RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
Patricia Baum, CPWA® Patricia Baum, CPWA® Annapolis, Maryland Details
Patricia Baum, CPWA®'s RBC Wealth Management Experience May 1998 - Present
Job Senior Vice President Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 1998 - Present
Alex. Brown and Sons  October 1985 - May 1998
Alex. Brown & Sons   October 1985 - May 1998

Education
Duke University   1974 — 1978
AB, Management

Jeremy Jurek, MBA Jeremy Jurek, MBA Andover, Minnesota Details
Jeremy Jurek, MBA's RBC Wealth Management Experience October 2004 - December 2006
Job Tax Staff at Global Tax Network
Industry Retail
Experience
Global Tax Network  April 2015 - Present
Global Tax Network  February 2015 - April 2015
Target  September 2007 - April 2015
Lowe's Companies, Inc.   December 2006 - September 2007
RBC Wealth Management   October 2004 - December 2006
United States Air Force  January 2001 - August 2004

Skills
Retail, Customer Service, Visual Merchandising, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Time Management, Leadership, Cashiering, Customer Satisfaction, Team Building, Training, Employee Training, Analysis, Project Management, Strategic Planning

Education
St. Mary's University of Minnesota   2011 — 2014
Master of Business Administration (M.B.A.), Focus: Marketing, Finance, and Economics, 3.75

Embry Riddle Aeronautical University-Worldwide   2003 — 2005
Bachelor of Science (BS), Professional Aeronautics, 3.4

PORTER DRAPER PORTER DRAPER Greater Chicago Area Details
PORTER DRAPER's RBC Wealth Management Experience December 2013 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2013 - Present
Destra Capital  March 2011 - July 2012
Goldman Sachs Asset Management  November 2009 - August 2010
Goldman Sachs Asset Management  June 2007 - November 2009
Ennis Knupp & Associates  December 2005 - June 2007
Ennis Knupp & Associates  April 2005 - December 2005
Vail Resorts  October 2001 - March 2003
JP Morgan  October 2000 - October 2001
Morgan Stanley Dean Witter  December 1998 - February 2000

Education
Georgia State University - J. Mack Robinson College of Business   2002 — 2004
MS, Finance

Purdue University   1992 — 1997
BS, Organizational Leadership

Antoinette Y. Robinson Antoinette Y. Robinson Greater New York City Area Details
Antoinette Y. Robinson's RBC Wealth Management Experience November 2008 - October 2009
Job Senior Operations Specialist at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  December 2011 - Present
HBS INC Financial Services   January 2010 - May 2011
RBC Wealth Management   November 2008 - October 2009
J.B. Hanauer & Co.   October 2000 - November 2008
JB Hanauer & Co.   January 1995 - October 2000

Skills
Financial Analysis, Portfolio Management, Investments, Finance, Management, Bloomberg, Accounting, Accounts Payable

Education
Delaware State University   1984 — 1988
BS, Business Adm/Marketing

Professional School of Business   1987 — 1987
Real Estate

Eileen Bell Eileen Bell Elmira, New York Area Details
Eileen Bell's RBC Wealth Management Experience July 2010 - Present
Job Retired at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2010 - Present

Education
Syracuse University   1953 — 1957
Bachelor of Arts (B.A.), Mathematics

Elmira College
teaching certification, Mathematics

Kristina Duggan Kristina Duggan Toronto, Canada Area Details
Kristina Duggan's RBC Wealth Management Experience July 2013 - Present
Job Analyst & Administrative Assistant at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   July 2013 - Present
RBC  January 2010 - June 2013

Skills
Banking, Time Management, Customer Service, Microsoft Office, Sales, Social Media, Financial Analysis, Social Networking

Education
Durham College   2013 — 2015
Masters Certificate in Project Management, Project Management

University of Ontraio Institute of Technology   2005 — 2009
BComm, Business

Charlie Schopp Charlie Schopp Greater Boston Area Details
Charlie Schopp's RBC Wealth Management Experience 2008 - 2009
Job Vice President at AGC Partners (America's Growth Capital)
Industry Investment Banking
Experience
AGC Partners (America's Growth Capital)   June 2014 - Present
AGC Partners (America's Growth Capital)   March 2012 - June 2014
AGC Partners (America's Growth Capital)   September 2010 - March 2012
RBC Wealth Management   2008 - 2009
Stadium System, Inc.   2004 - 2008

Skills
Valuation, Private Equity, Investment Banking, LBO, Corporate Finance, Bloomberg, Financial Modeling, Due Diligence, Accretion/dilution, Market Research, Capital Markets, Venture Capital, Hedge Funds, Corporate Development, Financial Analysis, Mergers & Acquisitions

Education
Middlebury College   2006 — 2010
BA Cum Laude, Economics, Psychology

Tuck Bridge Program   2009 — 2009

Deerfield Academy   2002 — 2006

Ryan McAllister Ryan McAllister Seattle, Washington Details
Ryan McAllister's RBC Wealth Management Experience May 2009 - August 2009
Job Program Manager at Amazon
Industry Internet
Experience
Amazon  February 2015 - Present
Amazon  September 2013 - February 2015
Amazon  April 2012 - September 2013
JoS. A. Bank Clothiers   April 2011 - April 2012
Prudential Financial  November 2009 - April 2011
RBC Wealth Management   May 2009 - August 2009

Skills
Marketing, PowerPoint, Microsoft Excel, Social Networking, Management, Strategy, Analysis, Sales, Access, Time Management, Merchandising, Business Planning, SAP, Finance, Social Media Marketing, Social Media, Online Advertising, Online Marketing, Marketing Strategy, SQL

Education
Towson University   2008 — 2011
Bachelor of Science (B.S.), Business Administration; Concentration in Finance; Minor in Economics

Fairleigh Dickinson University   2006 — 2008

Keith B. Guarino Keith B. Guarino Virginia Beach, Virginia Details
Keith B. Guarino's RBC Wealth Management Experience June 2011 - January 2012
Job CEO, Founder, Producer at Othello Productions
Industry Information Technology and Services
Experience
Othello Productions   September 2009 - Present
Best Buy  October 2014 - January 2015
U.S. Bank   November 2013 - February 2014
CEB's SHL Talent Measurement Solutions  August 2012 - October 2013
RBC Wealth Management   June 2011 - January 2012
Medtronic  April 2009 - February 2011
SIRVA Relocation  September 2008 - April 2009
C.H. Robinson Worldwide, Inc.   July 2008 - September 2008
UnitedHealth Group  January 2008 - May 2008
United Support Center   January 2008 - May 2008

Skills
Music Production, Sound Editing, Sound Mixing, Post Production, Active Directory, Windows 7, Technical Support, XP, Networking, Digital Media, Sound Design, Help Desk Support, Software Installation, Windows XP, VPN, Computer Hardware, Troubleshooting, Operating Systems, Hardware, Microsoft Office, ITIL v3 Foundations..., Cisco Technologies, Servers, Radio, Video Production, Video Editing

Education
East Stroudsburg University of Pennsylvania   2002 — 2006
Bachelor's Degree, Media Communication and Technonlgy

East Stroudsburg University of Pennsylvania   2002 — 2006
Bachelor of Science (B.S.), Communication and Media Studies and Technology

Joya Favors Joya Favors Chicago, Illinois Details
Joya Favors's RBC Wealth Management Experience 1997 - 1999
Job Transfer Agency Control Manager at Northern Trust
Industry Financial Services
Experience
Northern Trust  August 2012 - Present
Northern Trust  October 2007 - August 2012
Mesirow Financial  October 2004 - October 2007
Wells Fargo Advisors  October 2000 - October 2004
RBC Wealth Management   1997 - 1999
Ameriprise Financial Services, Inc.   1996 - 1997

Skills
Financial Services, Operations Management, Securities, Client Services, Mutual Funds, Leadership, Asset Management, Fixed Income, Investments, Financial Analysis, Hedge Funds, Finance

Education
Fisk University   1991 — 1995
Bachelor's degree, Business Administration and Management / Sociology

Bobby Boyle Bobby Boyle San Francisco Bay Area Details
Bobby Boyle's RBC Wealth Management Experience November 2011 - February 2012
Job Sr. Sales Executive Major Accounts at GuideSpark
Industry Internet
Experience
GuideSpark  March 2015 - Present
GuideSpark, Inc.   August 2012 - March 2015
RBC Wealth Management   November 2011 - February 2012
EatonsRanch   August 2011 - October 2011
Newmark Knight Frank  June 2011 - August 2011

Skills
Sales, Microsoft Office, Communication, Social Skills, Athletics, Spontaneity, Public Speaking, Enthusiast, Friendly Personality, Humor, Training, Human Resources, Salesforce.com, Management

Education
Georgetown University   2007 — 2011
Bachelor of Science (B.S.), Management

The Lawrenceville School   2003 — 2007
High School Diploma, no field

Indira Dharampaul Indira Dharampaul Greater Minneapolis-St. Paul Area Details
Indira Dharampaul's RBC Wealth Management Experience June 2014 - January 2015
Job Actively seeking new Opportunities
Industry Financial Services
Experience
RBC Wealth Management   June 2014 - January 2015
Wells Fargo Home Mortgage  November 2006 - 2014
Wells Fargo Home Mortgage  November 2004 - October 2006

