RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
B. Kyle B. Kyle Greater Minneapolis-St. Paul Area Details
B. Kyle's RBC Wealth Management Experience 2004 - 2006
Job VP of Strategic Development at Saint Paul Port Authority
Industry Real Estate
Experience
Saint Paul Port Authority  June 2006 - Present
RBC Wealth Management   2004 - 2006
Adjutant General Officer (Captain)   1986 - 1990

Skills
New Business Development, Government Relations, manufacturing industry, Marketing Strategy, Oral and Written..., Local Government Liaison

Education
College of St. Benedict   1982 — 1986
B.A., English and Business

Sara Isa Sara Isa Montreal, Canada Area Details
Sara Isa's RBC Wealth Management Experience 2010 - 2013
Job Client Services and Administrative Coordinator at MacDougall Investment Counsel
Industry Financial Services
Experience
MacDougall Investment Counsel   February 2014 - Present
RBC Wealth Management   2010 - 2013
Richardson GMP  2008 - 2010
RBC Wealth Management, International Advisory Group   2007 - 2008
CIBC Wood Gundy  1998 - 2007

Skills
Branch Administration, International Solutions, Wealth Management, Investments, Financial Services, Due Diligence, Securities Regulations, Risk Mitigation, Recruiting, Onboarding, Management, Business Development

Education
Concordia University   1995 — 1997
Bachelor of Commerce (BCom), Finance

Lebanese American University
Bachelor of Arts (BA), International Relations

Frankie Tricarico Frankie Tricarico Fort Collins, Colorado Details
Frankie Tricarico's RBC Wealth Management Experience April 2013 - Present
Job Portfolio and Fund Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2013 - Present

Skills
Analysis, Data Analysis, Financial Analysis, Financial Reporting, Communication, Strategic Communications, Internal & External..., Computers, Microsoft Office, Microsoft Excel, Microsoft Word, Outlook Express, Bloomberg, ThomsonOne, Morningstar, Perfectionist, Social Skills, Selling Skills

Education
Colorado State University   2009 — 2013
Bachelor of Arts (BA), Economics

Paul Falcao Paul Falcao Toronto, Canada Area Details
Paul Falcao's RBC Wealth Management Experience 2003 - 2005
Job Senior Compliance Officer Dealer Compliance at B2B Bank
Industry Financial Services
Experience
B2B Bank  March 2015 - Present
Royal Bank of Canada  October 2014 - March 2015
ScotiaMcLeod  April 2009 - October 2014
IIROC (Investment Industry Regulatory Organization of Canada)   2005 - 2009
RBC Wealth Management   2003 - 2005
Toronto Catholic District School Board  2002 - 2003
CIBC Wealth Management  1998 - 2001

Skills
Windows, Microsoft Excel, Microsoft Word, Outlook, Customer Service, Securities, Team Management, Teaching, Training, Investments, Mutual Funds, Equities, Fixed Income, Auditing, Options, AML, Risk Management, Wealth Management, Bonds, Leadership, Portfolio Management, Management, Asset Management, Financial Planning, Anti Money Laundering, Financial Services, Finance

Education
Concordia University   1984 — 1987
Bachelor's degree, Economics

Dawson College   1981 — 1984
College Diploma, Pre-University courses

Debbie Archambault Debbie Archambault Montreal, Canada Area Details
Debbie Archambault's RBC Wealth Management Experience January 2012 - December 2013
Job Group Insurance Advisor at Laniel Groupe Conseil inc.
Industry Insurance
Experience
Laniel Groupe Conseil inc.   February 2015 - Present
Premier Medical Group  December 2013 - January 2015
RBC Wealth Management   January 2012 - December 2013
RBC Insurance  April 2001 - January 2012
Aetna/Maritime/ManuLife   February 1989 - April 2001

Skills
Disability Insurance, Employee Benefits, Insurance, Health Insurance, Life Insurance, Term Life Insurance, Underwriting, Brokers, Group Insurance, Critical Illness, Sales, Long-term Care

Education
Concordia University   1987 — 1988

Champlain College, St-Lambert   1984 — 1986

Aaron Felix Aaron Felix Minneapolis, Minnesota Details
Aaron Felix's RBC Wealth Management Experience April 2014 - Present
Job Client Support Services Specialist, RBC Capital Markets
Industry Financial Services
Experience
RBC Wealth Management   April 2014 - Present
Independent UnFranchise Owner MarketAmerica.com/Shop.com   November 2013 - Present
Kwik Trip, Inc.   November 2010 - April 2014

Skills
Leadership, Retail, Sales, Customer Service, Inventory Management, Marketing, Social Media, Social Networking, Time Management

Education
College of Saint Benedict and Saint John's University   2006 — 2010
Bachelor of Arts (B.A.), Hispanic Studies

Hannah Dorner Hannah Dorner Minneapolis, Minnesota Details
Hannah Dorner's RBC Wealth Management Experience March 2014 - Present
Job Analyst, Deskside Support Services at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   March 2014 - Present
RBC Wealth Management   March 2013 - March 2014
The Whole Learning School   October 2012 - January 2013
Globe University  March 2012 - December 2012
O'Brien-Staley Partners   January 2012 - February 2012

Skills
HTML, Windows 7, Active Directory, Microsoft Office, XP, Customer Service, Troubleshooting, System Administration, Computer Hardware..., Remote Troubleshooting, Installing and..., Troubleshooting..., Network Security, Performance Management, Windows XP, Windows Server 2008, Mac OS X, Linux, TCP/IP, DNS Server, DHCP, Microsoft Office Suite, Visio, VMware, Remote Desktop, Photoshop, Microsoft SQL Server, Database Design, CSS, Cabling, Problem Solving, Social Media, Reimage PC Repair, DNS, C++, Citrix Metaframe, Outlook, Cisco VPN, HP Service Manager, Service Manager 7, ThomsonOne

Education
Globe University-Minneapolis   2012 — 2012
Associate in Applied Science, Information Technology

ITT Technical Institute-Portland   2010 — 2012
Computer Systems Networking and Telecommunications

Mt. Hood Community College   2010 — 2010
General Studies

Portland Community College   2009 — 2010
Graphic Design

Century College   2008 — 2009
Graphic Communications

Tania Ward Tania Ward Phoenix, Arizona Area Details
Tania Ward's RBC Wealth Management Experience November 2013 - Present
Job Financial Advisor, International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2013 - Present
RBC Bank  February 2012 - November 2013
RBC Bank  January 2009 - February 2012
RBC Bank  December 2006 - December 2009
RBC Bank  2006 - 2009

Education
College for Financial Planning   2010 — 2010
Registered Paraplanner SM designee, Financial Planning and Services

WGU   2009 — 2010
B.S. Business Management, International Business

CEGEP - John Abbott College   2000 — 2002
Pure and Applied Sciences

College for Financial Planning
Candidate CFP

Pete Neary Pete Neary Greater Detroit Area Details
Pete Neary's RBC Wealth Management Experience March 2008 - October 2010
Job Senior Vice President at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities  October 2010 - Present
RBC Wealth Management   March 2008 - October 2010
Ferris, Baker Watts  October 2005 - March 2008
Comerica Securities  1994 - 2005

Skills
Equities, Alternative Investments, Series 65, Investment Strategies, Uniform Combined State..., Asset Management, Fixed Annuities, FINRA, Mutual Funds, Finance

Education
College for Financial Planning   2003 — 2004
AAMS

Wayne State University   1981 — 1985
Liberal Arts and Sciences, General Studies and Humanities

St. Agatha High School   1977 — 1981

Sara Freed Sara Freed Saint Paul, Minnesota Details
Sara Freed's RBC Wealth Management Experience May 2014 - May 2015
Job J.D. Candidate; William Mitchell College of Law
Industry Accounting
Experience
Deloitte  June 2015 - Present
William Mitchell College of Law  August 2013 - Present
RBC Wealth Management   May 2014 - May 2015
OptumHealth  May 2011 - August 2013

Skills
General Ledger, Financial Reporting, GAAP, Account Reconciliation, Accounting

Education
William Mitchell College of Law   2013 — 2016
Juris Doctor (J.D.)

College of St. Benedict   2008 — 2011
Bachelor of Arts (B.A.), Accounting

Rui Barreto Rui Barreto Toronto, Canada Area Details
Rui Barreto's RBC Wealth Management Experience November 2007 - November 2009
Job Product Manager / Content Development Specialist Retail Banking Canadian Securities a Division of Moody's Analytics
Industry Banking
Experience
Moodys Analytics  November 2011 - Present
RBC  November 2009 - November 2011
Moody's Analytics  2011 - 2011
RBC Wealth Management   November 2007 - November 2009
RBC Royal Bank  January 2005 - November 2007
Personal Financial Services   January 2004 - January 2005
RBC Royal Bank  August 2001 - January 2004
Tommy Hilfiger  1997 - 2000

Skills
Tactical Sales Planning, CSC, BCO, Sales Management, Client Development, Investments, Mortgage Banking, Residential Mortgages, Credit, People Development, Coaching, Sales Presentations, Consumer Lending, Branch Management, Branch Handling, Lines Of Credit, Real Estate Lending, Portfolio Management, Investment Advisory, Banking, Securities, Strategic Financial..., Risk Management, Mortgage Lending, Mutual Funds, CRM, Commercial Banking, Retail Banking, Retirement Planning, Financial Services, Loans, Business Development, Wealth Management, Financial Advisory, Small Business, Mergers & Acquisitions, New Business Development, Credit Risk, Sales, Investment Strategies, Financial Risk, Asset Management, Wealth, Fixed Income, Credit Analysis, Financial Planning

Education
Centennial College   2000 — 2002

Centennial College

DeVry Institute of Technology

St Patricks secondary school

St Patricks secondary school

Alicia M. Rivera, CRPC® Alicia M. Rivera, CRPC® Austin, Texas Details
Alicia M. Rivera, CRPC®'s RBC Wealth Management Experience October 2000 - May 2011
Job Financial Advisor at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   June 2014 - Present
Atlantic Capital Advisors, LLC   August 2013 - June 2014
Ameriprise Financial Services, Inc.   July 2011 - August 2013
RBC Wealth Management   October 2000 - May 2011
General Motors/SITEL Corporation   March 1999 - October 2000
The Mitchell Center of United Way   March 1998 - February 1999
MCI WorldCom  June 1996 - February 1998

Skills
Series 7, Series 63, Wealth Management, Mutual Funds, Retirement Planning, Investments, Strategic Financial..., Securities, Uniform Combined State..., Portfolio Management, Fixed Annuities, Asset Managment, Series 65, Equities, Financial Services, Financial Advisory, Asset Management, Estate Planning, Asset Allocation, Business Networking, Financial Planning

Education
College for Financial Planning
Chartered Retirement Planning Counselor CRPC®,, Comprehensive Retirement Planning

The University of Texas at Austin   1994 — 1997
Attended, Biology; Business Management

Stephen F. Austin H.S.   1990 — 1994
Graduated with Honors

Aggie Bruge Aggie Bruge Greater Milwaukee Area Details
Aggie Bruge's RBC Wealth Management Experience 2011 - 2014
Job Equity Syndicate Associate Regal Securities Inc.
Industry Financial Services
Experience
Regal Securities Inc.  July 2007 - Present
Regal Bay Investment Group, LLC   March 2007 - Present
RBC Wealth Management   2011 - 2014
Abercrombie & Fitch  May 2006 - June 2007

Skills
Securities, Mutual Funds, Equities, Investments, Trading, Portfolio Management, Capital Markets, Due Diligence, Asset Management, Analysis, Financial Services, Wealth Management, Asset Allocation, Investment Advisory, Marketing, Management, Accounting, FINRA

Education
Concordia University-Wisconsin   2002 — 2005
Masters, Finance, Marketing

Chris Cates, CFP® Chris Cates, CFP® Albuquerque, New Mexico Area Details
Chris Cates, CFP®'s RBC Wealth Management Experience May 2009 - Present
Job Senior Vice President Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2009 - Present
Morgan Stanley Wealth Management  June 1998 - May 2009

Education
College for Financial Planning   2006 — 2008
CFP® Certification Program

Northern Arizona University   1993 — 1997
Bachelor of Science, Finance

University of Alabama   1995 — 1996
Finance

La Cueva High School

Michael J. Gegen Michael J. Gegen Greater Denver Area Details
Michael J. Gegen's RBC Wealth Management Experience November 2000 - May 2014
Job Senior Vice President at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   May 2014 - Present
RBC Wealth Management   November 2000 - May 2014
Piper Jaffray  1994 - 2000
Empire Savings & Loan   1983 - 1985

Skills
Wealth Management, Retirement Planning, Series 63, Mutual Funds, Asset Allocation, Securities, Retirement, Strategic Financial..., Investments, Series 7, Alternative Investments, Asset Management, 401k, Investment Advisory, Separately Managed..., Series 65, Investment Strategies, Uniform Combined State..., Wealth Management..., Portfolio Management

Education
Colorado State University   1978 — 1982
Bachelor of Science in Business Administration, Business Administration and Management, General

Pembroke Country Day School   1976 — 1978

Cliff Kleiner Cliff Kleiner Kitchener, Canada Area Details
Cliff Kleiner's RBC Wealth Management Experience July 2008 - Present
Job Financial Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2008 - Present

