management, Budget Setting, Financial Services, Financial Advisory, Asset Allocation, Investment Advisory, Investment Strategies, 401k, Business Planning

Education
Bucknell University   2004 — 2008
Bachelor of Arts, Psychology

Central Bucks High School East   2001 — 2004

Susanne Doucette Susanne Doucette Greater Minneapolis-St. Paul Area Details
Susanne Doucette's RBC Wealth Management Experience September 2012 - July 2014
Job Managing Principal
Industry Information Technology and Services
Experience
OnCourse Strategic Consulting   July 2013 - Present
RBC Wealth Management   September 2012 - July 2014
Fulcrum Consulting  June 2007 - July 2014
Amerprise Financial  December 2010 - September 2012
United Health Care, Ovations   February 2010 - September 2010
Fulcrum Consulting  June 2009 - February 2010
Visible Customer  September 2008 - May 2009
Fulcrum Consulting  June 2007 - September 2008
GMAC Res Cap   October 2006 - May 2007
Ajilon Consulting, LLC  October 2005 - May 2007

Skills
Business Analysis, Process Improvement, Strategy, Software Documentation, Business Process..., Enterprise Software, Business Process, Testing, Strategic Planning, Leadership, Training, Analysis, Program Management, Consulting, SDLC, Management, Agile Methodologies, Start-ups, Project Management, Business Intelligence, IT Strategy, Project Portfolio..., Integration, Vendor Management, PMO, SharePoint, Information Technology

Education
Cardinal Stritch University   2014 — 2016
Master of Business Administration (M.B.A.)

Cardinal Stritch University   2001 — 2003
Bachelors, Business/Management Information Systems

Enrique Jaen Enrique Jaen Greater New York City Area Details
Enrique Jaen's RBC Wealth Management Experience April 2008 - Present
Job VP Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2008 - Present
Bear Stearns  January 2003 - April 2008
Bear Stearns  December 2000 - December 2002
Stony Brook University  September 1995 - December 2000
AdviceTools   June 2000 - November 2000
Credit Suisse First Boston  January 2000 - May 2000
Baltimore City Public Schools  September 1993 - June 1995
Peace Corps  November 1990 - December 1992

Skills
Fund Of Funds, Fixed Income, Alternative Investments, Series 7, Asset Allocation, Wealth Management, Asset Managment, Series 63, Mutual Funds, Investment Management, Portfolio Management, Equities, Investments, Securities, Hedge Funds, Financial Analysis

Education
Stony Brook University   1995 — 2000
Ph.D., Applied Mathematics

Towson University   1993 — 1995
MAT, Secondary School Mathematics

Binghamton University   1983 — 1990
BS, Mathematical Physics

Joshua Anderson, AIF Joshua Anderson, AIF Greater Philadelphia Area Details
Joshua Anderson, AIF's RBC Wealth Management Experience June 2001 - February 2005
Job Financial Advisor at Raymond James
Industry Financial Services
Experience
Raymond James  February 2005 - Present
RBC Wealth Management   June 2001 - February 2005

Education
Carnegie Mellon University   1997 — 2001
BHA, Cognitive Science & Communication Design

Carnegie Mellon University   1997 — 2001
BS, Human Computer Interaction

Holy Ghost Preparatory School   1993 — 1997

Jeri Parrott Jeri Parrott Madison, Wisconsin Area Details
Jeri Parrott's RBC Wealth Management Experience October 1992 - July 2004
Job Financial Life Planner
Industry Financial Services
Experience
Red Oak Asset Management   October 2009 - Present
Stifel Nicolaus & Co.   July 2004 - September 2009
RBC Wealth Management   October 1992 - July 2004

Skills
Public Speaking, Certified Financial..., Retirement, Strategic Financial..., Investments, Retirement Planning, Entrepreneurship, Estate Planning, Asset Management, Start-ups, Investment Advisory, Wealth Management, Financial Advisory, Wealth Management..., Asset Allocation, Wealth, Mutual Funds, Strategy, Financial Planning, Portfolio Management

Education
University of San Fernando College of Law   1976 — 1980
JD, law

SUNY Binghamton   1972 — 1976
BA, History

Rob Landgraf Rob Landgraf Rochester, Minnesota Area Details
Rob Landgraf's RBC Wealth Management Experience August 2010 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2010 - Present
Prudential  July 2007 - August 2010

Education
Buena Vista University   2000 — 2004
Bachelor of Arts, Management/Entrepreneurship

Gerri Shea, CIMA®, AIF® Gerri Shea, CIMA®, AIF® Greater Boston Area Details
Gerri Shea, CIMA®, AIF®'s RBC Wealth Management Experience July 1998 - Present
Job Vice President – Wealth Management Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 1998 - Present

Education
Boston College - Carroll School of Management
Master of Business Administration (MBA)

Fairfield University
Bachelor of Science, Business Administration and Management, General

Jazz Khanna Jazz Khanna Toronto, Canada Area Details
Jazz Khanna's RBC Wealth Management Experience 2014 - 2014
Job MBA Candidate at Rotman School of Management, University of Toronto
Industry Telecommunications
Experience
Rotman School of Management, University of Toronto  2013 - Present
RBC Wealth Management   2014 - 2014
Bell  2012 - 2014
Bell Mobility  2011 - 2012
Design Group Staffing Inc.  2010 - 2011
BlackBerry  2008 - 2010

Skills
Management Consulting, Critical Analysis, Process Modeling, Corporate Communications, Project Delivery, Productivity Improvement, Cost Reduction..., Project Planning, Project Management, Program Management, Project Finance, Strategic Initiatives, Management, Critical Thinking, Cross-functional Team..., Telecommunications, Software Project..., Business Process, CRM, Vendor Management, PMO, Strategy, Start-ups, Team Leadership, IT Service Management, Software Documentation, PMP, Testing, Training, Competitive Analysis, Mobile Devices, Business Process..., Project Portfolio..., Integration, Consulting, Professional Services, Requirements Analysis, SDLC, Resource Management, Business Intelligence, Requirements Gathering

Education
University of Toronto - Rotman School of Management   2013 — 2015
Master of Business Administration (M.B.A.) Candidate, Finance and Strategy

National Taiwan University   2015 — 2015
Master of Business Administration (M.B.A.), Innovation and Entrepreneurship in Taiwan (Summer Exchange Program)

Bishop's University
Bachelor of Business Administration (B.B.A.)

Jonathan (Jack) Thomas Jonathan (Jack) Thomas Cumberland Center, Maine Details
Jonathan (Jack) Thomas's RBC Wealth Management Experience June 2006 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2006 - Present

Education
Bowdoin College   1974 — 1978
Bachelor of Arts (BA), American History (United States)

Holderness School   1971 — 1974

Brooke Heald Brooke Heald Boston, Massachusetts Details
Brooke Heald's RBC Wealth Management Experience April 2002 - August 2007
Job Financial Advisor, PIMPortfolio Manager at The Heights Wealth Management Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  August 2007 - Present
RBC Wealth Management   April 2002 - August 2007
Cowen and Company  December 1999 - April 2002

Skills
Investments

Education
Boston College   1995 — 1999

Phillips Exeter Academy   1994 — 1995

Lincoln Sudbury Regional High School   1991 — 1994

Sunny Wishart, CFP Sunny Wishart, CFP Toronto, Canada Area Details
Sunny Wishart, CFP's RBC Wealth Management Experience April 2015 - Present
Job Financial Planning
Industry Financial Services
Experience
RBC Wealth Management   April 2015 - Present
Sun Life Financial  September 2011 - March 2015
Scotiabank  July 2007 - September 2011
Wells Fargo  January 2004 - June 2007

Skills
Coaching, Team Building, Persuasion, Real Estate, Credit, Strategic Financial..., Customer Service, Financial Services, Banking, Investments, Securities, Insurance, Financial Analysis, Mutual Funds, Building Relationships, Mortgage Lending, Sales, Finance, Training, Leadership, Credit Analysis

Education
Financial Planning Standards Council   2012 — 2013
Certified Financial Planner, CFP

Canadian Securities Institute   2007 — 2013
Investment Funds In Canada, Finance

Carleton University   1998 — 2002
Bachelor of Music, Honours, Piano Performance

Mark Bisanzo Mark Bisanzo Greenwich, Connecticut Details
Mark Bisanzo's RBC Wealth Management Experience September 2005 - May 2007
Job Chief Executive Officer at Bruce Park Sports, Inc.
Industry Sporting Goods
Experience
Bruce Park Sports, Inc.   May 2007 - Present
RBC Wealth Management   September 2005 - May 2007
Legg Mason Wood Walker, Inc.   June 2004 - August 2004
Wachovia Securities  December 2003 - January 2004
DAG Securities   June 2002 - August 2002