Skills
Mortgage Lending, Loans, Mortgage Banking, Residential Mortgages, FHA, Refinance, VA loans, Customer Service, Credit Analysis, Loan Origination, Underwriting, Mortgage Underwriting, Financial Analysis, Credit, Banking, Risk Management, Consumer Lending, ***Systems***..., Management, VA Loans

Education
Georgian College   1984 — 1986
Registered Nursing/Registered Nurse

Ontario, Canada   1983 — 1986
Registered Nursing/Registered Nurse

Dan Ringsred Dan Ringsred Greater Milwaukee Area Details
Dan Ringsred's RBC Wealth Management Experience December 2004 - March 2010
Job Wealth Management Milwaukee
Industry Financial Services
Experience
Denali Wealth Management Inc   April 2010 - Present
RBC Wealth Management   December 2004 - March 2010
Investment Advisory Corp   September 1997 - November 2004

Skills
Asset Allocation, Portfolio Management, Risk Management, Retirement Planning, Financial Services, Finance, Asset Management, Management, Investment Advisory, Trading, Valuation, Banking, Investments, Mortgage Lending, Financial Analysis, Financial Modeling, Mergers & Acquisitions, Relationship Management, Loans, Credit Analysis, Credit, Wealth Management, Commercial Lending, Mutual Funds

Education
Dartmouth College   1972 — 1976
BA, Economics

The Hill School   1971 — 1972

Duluth Cathedral   1967 — 1971

Michelle Hammack Bayford Michelle Hammack Bayford Richmond, Virginia Details
Michelle Hammack Bayford's RBC Wealth Management Experience January 2008 - December 2010
Job Client Associate, Officer of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC  December 2010 - Present
RBC Wealth Management   January 2008 - December 2010

Skills
Time Management, Accounting, Microsoft Word

Education
Ferrum College   2003 — 2007
Bachelor of Science, Computer Science

David Milowe, AWM David Milowe, AWM Greater Boston Area Details
David Milowe, AWM's RBC Wealth Management Experience January 2009 - Present
Job Senior Vice President Branch Director , Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2009 - Present
A.G. Edwards   December 1996 - January 2009
Prudential Securities  April 1993 - December 1996

Education
Suffolk University   1983 — 1985
MPA, Public Finance

Emerson College   1979 — 1983
BS, Political Communication

nicole trawick nicole trawick Austin, Texas Details
nicole trawick's RBC Wealth Management Experience May 2012 - August 2012
Job .
Industry Financial Services
Experience
Susquehanna International Group, LLP (SIG)   June 2014 - June 2015
Goldman Sachs  June 2013 - August 2013
CapEd Educational Group   December 2011 - May 2013
RBC Wealth Management   May 2012 - August 2012
Hilltop Consultants  January 2012 - May 2012
Global Adaptation Institute   January 2011 - December 2011
Harrison and Hull, LLP   May 2011 - August 2011
JumpStart for Young Children - AmeriCorps pre-school education organization   August 2010 - August 2011

Skills
Spanish, Research, Microsoft Office, Economics, PowerPoint, Social Media, Microsoft Excel, International Relations, Microsoft Word, Market Research, Nonprofits, Strategy

Education
Georgetown University   2010 — 2014
B.SFS, Development Economics and International Development

Georgetown University, Walsh School of   2010 — 2014
Bachelor of Science, Foreign Service; International Economics; International Finance; Commerce

Robert Harbison Robert Harbison Conshohocken, Pennsylvania Details
Robert Harbison's RBC Wealth Management Experience November 2005 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2005 - Present

Education
Eastern University   1975 — 1979
Bachelor of Science (BS), Business Administration and Management, General

Dave Rhode Dave Rhode Greater Denver Area Details
Dave Rhode's RBC Wealth Management Experience February 2009 - Present
Job Vice President Financial Advisor, RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   February 2009 - Present
Smith Barney Morgan Stanley   April 1996 - February 2009
ICF International  November 1991 - March 1996
Shell Exploration and Production Company  June 1982 - August 1991
Freeport-McMoRan Copper & Gold Inc. - Amoco Minerals Company   August 1979 - September 1980

Skills
Wealth Management, Investments, Investment Strategies, Retirement Planning, Portfolio Management, Securities, Asset Management, Estate Planning, IRAs, Business Planning, Financial Services, Strategic Financial..., Finance, Term Life Insurance, Management, Asset Managment, Life Insurance, Financial Advisory, 401k, Employee Benefits, Financial Analysis, Investment Advisory, Long-term Care, Fixed Annuities, Retirement, Strategy, Small Business, Insurance, Risk Management, Financial Planning

Education
University of Colorado at Boulder   1980 — 1982
M.S., Geology

Fort Lewis College   1975 — 1979
B.S., Geology

Boulder High School   1972 — 1975
Diploma, General

Patricia Diana Patricia Diana Greater Chicago Area Details
Patricia Diana's RBC Wealth Management Experience November 2008 - September 2010
Job Business professional at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  September 2010 - Present
RBC Wealth Management   November 2008 - September 2010

Skills
Equities, Fixed Income, Investments, Wealth Management, Strategic Planning, Risk Management, Team Building, Customer Service, Financial Services, Banking, Management, Series 7, Series 63, Leadership, Mutual Funds, Insurance, Finance, Financial Analysis

Education
DePaul University - Charles H. Kellstadt Graduate School of Business
Master of Business Administration (M.B.A.), Finance

Saint Mary's College
Bachelor's Degree, Business Administration, Finance

Jessica Kelly Misch Jessica Kelly Misch Chicago, Illinois Details
Jessica Kelly Misch's RBC Wealth Management Experience October 2009 - June 2010
Job Senior Auditor Regulatory Oversight at CBOE
Industry Financial Services
Experience
CBOE  January 2015 - Present
Chicago Board Options Exchange  October 2014 - January 2015
Chicago Board Options Exchange  July 2013 - October 2014
Chicago Board Options Exchange  July 2012 - June 2013
Chicago Board Options Exchange  August 2011 - July 2012
Northern Trust  July 2010 - August 2011
RBC Wealth Management   October 2009 - June 2010
Edward Jones  October 2007 - October 2009
Commerce Bank  April 2005 - July 2007

Skills
Securities Regulation, Mutual Funds, Hedge Funds, Banking Law, Capital Markets, Corporate Law, Commodity, AML, Alternative Investments, Dodd-Frank, Investment Advisory, Securities, Options, Legal Writing, Legal Compliance, Banking, Finance, Legal Research, Financial Analysis, Risk Management, FINRA, Asset Management, Regulatory Examinations, SEC, Series 7, Wealth Management, Trading Systems, Series 63, Equities, Financial Markets, Derivatives, Financial Services

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2014 — 2016
MBA Candidate, Leadership and Change Management; Accounting

University of Missouri-Columbia   2003 — 2007
Bachelor of Science, Finance & Banking

Lesley Anne Labra Lesley Anne Labra Toronto, Canada Area Details
Lesley Anne Labra's RBC Wealth Management Experience September 2014 - Present
Job Operations Administrator at RBC Wealth Management
Industry Marketing and Advertising
Experience
RBC Wealth Management   September 2014 - Present
YMCA Childcare Resource Service  June 2014 - Present
Danier Leather  September 2013 - March 2014
Active fun   March 2009 - May 2009

Skills
Visual Merchandising, Time Management, Social Media Marketing, Customer Service, Fashion, Retail, Advertising, Marketing Communications, Social Media, Merchandising

Education
Seneca College of Applied Arts and Technology   2009 — 2011
Creative Advertising

De La Salle University
Bachelor of Science (BS), Entrepreneurship/Entrepreneurial Studies

Alina M Andrial Alina M Andrial Miami, Florida Details
Alina M Andrial's RBC Wealth Management Experience November 2013 - January 2015
Job Private Client Group, Senior Client Associate at Wells Fargo Advisors
Industry Banking
Experience
Wells Fargo Advisors  February 2015 - Present
RBC Wealth Management   November 2013 - January 2015
First Bank of Miami  May 2009 - October 2013
RTM Mortgage, Inc.   2002 - 2007

Skills
Private Banking, International Business, Investments, Loans, Banking, KYC, Credit, AML, Bank Secrecy Act, Portfolio Management, Consumer Lending, Finance, Financial Services, Credit Risk, Wealth Management, Cross Selling, Customer Service, Financial Risk, Trade Finance, Commercial Lending, Microsoft Office, Asset Management, PowerPoint

Education
Florida International University   2008 — 2009
Master of Business Administration (MBA), International Business

William Paterson University of New Jersey   2003 — 2007
Bachelor's Degree, History and Political Science

Raina Borrelli Raina Borrelli Greater Minneapolis-St. Paul Area Details
Raina Borrelli's RBC Wealth Management Experience May 2008 - June 2009
Job Associate Attorney at Gustafson Gluek PLLC
Industry Law Practice
Experience
Gustafson Gluek PLLC  October 2011 - Present
Robert Christensen PA, Sherburne Law Offices PA, Le Vander and Vander Linden PA   October 2010 - July 2011
Securian Financial Group  May 2010 - October 2010
Alliant Techsystems, Inc  June 2009 - March 2010
RBC Wealth Management   May 2008 - June 2009
RBC Wealth Management   June 2007 - August 2007