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

Education
Concordia University

Scott Bryan Scott Bryan San Francisco, California Details
Scott Bryan's RBC Wealth Management Experience August 2006 - December 2009
Job President, Imagine H2O
Industry Environmental Services
Experience
Imagine H2O  January 2010 - Present
RBC Wealth Management   August 2006 - December 2009
Piper Jaffray  February 2003 - August 2006

Skills
Investments, Venture Capital, Start-ups, Energy, Entrepreneurship, Strategy, Mergers & Acquisitions, Management Consulting, Cleantech, Corporate Development, Business Strategy, Due Diligence, Private Equity, Financial Modeling, Business Development, Renewable Energy, Marketing Strategy, Business Planning, Strategic Planning, Emerging Markets, Valuation, Corporate Finance, Executive Management

Education
Colorado College   1997 — 2001
BA, Economics

Andre Marchand Andre Marchand Montreal, Canada Area Details
Andre Marchand's RBC Wealth Management Experience March 1989 - April 2003
Job Wealth Management Consultant, Scotia Private Client Group
Industry Banking
Experience
Scotia Private Client Group  April 2003 - Present
RBC Wealth Management   March 1989 - April 2003

Education
Concordia University
Bachelor of Commerce, Finance

Richard Nodler Richard Nodler Hopkins, Minnesota Details
Richard Nodler's RBC Wealth Management Experience July 1986 - June 2006
Job Retired
Industry Financial Services
Experience
Self-employed  2006 - Present
RBC Wealth Management   July 1986 - June 2006
Dayton Hudson Companies   1979 - 1986

Skills
Investments, Wealth Management, Portfolio Management, Retirement Planning, Mutual Funds, Financial Planning, Investment Advisory, Equities, Asset Management

Education
University of Minnesota Graduate School of Business   1976 — 1979
Corporate Finance and Investment Management

University of Minnesota-Twin Cities   1967 — 1972
Bachelor's degree, Sociology

Concordia College   1966 — 1967

Maurice Salameh, F.Pl Maurice Salameh, F.Pl Montreal, Canada Area Details
Maurice Salameh, F.Pl's RBC Wealth Management Experience March 2008 - July 2011
Job Wealth Advisor & Financial Planner at Financière Des ProfessionnelsGestion Privée
Industry Banking
Experience
Financière Des Professionnels  March 2013 - Present
BMO Harris Private Banking  September 2011 - October 2012
RBC Wealth Management   March 2008 - July 2011
RBC  January 2007 - March 2008
RBC  July 2005 - December 2006
RBC  June 2004 - June 2005
Merrill Lynch  June 2002 - August 2002

Skills
Wealth Management, Investments, Strategic Financial..., Banking, Private Banking, Mutual Funds, Portfolio Management

Education
Institut Quebecois de la Planification Financiere   2005 — 2008
F.Pl (CFP), Financial Planning and Services

CSI   2004 — 2004
CSC "Canadian Securities Course", Investments

Concordia University   1999 — 2003
Bachelor of Commerce (B.Com.), Finance, General

Mike Fager, CFP® Mike Fager, CFP® Rockford, Illinois Area Details
Mike Fager, CFP®'s RBC Wealth Management Experience August 2001 - May 2005
Job Vice President, Investments
Industry Financial Services
Experience
Raymond James  May 2005 - Present
RBC Wealth Management   August 2001 - May 2005
Raymond James  January 1997 - August 2001
COUNTRY ® Financial  June 1979 - January 1997

Education
Carthage College   1970 — 1974
Bachelor of Arts (B.A.), Biology, General

Shannon Hooley Enright Shannon Hooley Enright Stillwater, Minnesota Details
Shannon Hooley Enright's RBC Wealth Management Experience 2008 - 2009
Job Attorney Eckberg Lammers
Industry Law Practice
Experience
Eckberg Lammers Law Firm   May 2011 - Present
Stillwater Area Foundation   May 2010 - Present
ING Trust   May 2009 - May 2011
RBC Wealth Management   2008 - 2009
Lake Elmo Bank   2004 - 2007
US Bancorp  1989 - 1995

Skills
Estate Tax Planning, Legacy Planning, Trust Drafting, Plannning, Retirement Planning, Trust, Legal Writing, Trusts, Estate Planning, Estate Law, Tax, Corporate Law, Estate Administration, Mutual Funds, Financial Planners, Business Formation, Business Transactions, Wills, Civil Litigation, Bankruptcy, Legal Research, Commercial Litigation, Litigation

Education
William Mitchell College of Law   1984 — 1987
J.D., Law

College of Saint Benedict   1979 — 1983
B.S., Business Administration

Marlena Pospiech Marlena Pospiech Toronto, Canada Area Details
Marlena Pospiech's RBC Wealth Management Experience 1993 - 1997
Job
Industry Banking
Experience
BMO Harris Private Banking  May 2013 - Present
BMO, Enterprise Wealth Planning Group   October 2012 - Present
BMO, Financial Planning and Retirement Market Group   November 2011 - Present
RBC Dominion Securities (Wealth Management Services)   June 2008 - October 2011
Royal Bank of Canada  April 2006 - January 2010
RBC Dominion Securities  January 2003 - April 2006
Hewlett-Packard Enterprise Services  2000 - 2003
Hewlett-Packard  2000 - 2003
Hewlett-Packard  2000 - 2003
RBC Wealth Management   1993 - 1997

Skills
Wealth Management, Tax, Retirement, Retirement Planning, Estate Planning, High Net Worth..., Strategic Financial..., Pensions, Financial Planning, Financial Advisory, Wealth Management..., Wealth, Financial Services, Personal Finance, Media Relations, Taxation of Trusts, Trusts, Bilingual, Tax Advisory, Sales Management, Sales Presentations, Business Development, Exceptional People..., Interpersonal Skill, Thought Leadership, Teamwork, Internal & External..., Client Relations Skills, Mutual Funds, Risk Management, Investments, Succession Planning, Relationship Management, Securities

Education
University of Waterloo   2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree

University of Waterloo   2013 — 2015
Master of Taxation, Tax Law/Taxation, Graduate degree

Society of Trust and Estate Practitioners
TEP

Canadian Financial Planners Standards Council   1994 — 1997
CFP, Certified Financial Planner

Concordia University   1987 — 1990
BComm, Finance, Marketing

Max Lewis Max Lewis Greater Los Angeles Area Details
Max Lewis's RBC Wealth Management Experience June 2007 - September 2007
Job Sr. Account Exec
Industry Computer Software
Experience
Bitium  April 2014 - Present
BridgeGate  February 2012 - March 2014
HireRight  August 2011 - February 2012
HireRight  January 2010 - June 2011
Merrill Lynch  September 2008 - January 2009
RBC Wealth Management   June 2007 - September 2007

Skills
Microsoft Office, Outlook, Salesforce.com, Google Analytics, Google Adwords, cloud computing, SaaS, PaaS, IaaS, mobile computing, Cloud Computing

Education
University of California, Irvine   2008 — 2011

Univerzita Karlova v Praze

Mira Costa High School

Aaron Brachman, CFP®, AAMS Aaron Brachman, CFP®, AAMS Washington D.C. Metro Area Details
Aaron Brachman, CFP®, AAMS's RBC Wealth Management Experience November 1999 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 1999 - Present
Ferris, Baker Watts, Inc   June 2002 - March 2009
Ferris, Baker Watts, Inc.   November 1999 - June 2002

Education
Georgetown University   2006 — 2007
CFP® - CERTIFIED FINANCIAL PLANNER TM, Financial Planning

Center for Fiduciary Studies™   2012 — 2012
AIF® - Accredited Investment Fiduciary

College for Financial Planning   2009 — 2009
AAMS, Accredited Asset Management Specialist

The George Washington University - School of Business   1998 — 2002
Bachelor of Business Administration (BBA), Finance and Financial Management Services

Marple Newtown HS   1994 — 1998

James Miley James Miley Greater Minneapolis-St. Paul Area Details
James Miley's RBC Wealth Management Experience December 2009 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2009 - Present
Merrill Lynch  December 2006 - December 2009

Education
Concordia University-St. Paul   1999 — 2003
BBA

St. Thomas Academy   1992 — 2000

Wendy Homstad, WMS Wendy Homstad, WMS Duluth, Minnesota Area Details
Wendy Homstad, WMS's RBC Wealth Management Experience July 1998 - May 2011
Job Vice President, Investments Branch Manager at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James Financial Inc.  May 2011 - Present
RBC Wealth Management   July 1998 - May 2011

Skills
Finance

Education
Concordia University-St. Paul
Bachelor of Arts (BA), Organizational Management & Communication

The College of St. Scholastica
Bachelor of Arts (BA), Accounting

Alisha Best Alisha Best Greater Minneapolis-St. Paul Area Details
Alisha Best's RBC Wealth Management Experience April 2000 - March 2002
Job Clinical Research Specialist at Medtronic
Industry Events Services
Experience
Medtronic  March 2015 - Present
Medpace  November 2012 - March 2015
Medtronic  April 2003 - June 2010
RBC Wealth Management   April 2000 - March 2002

Skills
Event Management, Event Planning, Word, Excel, PowerPoint, Customer Service, Outlook, Special Events, Windows, Planning, Clinical Research, Protocol

Education
Concordia University-St. Paul   2007 — 2012
Bachelor of Arts (B.A.), Organizational Management and Leadership

William Irby William Irby Washington, District Of Columbia Details
William Irby's RBC Wealth Management Experience July 2012 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2012 - Present
Merrill Lynch  January 2012 - May 2012
West End Orthopaedic Clinic  June 2007 - August 2007

Skills
Leadership, Spanish, PowerPoint, Microsoft Excel, Access, Financial Analysis, Investments, Analysis, Economics, Microsoft Office, Teamwork, Time Management, Microsoft Word, Financial Modeling, Series 7, Market Research, Data Analysis, Series 66, Business Planning

Education
College of Charleston   2008 — 2012
Bachelor of Science, International Business Administration with a minor in Spanish

St. Christopher's High School   2004 — 2008

Brian Roemen Brian Roemen Greater Minneapolis-St. Paul Area Details
Brian Roemen's RBC Wealth Management Experience May 2007 - September 2007
Job Lead Tech & Owner at Backpack Tactics LLC
Industry Information Technology and Services
Experience
Backpack Tactics LLC   November 2009 - Present
Concordia University, St. Paul   August 2009 - May 2013
Princeton Theological Seminary  September 2005 - December 2009
RBC Wealth Management   May 2007 - September 2007
Siemens  June 2007 - July 2007
Target  February 2005 - August 2005
Concordia University, St. Paul   August 2001 - January 2005
PC Salve   April 2000 - January 2005
Concordia University Archaeology Dept.   June 2004 - November 2004
Concordia University Theology and Bus. Dept.   August 2002 - August 2004

Skills
Printers, Laptops, VPN, Access, Active Directory, TCP/IP, Windows, SMTP, Lotus Notes, Hardware, Windows Server, HTML, Windows 7, Cloud Computing, Cloud Applications, Cloud Storage, Cloud Security, Google Apps, Backup Solutions, Data Recovery, Network Administration, Network Engineering, Network Security, Wireless Networking, Remote Administration, Remote Troubleshooting, Task Management, Mac OS, DOS, BIOS, Virtual Machines, iPhone Support, iPad support, Android Support, Blackberry Support, Email, Browsers, Antivirus, Microsoft Office, Adobe, Ticketing, Software Installation, Teaching, Training, Public Speaking, VoIP, OS X, Microsoft Exchange, Help Desk Support, Servers

Education
Princeton Theological Seminary   2005 — 2008
Master of Divinity (M.Div.), Theology/Theological Studies

Concordia University-St. Paul   2001 — 2004
Bachelor of Arts & Science, Theology

Bobby Argitis Bobby Argitis Montreal, Canada Area Details
Bobby Argitis's RBC Wealth Management Experience December 2001 - January 2004
Job Business Development Representative at National Bank Direct Brokerage
Industry Financial Services
Experience
National Bank Direct Brokerage  July 2006 - Present
National Bank Direct Brokerage  January 2004 - July 2006
RBC Wealth Management   December 2001 - January 2004

Education
Concordia University   1998 — 2001
Bachelor of Commerce (B.Com.), Finance

Chambly County

Marianopolis College

Jedediah Johnson Jedediah Johnson Minneapolis, Minnesota Details
Jedediah Johnson's RBC Wealth Management Experience August 2012 - Present
Job Technical Services Analyst Tier II at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2012 - Present
Curious North   August 2013 - April 2014
RBC Wealth Management   November 2011 - August 2012
RBC Wealth Management   March 2010 - November 2011
Comcast  April 2009 - March 2010
Merrill Corporation  May 2005 - November 2008
Pep Boys  February 2004 - April 2005

Skills
Problem Solving, Corporate Communications, Technical Support, Technical Writing, Metrics Reporting, Creative Writing, Document Management, People Development, Microsoft Office, HP Service Manager, CRM Integration, Event Planning, Psychology, Organizational..., SharePoint, Information Technology, Software Documentation, Application Support, Active Directory, XP, Windows 7, Incident Management, Citrix, BMC Remedy