Skills
Retail Sales, Retail Banking, Retail Marketing, eCommunications, Website Development, Website Building, Google Website Optimizer, Baseball, Fantasy Baseball, Football, Sales Management, Operations Management, Team Management, Finance, Management, Marketing, Social Media, Social Media Marketing

Education
Boston College   2001 — 2005
Bachelor of Science (BS), Finance & Philosophy

Greenwich High School   1997 — 2001

Jonathan Sarver Jonathan Sarver Kansas City, Missouri Details
Jonathan Sarver's RBC Wealth Management Experience April 2009 - May 2013
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  May 2013 - Present
RBC Wealth Management   April 2009 - May 2013
UBS Financial Services  January 1999 - April 2009

Education
Seton Hall University School of Law   1993 — 1996
Juris Doctor (Law)

Boston University   1988 — 1993
Bachelor of Arts (B.A.), Political Science and Government

Tanner Ingalls Tanner Ingalls Greater Minneapolis-St. Paul Area Details
Tanner Ingalls's RBC Wealth Management Experience May 2015 - Present
Job at
Industry Government Administration
Experience
RBC Wealth Management   May 2015 - Present
Provo City  September 2014 - Present
RBC Capital Markets  May 2014 - August 2014
Provo City  January 2013 - April 2014
RBC Wealth Management   April 2013 - August 2013
RBC Wealth Management   May 2012 - August 2012

Skills
Stock Market, Patents, Business Strategy, Physics, Theoretical Physics, Finance, Margin, Tennis, Ice Hockey, Investment Banking, Mathematica, Scientific Computing, Customer Service, Management, Microsoft Excel, Microsoft Office, Numerical Analysis, PowerPoint, Public Speaking, Social Media

Education
Brigham Young University   2009 — 2015
Bachelor of Science (BS), Physics

Blaine High School   2006 — 2009

Tom Delich, AWM Tom Delich, AWM Saint Paul, Minnesota Details
Tom Delich, AWM's RBC Wealth Management Experience June 2000 - Present
Job Senior Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2000 - Present
TCF Bank  September 1998 - June 2000
United States Marine Corps  February 1993 - June 1999

Education
Bethel University   1994 — 1996
Bachelor of Science (BS)

University of Wisconsin-River Falls   1991 — 1992

Roya Salehirad Roya Salehirad Redondo Beach, California Details
Roya Salehirad's RBC Wealth Management Experience August 2012 - Present
Job Associate Vice President Complex Operations Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   August 2012 - Present
Aletheia Research and Management, Inc.   April 2007 - May 2012
Smith Barney  February 2005 - April 2007
Oppenheimer & Co.   May 2001 - February 2005
UBS  October 1998 - May 2001

Skills
Series 7, Series 63, Asset Managment, Hedge Funds, Alternative Investments, Equities, Bloomberg, Asset Allocation, Securities, Investment Strategies, Series 65, Series 9, Trading, Client Service, Accounting, Series 10, Asset Management

Education
California State University-Fullerton
Business Administration, Marketing and Management

Deborah Juran, AWM, CIMA® Deborah Juran, AWM, CIMA® Monterey, California Details
Deborah Juran, AWM, CIMA®'s RBC Wealth Management Experience August 2006 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2006 - Present
Morgan Stanley  January 1977 - August 2006

Education
Bucknell University   1967 — 1971
Bachelor's degree with Honors, Psychology

University of Pennsylvania - The Wharton School   1997 — 1999
CIMA®, Finance and Financial Management Services

Kyle Leipold Kyle Leipold Greater Milwaukee Area Details
Kyle Leipold's RBC Wealth Management Experience May 2013 - Present
Job International Financial Advisor Associate VicePresident at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2013 - Present
Wells Fargo Advisors, LLC  December 2008 - May 2013
Leipold Financial Services   January 2005 - December 2008

Skills
Series 7, IRAs, Sales, Investments, 401k, Retirement Planning, Marketing, Stocks, Investment Advisory, Financial Advisory, Marketing Strategy, Finance, Portfolio Management, Account Management, Securities, Mutual Funds, Fixed Annuities, Retirement, Insurance, Estate Planning, Strategic Financial...

Education
National University of Ireland, Galway   2003 — 2004
MBS, Marketing

Butler University   1997 — 2001
Bachelors Degree, Marketing

Butler University - College of Business Administration   1997 — 2001
Bachelor of Science, Marketing

Neenah High School   1994 — 1997

James Goldman James Goldman Hartford, Connecticut Area Details
James Goldman's RBC Wealth Management Experience September 1988 - Present
Job Senior Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management   September 1988 - Present
Jewish Family Services  January 2009 - Present
IBM  May 1987 - September 1988
IBM  June 1985 - May 1987

Education
Brown University   1981 — 1985
B.S., Electrical Engineering

Darlene Cante Darlene Cante Providence, Rhode Island Area Details
Darlene Cante's RBC Wealth Management Experience June 2014 - August 2015
Job Intern at RBC Wealth Management
Industry Financial Services
Experience
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey)   May 2015 - August 2015
RBC Wealth Management   June 2014 - August 2015
Boston University  September 2012 - May 2015

Skills
Critical Thinking, Microsoft Office, Customer Service, Time Management, PowerPoint, Data Analysis, Teamwork, Telephone Skills, Microsoft Word, Sales, International Relations, Microsoft Excel, Bilingual-English/Spanis..., Data Entry, Facebook, Public Speaking, Social Media, Retail Sales, Spanish, Computer Proficiency, High Reliability, Overcoming Challenges, Bloomberg, Morningstar, ThomsonOne, Research, Social Networking, Leadership, Editing, Finance

Education
Boston University   2012 — 2016
Bachelor of Arts (BA), Economics

Nicholas Murphy, CFP® Nicholas Murphy, CFP® Raleigh, North Carolina Details
Nicholas Murphy, CFP®'s RBC Wealth Management Experience July 2004 - Present
Job First Vice President Branch Director, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2004 - Present
Waddell & Reed  June 2002 - July 2004

Education
Campbell University
Master of Business Administration (MBA), Business Administration

Campbell University
Bachelor of Business Administration (BBA), Business Admistration

Duke University
Executive Certificate in Certified Financial Planning

Wesley Masterson Wesley Masterson Greater Minneapolis-St. Paul Area Details
Wesley Masterson's RBC Wealth Management Experience March 2013 - Present
Job Tier 2 Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   March 2013 - Present
Insight Global  May 2012 - March 2013
Best Buy  October 2008 - May 2012

Skills
Microsoft Office, Android, iOS, WebOS, Linux, Mac OS X, Windows 7, Customer Satisfaction, Team Building

Education
PC ProSchools   2011 — 2011
Network and System Administration/Administrator

Rhema Bible Training Center   2005 — 2007
Music Ministry

Greg Berry Greg Berry San Francisco Bay Area Details
Greg Berry's RBC Wealth Management Experience June 2010 - August 2010
Job Healthcare Consultant
Industry Insurance
Experience
KBBerry and Assoc.   July 2015 - Present
Sutter Health  December 2014 - June 2015
EnvisionRxOptions  July 2013 - January 2014
Envision Rx Options  December 2012 - July 2013
ATPA  January 2012 - December 2012
RBC Wealth Management   June 2010 - August 2010
Vector Marketing  June 2009 - August 2009

Skills
Team Building, Teamwork, Facebook, Work Ethic, Workforce Planning, Microsoft Excel, Microsoft Word, Mac OS X, Sales, Management, OS X, Outlook, Employee Benefits, Customer Service

Education
California State University-Chico   2007 — 2011
Bachelor of Science, Business Administration and Management, General

Phil Mehrer Phil Mehrer Greater Minneapolis-St. Paul Area Details
Phil Mehrer's RBC Wealth Management Experience January 2008 - Present
Job First Vice President – Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2008 - Present
JPMorgan Chase & Co.   July 2005 - December 2007

Education
Bethel University   2003 — 2005
BA, Finance and Philosophy

Iowa State University   2001 — 2003
BA, Finance and Philosophy

Chad Greenholtz Chad Greenholtz Greater New York City Area Details
Chad Greenholtz's RBC Wealth Management Experience November 2013 - Present
Job Municipal Marketing & Trading
Industry Financial Services
Experience
RBC Wealth Management   November 2013 - Present
BB&T Capital Markets  June 2011 - October 2013
Drug Enforcement Administration  March 2010 - June 2011