Skills
Legal Research, Litigation, Legal Writing, Westlaw, Civil Litigation, Antitrust Law, Employment Law, Corporate Law, Class Actions, Consumer Law, Competition Law

Education
University of Minnesota Law School   2008 — 2011
J.D, magna cum laude

Tulane University   2004 — 2008
Bachelor of Science in Management, Legal Studies in Business, Political Science

Florida State University   2005 — 2005
B.A

Cory Greenham Cory Greenham Toronto, Canada Area Details
Cory Greenham's RBC Wealth Management Experience March 2005 - January 2010
Job Senior Wealth Advisor at ScotiaMcLeod
Industry Financial Services
Experience
ScotiaMcLeod  Investment AdvisorRBC Dominion SecuritiesJanuary 2010 - November 2013
RBC Wealth Management   March 2005 - January 2010
RBC  May 2002 - March 2005

Skills
Investments, Wealth Management, Banking, Mortgage Lending, Mutual Funds

Education
Dalhousie University
MBA, Masters Business Administration

Wilfrid Laurier University
HBA, Honours Business Administration

Stephen Thompson, CFP® Stephen Thompson, CFP® Phoenix, Arizona Details
Stephen Thompson, CFP®'s RBC Wealth Management Experience 2005 - 2007
Job Financial Planner
Industry Financial Services
Experience
KeatsConnelly  2011 - Present
USAA  2008 - 2010
RBC Wealth Management   2005 - 2007
Legg Mason  2002 - 2005
U.S. Department of State   1975 - 2002

Education
Georgetown University
Certificate, Financial Planning

Stanford University
MA, Economics

University of Virginia
BA, Biology, Economics

Dan Schlesinger Dan Schlesinger Saint Paul, Minnesota Details
Dan Schlesinger's RBC Wealth Management Experience February 2013 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2013 - Present

Education
DePaul University   2008 — 2012
Bachelor of Science (B.S.), Business/Commerce, General

Minnetonka High School   2004 — 2008

Louis Klieger Louis Klieger Greater Chicago Area Details
Louis Klieger's RBC Wealth Management Experience June 2015 - Present
Job Associate Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2015 - Present
VSA Partners  March 2014 - May 2015
VSA Partners  September 2013 - March 2014
VSA Partners  May 2013 - August 2013
Using Tech to Solve Advertising Problems   January 2013 - May 2013
Midnight Oil Advertising  October 2012 - May 2013
AAF - Digital Committee   October 2012 - May 2013
Fusion92  June 2012 - August 2012
Alpha Epsilon Pi, Delta Chapter   August 2011 - December 2011
Illini Prosthetic Technologies (IPT)   July 2011 - December 2011

Education
University of Illinois at Urbana-Champaign   2009 — 2013
B.S., Advertising Informatics

Dublin City University   2012 — 2012
Study Abroad exchange, Business

Becky Bunkholt Becky Bunkholt Greater Minneapolis-St. Paul Area Details
Becky Bunkholt's RBC Wealth Management Experience April 2013 - Present
Job Sr Associate Cost Basis Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2013 - Present
St. Mary's University   August 2012 - Present
SMSC Enterprises / Mystic Lake Casino   September 1998 - September 2011
SMSC Enterprises / Mystic Lake Casino   September 1996 - September 1998

Skills
Auditing, Accounting, Financial Analysis, Finance, Management, Account Reconciliation, Variance Analysis, Microsoft Excel, Corporate Finance, Microsoft Word, Banking, Budgets, Leadership, Financial Reporting, Forecasting, Analysis, Accounts Payable, QuickBooks, Process Improvement, Access, Due Diligence, Risk Management, Accounts Receivable, Customer Service, System Administration, Data Analysis, Employee Training, Teamwork, Time Management, Policy, Training, Team Leadership, Business Analysis, PowerPoint

Education
St. Mary's University   2012 — 2014
Bachelor of Applied Science (B.A.Sc.), Business Management

Dakota County Technical College   2010 — 2012
AAS, Business Management, 4.0

Rosemount High School   1990 — 1994

Jeffrey Peisach Jeffrey Peisach Greater Boston Area Details
Jeffrey Peisach's RBC Wealth Management Experience October 1997 - December 1997
Job Principal Consultant at Cambria Consulting, Inc.
Industry Management Consulting
Experience
Cambria Consulting, Inc.   October 2008 - Present
Cambria Consulting  2002 - 2008
Cambria Consulting  2000 - 2002
Cambria Consulting  1999 - 2000
RBC Wealth Management   October 1997 - December 1997
Kerr Drug  May 1997 - August 1997

Skills
Talent Management, Onboarding, Organizational..., Leadership Development, Succession Planning, Organizational..., Performance Management, Career Development, Management Consulting, Recruiting, Employee Relations, Organizational Design, Executive Coaching, 360 Feedback, Human Resources

Education
Georgetown University   1994 — 1998
B.S., Business Administration concentrating in Human Resources Management

Rocky Hill High School   1990 — 1994

Marcus Brambila Marcus Brambila Chicago, Illinois Details
Marcus Brambila's RBC Wealth Management Experience May 2010 - August 2010
Job AVP Enterprise Strategy
Industry Logistics and Supply Chain
Experience
Coyote Logistics  July 2015 - Present
Coyote Logistics  January 2015 - Present
Coyote Logistics  January 2013 - Present
Coyote Logistics  August 2011 - December 2012
RBC Wealth Management   May 2010 - August 2010

Skills
Microsoft Office, Excel, Data Analysis, PowerPoint, Spanish, Word, SQL, Economics, Problem Solving, Financial Analysis, Microsoft Excel, Supply Chain, Program Management, Project Management, Business Strategy

Education
Duke University   2007 — 2011
BA, Public Policy, Economics

Universitat Pompeu Fabra   2009 — 2009
Study Abroad Semester, Global Media, Economic Policy, Spanish

Susan Haas, CFP® Susan Haas, CFP® Portland, Oregon Details
Susan Haas, CFP®'s RBC Wealth Management Experience June 2014 - Present
Job Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2014 - Present
McGee Wealth Management   April 2012 - June 2014
Wells Fargo Advisors  April 2007 - April 2012
Piper Jaffray  August 2005 - April 2007
UBS  January 2001 - August 2005

Education
Eastern Washington University   1995 — 1998
Bachelor of Science (B.S.), Community Health Education

Gary Frederick, CFP®, CRPS® Gary Frederick, CFP®, CRPS® Greater Atlanta Area Details
Gary Frederick, CFP®, CRPS®'s RBC Wealth Management Experience July 2013 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2013 - Present

Education
Emory University - Goizueta Business School   1989 — 1990
MBA, Securities Analysis and Portfolio Management

Georgia State University - J. Mack Robinson College of Business   1984 — 1986
BBA, Management

Natalie Ives Natalie Ives Minneapolis, Minnesota Details
Natalie Ives's RBC Wealth Management Experience June 2015 - Present
Job Wealth Management Coordinator at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2015 - Present
RBC Wealth Management   January 2013 - June 2015
RBC Wealth Management   June 2012 - August 2012

Skills
Event Planning, Marketing, Strategic Planning, Outlook, Office Administration, Sales

Education
Creighton University   2014 — 2015
Master of Business Administration (MBA)

Creighton University   2009 — 2013
Bachelor of Science in Business Administration, Finance and Marketing

Joni Iljazi Joni Iljazi Toronto, Canada Area Details
Joni Iljazi's RBC Wealth Management Experience January 2012 - Present
Job Associate Broker at Guy Carpenter
Industry Insurance
Experience
Guy Carpenter  October 2014 - Present
RBC Wealth Management   January 2012 - Present
Guy Carpenter  July 2014 - August 2014
RenaissanceRe  August 2014 - 2014
Guy Carpenter  2012 - 2013

Skills
French, Teamwork, Social Media, Market Research, Marketing, Sales, Microsoft Excel, Social Media Marketing, Time Management, Microsoft Word, Event Planning, Financial Analysis

Education
York University - Schulich School of Business   2010 — 2014
International Bachelor of Business Administration, International Business

CEGEP de Jonquiere   2011 — 2011
Explore French Immersion Program

EDHEC Business School
Bachelor’s Degree, Finance and Economics

Marc DeLuca Marc DeLuca Greenwich, Connecticut Details
Marc DeLuca's RBC Wealth Management Experience January 2014 - April 2014
Job Rotational Project Engineer at Structure Tone
Industry Financial Services
Experience
Structure Tone  May 2015 - Present
Fairfield University  2011 - Present
UBS Investment Bank  June 2014 - August 2014
RBC Wealth Management   January 2014 - April 2014
Structure Tone  May 2013 - August 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Teamwork, Public Speaking, Research, Microsoft Office, Facebook, Finance, Social Media, Marketing, Volunteering, Demolition, Microsoft PowerPoint, Apple Safari, Internet Explorer, Mozilla