Education
University of Minnesota-Twin Cities   2012 — 2015
Bachelor of Arts (B.A.), Psychology

Rasmussen College-Minnesota   2009 — 2011
Associate of Applied Sciences, Business Management - Internet Marketing

Central Lakes College-Brainerd   2002 — 2003

James Doidge, CFP®, CLU, ChFC James Doidge, CFP®, CLU, ChFC Colorado Springs, Colorado Details
James Doidge, CFP®, CLU, ChFC's RBC Wealth Management Experience October 2002 - May 2007
Job First Vice President Investments
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  June 2012 - Present
Morgan Stanley Smith Barney  May 2007 - June 2012
RBC Wealth Management   October 2002 - May 2007

Skills
Investments, Insurance, Retirement Planning, Asset Allocation, Retirement, Finance, 401k, Securities, Financial Analysis, Estate Planning, Financial Services, Strategic Planning

Education
Colorado State University-Pueblo   1995 — 1998
Business, Finance

Vincent LaValle Vincent LaValle Greater Denver Area Details
Vincent LaValle's RBC Wealth Management Experience May 2011 - August 2011
Job Student at Clarkson University
Industry Logistics and Supply Chain
Experience
AT&T  June 2012 - August 2012
Clarkson University  December 2010 - June 2012
RBC Wealth Management   May 2011 - August 2011
AeroGrow International  June 2009 - August 2010

Skills
Entrepreneurship, Product Development, Microsoft Excel, PowerPoint, Microsoft Word, Microsoft Office, Six Sigma, Lean Manufacturing, Bloomberg Terminal, Stocks, Stock Market, Stock Trading, Pivot Tables, International Finance, Hockey, Organized Multi-tasker

Education
Clarkson University   2010 — 2014
Global Supply Chain Management

Scott Glazer Scott Glazer Greater Chicago Area Details
Scott Glazer's RBC Wealth Management Experience May 2005 - Present
Job Vice President Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2005 - Present
UBS  January 2002 - May 2005
Citi- Salomon Smith Barney   December 1999 - April 2002

Skills
Investments, Series 7, Wealth Management, Portfolio Management, Securities, Asset Management, Financial Analysis, Banking, Financial Modeling, Capital Markets, Financial Services, Due Diligence, Strategic Financial..., Private Equity, Mergers & Acquisitions

Education
Chicago-Kent College of Law, Illinois Institute of Technology   1985 — 1987
Doctor of Law (JD), Bankruptcy

Ohio Wesleyan University   1980 — 1984
Bachelor's degree, Pre-Law Studies, Political Science and History

Ignazio Farinelli Ignazio Farinelli Montreal, Canada Area Details
Ignazio Farinelli's RBC Wealth Management Experience January 2005 - Present
Job Financial Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2005 - Present
RBC Royal Bank  December 1998 - January 2005

Skills
Commercial Banking, Sales Management, Wealth Management, Sales, Portfolio Management, Finance, Credit, Mortgage Lending, Investments, Mutual Funds, Retirement Planning, Financial Advisory, Strategic Financial...

Education
Canadian Securities Institute
2001

Concordia University
Bachelor of Commerce, Finance

Institut Québécois de Planification Financière
Personal Financial Planning Designation

Alyssa Dunnigan Alyssa Dunnigan Greater Minneapolis-St. Paul Area Details
Alyssa Dunnigan's RBC Wealth Management Experience August 2014 - Present
Job Recruiting Consultant Advisor Recruiting and Retention
Industry Financial Services
Experience
RBC Wealth Management   August 2014 - Present
RBC Wealth Management   March 2011 - August 2014
RBC  January 2007 - March 2011
RBC Dain Rauscher  January 2006 - January 2007

Skills
Employee Benefits, Onboarding, Talent Management, Recruiting, Talent Acquisition, Human Resources, Applicant Tracking..., Performance Management, Customer Service, Microsoft Excel, Employee Relations, Hiring, Financial Services, Interviews

Education
College of Saint Benedict   2001 — 2005
Bachelor's, Psychology

Thomas Weed Thomas Weed Greater Seattle Area Details
Thomas Weed's RBC Wealth Management Experience January 1990 - January 2008
Job Director of Donor Relations at Kitsap Humane Society
Industry Nonprofit Organization Management
Experience
Kitsap Humane Society  September 2014 - Present
Bicycles for Humanity   2011 - Present
Forterra  January 2014 - September 2014
Coalition For Charitable Choice   May 2010 - January 2014
Pike Place Market Foundation  2010 - 2013
One Call For All   December 2010 - November 2011
Camp Korey - Association of Hole In The Wall Gang Camps   March 2008 - April 2009
RBC Wealth Management   January 1990 - January 2008

Skills
Non-profits, Donor Relations, Fundraising, Grant Writing, Volunteer Management, Nonprofits, Strategic Planning, Philanthropy, Project Management, Annual Giving, Community Development, Program Development, Board Development, Charities, Planned Giving, Community Outreach, Stewardship

Education
Colorado College
Political Science

University of Minnesota-Twin Cities
Political Science

Fountain Valley School   1969 — 1972

Blake School - MN.

Latin School of Chicago

Janet Warren Dugo Janet Warren Dugo Greater New York City Area Details
Janet Warren Dugo's RBC Wealth Management Experience 2002 - 2003
Job Entrepreneur | Marketing & Communications Professional | Advocate for Economic Development and Women's Empowerment
Industry Marketing and Advertising
Experience
Warren Dugo Media, Inc.   April 2012 - Present
New York Women in Communications  July 2015 - Present
Staten Island Business Trends   February 2006 - Present
Staten Island Media Group   2004 - 2005
Communication Associates  2004 - 2005
RBC Wealth Management   2002 - 2003
RBC Wealth Management   1981 - 2002

Skills
Public Relations, Marketing, Media Relations, Direct Marketing, Press Releases, Advertising, Marketing Communications, New Business Development, Journalism, Social Networking, Editing, Social Media, Newsletters, Strategic Planning, Social Media Marketing, Writing, Copywriting, Nonprofits, Email Marketing, Event Planning, Community Outreach, Entrepreneurship, Corporate Communications, Strategic Communications, Digital Media, Internal Communications, Business Development, Publicity, Fundraising, Online Advertising, Publishing, Client Communications, Marketing Strategy, Sales, Crisis Communications, Copy Editing, Online Marketing, Event Management, Management, Integrated Marketing, Newspapers, Digital Marketing, Salesforce.com, QuickBooks, InDesign

Education
Rutgers University-New Brunswick
MiniMBA

State University of New York Empire State College
B.S. Business, Management & Economics

Staten Island Leadership Institute, College of Staten Island
Certificate

Municipal Bond Club of New York, Municipal Bond School
Certificate

County College of Morris
Associate of Applied Science (A.A.S.)

Jacob Slevin Jacob Slevin Greater New York City Area Details
Jacob Slevin's RBC Wealth Management Experience April 2005 - December 2005
Job Designer. Entrepreneur. CEO.
Industry Architecture & Planning
Experience
Designer Pages  July 2006 - Present
FXFOWLE Architects  May 2006 - October 2006
RBC Wealth Management   April 2005 - December 2005
Frederic SCHWARTZ Architects  May 2004 - September 2004

Skills
Architecture, Entrepreneurship, Interior Design, Microsoft Office, Financial Modeling, Design Research, Real Estate Development, Photography, Space planning, Design Thinking, Construction Drawings, BIM, AutoCAD, Revit, Strategic Partnerships, Adobe Creative Suite, Graphic Design, Sketching, 3D Studio Max, Interior Architecture, JavaScript, Illustrator, Management, Web Development, Marketing Strategy, InDesign, Concept Design, Photoshop, Submittals, Design Strategy, Ruby on Rails, Design Management, Rendering, Social Media Marketing, Historic Preservation, Capital Allocation, Architectural Design, Feasibility Studies, Start-ups, Architectures, Urban Planning, Project Management, SketchUp, AutoCAD Architecture, 3D rendering, Comprehensive Planning, Business Strategy, Architectural Drawings

Education
Cornell University   2002 — 2007

Ramaz   1989 — 2002

Gloria Redfearn-Moss Gloria Redfearn-Moss New Castle, Delaware Details
Gloria Redfearn-Moss's RBC Wealth Management Experience July 2010 - November 2010
Job Financial Services Professional
Industry Financial Services
Experience
Kforce for HSBC   January 2014 - May 2014
Self Employed  January 1998 - April 2014
Administrative Office of the Courts of DE   May 2012 - May 2013
Randstad  July 2011 - January 2012
RBC Wealth Management   July 2010 - November 2010
PNC Global Investment Servicing  November 1998 - June 2009

Skills
Financial Planning/...

Education
Cheyney University of Pennsylvania   1989 — 1992
Bachelor of Science (BASc), Business Administration /Accounting

Chester High School Chester, PA

Daniel P. Kennedy, AWM Daniel P. Kennedy, AWM Providence, Rhode Island Details
Daniel P. Kennedy, AWM's RBC Wealth Management Experience April 1987 - Present
Job First Vice President – Branch Director, Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 1987 - Present

Education
Colby College

Marie-Nelly Franques Marie-Nelly Franques Greater Boston Area Details
Marie-Nelly Franques's RBC Wealth Management Experience December 2006 - March 2015
Job Associate Advisor trying to reconvert as a Financial Risk Manager Middle Office
Industry Investment Management
Experience
RBC Wealth Management   December 2006 - March 2015
Concordia University, Recruitment Office   May 2005 - September 2006

Skills
Wealth Management, Financial Analysis, Investment Advisory, Investments, Investment Strategies, Portfolio Management, Equities, Mutual Funds, French, Asset Allocation, Derivatives, Equity Research, Fixed Income, Entrepreneurship, Strategy, Capital Markets, ETFs, Investment Management, Business Valuation, Microsoft Excel, SPSS, Matlab, Hedge Funds, Options Strategies

Education
Université du Québec à Montréal   2013 — 2014
M.Sc. Applied Finance, Portfolio Management, Graduate studies

Université du Québec à Montréal / UQAM   2010 — 2012
Graduate Diploma in Derivative Instruments, Finance, Graduate

HEC Montreal   2006 — 2008
Certificate, Financial Management, Undergraduate

Concordia University   2005 — 2006
Independant Studies, Spanish

Concordia University   2002 — 2005
Bachelor of Commerce, Economics, BComm

Jacob Dick Jacob Dick Greater Minneapolis-St. Paul Area Details
Jacob Dick's RBC Wealth Management Experience June 2012 - August 2012
Job Graduate from Clarkson University
Industry Mechanical or Industrial Engineering
Experience
Mathias Die Company  June 2013 - August 2013
RBC Wealth Management   June 2012 - August 2012
techbarn.com  June 2011 - August 2011

Skills
Social Media, Social Media Marketing, Marketing Strategy, Marketing Communications, Advertising, Microsoft Office, Teamwork, Project Planning

Education
Clarkson University   2010 — 2014
Bachelor of Science (BS), Engineering & Management

Kurt Brown, CFP(r) Kurt Brown, CFP(r) Fort Worth, Texas Details
Kurt Brown, CFP(r)'s RBC Wealth Management Experience July 1997 - December 2011
Job Financial Advisor, First Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2011 - Present
RBC Wealth Management   July 1997 - December 2011
UBS Wealth Management  April 1984 - July 1997

Skills
Investments, Finance, Investment Strategies, Insurance, Retirement, Financial Risk, Management, Wealth Management, Retirement Planning, Asset Allocation, Mutual Funds

Education
College for Financial Planning   1991 — 1993
CFP, Financial Planning and Services, Graduated with Designation.