Skills
Market Research, Fixed Income Portfolio..., Fixed Income Analysis, Fixed Income, Municipal Bonds, Corporate Finance, Bloomberg Terminal, Series 7, Bloomberg, Series 63, Capital Markets, Portfolio Management, Options, Bonds, Financial Analysis, Economics, Relationship Management, Finance, Structured Products, Securities, Asset Allocation, FINRA, Financial Markets, Trading, Series 24, High Yield, PowerPoint, Investment Advisory

Education
Boston University   2012 — 2014
Master of Science (M.S.), Banking and Financial Services Management

Rutgers, The State University of New Jersey-New Brunswick   2008 — 2011
Bachelor's degree, Criminal Justice, Sociology, Psychology

Rick Sterling Rick Sterling Wayzata, Minnesota Details
Rick Sterling's RBC Wealth Management Experience 2007 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2007 - Present

Education
Cardinal Stritch University
Bachelor of Science (BS), Business Administration and Management, General

University of Minnesota-Twin Cities
Economics

David Tyczynski David Tyczynski Buffalo/Niagara, New York Area Details
David Tyczynski's RBC Wealth Management Experience January 2015 - Present
Job Financial Advisor RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
Greenwich Associates  September 2013 - December 2014
RBC Wealth Management   May 2014 - September 2014
Summit Educational Resources  May 2013 - August 2013
RBC Wealth Management   January 2013 - June 2013

Skills
Microsoft Office, PowerPoint, Public Speaking, Microsoft Excel, Sales, Social Networking

Education
Canisius College   2013 — 2015
Master of Education (MEd), Adolescent Education

Canisius College   2009 — 2015
Bachelor's degree, History

Kristy Hernandez Kristy Hernandez El Segundo, California Details
Kristy Hernandez's RBC Wealth Management Experience January 2015 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
Marc E. Anderson Inc.   August 2011 - January 2015
Barrister Executive Suites  January 2011 - August 2011
Chase  November 2006 - September 2009

Skills
Series 7, Series 66, Notary Public, Investments, Financial Services, Banking, Team Leadership, Customer Satisfaction, Customer Service, Compliance, Training, Trading, Process Improvement, Multi Tasking, Public Speaking, Social Media, Uniform Combined State...

Education
California State University-Northridge   2005 — 2010
Bachelor's degree, Business

Nathan Pratt Nathan Pratt Minneapolis, Minnesota Details
Nathan Pratt's RBC Wealth Management Experience July 2012 - Present
Job ManagerInfrastructure Host Engineering at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2012 - Present
RBC  July 2009 - July 2012

Skills
Information Security, ITIL, Risk Management, Information Security..., Security, Wealth Management, Team Leadership, Windows Server, VMware Infrastructure, Citrix

Education
Brown College   1998 — 2000
Computer Programming

Robert Bubalo Robert Bubalo Duluth, Minnesota Area Details
Robert Bubalo's RBC Wealth Management Experience November 2014 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2014 - Present
Optum  September 2013 - October 2014
Lindquist & Vennum  September 2009 - September 2013
Virtual Radiologic  July 2007 - December 2007
KPMG US  January 2004 - August 2005
McGladrey & Pullen  November 2002 - December 2003
KPMG  June 1999 - November 2002

Education
William Mitchell College of Law   2006 — 2009
Juris Doctor, cum laude

Boston College   1996 — 2000
BS, Accounting

The Marshall School

Robert J. East Robert J. East Greater Los Angeles Area Details
Robert J. East's RBC Wealth Management Experience January 2008 - February 2010
Job Merrill Lynch, West LA Market Sales Manager
Industry Financial Services
Experience
Merrill Lynch  June 2015 - Present
UBS Wealth Management  February 2010 - June 2015
UBS Wealth Management  February 2010 - June 2015
RBC Wealth Management   January 2008 - February 2010
Smith Barney  September 2006 - November 2007
Smith Barney  March 2003 - September 2006
Smith Barney  March 2000 - March 2003
Smith Barney  March 1997 - March 2000
Coopers & Lybrand  May 1995 - March 1997

Skills
Series 7, Equities, Mutual Funds, I hold the following..., My expertise is in..., Wealth Management, Finance, Time Management, Fixed Income, Portfolio Management, Investments, Asset Allocation, Retirement Planning, Alternative Investments, Investment Advisory, Securities, Asset Management

Education
Brown University   1992 — 1995
Bachelor of Arts (B.A.), Economics

Jack Dilday Jack Dilday Greater Los Angeles Area Details
Jack Dilday's RBC Wealth Management Experience September 1975 - February 2012
Job Dilday and Associates
Industry Investment Management
Experience
Dilday and Associates operating under First Financial Equity Corporation, Member FINRA/SIPC   February 2012 - Present
RBC Wealth Management   September 1975 - February 2012
RBC Wealth Management   September 1975 - March 2011

Skills
Retirement Planning, Investments, Series 7, Strategic Financial..., Wealth Management, Estate Planning, Financial Advisory, Finance, Mutual Funds, Life Insurance, Fixed Annuities, Financial Planners, Retirement, 401k, Small Business, Asset Management, Mortgage Lending, Portfolio Management, High Net Worth..., Asset Managment, Real Estate, Insurance, Loans, Strategic Planning, Series 63, Investment Advisory, Financial Services

Education
California State University-Long Beach   1960 — 1966
BA, Liberal Arts

Janet (Janet Anderson) Malsam Janet (Janet Anderson) Malsam Greater Omaha Area Details
Janet (Janet Anderson) Malsam's RBC Wealth Management Experience January 1986 - July 1991
Job Operational Excellence Lead Team FOX
Industry Internet
Experience
LinkedIn  March 2012 - Present
Health Endeavors   November 2011 - January 2012
Bank of the West  July 2010 - November 2011
Common Sense Advisors   January 2007 - January 2010
QA3 Financial Group   August 2002 - January 2007
GWR Investments, Inc   July 2000 - August 2002
Community First Bancshares, Inc   June 1995 - April 1999
Charles Schwab  February 1993 - May 1995
Ragen MacKenzie  July 1991 - February 1993
RBC Wealth Management   January 1986 - July 1991

Skills
Customer Service, Team Building, Leadership, Service Quality, Business Development, Sales, Social Media, Marketing, Selling, Analysis, Service Excellence, Coaching, Customer Experience, Customer Retention, Social Media Marketing, Networking, Customer Satisfaction, Compliance, Building Relationships, Cold Calling, Social Networking, Team Leadership, Training, Process Improvement, Customer Engagement, Collaborative Problem..., Leadership, Team..., Team Mentoring, Sales and Business..., Employee Training, Teamwork, Photography, Cupcakes, Animal Welfare, Relationship Building

Education
Bethel University   1984 — 1985
General Arts, Business, and Psychology

Mt. View High School   1981 — 1984
Diploma, General

University of Minnesota
Studies; Psychology

David Bournival, MBA, AAMS®, AWMA® David Bournival, MBA, AAMS®, AWMA® Greater Boston Area Details
David Bournival, MBA, AAMS®, AWMA®'s RBC Wealth Management Experience March 2003 - October 2010
Job Senior Financial Services Representative, Princor Registered Representative, Investment Adviser Representative
Industry Financial Services
Experience
Principal Financial Group  October 2010 - Present
RBC Wealth Management   March 2003 - October 2010
National Quality Review  July 2000 - March 2003
Grantham, Mayo, Van Otterloo and Co.   November 1999 - January 2000
Putnam Investments  January 1997 - July 1999
Bournival Chevrolet-Mazda   June 1987 - August 1996

Skills
Asset Allocation, 401 (k), 403 (b), SEP &..., Annuities (Variable &..., Business Continuation..., Business Overhead..., Buy-sell Agreements, Buy-Sell Review, Charitable Giving, College Funding..., Deferred Compensation..., Disability Income..., Estate Palnning, Executive Benefit..., Financial Needs Analysis, Income Protection, Informal Business..., IRAs (Traditional &..., Key Person Insurance, Mutual Funds, Pension Plans, Salary Continuation, Series 6, 7, 63, 66..., Spilt Dollar Plans, Supplemental Retirement..., Survivor Income, Tax-Deferred Savings, Term Life Insurance, Universal Life Insurance, Wealth Accumulation, Whole Life Insurance

Education
The Boston Institute of Finance   2007 — 2008
CFP® certification education., Financial Planning

Boston University Questrom School of Business   1997 — 2000
MBA, Investment Management