Education
Fairfield University   2011 — 2015
Bachelor of Science (B.S.), Finance

Modi Mohammad, MFin Modi Mohammad, MFin Toronto, Canada Area Details
Modi Mohammad, MFin's RBC Wealth Management Experience October 2011 - January 2012
Job Institutional Business Development & Consultant Relations
Industry Financial Services
Experience
State Street Global Advisors  March 2012 - Present
National Investment Banking Competition & Conference  October 2012 - January 2013
RBC Wealth Management   October 2011 - January 2012

Skills
Research, Securities, Financial Reporting, Accounting, Excel, Analysis, Leadership, Time Management, Financial Modeling, Financial Analysis, Equities, Wealth Management, Corporate Finance, Bloomberg, Investment Management, Asset Management, Business Strategy, Finance, Training, Derivatives, Hedge Funds, Accounts Receivable, Business Analysis, Data Analysis, Financial Risk, Alternative Investments, Credit Analysis, Financial Accounting, Trading, Budgets, Equity Research, Microsoft Office, Due Diligence, Economics, Strategic Financial..., Banking, Risk Management, Financial Services, Portfolio Management, Investments, Capital Markets, Accounts Payable, Mutual Funds, Private Equity, Investment Strategies, Fixed Income, Credit, Valuation, Investment Banking, Microsoft Excel

Education
Queen's University   2012 — 2013
Master of Finance (MFin), Finance and Accounting

Ryerson University   2008 — 2010
Bachelor of Commerce (BCom), Finance and Accounting

George Brown College   2006 — 2008
Advanced Diploma, Finance and Financial Management Services

James Skoggard James Skoggard Greater New York City Area Details
James Skoggard's RBC Wealth Management Experience February 2015 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2015 - Present
Laidlaw & Company Ltd.   June 2014 - December 2014
Tangent Capital Partners LLC   May 2013 - May 2014
Jade Capital Management LLC   June 2013 - October 2013
Battle of the Quants Worldwide   March 2013 - June 2013

Skills
Alternative Investments, Hedge Funds, Capital Markets, Private Equity, Financial Modeling, Investment Banking, Portfolio Management, Investment Strategies, Securities, Business Development, Funding, Investments

Education
Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA), International Business & Economics

Fudan University
Chinese Studies

Kevin Ebert, MBA PFP Kevin Ebert, MBA PFP Toronto, Canada Area Details
Kevin Ebert, MBA PFP's RBC Wealth Management Experience July 2013 - Present
Job Manager, Credit Structures at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   July 2013 - Present
Canadian Securities Institute (CSI)   December 2014 - March 2015
RBC Royal Bank  January 2011 - July 2013
RBC Royal Bank  March 2008 - January 2011
RBC Royal Bank  June 2005 - March 2008

Skills
Strategic Financial..., Wealth Management, Credit Risk, Relationship Management, Investment Strategies, Credit Management, Strategic Partnerships, Critical Thinking, Credit Analysis, Leadership, Credit, Portfolio Management, Finance, Business Planning, Risk Management, Analysis, Retirement Planning, Loans, Strategy, Financial Planning

Education
Dalhousie University   2011 — 2014
Master of Business Administration (MBA), Financial Services

McMaster University   2000 — 2004
BA, Economics

Canadian Securities Institute
PFP, BCO, IFIC, Multiple Risk Mgmt & Trust courses

Nick Quattro Nick Quattro Hartford, Connecticut Area Details
Nick Quattro's RBC Wealth Management Experience January 2013 - January 2013
Job Student at Endicott College
Industry Management Consulting
Experience
Endicott College  August 2012 - Present
RBC Wealth Management   January 2013 - January 2013

Skills
PowerPoint, Microsoft Excel, Microsoft Word, Microsoft Office, Research, Public Speaking, Higher Education, Teamwork, Time Management, Social Media, Facebook, Data Analysis, Teaching, Leadership, Event Planning, Customer Service, Photoshop, Statistics, Financial Analysis, Student Affairs

Education
Endicott College   2012 — 2016
Associate's Degree, Finance, General

Avon Old Farms Prep School   2011 — 2012
Graduated in the class of 2012

Canton High School

Kenneth Brazle Kenneth Brazle Tampa/St. Petersburg, Florida Area Details
Kenneth Brazle's RBC Wealth Management Experience June 1987 - November 2010
Job Financial Advisor Vice President at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2010 - Present
RBC Wealth Management   June 1987 - November 2010

Education
Florida State University - College of Business   1984 — 1987
Economics, Finance and Economics

Carlo Palazzo, CFP, CIM Carlo Palazzo, CFP, CIM Toronto, Canada Area Details
Carlo Palazzo, CFP, CIM's RBC Wealth Management Experience May 2011 - January 2015
Job Financial Professional
Industry Financial Services
Experience
HAHN Investment Stewards & Company Inc.   January 2015 - June 2015
RBC Wealth Management   May 2011 - January 2015
Weigh House Investor Services   May 2007 - August 2010

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Investments, Estate Planning, Portfolio Management, Financial Planning, Finance, Investment Management

Education
George Brown College   2003 — 2007
BAB, Financial Planning

Canadian Securities Institute   2007 — 2008
Canadian Investment Manager Program (CIM), Portfolio Management and Investment Analysis

Financial Planning Standards Council (FPSC)   2009 — 2009
Certified Financial Planner (CFP), Financial Planning

Society of Trust and Estate Practitioners   2012 — 2013
STEP Diploma for Canada, Trust and Estate Planning

CFA Institute
Passed Level 1 and 2 CFA Exams, Investments and Securities

Remo Di Re Remo Di Re Greater New York City Area Details
Remo Di Re's RBC Wealth Management Experience March 2004 - Present
Job VicePresident, Senior Municipal Credit Strategist at RBC Wealth Management
Industry Capital Markets
Experience
RBC Capital Markets  March 2004 - Present
RBC Wealth Management   March 2004 - Present
RBC Wealth Management   2004 - Present
Citigroup Asset Management  September 1994 - February 2005

Skills
Alternative Investments, Asset Management, Bloomberg, Bonds, Capital Markets, Credit, Equities, Fixed Income, Municipalities, Portfolio Management, Securities, Series 7, Derivatives, Hedge Funds, Investment Banking

Education
Fairleigh Dickinson University   1999 — 2002

Guy Lacasse Guy Lacasse Toronto, Canada Area Details
Guy Lacasse's RBC Wealth Management Experience January 2015 - Present
Job Senior Manager, Financial Planning Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
RBC Wealth Management   June 2011 - December 2014
RBC Dominion Securities  January 2010 - July 2011
RBC Dominion Securities  September 2007 - January 2010
MCC Toronto   January 2007 - September 2007
Ontario Financing Authority  June 2004 - November 2006
CIBC  1984 - 2002

Skills
Financial Planning, Wealth Management, Banking, Tax, Risk Management, Budgeting, Customer Relations, Process Improvement, Cash Management, Strategic Financial..., Budgets, Bonds, Strategic Planning, Retirement Planning, Mutual Funds, Investment Advisory, Securities, Customer Service, Management, Investments, Finance, Financial Planners, Portfolio Management, Asset Management, Asset Allocation, Wealth, Investment Strategies, Retirement, Financial Services, Investment Management, Equities, Estate Planning, High Net Worth...

Education
Dalhousie University   2008 — 2015
MBA, Financial Services

Diego M. Duran, CFA, CTFA Diego M. Duran, CFA, CTFA West Palm Beach, Florida Area Details
Diego M. Duran, CFA, CTFA's RBC Wealth Management Experience August 2007 - April 2009
Job Senior Investment Officer at Reliance Trust
Industry Financial Services
Experience
Reliance Trust Company  May 2009 - Present
RBC Wealth Management   August 2007 - April 2009
Bank of America  December 2003 - July 2007
Magnum US Investments   December 2000 - November 2003

Skills
Portfolio Management, Investments, Financial Analysis, Alternative Investments, Hedge Funds, Asset Allocation, Investment Management, Private Banking, Wealth Management, Asset Management, Fund Of Funds, Securities, Investment Strategies, Financial Services, Wealth Management..., Financial Advisory, Equities

Education
Florida International University - College of Business   1999 — 2000
M.S., Finance

Nova Southeastern University—Shepard Broad Law Center   1997 — 1999
Law

Fordham University   1993 — 1997
B.S., Business Administration

Christopher D'Orsi Christopher D'Orsi Greater New York City Area Details
Christopher D'Orsi's RBC Wealth Management Experience January 2009 - Present
Job First Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2009 - Present
Smith Barney  March 2004 - December 2008
Prudential Securities  December 1998 - April 2004
Keebler Foodservice   1993 - 1996

Skills
Portfolio Management, Investments, Securities, Series 7, Finance, Financial Advisory, Wealth Management, ETFs, Mutual Funds, Wealth, Fixed Income, Investment Advisory, Equities, Asset Allocation