UTD   1974 — 1976
Bachelor of Science (B.S.), Finance, General

NTSU   1972 — 1973
Finance, General

Joseph C. Koch, CFP® Joseph C. Koch, CFP® Plymouth, Michigan Details
Joseph C. Koch, CFP®'s RBC Wealth Management Experience March 2009 - October 2010
Job SVP / Branch Manager / Member of 2014 Founder's Circle at Wunderlich Securities & 2015 Five Star Wealth Manager Award
Industry Financial Services
Experience
Wunderlich Securities  October 2010 - Present
RBC Wealth Management   March 2009 - October 2010
Ferris, Baker Watts, Inc.   January 2001 - March 2009
City of Plymouth, Michigan  November 1997 - November 2001
Raymond James Financial Inc.  September 1999 - February 2001
Roney & Company LLC   June 1989 - September 1999
Korn, Womack and Stern- Hamilton Investments   1986 - 1989

Skills
Sorry But due to FINRA, guidelines I CANNOT, Endorse or be Endorsed, on Linked In service, Wealth Management, Securities, Mutual Funds, Retirement Planning, Variable Annuities, Fixed Annuities, Certified Financial..., Diversification, Economics, Stocks, Municipal Bonds, Corporate Notes and..., Investments, Series 7, Finance, Retirement, Financial Services, Estate Planning, Asset Allocation, Financial Planning

Education
College for Financial Planning   1992 — 1994
CFP® Professional Education Program, Certified Financial Planner

Western Michigan University   1982 — 1985
Bachelor of Business Administration, Finance, Economics & General Business

Harrison High School

Michael Szott Michael Szott Edmonton, Canada Area Details
Michael Szott's RBC Wealth Management Experience August 2006 - Present
Job Investment & Retirement Planner at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   August 2006 - Present
RBC Bank  August 2003 - August 2006

Education
Concordia University College of Alberta   2001 — 2003

University of Alberta   1999 — 2001

Jared Lamb Jared Lamb Greater Denver Area Details
Jared Lamb's RBC Wealth Management Experience October 2013 - Present
Job Financial Advisor & Portfolio Analyst @ RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2013 - Present
Exempla Healthcare  March 2010 - October 2013
Colorado State University  January 2004 - December 2007

Skills
Microsoft Excel, Disciplined, Analytical Perspectives, Problem Solving, Leadership, Financial Modeling, Financial Analysis, Highly Motivated, Self-starter, Strategic Planning, Adaptability, Portfolio Management, Investments

Education
University of Denver - Daniels College of Business   2008 — 2010
IMBA, Concentration: Finance, 3.67

Colorado State University   2003 — 2007
BS, Finance

Jill Mintzer Jill Mintzer Greater Los Angeles Area Details
Jill Mintzer's RBC Wealth Management Experience November 2011 - May 2014
Job MBA Marketing Intern at Sony Pictures Entertainment Mobile Games
Industry Marketing and Advertising
Experience
Sony Pictures Entertainment  September 2015 - Present
Esri Professional Services   May 2015 - September 2015
Technology Sales Resource Interactive (TSRI)   October 2014 - May 2015
Peter F. Drucker and Masatoshi Ito Graduate School of Management  September 2014 - May 2015
RBC Wealth Management   November 2011 - May 2014
Ameriprise Financial  March 2010 - November 2011

Skills
Corporate Social Media, Marketing, Portfolio Management, Financial Services, Business Development, Mutual Funds, Finance, Equities, Market Research, Asset Allocation, Product Marketing, Wealth Management, Strategic Financial...

Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management   2014 — 2016
Master of Business Administration (MBA), Marketing, 3.92

San Diego State University-California State University
Bachelor of Arts (B.A.), International Business, Emphasis in Finance and Western European Studies

Dan Smith, CFA Dan Smith, CFA Greater Minneapolis-St. Paul Area Details
Dan Smith, CFA's RBC Wealth Management Experience April 2000 - Present
Job Vice President Portfolio Analyst at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   April 2000 - Present
RBC Capital Markets  1996 - 2000

Skills
Fundamental Research, Investment Strategies, Technical Analysis, Trading Strategies, Public Speaking, Portfolio Management

Education
University of St. Thomas - Opus College of Business   1998 — 2001
MBA, Finance

Coe College   1986 — 1990
BA, Economics, Business Administration

Jon Eklund Jon Eklund Greater Chicago Area Details
Jon Eklund's RBC Wealth Management Experience January 2001 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2001 - Present
The Chicago Corporation and ABN AMRO   June 1994 - January 2001

Skills
Investment Advisory, Investments, Securities, Series 7, Wealth Management, Asset Allocation, Series 63, Mutual Funds, Asset Management, Equities, Bonds, Retirement, Options, 401k, Alternative Investments, Investment Strategies, Uniform Combined State...

Education
Creighton University   1982 — 1986

Loyola Academy

Ovett Edwards Ovett Edwards Calgary, Canada Area Details
Ovett Edwards's RBC Wealth Management Experience 2011 - Present
Job Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2011 - Present
BMO InvestorLine  August 2010 - June 2011
BMO InvestorLine  April 2010 - September 2010
RBC Direct Investing  February 2010 - May 2010
All Can   1998 - 2008

Education
Concordia University   2000 — 2005

Peter T. Buzzini, AAMS Peter T. Buzzini, AAMS Bangor, Maine Area Details
Peter T. Buzzini, AAMS's RBC Wealth Management Experience June 2005 - October 2007
Job Financial Advisor at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc.   October 2007 - Present
RBC Wealth Management   June 2005 - October 2007

Education
Colby College   1979 — 1981
English, English, Economics

Phillips Exeter Academy   1973 — 1976

Laura Cheeley Laura Cheeley Greater Minneapolis-St. Paul Area Details
Laura Cheeley's RBC Wealth Management Experience December 2013 - Present
Job Manager, Strategy and Execution Services
Industry Financial Services
Experience
RBC Wealth Management   December 2013 - Present
RBC Wealth Management   September 2010 - Present
RBC Wealth Management   December 2009 - September 2010
RBC Wealth Management   September 2007 - December 2009
FireLake Restaurant - Carlson Companies   August 2006 - August 2007
Cold Spring Granite  May 2005 - May 2006

Skills
Retirement Planning, Leadership, Business Analysis, Sales, Retirement, Financial Advisory, Coaching, Event Planning, Strategic Planning, Performance Management, Process Improvement, Training, Team Building, Customer Service, Project Management, Employee Training, Series 7, Microsoft Excel, Microsoft Office, PowerPoint, Business Planning, Business Strategy, Project Planning, Relationship Management

Education
College of Saint Benedict   2002 — 2006
Bachelor of Arts, Management, Psychology

Saint John's University

Sandy Leith Sandy Leith Greater Boston Area Details
Sandy Leith's RBC Wealth Management Experience October 2000 - Present
Job Senior VicePresident at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2000 - Present
American Bugatti Club   1985 - Present
Tucker Anthony & R.L.Day, Inc.   1977 - 2000

Skills
Alternative Investments, Asset Allocation, Asset Management, Equities, Hedge Funds, Investment Management, Mutual Funds, Securities, Series 63, Series 7, Wealth Management, Investment Advisory, FINRA, Fixed Income, Strategic Planning

Education
Connecticut College   1973 — 1977

Noble & Greenough School   1968 — 1973

Dexter School

Peter C. Bishop Peter C. Bishop Wells, Maine Details
Peter C. Bishop's RBC Wealth Management Experience November 1994 - September 2011
Job Invesment Advisor Representative at Salem Advisory Group, LLC
Industry Investment Management
Experience
Salem Advisory Group, LLC   September 2013 - Present
RBC Wealth Management   November 1994 - September 2011
Merrill Lynch  October 1989 - November 1994
Eastern Townships Produce Ltd   May 1981 - June 1989

Skills
Portfolio Management, Asset Management, Equities, Wealth Management, Mutual Funds, Fixed Income, Asset Allocation, Investment Strategies, Financial Planning

Education
Colby College   1976 — 1980
Bachelor of Arts (BA), Business/Commerce, General

Bishops Collge School, Lennoxvile, Quebec   1975 — 1976

Kathleen Lennon Kathleen Lennon Greater Denver Area Details
Kathleen Lennon's RBC Wealth Management Experience 2006 - 2010
Job Administrative Support at Olinger Crown Hill Mortuary
Industry Individual & Family Services
Experience
Olinger Crown Hill Mortuary   October 2012 - Present
The Denver Hospice  January 2011 - September 2012
RBC Wealth Management   2006 - 2010
Horan & McConaty Funeral Service   2001 - 2005
Christy Sports  1992 - 2001
I Ski/Tropical   1980 - 1984

Skills
Sales, International Sales, Funeral Service, Snow & Sporting Goods..., Customer Satisfaction, Microsoft Office, Adobe..., Strategic Planning, Graphic Design, Family Services, Team Building, Marketing Communications, Leadership, Time Management, Insurance, Healthcare, Nonprofits, Marketing

Education
Colorado State University   1969 — 1973
Bachelor of Arts, graphic design and art education

Saint Mary's Academy
College Preparatory

Deborah J. Frazier Deborah J. Frazier Princeton, New Jersey Details
Deborah J. Frazier's RBC Wealth Management Experience February 2012 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2012 - Present
Rutgers University  September 2010 - January 2012
Merrill Lynch  February 2005 - December 2007
Merrill Lynch  June 1985 - October 2004
Merrill Lynch  June 1985 - October 2004

Skills
Series 63, Series 7, Strategic Financial..., Wealth Management, Portfolio Management, Retirement Planning, Investments

Education
Columbia University - Columbia Business School   1996 — 1998
Executive MBA, Global Business

Allen Canete Allen Canete Rapid City, South Dakota Details
Allen Canete's RBC Wealth Management Experience September 1998 - June 2011
Job
Industry Investment Management
Experience
UBS Financial Services, Inc.   June 2011 - Present
RBC Wealth Management   September 1998 - June 2011
Ketel Thorstenson, LLP  September 1995 - September 1998
AICPA  1995 - 1998
J. Noonan & Co.   June 1990 - June 1995
Merrill Lynch  September 1985 - October 1988
Baker Hughes  June 1981 - June 1985

Education
Columbia University in the City of New York
ACPM Certified Portfolio Manager, Finance and Financial Management Services

The University of South Dakota
BS, Chemistry

Dakota State University
Accounting / Business

University of Massachusetts, Amherst
Math / Chemistry

Brigitte Benson Brigitte Benson Minneapolis, Minnesota Details
Brigitte Benson's RBC Wealth Management Experience November 2007 - Present
Job Financial Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2007 - Present
Wells Fargo Advisors  June 2004 - October 2007

Education
Concordia University-St. Paul   2002 — 2004
MBA, Business

University of Wisconsin-Madison   1998 — 2002
Bachelor Of Science, Accounting

Claudio Prioletta Claudio Prioletta Montreal, Canada Area Details
Claudio Prioletta's RBC Wealth Management Experience August 2011 - July 2014
Job RBC Royal Bank
Industry Banking
Experience
RBC  April 2014 - Present
RBC Wealth Management   August 2011 - July 2014
Scotiabank  May 2010 - August 2011
Scotiabank  April 2008 - May 2010
RBC Royal Bank  2004 - 2008

Skills
Banking, Investments, Retail Banking, Credit Analysis, Mutual Funds, Credit, Mortgage Lending, Financial Analysis

Education
   2001 — 2004
BCOMM, Finance

David Matchett David Matchett Toronto, Canada Area Details
David Matchett's RBC Wealth Management Experience October 2014 - Present
Job Vice President, Training & Practice Management at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present
RBC Wealth Management   March 2007 - Present
BMO Nesbitt Burns  August 1997 - March 2007
T.E. Wealth   December 1991 - August 1997
T.E. Wealth   February 1988 - December 1991

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

Education
Concordia University   1982 — 1985
BComm, Commerce, Business Systems

Jenny Westphal, CAPM Jenny Westphal, CAPM Eau Claire, Wisconsin Details
Jenny Westphal, CAPM's RBC Wealth Management Experience October 2000 - October 2013
Job Production Coordinator at Orgel Wealth Management
Industry Financial Services
Experience
Orgel Wealth Management   October 2013 - Present
RBC Wealth Management   October 2000 - October 2013
Marten Transport  July 1995 - October 2000
Northern States Power  July 1991 - July 1995

Skills
Project Coordination, Project Management, Collaborative Problem..., Business Workflows, Data Analysis, Corporate Website..., WordPress, Microsoft Excel, Microsoft PowerPoint, Finance, Graphic Design, PowerPoint

Education
Chippewa Valley Technical College   1990 — 1992
Associate's degree, Administrative Assistant and Secretarial Science, General

DJ Woolhouse DJ Woolhouse Greater Minneapolis-St. Paul Area Details
DJ Woolhouse's RBC Wealth Management Experience 2007 - August 2011
Job Talent Acquisition Manager at U.S. Bank
Industry Banking
Experience
U.S. Bank   May 2014 - Present
U.S. Bank   September 2012 - May 2014
Thomson Reuters  April 2012 - September 2012
Target  August 2011 - April 2012
RBC Wealth Management   2007 - August 2011
The College of St. Scholastica  May 2006 - June 2009
Corinthian Colleges  October 2006 - July 2007
CSM Corporation  July 2002 - October 2006

Skills
Talent Acquisition, Recruiting, Talent Management, Human Resources, Training, Management, Employee Benefits, Employee Relations, Hiring, Time Management, Onboarding, College Recruiting, Performance Management, Interviews, Career Development, Social Media, Analysis, Cold Calling, CRM, Team Building, Applicant Tracking..., Networking, Employee Engagement, Leadership, Executive Search

Education
Concordia University-St. Paul
Master's of Arts in Organizational Management, Human Resources

University of Saint Thomas
BA in Business with HR Emphasis, Business, Human Resources

University of Wisconsin-Eau Claire
Marketing, International Business

Tessa Barlow Riley Tessa Barlow Riley Toronto, Canada Area Details
Tessa Barlow Riley's RBC Wealth Management Experience July 2015 - Present
Job Senior Manager, Global Employee Communications, RBC Wealth Management
Industry Public Relations and Communications
Experience
RBC Wealth Management   July 2015 - Present
RBC Investor & Treasury Services  February 2012 - July 2015
Direct Energy  2006 - 2012
Cahoots Theatre Company   2007 - 2010
Rogers Communications  2004 - 2006
Shaw Festival Theatre  2003 - 2005
Janis A. Barlow & Associates, Planning and Project Management   2002 - 2005
"The Associates" Seasons 1 & 2   2000 - 2002