Merrimack College   1981 — 1985
BS, Management

Austin Preparatory School   1978 — 1981

The Pike School   1976 — 1978

Dorothy Angelini Dorothy Angelini Salinas, California Area Details
Dorothy Angelini's RBC Wealth Management Experience November 2013 - Present
Job Client Associate
Industry Investment Management
Experience
RBC Wealth Management   November 2013 - Present
Integris Wealth Management   November 2010 - June 2013
Morgan Stanley Smith Barney  April 1991 - May 2010
Prudential Securities  October 1988 - April 1991

Skills
Wealth Management, Asset Allocation, Retirement Planning, Investment Advisory, Mutual Funds, Equities, Investments, Investment Strategies, Portfolio Management, Asset Managment

Education
Monterey Peninsula College   1993 — 1995
Political Science and Government

Butte College   1980 — 1984
Political Science and Government

Erin Flathmann Erin Flathmann Greater Minneapolis-St. Paul Area Details
Erin Flathmann's RBC Wealth Management Experience May 2006 - August 2006
Job Finance Professional 2 at the University of Minnesota, CPA (inactive)
Industry Financial Services
Experience
University of Minnesota  May 2013 - Present
Prepare + Prosper  January 2007 - Present
Prepare + Prosper  June 2010 - April 2013
Prepare + Prosper  February 2009 - June 2010
CliftonLarsonAllen  June 2008 - January 2009
RBC Wealth Management   May 2006 - August 2006

Skills
Customer Service, Software, Training, Collaborative Problem..., Leadership, Individual Tax..., Networking, Tax Research, Dedication to..., Close Attention to..., Program Management, Tax Preparation, Nonprofits, Fundraising, Program Development, Analysis, Auditing, Public Speaking

Education
Bethel University   2004 — 2008
B.S., Accounting and Finance

Kathy Huggins Kathy Huggins Salinas, California Area Details
Kathy Huggins's RBC Wealth Management Experience April 2012 - Present
Job Client Associate at RBC Wealth Management
Industry Photography
Experience
RBC Wealth Management   April 2012 - Present
Katalina Photography   July 2007 - Present
ATT Pebble Beach Jr Golf Assoc   January 2009 - November 2011
Jim Tunney Associates   June 2008 - January 2011
American Cancer Society  June 2004 - June 2006
American Cancer Society Relay For Life Salinas   2004 - 2006
Household Credit Services  October 1984 - January 1996

Skills
Interpersonal..., Statistics, Fundraising, Event Planning, Public Speaking, Non-profits, Community Outreach, Volunteer Management, Event Management, Customer Service, Social Media, Public Relations, Workshop Facilitation, Research, Social Networking, Grant Writing, Microsoft Office, Philanthropy, PowerPoint, Microsoft Excel, Editing, Facebook, Photography, Weddings, Leadership, Nonprofits, Social Media Marketing, Advertising, Digital Photography, Team Building, Time Management, Art, Marketing, Training, Portraits, Blogging, Marketing Communications, Newsletters, Microsoft Word, Online Marketing, Leadership Development, Community Development, Outlook, Strategic Planning, Small Business, Coaching, Organizational..., Program Development, Budgets, Management

Education
California Coast University   2006 — 2008
B.S., Psychology

North Salinas High School   1979 — 1982

Andy Griswold, CFP® Andy Griswold, CFP® Boston, Massachusetts Details
Andy Griswold, CFP®'s RBC Wealth Management Experience 2000 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2000 - Present
Merrill Lynch  November 1987 - January 2000

Education
Brown University   1983 — 1987
Bachelor of Arts (BA), Business/Managerial Economics

Craig Rapley Craig Rapley Greater Minneapolis-St. Paul Area Details
Craig Rapley's RBC Wealth Management Experience October 2000 - September 2004
Job
Industry Market Research
Experience
Cirdan Health Systems and Consulting  January 2014 - Present
RBC Wealth Management   October 2000 - September 2004
Financial Planning Office – Bethel University   September 1998 - October 1999

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets

Education
Bethel University   1997 — 2000
Bachelor of Arts, Mathematics

Bethel University   1996 — 2000
Bachelor of Arts (B.A.), Mathematics

Cullen John Broderick Cullen John Broderick Rumson, New Jersey Details
Cullen John Broderick's RBC Wealth Management Experience June 2013 - August 2013
Job Intern at New York Mortgage Trust
Industry Marketing and Advertising
Experience
Elon University  August 2012 - Present
New York Mortgage Trust   June 2014 - July 2014
RBC Wealth Management   June 2013 - August 2013
Hemphill Incorporated   July 2012 - August 2012
Everclear Development   June 2012 - August 2012
Cypress Cafe   July 2011 - September 2011

Skills
Microsoft Excel, Wordpress, Microsoft Technologies, Golf, Billiards, Facebook, Twitter, Instagram, Computer Science, Eclipse, Microsoft Word, Morningstar, PowerPoint

Education
Elon University   2012 — 2016

Brookdale Community College   2011 — 2012
High school Dual Enrollment

Rumson Fair Haven High Schoole   2008 — 2012

Curtis W. Faulkner Curtis W. Faulkner Bend, Oregon Details
Curtis W. Faulkner's RBC Wealth Management Experience February 2009 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2009 - Present
Morgan Stanley  October 1985 - February 2009

Education
The American College   2005 — 2005
Estate Planning Consultant Certification

University of Pennsylvania - The Wharton School   1996 — 2000
Advanced Financial Adviser studies in Economics

Humboldt State University   1977 — 1980
Bachelor of Arts (B.A.), Education

California State University-Hayward - School of Business and Economics   1975 — 1977
Education

Donald Otto Donald Otto Greater Minneapolis-St. Paul Area Details
Donald Otto's RBC Wealth Management Experience June 2013 - Present
Job Global Technology Architect at RBC Wealth Management & RBC Capital Markets
Industry Financial Services
Experience
RBC Wealth Management   June 2013 - Present
RBC Wealth Management   January 2010 - June 2013
RBC Wealth Management   November 2008 - January 2010
RBC Wealth Management   August 2007 - November 2008
RBC Wealth Management   July 2006 - August 2007
RBC Wealth Management   September 2004 - June 2006
RBC Wealth Management   January 2003 - September 2004
RBC Wealth Management   April 1999 - January 2003

Skills
TOGAF, Enterprise IT..., Data Center, Disaster Recovery, Virtualization, ITIL, Enterprise Architecture, IT Operations, Integration, Solution Architecture, Server Architecture, VMware, Servers, Vendor Management, Business Continuity, Microsoft Technologies, Citrix, IT Management, DNS, Cloud Computing, VMware ESX, Active Directory, IT Strategy, Incident Management, VMware Infrastructure, Windows Server, Enterprise IT Strategy, IT Infrastructure Design, Cisco Technologies, IBM Server Hardware, IIS, Storage, Storage Area Networks, Enterprise Software, Enterprise Storage, Red Hat Linux

Education
Brown College   2001 — 2002
Associate of Applied Science Degree – Network Development

Brown College   1999 — 2001
Associate of Applied Science Degree, Electronics and Computer Technology

Brown College   1998 — 1999
Associate of Applied Science Degree – Software Development

Jack Dembowitz Jack Dembowitz Baltimore, Maryland Area Details
Jack Dembowitz's RBC Wealth Management Experience March 2009 - May 2014
Job First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2014 - Present
RBC Wealth Management   March 2009 - May 2014
Morgan Stanley Smith Barney  December 1984 - March 2009

Skills
Investments, Asset Allocation, Investment Strategies, Insurance, Mutual Funds, Equities, Fixed Income, Financial Advisory, Alternative Investments, Strategic Investment..., Estate Planning..., Variable Annuities, Estate Planning

Education
Drexel University - LeBow College of Business   1973 — 1975
MBA

Brandeis University   1967 — 1971
BA, Politics

Central High School, Philadelphia, PA   1963 — 1967

Jorge Alejandro Rodriguez Jorge Alejandro Rodriguez Miami/Fort Lauderdale Area Details
Jorge Alejandro Rodriguez's RBC Wealth Management Experience May 2014 - Present
Job Vice President at RBC
Industry Investment Management
Experience
RBC Wealth Management   May 2014 - Present
RBC Wealth Management   August 2012 - April 2014
RBC Wealth Management   June 2012 - August 2012
UBS Financial Services Inc.  February 2010 - June 2012
SWISS FINANCE SCHOOL OF BUSINESS (SWISS FINANCE ACADEMY)   June 2009 - July 2009
FIGA   September 2005 - December 2008
UBS AG  June 2007 - August 2007
Momentum Worldwide  May 2005 - July 2005
LAFISE (Latin-American Financial Services)   June 2004 - July 2004