Education
Florida State University   2000 — 2002
Certificate: Financial Planning

Saint Bonaventure University   1987 — 1991
BBA, Marketing

Maria Isabel Rodriguez Maria Isabel Rodriguez Greater New York City Area Details
Maria Isabel Rodriguez's RBC Wealth Management Experience July 2011 - February 2012
Job Human Resources Professional
Industry Human Resources
Experience
RBC Wealth Management   July 2011 - February 2012
Conosur Seguros   2006 - 2008
Humboldt School   2002 - 2004

Skills
Talent Acquisition, Employee Relations, Organizational..., HR Policies, Recruiting, Human Resources, Training, Management, Interviews, New Hire Orientations, Payroll, Leadership, Program Management, Onboarding, Talent Management, Policy, Employee Engagement

Education
George Brown College   2009 — 2012
Certificate, Human Resources Management

Universidad Adolfo Ibáñez
Master, Human Resources

Universidad Católica Andrés Bello
Bachelor, Social Sciences

Kate Lacey Kate Lacey Charleston, South Carolina Details
Kate Lacey's RBC Wealth Management Experience February 2011 - January 2014
Job at Raymond James
Industry Financial Services
Experience
Raymond James  February 2014 - Present
RBC Wealth Management   February 2011 - January 2014
The Warner Companies  November 2009 - February 2011
South Moon Under  October 2006 - 2011
World Trade Center Institute  August 2009 - December 2009

Skills
Financial Analysis, Asset Allocation, Microsoft Excel, Marketing, Customer Service, Mutual Funds, Microsoft Word, Wealth Management, Investments, Outlook, Retirement Planning

Education
Syracuse University - Martin J. Whitman School of Management   2015 — 2018
Master of Business Administration (M.B.A.)

Loyola University Maryland   2006 — 2009
BBA, Business

Denison University   2005 — 2006

Notre Dame Prep   2000 — 2005

Kimberly Chin Muska, CFP®, CDFA™ Kimberly Chin Muska, CFP®, CDFA™ Greater Seattle Area Details
Kimberly Chin Muska, CFP®, CDFA™'s RBC Wealth Management Experience April 2009 - October 2009
Job Senior Vice President, Wealth Advisor at Key Private Bank
Industry Financial Services
Experience
Key Private Bank  February 2015 - Present
City Fruit  2012 - Present
Halbert Hargrove  April 2012 - February 2015
RBC Wealth Management   April 2009 - October 2009
UBS Financial Services  April 2004 - April 2009
Northern Trust Asset Management  October 2002 - March 2004
Envestnet Asset Management  July 2000 - October 2002
Morgan Stanley  May 1997 - July 2000

Education
DePaul University
Certificate Program, Financial Planning

Loyola University Chicago
Bachelor of Business Administration (B.B.A.)

Benjo Reyes Benjo Reyes Miami/Fort Lauderdale Area Details
Benjo Reyes's RBC Wealth Management Experience July 2007 - May 2013
Job Accounting and Financial Analyst
Industry Insurance
Experience
World Fuel Services  March 2015 - Present
Seitlin, A Marsh & McLennan Agency LLC Company   May 2013 - February 2015
RBC Wealth Management   July 2007 - May 2013
BNP Paribas  February 2006 - July 2007
Washington Mutual Bank  February 2005 - February 2006

Skills
Financial Analysis, Financial Reporting, Accounting, Accounts Payable, General Ledger..., Banking, Customer Service, Excel, Pivot Tables, Monarch, Regulatory Reporting, PeopleSoft, Great Plains Software, Reconciliations, Vlookup, Account Reconciliation, Access, Microsoft Excel, Accounts Receivable, Budgets, Analysis, Auditing, Financial Accounting, Finance, Management

Education
Florida International University - College of Business Administration   1999 — 2005
Bachelor's, Finance and International Business

David P Cohen David P Cohen Greater New York City Area Details
David P Cohen's RBC Wealth Management Experience November 2001 - October 2011
Job Director at Specialized Performance Advisory Group
Industry Financial Services
Experience
Specialized Performance Advisory Group   January 2014 - Present
Southwest Securities  January 2012 - July 2013
RBC Wealth Management   November 2001 - October 2011
Tucker Anthony Incorporated  April 1997 - November 2001
Tucker Anthony Incorporated  May 1995 - April 1997
Putnam Investments  December 1993 - February 1995
Boston Scientific  March 1992 - November 1993

Skills
Portfolio Management, Bloomberg, Trading, Banking, Risk Management, Structured Products, Series 7, Marketing, Fixed Income, Investments, Capital Markets, Strategic Financial..., Series 24, Derivatives, Hedge Funds, Customer Service, Finance, Securities, Retail, Sales, Alternative Investments, Bonds, Equities, Mutual Funds, Series 63, FINRA, Wealth Management, Financial Markets, Investment Banking

Education
Emory University   1987 — 1991
Bachelor of Arts & Sciences, Political Science and Psychology

Wayland High School   1983 — 1987

Edita Orr Edita Orr Toronto, Canada Area Details
Edita Orr's RBC Wealth Management Experience February 2011 - Present
Job Private Banker at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   February 2011 - Present
Royal Bank  January 2003 - January 2011
Royal Bank of Canada  2003 - 2005

Skills
Financial Services, Wealth Management, Mutual Funds, Commercial Banking, Mortgage Lending, Investment Advisory, Credit, Loans, Banking, Portfolio Management, Relationship Management, Retirement Planning, Credit Analysis, Retail Banking, Investments, Strategic Financial..., Commercial Lending, Credit Risk, Securities, Financial Advisory, Private Banking, Investment Strategies, Residential Mortgages, Fixed Income, Wealth Management..., Wealth

Education
Dalhousie University   2008 — 2011
MBA, Financial Services

McMaster University   1999 — 2003
Hon. B. Com., Business

Carol Kahtasian Carol Kahtasian Toronto, Canada Area Details
Carol Kahtasian's RBC Wealth Management Experience January 2002 - December 2005
Job Process Reengineering Technology Enterprise Services at TD financial
Industry Information Technology and Services
Experience
TD  February 2013 - Present
Rogers Communications  May 2011 - October 2012
RBC Dexia Investor Services  January 2006 - November 2009
RBC Wealth Management   January 2002 - December 2005
RBC  January 2000 - January 2002
RBC  February 1997 - December 1999
RBC  January 1994 - January 1997
RBC  May 1990 - December 1993
RBC  January 1986 - April 1990
RBC  January 1983 - January 1986

Skills
Requirements Analysis, Agile Methodologies, SDLC, Vendor Management, Business Analysis, PMO, Program Management, PMP, Enterprise Architecture, Integration, Requirements Gathering, Software Project..., Software Documentation, Software Development

Education
Dawson College   1976 — 1979
DEC, Computer sciences

Amal Helbah-Dawson Amal Helbah-Dawson Toronto, Canada Area Details
Amal Helbah-Dawson's RBC Wealth Management Experience November 2010 - March 2012
Job Investment & Retirement Planner at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning  April 2002 - Present
RBC Wealth Management   November 2010 - March 2012
RBC Wealth Management   November 2007 - November 2010
RBC  November 2007 - November 2010
RBC Royal Bank  November 2007 - November 2010
RBC Wealth Management   April 2002 - October 2007
RBC Financial Group  January 1998 - January 2002

Skills
Mutual Funds, Mortgage Lending, Wealth Management, Retail Banking, Credit, Wealth Management..., Portfolio Management, Banking, Investment Advisory, Investment Strategies, Wealth, Financial Advisory

Education
Dalhousie University   2009 — 2011
working towards MBA, Financial Services

McMaster University   1993 — 1994
Bachelor of Arts, Sociology

McMaster University   1989 — 1994
Bachelor of Arts, English

Raymond Dela Paz Raymond Dela Paz Toronto, Canada Area Details
Raymond Dela Paz's RBC Wealth Management Experience May 2014 - Present
Job Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2014 - Present
Right Angle Consultants Inc.   January 2008 - January 2015
RBC Wealth Management   June 2012 - April 2014
RBC Wealth Management   May 2011 - June 2012
CIBC World Markets  September 2010 - April 2011
RBC Capital Markets  September 2009 - September 2010
RBC Capital Markets  February 2008 - August 2009
ScotiaMcLeod  June 2005 - February 2008
TrainingFolks  June 2004 - June 2005
RBC Dominion Securities  July 1998 - May 2004

Skills
Wealth Management, Capital Markets, Financial Analysis, Business Analysis, AML, Asset Managment, Back Office, Business Process, CRM, Equities, Financial Risk, Financial Services, Investments, Management Consulting, Portfolio Management, Project Management, SDLC, Securities, Strategy, Trading Systems

Education
George Brown College   1993 — 1995
Business Administration, Marketing and Investment Sales

Holly Shonaman Holly Shonaman Toronto, Canada Area Details
Holly Shonaman's RBC Wealth Management Experience 2007 - 2008
Job Director, Risk Oversight at RBC
Industry Financial Services
Experience
RBC  May 2013 - Present
RBC  December 2010 - May 2013
RBC  December 2008 - November 2010
RBC Wealth Management   2007 - 2008
RBC  1998 - 2007
McMillan Binch Mendelsohn LLP  1996 - 1998