Skills
Public Relations, Strategic Planning, Editing, Stakeholder Engagement, Marketing, Program Development, Educational Outreach, Corporate Communications, Internal Communications, Media Relations, Strategic Communications, Social Media, Marketing Communications, Crisis Communications, Communication Training, Event Management, Employee Engagement, Communications Planning, Event Planning, Speech Writing, Integrated Marketing, Leadership, Management, Nonprofits, Newsletters, Project Planning, Project Management, Strategy, Vendor Management, CRM

Education
Columbia University in the City of New York   1998 — 2001
MFA, Theatre Management & Producing

Queen's University   1994 — 1998
BAH, Drama and Film

David Upin David Upin Greater Minneapolis-St. Paul Area Details
David Upin's RBC Wealth Management Experience October 2012 - Present
Job Senior Vice President Financial Advisor, The Upin Sieben Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2012 - Present
Wells Fargo Advisors, LLC  April 2009 - October 2012
Stifel Nicolaus  April 2004 - April 2009
Morgan Stanley  November 1999 - April 2004

Education
University of Minnesota - Carlson School of Management   1997 — 1999
MBA, Economics

Connecticut College   1979 — 1983
BA, Biology

The Blake Schools   1976 — 1979
HS Diploma

Cinda Collins, AWM Cinda Collins, AWM Greater Minneapolis-St. Paul Area Details
Cinda Collins, AWM's RBC Wealth Management Experience August 1992 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 1992 - Present
Norwest Investment Services  1987 - 1991
Sunrise Grain Company   1981 - 1987

Education
St Louis University   1978 — 1979
Bachelor's Degree, Registered Nursing/Registered Nurse

Colorado College   1973 — 1978
Bachelor's Degree, Public Health Practices in Developing Communitieis

Andreas Komitas - Vice President - Wealth Advisor - APM Andreas Komitas - Vice President - Wealth Advisor - APM Toronto, Canada Area Details
Andreas Komitas - Vice President - Wealth Advisor - APM's RBC Wealth Management Experience March 2002 - Present
Job RBC Dominion Securities RBC Wealth Management KomitasMastromartino Wealth Management Group
Industry Investment Management
Experience
RBC Wealth Management RBC Dominion Securities   March 2002 - Present
RBC Wealth Management   March 2002 - Present

Skills
Wealth Management, Investments, Asset Allocation, Investment Strategies, Portfolio Management, Strategic Financial..., Estate Planning, High Net Worth..., Financial Markets, Equities, Retirement, Finance, Financial Planning, Mutual Funds, Account Management, Corporate Law, Fixed Income, Financial Services, Wealth Management..., Financial Risk, Alternative Investments, Risk Management, Investment Banking, Financial Advisory, Financial Analysis, Equity Derivatives, Technical Analysis, Asset Managment, Investment Advisory, Due Diligence, Financial Management, Divorce Planning, Portfolio Optimization, Trust Services, Discretionary Portfolio..., Insurance Planning, Retirement Planning, Business Coaching, Wealth, Bonds, Asset Management

Education
York University   1990 — 2008
BA, Health Sciences, PSYCHOLOGY

Columbia University in the City of New York   2001 — 2007
Multiple, Investments, Finance, & Financial Planning

University of Toronto
Behavioural Finance

Sandra Boyce Sandra Boyce Vancouver, Canada Area Details
Sandra Boyce's RBC Wealth Management Experience August 2009 - October 2011
Job Regional Director, Investment Specialists
Industry Banking
Experience
Scotiabank  January 2015 - Present
RBC Royal Bank  October 2011 - December 2014
RBC Wealth Management   August 2009 - October 2011
RBC  February 2002 - July 2009
RBC  January 2001 - February 2002
RBC  June 1997 - December 2000

Skills
Mortgage Lending, Wealth Management, Building Relationships, Collaborative Leadership, Partnering, Banking, Residential Mortgages, Investment Strategies, Retirement Planning, Mutual Funds, Credit, Investment Advisory, Strategic Financial..., Financial Services, Relationship Management, Retail Banking, Financial Advisory, Portfolio Management, Commercial Banking, Loans, Wealth, Credit Analysis, Wealth Management..., Commercial Lending, Financial Planning, Investments, Management

Education
Concordia University

VCCHS

Nathalie Wong Kee Song Nathalie Wong Kee Song Montreal, Canada Area Details
Nathalie Wong Kee Song's RBC Wealth Management Experience August 2008 - July 2012
Job Wealth Management Advisor and Financial Planner
Industry Financial Services
Experience
Independent  January 2015 - Present
LA FINANCIERE DES PROFESSIONNELS   February 2013 - December 2014
National Bank of Canada  June 2012 - March 2013
RBC FINANCIAL PLANNING  August 2008 - July 2012
RBC Wealth Management   August 2008 - July 2012
CIBC Imperial Services   August 2002 - August 2008
BERKSHIRE INVESTMENT GROUP  May 2001 - August 2002
Investors Group  January 1999 - May 2001
RBC Dominion Securities  March 1997 - January 1999
RBC  July 1992 - March 1997

Skills
Storn Hability and..., Great Communication..., Great and Easy learning..., Organized Multi-tasker, Problem Solving, Social Networking, Sociability, Direct Sales, Financial Analysis, Strategic Financial..., Competitive Analysis, Computer Science, Banking, Estate Planning, Retirement Planning, Risk Management, Customer Satisfaction, Financial Planning, Financial Planners, Easy, Investments, Securities, Finance, Retirement, Wealth Management, Financial Advisory

Education
Universite laval
IQPF, Banking, Corporate, Finance, and Securities Law

CSI
Canadian securities, Finance, General

Concordia University   1992 — 1995
BACHELOR OF COMMERCE, MAJOR IN MIS AND MAJOR IN FINANCE

Concordia University   1992 — 1995
Bachelor's degree, Management Information Systems, General

Institute of Canadian bankers
Conduct and practice handbook, Finance, General

JOHN ABBOTT COLLEGE   1990 — 1992
Bachelor of Commerce (B.Com.), commerce

Evelina Sodt Evelina Sodt Greater New York City Area Details
Evelina Sodt's RBC Wealth Management Experience 1996 - February 2002
Job
Industry Public Relations and Communications
Experience
Certified Audit of Circulations   February 2002 - June 2013
RBC Wealth Management   1996 - February 2002
First Interregional Investment Bankers   1995 - 1996

Skills
Advertising, Online Advertising, Direct Marketing, Digital Media, Social Media Marketing, CRM, Marketing Strategy, Customer Service, Project Planning, Sales Management, Online Marketing, Email Marketing, Marketing, SEO, Digital Marketing, Lead Generation, SEM, Social Media, PPC, Marketing Communications, Mobile Marketing, Publishing, Direct Mail, Advertising Sales, Sales, Market Research, Strategic Partnerships, Digital Strategy, Media Planning, B2B Marketing, Media Buying, Market Planning, Google Adwords, Customer Acquisition, Web Analytics, Business Development, Integrated Marketing, Technical Writing

Education
Rutgers, The State University of New Jersey-New Brunswick   1991 — 1995
BA, Dean's List

Cornell University

Eric Latalladi Eric Latalladi Raleigh-Durham, North Carolina Area Details
Eric Latalladi's RBC Wealth Management Experience May 2006 - September 2008
Job Senior Vice President, Engineering at MetLife
Industry Insurance
Experience
MetLife  March 2013 - Present
MetLife  October 2012 - February 2013
RBC  December 2010 - August 2012
RBC  September 2008 - December 2010
WSTA   January 2006 - September 2010
Wall Street Technology Association (WSTA)   2006 - January 2010
RBC Wealth Management   May 2006 - September 2008
J.B. Hanauer & Co.   May 2000 - May 2006
GMAC Commercial Finance  1998 - 2000
Fortified Network Solutions   January 1996 - January 1998

Skills
Strategic Planning, IT Strategy, Vendor Management, Project Management, Change Management, Strategy, ITIL, Risk Management, Business Analysis, Team Leadership, Management, IT Management, Data Center, Process Improvement, Team Management, Program Management, Analysis, Leadership, PMO, Governance, Integration, Security, Business Intelligence, Project Planning, Project Portfolio..., Telecommunications, Team Building, Software Project..., SDLC, PMP, Networking, Enterprise Architecture, Information Technology, Disaster Recovery, Outsourcing, Software Development, Information Security, Troubleshooting, Enterprise Software, Cloud Computing

Education
The University of Western Ontario - Richard Ivey School of Business
MBA, Masters, Business Administration

Champlain College
Information Security

Steve Dimino, PPC™ Steve Dimino, PPC™ Greater New York City Area Details
Steve Dimino, PPC™'s RBC Wealth Management Experience December 2013 - Present
Job Vice President, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2013 - Present
Morgan Stanley  February 2008 - December 2013
Citi SmithBarney  2000 - 2008

Skills
Investments, Retirement, 401k, Pensions, Wealth Management, Small Business, Series 7, Mutual Funds, Wealth, Strategic Planning, Retirement Planning, Investment Advisory, Financial Planning, Estate Planning, Portfolio Management, Investment Products, Retirement Income..., Asset Management, Strategic Financial..., Asset Allocation, Fixed Annuities, Financial Services, Financial Advisory, Finance, Investment Strategies, Equities, Management, Fixed Income

Education
City University of New York-College of Staten Island

New Dorp High School

Jessica Beinlich Jessica Beinlich Minneapolis, Minnesota Details
Jessica Beinlich's RBC Wealth Management Experience May 2013 - Present
Job Advisory Research Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2013 - Present
RBC Wealth Management   April 2012 - April 2013
RBC Wealth Management   August 2008 - April 2012

Education
Colorado College   2004 — 2008
Bachelor of Arts (B.A.), Economics

Brandon Haase Brandon Haase Albany, New York Area Details
Brandon Haase's RBC Wealth Management Experience May 2009 - Present
Job Associate Vice President – Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2009 - Present
Smith Barney  November 2004 - May 2009
The Brickman Group  June 1998 - October 2004

Education
State University of New York College of Agriculture and Technology at Cobleskill   1996 — 1998
BT, Landscape Development

Colorado State University   1992 — 1994

Bill Reece, AAMS, AWM Bill Reece, AAMS, AWM Greater Seattle Area Details
Bill Reece, AAMS, AWM's RBC Wealth Management Experience December 2008 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2008 - Present
UBS Financial Services  November 2006 - December 2008
Ed Jones   December 2003 - December 2006
AirFiber Inc.   December 2001 - December 2003
Rockwell Collins  December 1997 - December 2000
US Navy  December 1987 - December 1997

Education
Chapman University

New Mexico State University

Carla Carey Carla Carey Miami/Fort Lauderdale Area Details
Carla Carey's RBC Wealth Management Experience June 2002 - May 2008
Job Financial Director at Blue Planet Group
Industry Hospital & Health Care
Experience
Blue Planet Group   March 2015 - Present
BDC Advisors, LLC  September 2011 - March 2015
Gibraltar Private Bank & Trust  June 2008 - August 2011
RBC Wealth Management   June 2002 - May 2008
PricewaterhouseCoopers  February 2000 - May 2002

Skills
Sarbanes-Oxley Act, Financial Analysis, Financial Reporting, Enterprise Risk..., Microsoft Excel, Cash Management, Strategic Financial..., Due Diligence, Risk Management, Banking, Budgets, Investments, Wealth Management, Internal Audit, Mergers & Acquisitions, Financial Modeling, Finance, Managerial Finance, Internal Controls, Accounting, Auditing, Leadership, Financial Planning

Education
Christopher Newport University   1998 — 2000
BS, Accounting

Colin Penitsch Colin Penitsch Redmond, Washington Details
Colin Penitsch's RBC Wealth Management Experience June 2010 - September 2010
Job Royalty Accountant at RealNetworks
Industry Computer Software
Experience
RealNetworks, Inc.   December 2012 - Present
Edward Jones  July 2011 - August 2012
RBC Wealth Management   June 2010 - September 2010

Education
Central Washington University   2008 — 2012
Bachelor of Science (BS), Finance, General

Nicholas Zinter Nicholas Zinter Buffalo, New York Details
Nicholas Zinter's RBC Wealth Management Experience September 2012 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2012 - Present

Education
College of the Holy Cross   2001 — 2005
Bachelor's degree, Psychology

Justin Harnett Justin Harnett New York, New York Details
Justin Harnett's RBC Wealth Management Experience January 2011 - May 2011
Job Private Bank Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   April 2014 - Present
PURE Group of Insurance Companies  June 2012 - April 2014
RBC Wealth Management   January 2011 - May 2011
Millie's   June 2010 - September 2010

Skills
Economics, Analysis, Market Research, Databases, PowerPoint, Microsoft Excel, Microsoft Office, Equities, Investments, Strategic Planning

Education
Trinity College-Hartford   2008 — 2012
BA, Economics

Choate Rosemary Hall   2007 — 2008
Post Graduate

Thayer Academy   2003 — 2007

Jaime A. Lugo Jaime A. Lugo Minneapolis, Minnesota Details
Jaime A. Lugo's RBC Wealth Management Experience February 2005 - October 2008
Job Experienced Industry Analyst at law firm Dorsey & Whitney LLP, specializing in the Food, Energy and Mining Industries
Industry Legal Services
Experience
Dorsey & Whitney LLP  November 2014 - Present
Strategic Marketing Consulting Services   March 2013 - November 2014
Best Buy  August 2012 - March 2013
SUPERVALU  January 2011 - July 2012
SUPERVALU  December 2008 - February 2011
RBC Wealth Management   February 2005 - October 2008
Pacioli Companies  April 2004 - February 2005
GfK Custom Research  September 2003 - February 2004
MarketTools  2001 - 2004
Dakota Worldwide Corporation   March 1998 - January 2001