Skills
Equities, Alternative Investments, Fixed Income, Valuation, Investments, Strategic Financial..., Strategy, Hedge Funds, Bloomberg, Series 7, Asset Allocation, Wealth Management, Portfolio Management, Asset Management, Mutual Funds, Investment Strategies, Investment Management, Private Banking, Uniform Combined State..., Fund Of Funds, Investment Banking, Securities, Series 63, Investment Advisory, Trading, Emerging Markets, Capital Markets, Financial Markets, Finance

Education
University of Virginia   2006 — 2009
BA, Philosophy

Boston College   2004 — 2006
BSBA, Finance, Corporate Reporting & Analysis

St. Paul's School   2001 — 2004

Tara Droz Tara Droz Fresno, California Details
Tara Droz's RBC Wealth Management Experience June 2013 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2013 - Present

Education
California State University-Fresno   2008 — 2012
Bachelor of Arts (B.A.), Communication

Jonathan M. Harris Jonathan M. Harris Minneapolis, Minnesota Details
Jonathan M. Harris's RBC Wealth Management Experience 2000 - 2002
Job Lawyer at Law Office of Jonathan M.Harris
Industry Law Practice
Experience
The Law Office of Jonathan M. Harris, P.A.   April 2012 - Present
Law Office of Jonathan M.Harris   April 2012 - Present
Lindquist & Vennum  2002 - 2012
RBC Wealth Management   2000 - 2002

Skills
Litigation, Commercial Litigation, Civil Litigation, Intellectual Property, Corporate Law, Arbitration, Mediation, Dispute Resolution

Education
Brooklyn Law School   1972 — 1976
Doctor of Law (J.D.), Law

University of Virginia   1965 — 1969
Bachelor of Arts (B.A.), History

John Ebanietti John Ebanietti Greater New York City Area Details
John Ebanietti's RBC Wealth Management Experience January 2012 - Present
Job Senior Vice President – Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2012 - Present
Oppenheimer Capital  March 2000 - January 2012

Education
University of Pennsylvania - The Wharton School   2002 — 2003
CIMA, Investment Management

University of Oxford   1982 — 1983
BS, Economics/ Math

Boston College   1978 — 1982
BA, Economics/ Math

Pearl River High School   1974 — 1978

St. Mary's University School of Law

Stacey Petersen Stacey Petersen Toronto, Canada Area Details
Stacey Petersen's RBC Wealth Management Experience February 2012 - Present
Job 20 year experienced Wealth Management professional
Industry Financial Services
Experience
RBC Wealth Management   February 2012 - Present
RBC  December 2010 - February 2012
RBC  February 2009 - December 2010
RBC  November 2006 - February 2009
RBC Royal Bank  2004 - 2006
RBC Royal Bank  November 2003 - November 2005
RBC Royal Bank  November 2000 - November 2002

Skills
Strategic Thinking, Business Strategy, Marketing, Sales Management, Sales, Business Development, Operational Risk, HR Transformation, Strategic HR, Strategic Initiatives, Wealth Management, Strategic Planning, Customer Experience, Strategy, Banking, Financial Services, Private Banking, Training, Human Resources, Relationship Management, Portfolio Management

Education
The University of British Columbia / UBC   2012 — 2012
Certificate, Business Family Fundamentals

Swiss Finance Institute   2009 — 2010
Sr. Management Program in Banking

University of Toronto - Rotman School of Management   2001 — 2003
Executive MBA, Global Business Strategy

Bishop's University   1987 — 1991
BSc, Biology

Tom Tonkovich Tom Tonkovich Greater New York City Area Details
Tom Tonkovich's RBC Wealth Management Experience January 2005 - September 2012
Job Financial Advisor
Industry Financial Services
Experience
---------------------------------  September 2012 - Present
RBC Wealth Management   January 2005 - September 2012

Skills
Financial Analysis, Series 7, Wealth Management, Uniform Combined State..., Investments, Strategic Financial..., Coaching, Portfolio Management, Retirement Planning, Microsoft Excel, Investment Strategies

Education
Caldwell University   1996 — 2000

Joe Grzesiak Joe Grzesiak Greater Minneapolis-St. Paul Area Details
Joe Grzesiak's RBC Wealth Management Experience March 2012 - Present
Job Lead, Quality Assurance at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   March 2012 - Present
Be The Match operated by National Marrow Donor Program  June 2011 - March 2012
Kroll Ontrack  March 2006 - June 2011
PreVisor  July 2003 - March 2006
Digital River  August 1999 - May 2003

Skills
Software Quality..., Quality Center, Test Planning, Quality Assurance, SDLC, Testing, User Acceptance Testing, Requirements Analysis, Documentation, SQL, Test Cases, SQL Server, Agile, Test Automation, Agile Methodologies, Software Documentation, Analysis, Microsoft SQL Server, System Testing, Manual Testing, Regression Testing

Education
Boston University   1995 — 1999
B.A., History

Kelly Mackey Kelly Mackey Greater Boston Area Details
Kelly Mackey's RBC Wealth Management Experience 2007 - 2012
Job Business Analyst at City of Boston
Industry Information Technology and Services
Experience
City of Boston  November 2014 - Present
Boston University School of Management  August 2012 - May 2014
City of Boston  June 2013 - December 2013
RBC Wealth Management   2007 - 2012
Zenith  2006 - 2007
MediaCom  2004 - 2006
Development Counsellors International  June 2004 - November 2004

Skills
Financial Modeling, Financial Analysis, Business Analysis, Analysis, Strategy, Cross-functional Team..., Business Strategy, Budgets, Contract Negotiation, Market Analysis, Finance, Project Planning, Management Consulting, Retail

Education
Boston University - School of Management   2012 — 2014

Penn State University   2000 — 2004
Bachelor of Arts (BA), Advertising & Public Relations

Winnie Truong Winnie Truong San Jose, California Details
Winnie Truong's RBC Wealth Management Experience November 2007 - March 2011
Job Market Administrator, at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  March 2011 - Present
RBC Wealth Management   November 2007 - March 2011
UBS  October 2001 - November 2007

Skills
Financial Services, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Project Management, Insurance, Securities, Relationship Management, Investments

Education
California State University-Hayward - School of Business and Economics   2001 — 2004
Master of Business Administration (M.B.A.), Business Administration and Management, General

California State University-Sacramento   1998 — 2001
Bachelor's Degree, Business, Management, Marketing

Tammy House Tammy House Greater Minneapolis-St. Paul Area Details
Tammy House's RBC Wealth Management Experience August 2010 - Present
Job Senior Project Manager at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   August 2010 - Present
ELCA Board of Pensions  May 2005 - August 2010
Blue Cross Blue Shield of Minnesota  2001 - 2003
3M  November 1999 - May 2002

Skills
Project Management, Business Analysis, Software Project..., Visio, Program Management, Vendor Management, Integration, Agile Methodologies, MS Project, Business Process..., PMP, CRM, Management, Project Planning, Agile Project Management, ITIL

Education
Cardinal Stritch University   2000 — 2005

Paul Favre Paul Favre Greater Minneapolis-St. Paul Area Details
Paul Favre's RBC Wealth Management Experience January 2008 - February 2010
Job Senior Product Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   August 2013 - Present
Ameriprise Financial Services, Inc.   February 2010 - August 2013
RBC Wealth Management   January 2008 - February 2010
RBC Dain Rauscher  December 2006 - January 2008
RBC Wealth Management   October 2005 - December 2006
RBC Dain Rauscher  September 2004 - October 2005

Skills
Wealth Management, Asset Management, Managed Accounts, Series 7, Unified Managed Accounts, Separately Managed..., Mutual Funds, Portfolio Management, Securities, Investments, Equities, Series 63, Asset Allocation, Fixed Income, Financial Services, Business Analysis, Relationship Management, Strategic Financial..., Finance, Project Management, Product Development, Investment Advisory, FINRA, Brokerage, Requirements Gathering, Vendor Management, Business Requirements, Fiserv, Process Improvement, Leadership, SDLC, Business Process..., Requirements Analysis, Risk Management, Analysis, Series 65, Series 66, Project Planning, Envestnet, Thomson One, Thomson BETA

Education
Bradley University   1996 — 2001
Bachelor of Science (B.S.), History

Suzi McLane Suzi McLane Greater Minneapolis-St. Paul Area Details
Suzi McLane's RBC Wealth Management Experience March 2005 - August 2010
Job Equity Trader at RBC Wealth Management
Industry Financial Services
Experience
RBC Capital Markets  1995 - Present
RBC Wealth Management   March 2005 - August 2010
Dain Rauscher Wessels  1998 - 2001