Skills
Financial Services, Financial Regulation, Risk Management, Banking, Retail Banking, Commercial Banking, Legal

Education
York University - Osgoode Hall Law School   1996 — 1997
LL.M., Securities law

Dalhousie University   1991 — 1994
LL.B., Law

Saint Mary's University   1990 — 1991
Commerce

Carl Turner Carl Turner Rocky Mount, North Carolina Details
Carl Turner's RBC Wealth Management Experience April 1992 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 1992 - Present

Education
East Carolina University - College of Business   1984 — 1989
BSBA, Marketing

Matt Parent Matt Parent West Palm Beach, Florida Area Details
Matt Parent's RBC Wealth Management Experience July 2004 - February 2011
Job Proprietor/Consultant at Hospitality Hotels Resorts
Industry Hospitality
Experience
Hospitality - Hotels - Resorts   March 2012 - Present
Grace Hotels   February 2011 - October 2011
RBC Wealth Management   July 2004 - February 2011
Smith Barney  February 1995 - July 2004
Prudential Securities  August 1993 - February 1995
Bitter End Yacht Club  January 1991 - May 1993
Indian River Plantation Resort (Hutchinson Island Marriott)   September 1988 - December 1990
South Seas Resort  May 1981 - November 1987
Don Cesar   1987 - 1987

Skills
Microsoft Office, Word, Budgets, Asset Managment, Team Building, Financial Analysis, Strategic Financial..., Customer Service, Strategic Planning, Microsoft Excel, Outlook, Investments, Portfolio Management, Forecasting, Public Speaking, PowerPoint, Sales Management, Hospitality, Hotels, Managerial Finance, Credit, Accounting, Resorts, Mergers & Acquisitions, Training, Microsoft Word, Management, Marketing, Property Management..., Human Resources, Operations Management, Rooms Division

Education
Florida State University   1976 — 1980
BA, Business

Florida State University   1976 — 1980
Bachelor of Science, Business - Hotel Restaurant Administration

Elisabeth Herold Elisabeth Herold Washington, District Of Columbia Details
Elisabeth Herold's RBC Wealth Management Experience 2012 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2012 - Present
Uni. K. Wax   2007 - 2011
Aveda  2006 - 2007

Skills
Sales, Retail, Sales Management, Training, Strategy, Investments, Banking, Financial Analysis, Finance, Customer Service, CRM, Marketing, Security, Leadership, Business Analysis, Management, Microsoft Excel, Time Management

Education
Florida International University   2009 — 2013
Bachelor of Business Administration (B.B.A.), International Business

Mrunal Patel, CFP® Mrunal Patel, CFP® Washington D.C. Metro Area Details
Mrunal Patel, CFP®'s RBC Wealth Management Experience December 2012 - Present
Job at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2012 - Present
Janney Montgomery Scott  January 2011 - December 2012
Janney Montgomery Scott LLC  November 2006 - February 2011
Intersections Inc.  September 2005 - November 2006

Skills
Mutual Funds, Retirement Planning, Strategic Financial..., Equities, Education Funding, Series 63, Portfolio Management, Investments, Wealth Management, Asset Allocation, Separately Managed..., Investment Strategies, Financial Advisory, Retirement, Estate Planning, FINRA, ETFs, Asset Management, Bloomberg, 401k, Personal Financial..., Retirement Savings, IRAs, Wealth Accumulation, 401k Rollovers, Roth IRA, Options, 529 Plans, Uniform Combined State..., Series 65

Education
Georgetown University   2010 — 2010

Roanoke College   2001 — 2005
BBA, Business Administration

Alexa Feuerstein Alexa Feuerstein Chicago, Illinois Details
Alexa Feuerstein's RBC Wealth Management Experience June 2010 - August 2010
Job Incoming Operations Analyst for Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  July 2015 - Present
Balyasny Asset Management L.P.   June 2014 - August 2014
2100 Xenon Group   May 2013 - August 2013
Balyasny Asset Management L.P.   December 2012 - January 2013
Financial Firm  May 2012 - August 2012
Sarah's Pastries and Candies   May 2011 - August 2011
RBC Wealth Management   June 2010 - August 2010
Nottage and Ward  June 2009 - August 2009

Skills
Proficiency in MS..., Marketing Strategy, Salesforce.com, Leadership, Marketing, PowerPoint, Microsoft Office, Research, Microsoft Word, Microsoft Excel

Education
Emory University - Goizueta Business School   2011 — 2015
Bachelor of Business Administration (B.B.A.), Marketing, Double Major: Finance, Minor in English, 3.4/4.0

Latin School of Chicago   2006 — 2010
High School

Michele Rawdon Michele Rawdon Greater New York City Area Details
Michele Rawdon's RBC Wealth Management Experience January 2001 - Present
Job Senior Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2001 - Present
UBS  February 1999 - January 2001
Dreman Value Management  March 1998 - February 1999

Education
Fairleigh Dickinson University

University of North Carolina at Chapel Hill

Basilio P Lukis, CFA Basilio P Lukis, CFA Greater New York City Area Details
Basilio P Lukis, CFA's RBC Wealth Management Experience November 2005 - Present
Job Senior Portfolio Manager at RBC International Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2005 - Present
RBC  2005 - 2008
SANTANDER CENTRAL HISPANO   February 2004 - October 2005
SANTANDER CENTRAL HISPANO / COUTTS (USA) INTERNATIONAL   October 2001 - January 2004
GOVERNMENT OF PANAMA   January 1996 - January 1999

Skills
Wealth Management, Investment Strategies, Investments, Asset Management, Economics, Portfolio Management, Analysis, Risk Management, Financial Analysis, Investment Banking, Derivatives, Asset Allocation, Private Banking, Mutual Funds, Financial Risk, Management, Financial Modeling, Bloomberg, Finance, Fixed Income, Investment Advisory, Banking, Financial Markets, Valuation, Wealth, Hedging, Investment Management, Capital Markets

Education
Universidad Torcuato di Tella   1999 — 2000
Masters, Economics and Public Policy Degree

Florida International University
Bachelors of Arts, Economics and International Relations

fdr

Fabrizio D'Elia Fabrizio D'Elia Montreal, Canada Area Details
Fabrizio D'Elia's RBC Wealth Management Experience December 2008 - Present
Job Accounting Officer at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2008 - Present
RBC  2008 - 2014
RBC  2008 - 2014
RBC  2008 - 2014
RBC Wealth Management   2008 - 2011

Skills
Financial Accounting, Finance, Wealth Management, Financial Services, AML

Education
McGill University   2005 — 2008
Bachelor in Commerce, Major in Finance

McGill University   2002 — 2005
Certificate in Management, Commerce

Dawson College   1995 — 1998
Pure and Applied Sciences, DEC

Steve Lahre Steve Lahre Greater San Diego Area Details
Steve Lahre's RBC Wealth Management Experience November 2012 - Present
Job RBC Wealth Management/Senior Vice President/ Financial Advisor / CFP
Industry Financial Services
Experience
RBC Wealth Management   November 2012 - Present
Morgan Stanley Smith Barney  June 1982 - November 2012
Peace Corps  1978 - 1979

Skills
Certified Financial..., Wealth Advisor, Fixed Income Specialist, Financial Planning, Retirement Planning, Investments, Wealth Management, Portfolio Management, Strategic Financial..., Finance, Fixed Income, Investment Advisory, Series 7, Investment Strategies, Asset Allocation, Asset Management, Series 63, Wealth Management...

Education
DePauw University   1974 — 1978
BA, Economics

Western High School   1970 — 1974

Mike Hurtgen Mike Hurtgen Greater Denver Area Details
Mike Hurtgen's RBC Wealth Management Experience June 1998 - June 2009
Job Financial Advisor / Branch Manager at Raymond James Financial Services, Inc. Member FINRA / SIPC
Industry Financial Services
Experience
Raymond James Financial Services, Inc. - Member FINRA / SIPC   June 2009 - Present
RBC Wealth Management   June 1998 - June 2009
US Bancorp Investment   January 1991 - June 1998

Skills
Investment Management, Financial Planning, Strategic Financial..., Financial Advisory, Investments

Education
University of Denver - Daniels College of Business   1990 — 1991
Accounting & Finance

University of Colorado at Boulder   1985 — 1987
BA

Emory University   1983 — 1984

Cash Freeman Cash Freeman Fort Collins, Colorado Area Details
Cash Freeman's RBC Wealth Management Experience February 2015 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2015 - Present
Edward Jones  August 2014 - January 2015
US Army  November 1990 - December 2011

Education
University of Wyoming College of Law   2011 — 2013
Juris Doctor, Law

College of Financial Planning   2015 — 2018
Certified Financial Planner, Financial Planning and Services

Leadership Program of the Rockies, Class of 2015   2014 — 2015
Economics, Politics, Law, Public Speaking & Persuasion, National Security

Leadership Northern Colorado, Class of 2015   2014 — 2015

Leadership Wyoming, Class of 2014   2013 — 2014

Troy University   2003 — 2004
Master of Science (M.S.), International Relations (National Security Concentration)