Skills
Marketing Research, Business Strategy, Demographics, Market Research, Segmentation, Competitive Intelligence, Competitive Strategy, Customer Insight, Competitive Analysis, Strategic Planning, Analytics, Integrated Marketing, Marketing, Data Analysis, Strategy, Brand Management, CRM, Analysis, Online Marketing, Business Intelligence, Management, Pricing, Product Development, Advertising, Marketing Strategy, Multi-channel Marketing, Retail, Market Analysis, Social Media

Education
University of Minnesota - Carlson School of Management   2005 — 2009
MBA, Marketing / Market Research

University of Minnesota-Twin Cities   1994 — 1996
PhD Coursework, Geography

City University of New York-Hunter College   1992 — 1994
MA, Geography

University of Connecticut   1987 — 1991
BA, Geography

DeHaven Becker, CFP®, MBA DeHaven Becker, CFP®, MBA Fort Collins, Colorado Area Details
DeHaven Becker, CFP®, MBA's RBC Wealth Management Experience January 2008 - Present
Job CFP® First Vice President Financial Advisor Consulting Group Director's Council
Industry Financial Services
Experience
RBC Wealth Management   January 2008 - Present
Automatic Data Processing (ADP)   January 2004 - January 2008
Lawrence Livermore National Laboratory  2002 - 2004
Sandia National Laboratories  2000 - 2002
Colorado State University  1997 - 2000

Skills
Investments, Estate Planning, Retirement Planning, Certified Financial..., Personal Financial..., Wealth Management, Insurance, Annuities, Life Insurance, Stocks, ETFs, Securities, Trusts, Mutual Funds, Long Term Care Insurance, IRAs, Portfolio Management, 401k Rollovers, Asset Allocation, Asset Managment, Series 7, Series 66, Series 63, High Net Worth..., Investment Strategies, Investment Advisory..., Fixed Income, Financial Modeling, Strategic Financial..., Stock Options, Separately Managed..., Economics, Municipal Bonds, Stock Market Analysis, MLPs, Managed Futures, Commodity Markets, Portfolio Reviews, Legacy Planning, Charatable Gift Planning, Savings, College Education..., Taxes, Financial Advisory, Bonds, Investor Education, Wealth Accumulation..., Retirement Income, Dividends, Interest Rates

Education
University of New Mexico   2001 — 2003
Masters in Business Administration (MBA), Business Management and Business Computing

Colorado State University   1997 — 2000
B.S. In Business Administration, Business Management and Business Computing

Sarah Delaney, MBC Sarah Delaney, MBC Greater Minneapolis-St. Paul Area Details
Sarah Delaney, MBC's RBC Wealth Management Experience December 2005 - October 2008
Job Marketing Communication and Brand Manager at Lindquist & Vennum LLP
Industry Public Relations and Communications
Experience
Lindquist & Vennum  February 2013 - Present
Faegre Baker Daniels LLP  February 2011 - February 2013
Archway Marketing Services  January 2011 - March 2011
Arizant Healthcare  March 2009 - February 2010
RBC Wealth Management   December 2005 - October 2008
Advanced Benefits Solutions, LLC   October 2003 - December 2005
MGI Pharma, Inc  October 1999 - October 2003
Burns Security (SIMS Security)   September 1998 - May 1999
CATHOLIC DIGEST   June 1998 - August 1998
KCAU-TV  June 1997 - August 1997

Skills
Marketing Communications, Media Relations, Social Media, Corporate Communications, Marketing Strategy, Internal Communications, Strategic Planning, Public Relations, Marketing, Editing, Strategic Communications, Event Planning, Press Releases, Advertising, Project Management, Public Speaking, Web Content Management, Reputation Management, Event Management, Blogging, Speech Writing, Crisis Communications, Communications Planning, Leadership, Business Development, Social Networking, Content Management, Digital Marketing, Mergers & Acquisitions, Brand Management, Social Media Marketing, Online Marketing, Budgets, Strategy, Creative Writing, Nonprofits, Integrated Marketing, Fundraising, Marketing Management, Proposal Writing, Email Marketing, Sponsorship, Direct Marketing, Legal Marketing, Market Research, Brand Development, Management, Corporate Branding, Copywriting, Newsletters

Education
University of St. Thomas   2002 — 2009
Master, Business Communication

College of St. Benedict   1994 — 1998
B.A, Communication, Theology

St. John's University

Lisa Lo Lisa Lo Greater Denver Area Details
Lisa Lo's RBC Wealth Management Experience May 2000 - Present
Job Financial Advisor at RBC Capital Markets
Industry Investment Management
Experience
RBC Wealth Management   May 2000 - Present

Education
Colorado Christian University

Randy R. Price, CFP®, CIMA®, CIMC® Randy R. Price, CFP®, CIMA®, CIMC® Houston, Texas Details
Randy R. Price, CFP®, CIMA®, CIMC®'s RBC Wealth Management Experience September 1999 - Present
Job Managing Director Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 1999 - Present
Smith Barney  1987 - 1999
Kanaly Trust, LTA  1981 - 1987

Education
University of Pennsylvania - The Wharton School   1990 — 1990
Certified Investment Management Analyst (CIMA®) Designation

College for Financial Planning   1985 — 1986
CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

University of Tennessee-Knoxville   1978 — 1980
Master of Business Administration (MBA), Banking and Finance

University of Tennessee-Knoxville   1974 — 1978
Bachelor of Business Administration (B.B.A.)

Jason Altieri Jason Altieri Indianapolis, Indiana Area Details
Jason Altieri's RBC Wealth Management Experience June 2010 - August 2010
Job Actuarial Student at Milliman
Industry Banking
Experience
Milliman  March 2014 - Present
FDIC  July 2012 - March 2014
HealthNow New York Inc.  January 2012 - May 2012
Temp-Press   May 2008 - August 2011
Clarkson University  November 2009 - March 2011
RBC Wealth Management   June 2010 - August 2010
Xerox  November 2005 - August 2007

Skills
SAS Programming, Microsoft SQL Server, Financial Modeling, Microsoft Excel, Risk Management, VBA, Python, Stata, Microsoft Office, Matlab, Linux, ArcGIS, SAP, Eviews, Financial Analysis, Data Modeling, Computer Programming, Image Accounting

Education
SUNY at Buffalo   2011 — 2012
Masters, Financial Engineering, 3.9

Clarkson University   2007 — 2011
Bachelors of Science, Financial Information and Analysis, 3.87

John Nuber, CFA John Nuber, CFA Watertown, New York Details
John Nuber, CFA's RBC Wealth Management Experience November 2011 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2011 - Present
Lincoln Investment Planning Inc  April 2010 - September 2011
Quest Patent Research Corporation   December 2007 - March 2010
Assent LLC  January 2003 - November 2007

Education
Colgate University   1998 — 2002
BA, Economics/Political Science

Ceci Recalde Ceci Recalde New York, New York Details
Ceci Recalde's RBC Wealth Management Experience March 2015 - Present
Job Credit Associate at RBC
Industry Banking
Experience
RBC Wealth Management   March 2015 - Present
RBC Wealth Management   June 2014 - March 2015
San Jose Day Nursery & Sacred Heart Residence   November 2011 - June 2014
ALM  June 2010 - August 2011
Incisive Media  February 2006 - June 2010
The Container Store  2003 - 2006
Sove New York   January 1999 - May 2003
Bank of Boston int'l.   March 1987 - June 1998

Skills
Business Development, Sales Operations, Sales, Team Building, B2B, Account Management, Sales Management, Customer Service, Management, Marketing, Sales Process, New Business Development, Training, Email Marketing, Sales Presentations, Recruiting, Salesforce.com, Customer Retention, Contract Negotiation, Entrepreneurship, CRM, Negotiation, Strategic Planning, Customer Relations, Wealth Management, Private Banking

Education
City University of New York City College   2006 — 2014
Bachelor's Degree, Communication and Media Studies

Andrew Covell Andrew Covell New York, New York Details
Andrew Covell's RBC Wealth Management Experience April 2013 - October 2014
Job MBA Candidate & Support Engineer at Collibra
Industry Computer Software
Experience
Collibra  October 2014 - Present
RBC Wealth Management   April 2013 - October 2014
Prosetta Corporation  September 2010 - March 2013
UnitedHealth Group  July 2009 - July 2010
SAS  September 2008 - March 2009

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Data Analysis, Database Consulting, Information Technology, Information Technology..., SQL, Research, Time Management

Education
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)

Colgate University   2004 — 2008
Bachelor of Science (B.S.), Computer Science

Dwight-Englewood School   1998 — 2004
High School

Prescott Wing Prescott Wing Foxboro, Massachusetts Details
Prescott Wing's RBC Wealth Management Experience June 2012 - August 2013
Job Student at Centre College
Industry Financial Services
Experience
RBC Wealth Management   June 2012 - August 2013

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

Education
Centre College   2010 — 2015
Bachelor of Science (B.S.), Financial Economics

Clifford Mahto, MA, MBA Clifford Mahto, MA, MBA Greater Minneapolis-St. Paul Area Details
Clifford Mahto, MA, MBA's RBC Wealth Management Experience December 2002 - July 2008
Job Prime Brokerage Operations at Wells Fargo
Industry Financial Services
Experience
Herzing University  January 2014 - Present
Wells Fargo  December 2013 - Present
Concordia University  July 2013 - Present
Columbia Management  February 2013 - October 2013
National American University  January 2013 - April 2013
.   October 2010 - May 2012
CDI  October 2011 - January 2012
US Bank  2009 - 2010
RBC Wealth Management   December 2002 - July 2008
UFSC   2005 - 2007

Skills
Team Building, Project Management, Change Management, Customer Service, Coaching, Leadership, Strategic Planning, Process Improvement, Recruiting, Management, Budgets, CRM, Employee Engagement, Finance, Human Resources, Management Consulting, New Business Development, Nonprofits, Program Management, Project Planning, Public Speaking, Sales, Strategy, Training, Vendor Management

Education
Concordia University-St. Paul   2011 — 2012
Master of Business Administration (M.B.A.), Business Administration

Concordia University-St. Paul   2011 — 2012
Certificate, Human Resources Management

FINRA   2011 — 2011
FINRA Series 66

FINRA   2010 — 2010
FINRA Series 24

FINRA   2009 — 2009
FINRA Series 7

Concordia University-St. Paul   1999 — 2001
Master of Arts, Organizational Management

Metropolitan State University   1994 — 1998
Bachelor of Arts, Philosophy

University of Phoenix

Doug Gullickson Doug Gullickson Greater Minneapolis-St. Paul Area Details
Doug Gullickson's RBC Wealth Management Experience October 2012 - December 2013
Job IT Capability Manager at Allianz Life
Industry Retail
Experience
Allianz Life  October 2014 - Present
Allianz Life  January 2014 - October 2014
RBC Wealth Management   October 2012 - December 2013
Digineer  January 2012 - October 2012
Target  February 2010 - January 2012
Waddell & Reed  October 2008 - January 2010
Wells Fargo  February 2006 - July 2008
Wells Fargo  May 2004 - February 2006
Fidelity National Information Services  January 2000 - August 2003
Merrill Corporation  May 1997 - January 2000

Skills
Business Analysis, Product Management, Analysis, Project Management, Program Management, Strategy, Risk Management, Leadership, Team Building, Strategic Planning, Management, Quality Assurance, Operations Management

Education
Colorado State University   1985 — 1987
MS, Management Information Systems

The University of South Dakota   1976 — 1980
BS, Business Administration

Dan Munter Dan Munter Greater Los Angeles Area Details
Dan Munter's RBC Wealth Management Experience November 1993 - Present
Job Senior VP at RBC Dain Rauscher
Industry Financial Services
Experience
RBC Wealth Management   November 1993 - Present

Education
Cornell University   1973 — 1975

Dustin Aamodt Dustin Aamodt Greater Minneapolis-St. Paul Area Details
Dustin Aamodt's RBC Wealth Management Experience April 2014 - Present
Job Manager, Billing and Reporting at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2014 - Present
RBC Wealth Management   March 2013 - March 2014
RBC Wealth Management   April 2010 - February 2013
RBC Wealth Management   January 2007 - April 2010

Skills
Series 7, Financial Services

Education
Concordia College   2000 — 2004
Bachelor of Arts (B.A.), Business

Chris Koppelman, CFA, CAIA Chris Koppelman, CFA, CAIA Greater Minneapolis-St. Paul Area Details
Chris Koppelman, CFA, CAIA's RBC Wealth Management Experience October 2001 - Present
Job Alternative Investments Research Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2001 - Present