Skills
Equities, Equity Trading, Options, Wealth Management, Series 7, Series 63, Trading, Securities, Investments

Education
University of Minnesota - Carlson School of Management   1991 — 1994
B.S., Finance

Biola University   1989 — 1991

Teresa McBride Teresa McBride Rapid City, South Dakota Area Details
Teresa McBride's RBC Wealth Management Experience May 1990 - December 2006
Job Operations and Finance Assistant at Black Hills Federal Credit Union
Industry Financial Services
Experience
Black Hills Federal Credit Union  May 2013 - Present
Morgan Stanley Wealth Management  May 2011 - October 2012
UBS  December 2006 - May 2011
RBC Wealth Management   May 1990 - December 2006

Skills
Series 7, Series 63, Series 65, Critical Thinking, Organization, Problem Solving, Customer Service, Close Attention to..., Big-picture Thinking, Microsoft Excel, Microsoft Word, PowerPoint, Contact Management, Delegation, Follow Through, Work Well Independently, Team Leadership, Online Research

Education
National American University   1989 — 1990
Diploma, Administrative Assistant and Secretarial Science, General

Black Hills State University   1988 — 1989

Bronwyn Ann Reynolds Bronwyn Ann Reynolds Greater Minneapolis-St. Paul Area Details
Bronwyn Ann Reynolds's RBC Wealth Management Experience March 2014 - October 2014
Job Sr Business analyst Consultant at Ameriprise Financial Services, Inc. (FulCrum Consulting)
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2014 - Present
US Bank  September 2014 - November 2014
RBC Wealth Management   March 2014 - October 2014
RBC Wealth Management   March 2012 - March 2014
Project Consulting Group  June 2010 - December 2011
The Willow Group  January 2011 - April 2011
BARR, LLC   February 2003 - June 2010
Merrill Lynch  November 2007 - February 2009
Mortgage Information Services  May 2002 - June 2003
Harstad Holdings   April 2000 - January 2002

Skills
Team Building, Leadership Development, Six Sigma, Analysis, Microsoft Excel, Business Strategy, Business Process..., Insurance, Innovation Management, Financial Analysis, Investments, Microsoft Office, Risk Management, Management Consulting, Business Process, •JIT/TQM/ISO9000, •BPM/BPMN, •BPR/BPI, •SDLC/Agile modified, •SharePoint, •MS PROJECT, Visio, Business Requirements, SDLC, Requirements Analysis, SharePoint, Business Analysis, Vendor Management, Requirements Gathering, Management, Process Improvement, User Acceptance Testing, Project Management, Consulting, Financial Services, Leadership, Program Management, Strategy, Project Planning

Education
Capella University   2009 — 2011
PhD candidate (68% Completion), Organizational Management Leadership Studies

Bethel University   1996 — 1999
BA/MA, Organizational Leadership

Nick DeLucio Nick DeLucio San Francisco Bay Area Details
Nick DeLucio's RBC Wealth Management Experience October 2014 - Present
Job Vice President , Assistant Complex Director
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present
UBS Financial Services, Inc.   April 2008 - October 2014

Education
California Polytechnic State University-San Luis Obispo   1994 — 1998

Sandy Duerre Sandy Duerre Greater Minneapolis-St. Paul Area Details
Sandy Duerre's RBC Wealth Management Experience February 2004 - Present
Job VP, Director US Client Experience at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2004 - Present
RBC Wealth Managment  2004 - Present
American Express Financial Advisors  June 2002 - January 2004
RBC Dain Rauscher  February 1998 - June 2002
Piper Jaffray  August 1986 - January 1998

Education
University of St. Thomas - Opus College of Business   1999 — 2005
MBA, Finance

Bethel University   1982 — 1986
BA, Business Management

Aaron Lagas Aaron Lagas Greater Minneapolis-St. Paul Area Details
Aaron Lagas's RBC Wealth Management Experience November 1999 - Present
Job Mainframe Software Developer at RBC Wealth Management
Industry Computer Software
Experience
RBC Wealth Management   November 1999 - Present

Education
Brown College   1998 — 1999

Greg Michealson Greg Michealson Greater Minneapolis-St. Paul Area Details
Greg Michealson's RBC Wealth Management Experience June 2000 - Present
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2000 - Present
Born Information Services  1998 - 2000
CH Robinson  1996 - 1998

Skills
Requirements Analysis, .NET, Visio, Requirements Gathering, Microsoft SQL Server, XML, SQL, VB.NET, Visual Studio, Citrix, Microsoft Technologies, Software Development

Education
Brown College   1991 — 1992

Duane Richter, M.B.A Duane Richter, M.B.A Boise, Idaho Area Details
Duane Richter, M.B.A's RBC Wealth Management Experience April 2013 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2013 - Present

Education
Northwest Nazarene University   2006 — 2007
MBA

Boise State University   1986 — 1991
B.A. Marketing

Meridian High School   1983 — 1985

Ron Chapman Ron Chapman San Francisco Bay Area Details
Ron Chapman's RBC Wealth Management Experience February 2013 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2013 - Present
Morgan Stanley  June 1991 - February 2013

Education
California State University-East Bay   1990 — 1991
Bachelor of Science, Finance

Tonja Womble Tonja Womble Raleigh-Durham, North Carolina Area Details
Tonja Womble's RBC Wealth Management Experience September 2008 - Present
Job Investment Associate
Industry Financial Services
Experience
RBC Wealth Management   September 2008 - Present
Wachovia Securities  May 2003 - February 2008

Skills
Wealth Management, Series 7, Series 63, Series 65, Life & Health Insurance..., Retirement Planning, Mutual Funds, Banking

Education
Campbell University   1991 — 1995
Business

Richard Ingalls Richard Ingalls Greater Minneapolis-St. Paul Area Details
Richard Ingalls's RBC Wealth Management Experience January 1996 - Present
Job Senior Operations Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 1996 - Present
RBC Capital Markets Corporation   1996 - Present
Deloitte & Touche LLP  June 1993 - January 1996

Education
Brigham Young University

Justin Klueger Justin Klueger San Francisco Bay Area Details
Justin Klueger's RBC Wealth Management Experience January 2013 - Present
Job
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
RBC Wealth Management   August 2012 - October 2012
Palawan Productions   June 2009 - August 2012
Sandeman's New Europe   September 2008 - March 2009

Education
California State University-Chico   2003 — 2008
B.A., Minor

Acalanes High School   1999 — 2003

Stacey Rudbart Stacey Rudbart Parsippany, New Jersey Details
Stacey Rudbart's RBC Wealth Management Experience October 2009 - Present
Job Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2009 - Present
J B Hanauer & Co   July 2006 - September 2009

Education
Boston University Questrom School of Business   1975 — 1979
BS, Accounting/Finance

Jeremy W. Y. Hall, CFP® Jeremy W. Y. Hall, CFP® Nashua, New Hampshire Details
Jeremy W. Y. Hall, CFP®'s RBC Wealth Management Experience June 2008 - Present
Job First Vice President Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2008 - Present
A. G. Edwards & Sons, Inc.   January 1991 - June 2008
Robert C. Carr & Co. Inc.   January 1982 - January 1991

Education
Harvard University   1969 — 1973
AB

Boston College   1978 — 1981
Master of Social Work (MSW)

Thomas Weil Thomas Weil Fresno, California Area Details
Thomas Weil's RBC Wealth Management Experience November 1994 - Present
Job Vice President Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 1994 - Present

Education
California State University-Sacramento   1973 — 1977
B.A., Communications, Finance

Ed Schuller Ed Schuller San Francisco Bay Area Details
Ed Schuller's RBC Wealth Management Experience May 2015 - Present
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2015 - Present
RBC Wealth Management   November 2008 - Present
Branch Director, RBC Wealth Management   2006 - 2008
RBC Wealth Management   2005 - 2006
RBC Dain Rauscher  2001 - 2004
Sutro & Co.   1996 - 2001
Sutro & Co.   1994 - 1996
Sutro & Co.   1992 - 1994
Bateman Eichler Hill Richards  1987 - 1992
Kidder Peabody & Co.   1982 - 1987

Skills
Investments, Equities, Marketing, Management, Strategic Planning, Leadership, Budgets, Team Building, Start-ups, Customer Service, New Business Development, Marketing Strategy, Public Speaking, Series 7, Wealth Management, Portfolio Management, Mutual Funds, Series 63