Fayetteville State University   2001 — 2003
Bachelor of Arts (B.A.), History

Ayesha Yasin, CRPC® Ayesha Yasin, CRPC® Washington D.C. Metro Area Details
Ayesha Yasin, CRPC®'s RBC Wealth Management Experience November 2012 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2012 - Present
Morgan Stanley Wealth Management  March 2009 - October 2012
Merrill Lynch  April 2005 - March 2009

Education
Harvard University   2015 — 2016
Graduate Degree Program - Extension School, Finance

George Mason University   1993 — 1997
Bachelor Of Arts, Economics

St. Joseph's College, Karachi Pakistan   1991 — 1993
Bachelor Of Science, Economics, Finance, French

Ellen Tan Ellen Tan Vancouver, Canada Area Details
Ellen Tan's RBC Wealth Management Experience May 2013 - July 2014
Job Mortgage Specialist at RBC
Industry Banking
Experience
RBC  September 2015 - Present
RBC  August 2006 - Present
RBC  July 2014 - September 2015
RBC Wealth Management   May 2013 - July 2014
RBC Bank  November 2012 - May 2013
RBC  April 2012 - November 2012

Skills
Banking, Credit, Relationship Management, Retail Banking, Mortgage Lending, Loans, Account Management, Sales, Financial Services, Finance, Commercial Lending

Education
Fu Jen Catholic University   1989 — 1992
Bachelor's degree, Library and Information Science

Kari Miller, SHRM-SCP, SPHR Kari Miller, SHRM-SCP, SPHR Greater Minneapolis-St. Paul Area Details
Kari Miller, SHRM-SCP, SPHR's RBC Wealth Management Experience January 2015 - Present
Job Senior Manager, HR Employee Support and Technology Operations at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
RBC Wealth Management   November 2013 - Present
Medica  October 2010 - November 2013
HomeServices of America  October 2006 - October 2010
USBank  2005 - 2006
Piper Jaffray  1996 - 2005
The Pillsbury Company  1994 - 1996
TDS  1989 - 1994
Tombstone Pizza   1987 - 1989

Skills
HRIS, Employee Benefits, Performance Management, Deferred Compensation, Human Resources, PeopleSoft, ADP Payroll, Payroll, Taleo, Personnel Management, Leadership, Ultimate Software, Accero (Cyborg), Compensation, Benefits, SuccessFactors, Executive-level..., Change Management, Recruiting, Onboarding, Management, Process Improvement, Talent Management, Strategy, Benefits Administration

Education
Edgewood College
MBA, HR

University of Wisconsin-Stevens Point
BA, Business, Computer Systems

Allison (Rockwell) Gordon-Collins Allison (Rockwell) Gordon-Collins Vancouver, Canada Area Details
Allison (Rockwell) Gordon-Collins's RBC Wealth Management Experience March 2015 - Present
Job Private Banker at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   March 2015 - Present
Scotia Private Client Group  April 2013 - March 2015
Scotiabank  January 2006 - March 2013
Scotiabank  May 2000 - January 2005

Skills
Accounting, Business Strategy, Asset Management, Customer Relations, Financial Planning, Strategic Planning, Debt Structuring, Retail Banking, Strategic Financial..., Asset Managment, Customer Service, Commercial Banking, Loans, Management, Credit, Relationship Management, Risk Management, Banking, Portfolio Management, Wealth Management, Mortgage Lending, Coaching, Financial Services, Wealth, Finance, Wealth Management..., Private Banking, Debt Restructuring, Financial Risk, Investment Advisory, Personal Financial..., Investment Management, Retirement Planning, Credit Risk, Financial Advisory, Credit Analysis, Leadership, Investment Strategies, Securities, Asset Allocation, Residential Mortgages, Trust Services, High Net Worth...

Education
Dalhousie University   2012 — 2015
MBA, Financial Services

Canadian Securities Institute   2002 — 2011
PFP, Personal Financial Planner

Dalhousie University   2000 — 2004
Bachelor of Commerce

Jönköping University
Academic Exchange at International Business School

Langley Secondary School

Ann Wasik Ann Wasik Greater Minneapolis-St. Paul Area Details
Ann Wasik's RBC Wealth Management Experience January 2012 - December 2014
Job Strategic communications, public relations and marketing professional
Industry Public Relations and Communications
Experience
University of Minnesota  May 2015 - Present
RBC Wealth Management   January 2012 - December 2014
Ann Wasik Communications   February 2009 - December 2011
University of St. Thomas  February 2009 - September 2009
Ameriprise Financial (formerly American Express Financial Advisors)   February 2007 - February 2009
Ameriprise Financial (formerly American Express Financial Advisors)   August 2000 - February 2007
American Express Financial Advisors  September 1996 - August 2000

Skills
Strategic Planning, Creative Campaign..., Thought Leadership, Strategic Communications, Marketing Communications, Public Relations, Media Relations, Media Skills Training, Corporate Communications, Internal Communications, Social Media, Marketing, Executive..., Executive Coaching, Team Building, Leadership, Editing, Brand Management, Newsletters, Reputation Management, Program Management, Social Media Marketing, Event Management, Digital Strategy, Brand Development, Speech Writing, Social Networking, Marketing Management, Strategic Thinking, Influencer Marketing, Marketing Strategy, Research, Crisis Communications, Digital Marketing, Problem Solving, Blogging, Strategy, Press Releases

Education
Drake University
B.A., Journalism & Mass Communications

University of Saint Thomas - School of Business
MBA, Marketing

Patrick J. Tobin, CFP®, RICP® Patrick J. Tobin, CFP®, RICP® Greater Pittsburgh Area Details
Patrick J. Tobin, CFP®, RICP®'s RBC Wealth Management Experience May 2013 - Present
Job First Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2013 - Present
Morgan Stanley Smith Barney  May 1994 - May 2013
Prudential Securities  November 1988 - May 1994

Education
Edinboro University of Pennsylvania   1982 — 1988
BS, Business Administration

Waynesburg University
Master of Business Administration (MBA)

Reiley Crosby Reiley Crosby Baltimore, Maryland Area Details
Reiley Crosby's RBC Wealth Management Experience May 2014 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2014 - Present
MassMutual Financial Group  2013 - 2014
Dickinson College  August 2009 - May 2013
Cal Ripken, Sr. Foundation   June 2012 - August 2012

Education
Dickinson College   2009 — 2013
Bachelor of Arts (BA), Policy Management

Rachel Marando Rachel Marando San Francisco Bay Area Details
Rachel Marando's RBC Wealth Management Experience September 2015 - Present
Job Client Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2015 - Present
BankWork$   2015 - 2015
Morgan Stanley  April 2014 - June 2014
Zolio Inc  September 2013 - November 2013
Muscular Dystrophy Association  June 2012 - July 2012

Skills
Fashion, Small Business, Finance, Customer Service, Research, Data Analysis, Fundraising, Linear Programming, Market Research, Team Leadership, Accounting, Strategic Planning, Leadership, Financial Analysis, Management, Investments, Event Planning, Valuation, Social Networking

Education
University of California, Davis   2012 — 2014
Bachelor's Degree, Managerial Economics

Diablo Valley College   2009 — 2012
Associate's Degree, Business Administration and Management, General

Scott Richman Scott Richman Greater Philadelphia Area Details
Scott Richman's RBC Wealth Management Experience October 2004 - March 2015
Job Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  March 2015 - Present
RBC Wealth Management   October 2004 - March 2015
J.B.Hanauer   October 2004 - October 2009
Merrill Lynch  March 2000 - October 2004
sunstate steel   May 1990 - April 2000

Skills
bringing tax exempt..., managaging covered call..., Public Finance, Financial Management, Investment Strategies, save for college or..., Portfolio Management, Save, Investments, Retirement, Series 63, Estate Planning, Series 7, Fixed Annuities, Risk Management, Financial Services, Banking, Asset Managment, Asset Management, Strategy, Investment Advisory, Insurance, Financial Analysis, Small Business, Wealth Management, Finance, Management, Retirement Planning, Mutual Funds, Small Business Lending, Long-term Care, Due Diligence, Asset Allocation, Securities, Financial Risk, Life Insurance, Wealth Management..., Loans, Financial Advisory, High Net Worth..., 401k Rollovers, Financial Planners, Separately Managed..., Strategic Financial..., Bonds, Wealth Accumulation, Alternative Investments, Trust Services, Variable Annuities, Trust Management

Education
Drexel University - LeBow College of Business   1971 — 1976
BS, Mktg and Finance

Gemantown Lutheran Academy '71   1969 — 1971
baccaleaurette, Academic Curriculim

Greg Steiger, CIMA®, RICP® Greg Steiger, CIMA®, RICP® Greater Seattle Area Details
Greg Steiger, CIMA®, RICP®'s RBC Wealth Management Experience March 2013 - Present
Job Manager Retirement Income Planning at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2013 - Present
RBC Wealth Management   August 1996 - February 2013

Education
Eastern Washington University   1980 — 1984
BS, Marketing

Hudsons Bay High School   1977 — 1980

Jake B. Salzman Jake B. Salzman Leawood, Kansas Details
Jake B. Salzman's RBC Wealth Management Experience January 2008 - Present
Job Financial Advisor, The Salzman Zimmerman Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2008 - Present
CommunityAmerica Credit Union  January 2003 - January 2008