Education
Concordia College   1996 — 2000

Michael Albrecht, CFA Michael Albrecht, CFA Greater New York City Area Details
Michael Albrecht, CFA's RBC Wealth Management Experience February 1997 - January 2000
Job Managing Director at Ridgewood Private Equity Partners
Industry Investment Management
Experience
Ridgewood Private Equity Partners   September 2014 - Present
Allstate Investments, LLC  April 2014 - September 2014
Allstate Investments, LLC  May 2012 - April 2014
JPMorgan Asset Management  January 2007 - May 2012
Altrinsic Global Advisors  July 2005 - December 2006
Goldman Sachs  2004 - 2004
Citigroup Investment Research  January 2000 - August 2003
RBC Wealth Management   February 1997 - January 2000

Skills
Private Equity, Asset Managment, Portfolio Management, Due Diligence, Equity Research, Alternative Investments, Investment Strategies, Hedge Funds, Financial Modeling, Mutual Funds, Investment Management, Investments, Asset Management, Equities, Valuation, Project Finance, Strategy

Education
Cornell University - Johnson Graduate School of Management
MBA, Asset Management, Finance

Stockton University
B.S., Finance and Economics

Alessio Muscara Alessio Muscara Greater New York City Area Details
Alessio Muscara's RBC Wealth Management Experience 2002 - 2004
Job Fixed Income Portfolio Manager at BlackRock
Industry Financial Services
Experience
BlackRock  September 2004 - Present
BlackRock  June 2006 - July 2010
Merrill Lynch Investment Managers  September 2004 - June 2006
RBC Wealth Management   2002 - 2004

Skills
Portfolio Management, Fixed Income, Investments, Bonds, Portfolios, Trading, Asset Management, Investment Strategies, Asset Allocation, Currency, Bloomberg, Separately Managed..., Series 7, Foreign Languages

Education
Columbia University - School of International and Public Affairs   2004 — 2006
MPA, International Economics and Policies

Seton Hall University   2001 — 2002
BS, Finance

Lawrence Fann Lawrence Fann Phoenix, Arizona Area Details
Lawrence Fann's RBC Wealth Management Experience June 1999 - Present
Job Accredited Wealth Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 1999 - Present

Education
Columbia University in the City of New York   1980 — 1984

Justin Kensinger Justin Kensinger Cedar Rapids, Iowa Area Details
Justin Kensinger's RBC Wealth Management Experience October 2007 - December 2012
Job Vice President at Kensinger & Co. LLC
Industry Financial Services
Experience
Kensinger & Co. LLC   December 2012 - Present
RBC Wealth Management   October 2007 - December 2012
Cottingham & Butler  September 2004 - October 2007
International Marine Underwriters  February 2002 - September 2004

Skills
Insurance, Property & Casualty..., Underwriting, Risk Management, New Business Development, Brokers, Commercial Insurance, Account Management, Sales, Analysis, Sales Management, Cold Calling, Leadership, Customer Service, Process Improvement, Retirement Planning, Investments

Education
Coe College   1997 — 2001
BA, Business & Economics

Marion Highschool

Edward Berry Edward Berry Montreal, Canada Area Details
Edward Berry's RBC Wealth Management Experience June 2004 - September 2005
Job Portfolio Manager
Industry Capital Markets
Experience
TD Waterhouse Private Investment Counsel   October 2005 - Present
RBC Wealth Management   June 2004 - September 2005

Education
Concordia University
Bachelor of Commerce (B.Com.), Finance

Kimberly Coffield (Feilen) Kimberly Coffield (Feilen) Greater Minneapolis-St. Paul Area Details
Kimberly Coffield (Feilen)'s RBC Wealth Management Experience 2015 - Present
Job Art Director
Industry Graphic Design
Experience
RBC Wealth Management   2015 - Present
Coffield Design   July 2012 - Present
Stella & Dot  January 2011 - Present
Ameriprise Financial Services, Inc.   September 2008 - Present
HealthEast  September 2005 - September 2008
Children's Home Society & Family Services   July 2004 - September 2005
ACA International  June 2000 - July 2004
ACA International  June 2000 - July 2004
Sable Advertising   October 1997 - December 1997

Skills
Art Direction, Photo Art Direction, Graphic Design, Adobe Creative Suite, Logo Design, Brochures, Layout, Photography, Corporate Branding, Marketing

Education
Concordia College   1993 — 1997
BA, Art & Communications (emphasis on Graphic Design & Advertising)

Patrick Swesey, AWM Patrick Swesey, AWM United States Details
Patrick Swesey, AWM's RBC Wealth Management Experience September 1999 - Present
Job First Vice President – Branch Director, Financial Advisor, International, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 1999 - Present
Merrill Lynch  May 1990 - September 1999

Education
Colorado State University   1973 — 1978

Leonard Palmer Leonard Palmer Greater New York City Area Details
Leonard Palmer's RBC Wealth Management Experience June 2010 - Present
Job Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2010 - Present
JP Morgan  June 2008 - March 2011

Education
Cornell University
BS, Business Management

Cornell University

Janice Breen Janice Breen Greater Seattle Area Details
Janice Breen's RBC Wealth Management Experience 1998 - 2004
Job PMP | CSM | JD | MPA
Industry Internet
Experience
McGraw-Hill Education - Digital Platform Group   2004 - 2015
RBC Wealth Management   1998 - 2004
American Planning Association - Land Use Law & Zoning Practice Digest   1998 - 2000
Hickey, Driscoll, Kurfirst, Patterson & Melia   1996 - 1997
Jenner & Block  1995 - 1996

Skills
Project Management, Strategic Partnerships, Strategic Planning, Leadership, Program Management, Vendor Management, Public Administration, Agile & Waterfall..., Agile Project Management, Scrum, Content Management, Agile Methodologies, Content Development, Academic Publishing, E-Learning, Publishing, Online Publishing, Educational Technology, Instructional Design, Textbooks, Ebooks, Editing, HTML, Multimedia, Software Development, Software Project..., JIRA, Management, Microsoft Office, User Experience, Public Speaking, Team Leadership, Training, Strategy, Project Planning

Education
Case Western Reserve University
Bachelor of Arts (B.A.), Psychology

Cleveland State University - Cleveland-Marshall College of Law
JD MPA

Jan Knudtson Jan Knudtson Greater Minneapolis-St. Paul Area Details
Jan Knudtson's RBC Wealth Management Experience May 2008 - August 2009
Job Seeking Paralegal opportunities
Industry Legal Services
Experience
Charles University in Prague  February 2015 - June 2015
CPA Global  January 2014 - January 2015
Barnes & Thornburg LLP  August 2012 - December 2013
Graco  July 2012 - August 2012
Imation  January 2012 - April 2012
Wells Fargo Insurance, Inc.   July 2011 - October 2011
Charles University in Prague  September 2009 - June 2010
RBC Wealth Management   May 2008 - August 2009
Thompson, Coe, Cousins & Irons L.L.P.   November 2004 - March 2008
3M  November 2003 - October 2004

Skills
Litigation, Analysis, Patents, Customer Relations, Problem Solving, Communication, Organization, Microsoft Office, Patent Prosecution, Czech Language, Multicultural, Trademarks, Marketing, Proofreading, Excel, Word, Adobe Acrobat, Microsoft PowerPoint, Westlaw, Access, LexisNexis, Intellectual Property, Litigation Support, Contracts, Non-disclosure...

Education
Charles University in Prague
Czech Language

Charles University in Prague   2009 — 2010
Czech Language

Minnesota State University Moorhead (MSUM)   1999 — 2002
BS, Paralegal Studies

Jaime A. Torres Jr. Jaime A. Torres Jr. United States Details
Jaime A. Torres Jr.'s RBC Wealth Management Experience July 2014 - August 2015
Job Investment Advisory, Sales and Relationship Management
Industry Investment Management
Experience
RBC Wealth Management   July 2014 - August 2015
J.P. Morgan   October 2013 - July 2014
Deutsche Bank  July 2007 - November 2012
Salomon Smith Barney  February 2001 - July 2007
Ziff-Davis Publishing  1997 - 1999

Skills
Capital Markets, Fixed Income, Structured Products, Derivatives, Equities, Investment Banking, Bloomberg, FX Options, Hedge Funds, Portfolio Management, Series 7, Alternative Investments, Wealth Management, Banking, Private Banking, Emerging Markets, Asset Managment, Financial Modeling, Investments, Financial Markets, Asset Management, Bonds, Electronic Trading, Equity Derivatives, Investment Management, Investment Strategies, Securities, Trading, Trading Systems

Education
College of the Atlantic
Bachelor of Arts (B.A.), Human Ecology

Beth Fabel Beth Fabel Greater Minneapolis-St. Paul Area Details
Beth Fabel's RBC Wealth Management Experience April 2014 - Present
Job Manager of Finance at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2014 - Present
Prudential Financial  October 2008 - April 2014
Prudential Financial  July 1996 - October 2008
Prudential Financial  August 1993 - July 1996
Murray State Univeristy   July 1991 - May 1993

Skills
Insurance, Business Process..., Team Leadership, Project Management, Risk Management, Financial Services, Process Improvement, Business Analysis, Change Management, Budgets, Business Continuity..., Public Speaking, Leadership, Management, Performance Management, PMP, Financial Analysis, Analysis, Finance

Education
University of St. Thomas   1995 — 1997
MBA, Management

Concordia College   1987 — 1991
BA, Economics, French

The George Washington University
Certificate of Project Management, Project Management

Karla Lema Karla Lema New York, New York Details
Karla Lema's RBC Wealth Management Experience January 2002 - September 2005
Job More to come at RDL Wealth Management LLC
Industry Financial Services
Experience
RDL Wealth Management LLC   May 2015 - Present
UBS Financial Services, Inc.   September 2005 - May 2015
RBC Wealth Management   January 2002 - September 2005
Tucker Anthony  1999 - 2001

Education
Columbia University in the City of New York   1989 — 1993
BA, Sociology

Miss Porter's School   1985 — 1989

Fred Redling Fred Redling Greater Seattle Area Details
Fred Redling's RBC Wealth Management Experience July 2007 - Present
Job Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2007 - Present
Helping Build Wealth   June 2006 - June 2007
United States Navy  May 1987 - June 2006

Education
City University of Seattle   2007 — 2008
Graduate Certificate, Personal Financial Planning

United States Naval Academy   1984 — 1987
Bachelor of Science, Physical Science

Corneil, George Corneil, George Toronto, Canada Area Details
Corneil, George's RBC Wealth Management Experience February 1998 - Present
Job National VP/Director RBC Wealth Management
Industry Capital Markets
Experience
RBC - Wealth Management  February 1998 - Present
ConAgra Foods ( Canada Malting )   March 1992 - December 1997
Conagra/Maple Leaf Mills Flour Milling   November 1987 - February 1992
Refco Futures   July 1986 - October 1987
ADM  September 1979 - July 1986
Maple Leaf Monarch Company (Unilever/Maple Leaf Mills JV)   September 1978 - February 1979

Education
Cornell University   1974 — 1978
BS, Applied Economics/Business Mgmt

Alan Kovit Alan Kovit Miami/Fort Lauderdale Area Details
Alan Kovit's RBC Wealth Management Experience October 2014 - Present
Job Complex Operations Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present

Skills
AML, Equities, FINRA, Financial Services, Fixed Income, Hedge Funds, Investments, Management, Microsoft Office, Mutual Funds, Securities, Series 7, Derivatives, Anti Money Laundering, Banking, Capital Markets

Education
City University of New York City College

City University of New York City College

Kevin Carey Kevin Carey New York, New York Details
Kevin Carey's RBC Wealth Management Experience December 2009 - June 2010
Job Financial Analyst at North ShoreLIJ Health System
Industry Hospital & Health Care
Experience
North Shore-LIJ Health System  June 2014 - Present
ZocDoc  September 2013 - June 2014
Sidoti & Company, LLC   July 2010 - September 2013
RBC Wealth Management   December 2009 - June 2010

Education
Cornell University   2005 — 2009
B.S, Policy Analysis and Management

Jim Yager Jim Yager Avon, Colorado Details
Jim Yager's RBC Wealth Management Experience May 2014 - Present
Job Vice President, Cross Border Planning at RBC Wealth Management
Industry Accounting
Experience
RBC Wealth Management   May 2014 - Present
KPMG LLP  July 1994 - September 2013
Arthur Andersen  July 1993 - July 1995
KPMG US  August 1991 - July 1993
KPMG Hong Kong   January 1985 - August 1991
Peat Marwick Mitchell & Co  December 1978 - January 1985

Skills
Expatriate Tax, Expatriate Management, International Tax, Tax Controversy, Tax Compliance, US Tax, Canadian tax, estate and trust tax, Tax, Auditing, IFRS, High Net Worth..., Income Tax, Tax Accounting, Canadian Tax, Tax Advisory, Corporate Tax, Tax Law, Estate Law, US GAAP, Financial Structuring, Trust, Investments, Mergers & Acquisitions, Trusts

Education
Florida International University   1977 — 1980
MS, Taxation

University of Iowa   1973 — 1976
MBA, Finance

Cornell College   1969 — 1973
BA, Economics

Angie Fratipietro Angie Fratipietro Montreal, Canada Area Details
Angie Fratipietro's RBC Wealth Management Experience January 2000 - September 2002
Job Financial Security Advisor at CCR Financial Services
Industry Investment Management
Experience
CCR Financial Services   September 2011 - Present
Manulife Financial  September 2008 - September 2011
RBC Wealth Management   January 2000 - September 2002