Education
Cal Poly San Luis Obispo
Bachelor of Science (BS), Business Administration and Management, General

James Lillegard James Lillegard Greater Minneapolis-St. Paul Area Details
James Lillegard's RBC Wealth Management Experience June 2000 - Present
Job Senior Buyer at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2000 - Present
Holiday Companies  August 1996 - March 2000

Education
Metropolitan State University   1998 — 2003
MBA, Supply Chain Management

Carroll University   1978 — 1982
B.S., Business & Economics

Nate Larsen Nate Larsen Greater New York City Area Details
Nate Larsen's RBC Wealth Management Experience September 2009 - July 2010
Job Associate at MUFG Americas
Industry Financial Services
Experience
MUFG Americas  August 2014 - Present
MUFG Americas  December 2012 - July 2014
RBC Capital Markets  July 2010 - April 2012
RBC Wealth Management   September 2009 - July 2010
Clearwater Analytics  May 2009 - August 2009

Skills
Financial Modeling, Financial Analysis, VBA, Fixed Income, Microsoft Excel, Public Speaking, PowerPoint, Marketing, Emerging Markets, Trading, Corporate Finance, Sales, Equity Derivatives, Foreign Currency, Bloomberg, Series 7, Series 63, Capital IQ, Structured Products

Education
Boise State University   2007 — 2010
BBA, Economics, Mandarin Chinese

Austin Workman Austin Workman Greater Minneapolis-St. Paul Area Details
Austin Workman's RBC Wealth Management Experience April 2014 - August 2014
Job Sr. Cloud Systems Engineer at Digital River
Industry Information Technology and Services
Experience
Digital River  August 2014 - Present
RBC Wealth Management   April 2014 - August 2014
NAU Country Insurance Company  May 2007 - February 2014
UnitedHealth Technologies  August 2005 - May 2007

Skills
Servers, Storage, Microsoft Exchange, Linux, VMware ESX, Network Administration, Active Directory, Windows Server, Virtualization, Storage Area Networks, Hardware, Disaster Recovery, Firewalls, Microsoft SQL Server

Education
Brown College   2004 — 2006
Associates, Network Development

Anoka Technical College   2002 — 2004
N/A, Information Technology PSEO Program

Jerry Sands Jerry Sands Minneapolis, Minnesota Details
Jerry Sands's RBC Wealth Management Experience April 2009 - January 2011
Job Strategic Buyer at RBC Wealth Management
Industry Capital Markets
Experience
Tolomatic  January 2011 - November 2013
RBC Wealth Management   April 2009 - January 2011
Tolomatic  March 2008 - February 2009
3M  March 2006 - February 2008

Skills
Strategic Sourcing, Strategic Planning, Procurement, Procurement Outsourcing, Cross-functional Team..., Product Development, Shipping, Lean Manufacturing, Quality Control, Sourcing, Project Management, Analysis, Leadership, Supply Chain, Supply Management, Outlook, Microsoft Excel, Automation, Six Sigma, Key Account Management, Sales, Process Improvement, Pricing, MRP, Logistics, Supplier Quality, Materials Management, Competitive Analysis, Team Leadership, Inventory Management, Engineering, Contract Negotiation, Materials, FMEA

Education
Capella University   2009 — 2012
MBA, Global Supply Chain Management, 4.0

Hamline University   2002 — 2004
BA, English, 3.5

Don Schwarz Don Schwarz Beverly Hills, California Details
Don Schwarz's RBC Wealth Management Experience March 2009 - Present
Job Senior Vice PresidentFinancial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2009 - Present

Education
Cal Poly San Luis Obispo   1965 — 1967
BS, Agriculture

Los Angeles Pierce College   1963 — 1967

Shawn Brooks Shawn Brooks Calgary, Canada Area Details
Shawn Brooks's RBC Wealth Management Experience February 2000 - December 2004
Job Investment Advisor at CIBC Wood Gundy
Industry Banking
Experience
CIBC Wood Gundy  May 2011 - Present
CIBC  January 2005 - May 2011
RBC Wealth Management   February 2000 - December 2004

Skills
Strategic Planning, Business Development, Banking, Management, Value Investing, Project Management, Wealth Management, Credit, Mortgage Lending, Portfolio Management, Investments, Loans, Strategic Financial...

Education
Capilano University   1996 — 1998
APMCP, Graduate Diploma - Asian business

University of Saskatchewan   1991 — 1995
Bachelor of Commerce (BCom), International Marketing

University of Saskatchewan   1986 — 1988
Bachelor of Arts (BA), International Relations and Affairs

Krystyna Metcalf Krystyna Metcalf New York, New York Details
Krystyna Metcalf's RBC Wealth Management Experience January 2011 - April 2011
Job Research Associate at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   May 2011 - Present
Redwood Stables LLC   July 2009 - July 2011
RBC Wealth Management   January 2011 - April 2011
Coastline Trust   May 2009 - July 2009
Polo Ralph Lauren  December 2007 - July 2008

Skills
Microsoft Excel, Financial Modeling, Series 7, Financial Analysis, Investments, Valuation, Private Equity, Corporate Finance, Capital Markets, Fixed Income, Bloomberg, Mutual Funds

Education
Boston University - School of Management   2006 — 2010
Finance, International Management

Boston University

Moses Brown School

Michael E. Mike Blum Michael E. Mike Blum Orange County, California Area Details
Michael E. Mike Blum's RBC Wealth Management Experience August 2000 - February 2008
Job Investor
Industry Financial Services
Experience
Retired and loving it  February 2008 - 2010
RBC Wealth Management   August 2000 - February 2008

Education
California State University-Los Angeles   1958 — 1962
BS, Education

Scott Tunis Scott Tunis Lancaster, Pennsylvania Area Details
Scott Tunis's RBC Wealth Management Experience September 2014 - Present
Job Vice President/Partner Red Rose Investment Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2014 - Present
Morgan Stanley  February 2008 - September 2014
Wachovia Securities  August 2001 - February 2008

Skills
Portfolio Management, Wealth Management, Alternative Investments, Derivatives, Estate Planning, Series 7, Fixed Income

Education
Boston University   2008 — 2009
Financial Planning, Finance

Penn State University   1997 — 2001
Finance and Economics, Finance, General

Michelle Pickett Michelle Pickett Baltimore, Maryland Area Details
Michelle Pickett's RBC Wealth Management Experience January 2009 - November 2011
Job Donor Relations Specialist,Carroll Community College
Industry Fund-Raising
Experience
Carroll Community College  August 2015 - Present
Y of Central Maryland  March 2014 - August 2015
Y of Central Maryland  November 2012 - March 2014
Carroll Community College Foundation   November 2011 - March 2014
Y of Central Maryland  June 2002 - November 2012
RBC Wealth Management   January 2009 - November 2011
Viper Gas/Peanut Oil   May 2005 - August 2008

Skills
Event Planning, PowerPoint, Customer Service, Microsoft Office, Event Management, Microsoft Word, Microsoft Excel, Nonprofits, Social Media, Outlook, Research, Marketing, Time Management, Leadership, Community Outreach, Facebook, Public Relations

Education
Flagler College   1998 — 2000
Bachelor's Degree, Sport Management/Business Admin

Carroll Community College   1996 — 1998
Associates, Business Administration and Management, General, 3.9

Mitchell Schoenbaum Mitchell Schoenbaum Greater New York City Area Details
Mitchell Schoenbaum's RBC Wealth Management Experience September 1999 - June 2009
Job Senior VP Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2009 - Present
RBC Wealth Management   September 1999 - June 2009
Wheat First Union  May 1997 - September 1999

Skills
Securities, Team Building, Coaching, Budgets, Credit, Customer Service, Management, Series 7, Asset Management, Insurance, Risk Management, Portfolio Management, Financial Analysis, Banking, Financial Modeling, Business Strategy, Financial Advisory, Strategy

Education
Boston University   1968 — 1972

New Rochelle High School   1966 — 1968

Joshua Leight, CFA Joshua Leight, CFA Greater New York City Area Details
Joshua Leight, CFA's RBC Wealth Management Experience 2005 - 2008
Job Research Analyst at GoldenTree Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management  April 2015 - Present
Nomura Asset Management  June 2009 - April 2015
Nomura Asset Management  June 2008 - August 2008
RBC Wealth Management   2005 - 2008

Education
Brown University   2005 — 2009
AB, Economics, Middle East Studies

Universitat de Barcelona   2008 — 2008
Historia i Geografia

Al-Jami'ah Al-Urdunia   2007 — 2007
Arabic Language

Michael Pysno, Esq. Michael Pysno, Esq. Greater Minneapolis-St. Paul Area Details
Michael Pysno, Esq.'s RBC Wealth Management Experience January 2003 - January 2013
Job Attorney and Mediator
Industry Legal Services
Experience
Michael Pysno, Esq.   February 2013 - Present
RBC Wealth Management   January 2003 - January 2013
Dorsey & Whitney LLP  September 2001 - January 2003
U. S. Bancorp   January 1992 - February 2001
Inter-Regional Financial Group, Inc.   December 1990 - January 1992
First Bank System, Inc.   August 1987 - November 1990
Dorsey & Whitney LLP  June 1981 - July 1987

Skills
Mediation, Corporate Law, Securities Litigation, Alternative Dispute..., Commercial Litigation, FINRA, Securities, Class Actions, Dispute, Employment..., Discrimination, Intellectual Property, Mergers & Acquisitions, Corporate Governance, Securities Regulation, Arbitration, Employment Law

Education
Brooklyn Law School   1978 — 1981
J.D., cum laude

University of Minnesota-Twin Cities
B. A., 1976, Speech - Communications

University of Pennsylvania - The Wharton School
Graduate of the Securities Industry Institute

Chrisann Taras, CFP(R) Chrisann Taras, CFP(R) Greater Boston Area Details
Chrisann Taras, CFP(R)'s RBC Wealth Management Experience May 2009 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2009 - Present
A.G. Edwards   1994 - 2009

Education
Boston College

Jay Coopersmith Jay Coopersmith Greater Minneapolis-St. Paul Area Details
Jay Coopersmith's RBC Wealth Management Experience May 2013 - Present
Job Technology Specialist at RBC Wealth Management
Industry Computer Networking
Experience
RBC Wealth Management   May 2013 - Present
Self  June 1989 - Present
Minnesota Percussion Association   February 2012 - Present

Skills
Windows Server, Active Directory, Microsoft Exchange, Cisco Routers, PC building, Microsoft Office, Windows, Network Administration, Customer Service, Composition, Music, Music Education, Band, Computer Hardware, Windows 7, Windows XP Pro, Troubleshooting, OS X, Help Desk Support, XP, Technical Support, Laptops, Cloud Computing, Visio, Software Documentation, Windows Vista, DHCP, System Administration, Access, Operating Systems, Software Installation, SharePoint, Security, Network Security, Servers, Networking, Computer Repair, Virtualization, Visual Basic, Databases, Team Leadership, Storage, Leadership, VMware ESX, Wireless Networking, Linux, HTML, Windows XP

Education
Rasmussen College-Minnesota   2011 — 2012
IT Network Administration

Brown College   2009 — 2010
Computer Networking

University of Wisconsin-Stout   1990 — 1994
Engineering

Sibley HS

Tom Dias, CFP® Tom Dias, CFP® Fresno, California Area Details
Tom Dias, CFP®'s RBC Wealth Management Experience June 2005 - Present
Job First Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2005 - Present
Morgan Stanley  June 1999 - June 2005

Education
Cal Poly San Luis Obispo   1997 — 1999
Bachelor of Arts (B.A.), American History (United States)

Fresno City College   1995 — 1997
General Studies

Roosevelt High School   1990 — 1994
General Studies, General Studies

Jason Reback Jason Reback Greater New York City Area Details
Jason Reback's RBC Wealth Management Experience July 2005 - Present
Job Senior Vice PresidentFinancial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2005 - Present

Education
Boston University

ElizaBeth Flinn ElizaBeth Flinn London, Canada Area Details
ElizaBeth Flinn's RBC Wealth Management Experience February 2001 - April 2013
Job Regional Trust Administrator at MD Physician Services
Industry Financial Services
Experience
MD Physician Services - MD Private Trust   May 2013 - Present
RBC Wealth Management   February 2001 - April 2013
TD Canada Trust  June 1985 - February 2001

Skills
Investments, Customer Service, Retail Banking, Strategic Financial..., Wealth Management, Retirement Planning, Financial Planners, Investment Advisory, Wealth Management..., Financial Planning

Education
Canadore College   1983 — 1985
Commercial Art

Huntsville High School   1978 — 1983
SSGD

Camile Burstin Camile Burstin United States Details
Camile Burstin's RBC Wealth Management Experience October 2005 - July 2008
Job
Industry
Experience
RBC Wealth Management   October 2005 - July 2008

Education
Boston University   1983 — 1986
Masters, Economics

University of Massachusetts Boston   1978 — 1983
BA, Economica

David W. Donahue, Jr., CFA David W. Donahue, Jr., CFA Boston, Massachusetts Details
David W. Donahue, Jr., CFA's RBC Wealth Management Experience 2001 - 2005
Job SVP, Portfolio Manager
Industry Financial Services
Experience
Moors & Cabot  2005 - Present
EagleClaw Capital Management, LLC   2005 - Present
RBC Wealth Management   2001 - 2005
Tucker Anthony, Inc.   1994 - 2001

Education
Bowdoin College   1983 — 1987
Bachelor of Arts, Psychology, Economics

Belmont Hill School   1979 — 1983

Pam Knight Pam Knight San Francisco Bay Area Details
Pam Knight's RBC Wealth Management Experience April 2007 - Present
Job Wealth Strategist
Industry Financial Services
Experience
RBC Wealth Management   April 2007 - Present
Bank of America Private Bank  January 2000 - November 2004
Montgomery Securities  1998 - 2004
BDO Seidman, LLP  1991 - 1998

Skills
Asset Managment, Strategic Financial..., Hedge Funds, Wealth Management, Consulting, Wealth, Investment Advisory, Wealth Management..., Alternative Investments, Leadership, Equities, Estate Planning, Executive Coaching, Asset Allocation, Small Business, Coaching, Investments, Series 7, Asset Management, Strategic Planning, Entrepreneurship

Education
Golden Gate University   1995 — 1998
Master's, Taxation

California State University-Fullerton
Bachelor's, Accounting

Claudia Morrison Claudia Morrison Ottawa, Canada Area Details
Claudia Morrison's RBC Wealth Management Experience November 2010 - Present
Job Regional Manager Estate and Trust Services, Ontario & Atlantic at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   November 2010 - Present

Skills
Estate Planning, Sales Management, Management Consulting, New Business Development, Customer Service, Account Management, Small Business

Education
Carleton University   1983 — 1987
Bachelor of Arts, Honours, English and German

Paul Bowes Paul Bowes Greater Boston Area Details
Paul Bowes's RBC Wealth Management Experience April 2002 - February 2007
Job Director Administrative Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  February 2007 - Present
RBC Wealth Management   April 2002 - February 2007
Tucker Anthony  January 1995 - March 2002

Skills
Financial Analysis, Compliance, Risk Management, People Management, Portfolio Management, Securities, Financial Reporting, Investments, Strategic Financial..., Budgets, Asset Management, Equities, Customer Service, Series 7, Strategic Planning, Bloomberg, Wealth Management, Team Building, Business Planning

Education
Bryant College   1990 — 1992
BS, Finance

Dean College   1988 — 1990
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General

Aaron T. Copeland Aaron T. Copeland Greater Boston Area Details
Aaron T. Copeland's RBC Wealth Management Experience September 2003 - August 2009
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
Avancen MOD Corporation  April 2011 - August 2011
Mirus Capital Advisors  June 2010 - September 2010
RBC Wealth Management   September 2003 - August 2009

Education
Boston College - Wallace E. Carroll Graduate School of Management   2009 — 2011
MBA, Corporate Finance

Middlebury College   1999 — 2003
BA, Economics, Mathematics

Culver Military Academy   1997 — 1999

Michele DiPaolo Michele DiPaolo Bloomfield, New Jersey Details
Michele DiPaolo's RBC Wealth Management Experience August 2000 - Present
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2000 - Present

Education
Caldwell College   1992 — 1996
BS, Business Administration

Matt Beckius Matt Beckius Tolland, Connecticut Details
Matt Beckius's RBC Wealth Management Experience June 2014 - August 2014
Job Finance Intern at The Hartford
Industry
Experience
The Hartford  May 2015 - Present
RBC Wealth Management   June 2014 - August 2014

Skills
PowerPoint, Microsoft Office, Microsoft Word, Teamwork, Microsoft Excel, Public Speaking, Social Media, Time Management, Leadership, Customer Service, Event Planning, Research, Management, Facebook, Social Networking

Education
Bryant University   2012 — 2016

Bryant University   2012 — 2016
Finance

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