Skills
Mutual Funds, Investments, Insurance, Securities, Financial Analysis, Risk Management, Financial Services, Equities, Life Insurance

Education
Concordia University
Finance, General

Vamshi Mukund Ramayanam Vamshi Mukund Ramayanam Minneapolis, Minnesota Details
Vamshi Mukund Ramayanam's RBC Wealth Management Experience January 2012 - Present
Job IGATE Contractor at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   January 2012 - Present
Union Bank  November 2011 - January 2012
Altria  February 2011 - November 2011
iGATE Global Solutions  July 2006 - April 2011
RBC Bank  May 2010 - August 2010
RBC Bank  August 2009 - November 2009

Skills
DB2, SQL, Software Development, COBOL, SDLC, Agile Methodologies, Requirements Analysis, Business Process Testing, Unix, Management

Education
Chaitanya Bharathi Institute Of Technology   2002 — 2006
Bachelor of Engineering (B.E.), Computer Science

Osmania University   2002 — 2006
BE, Computer Science

Robert Duncan, CFA Robert Duncan, CFA Toronto, Canada Area Details
Robert Duncan, CFA's RBC Wealth Management Experience August 2011 - April 2013
Job Business Development Blackrock
Industry Investment Management
Experience
Blackrock / iShares Canada   May 2013 - Present
RBC Wealth Management   August 2011 - April 2013
BMO Financial Group  September 2009 - August 2011
Swifttrade  April 2009 - August 2009

Skills
CSC, CPH, Chartered Financial..., Mutual Funds, Investments, Investment Strategies, Equities, Capital Markets, Asset Allocation, Business Development, CRM, ETFs, Fixed Income, Wealth Management, Asset Management, Portfolio Management, Bloomberg, Investment Management

Education
Concordia University   2003 — 2008
B.A., Economics

Murray Shapiro Murray Shapiro Toronto, Canada Area Details
Murray Shapiro's RBC Wealth Management Experience 2008 - Present
Job Vice President, High Net Worth Planning Services at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   2008 - Present
RBC Global Private Banking   October 1994 - March 2008

Skills
international planning, wealth planning

Education
York University - Osgoode Hall Law School   1983 — 1986
LL.B., Law

Concordia University   1980 — 1983
Bachelor of Arts, Philosophy

Lee Sandler Lee Sandler Toronto, Canada Area Details
Lee Sandler's RBC Wealth Management Experience 2013 - Present
Job Freelance Photographer at Rogers Communications
Industry Photography
Experience
Rogers Communications  November 2013 - Present
RBC Wealth Management   2013 - Present

Skills
Documentaries, Film Production, Video Production, Film, Social Media, Photography, Video, Photoshop, Social Networking, Advertising, Online Advertising, Digital Marketing, Marketing, Customer Service, Creative Direction

Education
Concordia University

Wade Myatt, CRPC® Wade Myatt, CRPC® Bryan/College Station, Texas Area Details
Wade Myatt, CRPC®'s RBC Wealth Management Experience March 1997 - October 2012
Job CRPC®, Vice President, Senior Financial Advisor with Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management  November 2012 - Present
The Texas Twisters   December 1987 - Present
RBC Wealth Management   March 1997 - October 2012

Skills
Retirement Planning, Wealth Management, Series 7, Retirement, Mutual Funds, Education, Asset Allocation, Estate Planning, Financial Advisory, Investments, Securities, Strategic Financial..., Life Insurance, Loans, Series 63, 401k, Investment Strategies, Portfolio Management, Long Term Care Insurance, Financial Services, Equities, Mortgage Lending, Wealth, Investment Advisory, Bonds, Fixed Income, Series 65, Alternative Investments, Wealth Management..., Strategic Planning, Asset Management, Public Speaking, Financial Planning, Asset Managment

Education
College for Financial Planning   2014 — 2015
Chartered Retirement Planning Counselor - CRPC®, Financial Planning and Services

Texas A&M University   1987 — 1989
Bachelor of Science (BS), Psychology

leonard palmer leonard palmer Greater New York City Area Details
leonard palmer's RBC Wealth Management Experience June 2010 - Present
Job Director, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2010 - Present
Bear Stearns/JP Morgan  April 2002 - May 2010
Pershing, a BNY Mellon company  1992 - 2002

Education
Cornell University
BS, Business Management

Keysha McClellon, M.A., H.R.M. Keysha McClellon, M.A., H.R.M. Greater Minneapolis-St. Paul Area Details
Keysha McClellon, M.A., H.R.M.'s RBC Wealth Management Experience March 2004 - June 2009
Job Compensation
Industry Human Resources
Experience
TCF Bank  July 2012 - May 2015
MoneyGram International  March 2011 - July 2012
RBC Wealth Management   March 2004 - June 2009
RBC Wealth Management   April 1999 - March 2004

Skills
Human Resources, Employee Benefits, Leadership, Management, Finance, Auditing, Due Diligence, Business Process, AML, New Hire Orientations, Analytical, Planning & Organizing..., Teamwork, OFAC, Anti Money Laundering, Risk Management, Customer Service, Analysis

Education
Concordia University-St. Paul   2013 — 2015
Master's of Arts, Human Resources Management

Concordia University-St. Paul   2009 — 2013
Bachelor of Arts, Organizational Management & Leadership

Aaron Goebel Aaron Goebel Minneapolis, Minnesota Details
Aaron Goebel's RBC Wealth Management Experience January 2011 - Present
Job Team Lead Mutual Fund Trading at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2011 - Present
RBC Wealth Management   May 2010 - January 2011

Education
Concordia College   2005 — 2009
Political Science & Theatre, Political Science and Government

University of London
British Politics, International Business; and Theatre

JIM RODIA JIM RODIA Greater Philadelphia Area Details
JIM RODIA's RBC Wealth Management Experience December 2011 - Present
Job Trust Operations Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2011 - Present
ARAMARK  August 2001 - April 2011
PNC Investments  January 1999 - August 2001
First Union National Bank  January 1986 - August 1999

Skills
Customer Service, Financial Analysis, Accounts Payable, Banking, Human Resources, Microsoft Office, Process Improvement, Training, Management, Budgets, Cash Management, Accounting, Mutual Funds, General Ledger, New Business Development, Financial Reporting, Portfolio Management, Financial Statements, Finance, Time Management, Risk Management, Forecasting, Strategic Financial..., Account Reconciliation, Analysis, Access, Cash Flow, Sarbanes-Oxley Act

Education
Community College of Philadelphia   1974 — 1979
Associates, Business Administration

Andy DeVore Andy DeVore Greater Minneapolis-St. Paul Area Details
Andy DeVore's RBC Wealth Management Experience April 2012 - Present
Job Telecom & Network Support Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   April 2012 - Present
Collegiate Cyber Defense Competition (CCDC)   September 2010 - March 2011
Harding High School  2004 - 2010
Schaffer Fine Art Services   2006 - 2009
Minnesota Museum of American Art  2007 - 2008
Studio On Fire  2007 - 2008
Mall of America Grand Hotel   December 2003 - 2004

Skills
Mac OS X, Linux, Visual Communication, Networking, Strategic Planning, Help Desk Support, XP, Windows, Software Installation, Microsoft Office, Computer Hardware, PowerPoint, Software Documentation, Photography, Troubleshooting, OS X, Virtualization, Windows 7, Servers, Network Security, Security, Computer Security, Network Administration, Operating Systems, Technical Support, Windows XP

Education
Century College   2010 — 2012
AAS, Information Technology

College of Visual Arts   1999 — 2003
B.F.A., Illustration

Gilles Danielle Gilles Danielle New York, New York Details
Gilles Danielle's RBC Wealth Management Experience November 2006 - Present
Job Operations Supervisor at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   November 2006 - Present
RBC Wealth Management   May 2005 - November 2006
RBC Wealth Management   September 1999 - October 2003

Skills
Wealth Management, Banking, Private Banking, Capital Markets, Financial Services, Credit, Fed wire transfers,..., Loan processing,..., Portfolio Management, Investments, Loans, Securities, Asset Management, Customer Service, Management, Financial Analysis, Financial Risk

Education
City University of New York City College   1976 — 1981
Bachelor's Degree, Romance Languages, Literatures, and Linguistics

Joe De Giorgio, B.Comm., CFA Joe De Giorgio, B.Comm., CFA Montreal, Canada Area Details
Joe De Giorgio, B.Comm., CFA's RBC Wealth Management Experience 1996 - 2001
Job Vice President & Investment Counsellor at T.E. Wealth
Industry Financial Services
Experience
T.E. Wealth   2001 - Present
RBC Wealth Management   1996 - 2001

Skills
Wealth Management, Asset Management, Strategic Financial..., Bloomberg, Fixed Income, Portfolio Management, Investment Management, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, Fund Of Funds, Alternative Investments, ETFs, Investments, Mutual Funds, Financial Planners, Financial Advisory, Retirement, Estate Planning, Wealth, Equities

Education
Concordia University

Concordia University
B.Comm., Management

Justin Wegleitner Justin Wegleitner Greater Minneapolis-St. Paul Area Details
Justin Wegleitner's RBC Wealth Management Experience August 2006 - September 2008
Job Network Engineer at Enventis
Industry Telecommunications
Experience
Enventis  September 2008 - Present
RBC Wealth Management   August 2006 - September 2008
Geek Squad  September 2005 - October 2006

Skills
Cisco Networking, Nexus 7k, OTV, Cisco Technologies, OSPF, BGP, EIGRP, Cisco 6500, VSS, VoIP, WAAS, Datacenter..., Multicast, IPv6, Checkpoint Security, Datacentres, Data Center, Cisco Routers, Cisco IOS, Cisco UCS, Telecommunications, WAN, Networking, Network Architecture, Network Design, Troubleshooting

Education
Saint Mary's University of Minnesota   2006 — 2008
Bachelor of Science, Information Technology w/Minor in Business

Century College   2004 — 2006
AAS, Information Technology

Roubina Karina Kupelian Roubina Karina Kupelian Montreal, Canada Area Details
Roubina Karina Kupelian's RBC Wealth Management Experience June 2013 - September 2013
Job Executive Assistant to the President at Jack Victor Limited
Industry Apparel & Fashion
Experience
Jack Victor Limited   October 2013 - Present
RBC Wealth Management   June 2013 - September 2013
National Bank of Canada  July 2011 - January 2013
National Bank of Canada  September 2010 - July 2011
London Life  July 2009 - August 2010

Skills
Film Acting, Project management, Communications, Financial Planning, Administration, Customer Relations, Strategic Financial..., creativity, Efficiency, Highly resourceful, Organized Multi-tasker, Positive Energy, Quick & Eager Learner, Coordinating Skills, Customer Service, System Administration, Project Management, Leadership, Training, Mutual Funds, Financial Markets, Public Speaking, Risk Management, Bloomberg, Fixed Income, Wealth Management, Credit, Securities, Equities, Sales, Management, Communication

Education
Concordia University

Dawson College

Canadian investment funds certificate

AMF insurance certificate

Project management certificate

Barbara de Costa, PMP Barbara de Costa, PMP Toronto, Canada Area Details
Barbara de Costa, PMP's RBC Wealth Management Experience October 2011 - November 2012
Job Project Manager at RBC
Industry Information Technology and Services
Experience
RBC  May 2014 - Present
RBC  November 2012 - May 2014
RBC Wealth Management   October 2011 - November 2012
RBC  January 1999 - October 2011

Skills
Requirements Gathering, SDLC, Business Analysis, Requirements Analysis, Business Requirements, Data Modeling, User Acceptance Testing, Systems Analysis, Agile Methodologies, SQL, Data Analysis, VBA, Crystal Reports, PMP methodologies, ASP.NET, Visual C++, Visual C#, HTML, PMO, PMP, Process Improvement, Visio

Education
University of Toronto   1990 — 2009
Bachelor of Science, Cognitive Science

Centennial College   1995 — 1998
Diploma, Programmer / Analyst

Jeremy Plisko Jeremy Plisko Fort Collins, Colorado Area Details
Jeremy Plisko's RBC Wealth Management Experience May 2013 - Present
Job Registered Client Relations Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2013 - Present
Goldman Sachs (Cayman) Trust Ltd.   April 2011 - December 2012
BNY Mellon - Alternative Investment Services  March 2009 - April 2011
Schwab Institutional  July 2008 - February 2009
DPM Mellon  October 2005 - May 2008
ALPS, A DST Company  August 2004 - September 2005

Skills
Fund Administration, Mutual Funds, Securities, Investor Relations, Hedge Funds, Retirement Planning, Fund Accounting

Education
Colorado State University   1999 — 2004
Bachelor of Science (B.S.), Finance, General

Bill Stahowiak Bill Stahowiak Minneapolis, Minnesota Details
Bill Stahowiak's RBC Wealth Management Experience January 2007 - Present
Job Commission Accounting Specialist III at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2007 - Present

Skills
Mutual Funds, Investments, Strategic Financial..., Financial Analysis, Banking

Education
Colorado State University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

St. Cloud State University

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