Education
The University of Kansas   2000 — 2002
Bachelor’s Degree, Business Administration

Emporia State University   1998 — 2000

Rod Tucker Rod Tucker Greater Seattle Area Details
Rod Tucker's RBC Wealth Management Experience February 2002 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2002 - Present
Prudential Securities  1997 - 2002

Skills
401k, Small Business, Retirement Planning, Investments, Mutual Funds, High Net Worth..., Wealth Management, Strategy, Asset Allocation, Finance, Portfolio Management, Series 63, Series 7

Education
Eastern Washington University   1986 — 1990

Steven R. Karmelin Steven R. Karmelin Delray Beach, Florida Details
Steven R. Karmelin's RBC Wealth Management Experience March 2002 - Present
Job First Vice President; Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2002 - Present

Education
Florida State University   1985 — 1988
Bachelor of Science, Communications

Syracuse University   1984 — 1985

Sharon Avery Sharon Avery Halifax, Canada Area Details
Sharon Avery's RBC Wealth Management Experience May 2013 - Present
Job Will & Estate Consultant at RBC Wealth Management
Industry Law Practice
Experience
RBC Wealth Management   May 2013 - Present
Cox & Palmer  October 2008 - May 2013
Hebert Boddie   June 2007 - September 2008
Patterson Law  May 2006 - June 2007
Discovery Centre   March 2004 - September 2004
Phoenix Youth Programs  October 1999 - March 2004
Heart & Stroke Foundation  January 1997 - October 1999
Amyotrophic Lateral Sclerosis Society of Nova   January 1996 - January 1997
Health Canada  January 1994 - January 1996

Skills
Civil Litigation, Estate Planning, Wills, Trusts, Corporate Law, Alternative Dispute..., Litigation, Legal Research, Legal Writing, Courts, Mediation, Estate Law, Administrative Law, Trials, Estate Administration, Arbitration

Education
Dalhousie University   2002 — 2006
Bachelor of Laws, 2006

Mount Saint Vincent University   1993 — 1996
Bachelor, Public Relations, Cooperative Education Option

Community Service Worker   1986 — 1987
Diploma, Social Work

Mary Ann Flanagan Mary Ann Flanagan Des Moines, Iowa Details
Mary Ann Flanagan's RBC Wealth Management Experience June 2009 - April 2010
Job Freelancer
Industry Writing and Editing
Experience
Sporer & Flanagan, PLLC   August 2014 - July 2015
Pioneer Communications, Inc.   September 2010 - December 2013
RBC Wealth Management   June 2009 - April 2010
Robert Half  2008 - 2009
Heartland AEA  August 2000 - August 2008

Skills
Marketing, Editing, Newsletters, Social Media, Proofreading, Event Planning, Copy Editing, Customer Service, Creative Writing, Microsoft Office, Public Speaking, Data Entry, Social Networking, Sign Language, PowerPoint, Research, Teaching, Microsoft Word, Strategic Planning, Marketing Communications, Facebook, Mac, Budgets, Coaching, Community Outreach, Team Building, Staff Development, Publishing, Non-profits, Outlook, Public Relations, Negotiation, QuickBooks

Education
Creighton University
Bachelor of Science (BS)

University of Nebraska at Omaha
Master of Science (MS)

Daniele Rosenfeld Daniele Rosenfeld Miami/Fort Lauderdale Area Details
Daniele Rosenfeld's RBC Wealth Management Experience March 2009 - February 2011
Job Senior Financial Analyst at Merrill Lynch and Wine Writer at SOMI Magazine
Industry Wine and Spirits
Experience
Merrill Lynch  February 2011 - Present
SOMI Magazine   July 2010 - Present
RBC Wealth Management   March 2009 - February 2011
Southern Wine & Spirits  January 2006 - March 2009

Education
Florida International University
MBA

Florida International University
Bachelor's degree, Hospitality Management

LINDA ROSA-KALATA LINDA ROSA-KALATA Denville, New Jersey Details
LINDA ROSA-KALATA's RBC Wealth Management Experience May 2004 - March 2011
Job Vice PresidentClient Relationship Manager at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch  June 2012 - Present
Morgan Stanley  March 2011 - June 2012
RBC Wealth Management   May 2004 - March 2011
Thomas Weisel Partners  December 1999 - March 2004

Skills
Series 7,9,10,24,51,66, Administrative,..., Management, CRM, Equities, Wealth Management, Finance, Risk Management, Financial Services, Expense Management, Event Planning, Event Management, Operational Efficiency, Travel Management, Business Meetings

Education
Felician College
BA, Business Management & Marketing

Henry Lobb Henry Lobb Charlotte, North Carolina Details
Henry Lobb's RBC Wealth Management Experience July 2012 - August 2012
Job Associate
Industry Commercial Real Estate
Experience
Avison Young Commercial Real Estate  October 2014 - Present
Charlotte Hounds  June 2014 - Present
Duke Lacrosse   August 2010 - May 2014
Verizon (GC Services)   July 2013 - August 2013
RBC Wealth Management   July 2012 - August 2012

Skills
Microsoft Excel, Public Speaking, Leadership, Data Analysis, Marketing, Analysis, Microsoft Office, PowerPoint, Collaborative Leadership, Time Management, Teamwork, Work Ethic, Team Leadership, Entrepreneurship, Market Research, Industrial Real Estate, Data Entry, Commercial Real Estate, Brokerage

Education
Duke University   2010 — 2014
Bachelor of Arts (B.A.), Sociology, Markets and Management Certificate

Marianne Murphy Marianne Murphy Tampa, Florida Details
Marianne Murphy's RBC Wealth Management Experience September 2008 - August 2011
Job ~
Industry Human Resources
Experience
Electrolux  February 2013 - January 2014
Maxim Healthcare Services  September 2011 - May 2012
RBC Wealth Management   September 2008 - August 2011

Education
Elon University   2004 — 2008
Bachelor of Science, Business Administration

Andover High School   2000 — 2004

Marcel Dupupet Marcel Dupupet Toronto, Canada Area Details
Marcel Dupupet's RBC Wealth Management Experience May 2014 - Present
Job Manager, Financial Planning at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   May 2014 - Present
RBC Royal Bank  June 2012 - May 2014
RBC  July 2009 - May 2012
RBC  May 2004 - April 2008

Skills
Mortgage Lending, Wealth Management, Mutual Funds, Credit, Banking, Portfolio Management, Retirement Planning, Retail Banking, Lines Of Credit, Loans, Consumer Lending, Finance, Residential Mortgages, Credit Analysis, Commercial Banking

Education
Canadian Securities Institute   2004 — 2011
Fellow of Canadian Securities Institute, Fellow of Canadian Securities Institute

Deakin University   2008 — 2009
MBA, Finance

Saint Mary's University   2000 — 2004
B.Comm., Marketing, International Business Management

Kristi Thornhill Kristi Thornhill Minneapolis, Minnesota Details
Kristi Thornhill's RBC Wealth Management Experience September 2010 - April 2013
Job Coaching SpecialistFraud Prevention at Target Corporation
Industry Security and Investigations
Experience
Target Corporation  April 2015 - Present
Target Corporation  August 2014 - April 2015
DECO, Inc  September 2013 - December 2014
DECO, Inc  February 2014 - August 2014
RBC Wealth Management   September 2010 - April 2013
World's Foremost Bank  October 2008 - September 2010
Miami-Dade Medical Examiner's Office  June 2009 - June 2009
TJ Maxx  April 2002 - April 2008

Skills
Credit, Fraud, Banking, Finance, Risk Management, Financial Risk, Outlook, Microsoft Excel, Investigation, Microsoft Office, Microsoft Word, Criminal Investigations, Customer Service, Schedules, Law Enforcement..., Multi Tasking, SQN Citrix, WinTeam, Security, Visa Resolve Online, PowerPoint, Access Database, FDR, Management, Account Reconciliation, Law Enforcement, Access

Education
Nebraska Wesleyan University
Master Level Coursework Completed, Forensic Science Coursework- Investigative Sciences

Hibbing Community College
Certification, SKILLS-Law Enforcement Clinical Component

Minnesota State University, Mankato
Bachelor of Science, Law Enforcement/Political Science

Dakota County Technical College
Diploma, Photographic Technology

Elizabeth Hawkins Elizabeth Hawkins Durham, North Carolina Details
Elizabeth Hawkins's RBC Wealth Management Experience June 2006 - August 2006
Job MBA Candidate at The Fuqua School of Business
Industry Marketing and Advertising
Experience
Google  November 2012 - December 2014
inVentiv Health  September 2011 - July 2012
Triage Consulting Group  August 2009 - July 2011
Piper Jaffray  June 2008 - August 2008
RBC Wealth Management   June 2006 - August 2006

Education
Duke University - The Fuqua School of Business   2015 — 2017
Master of Business Administration (M.B.A.)

Duke University   2005 — 2009
BA, Political Science; Certificate in Markets & Management Studies

NYU   2007 — 2007
Study Abroad in Florence

Carley Thysell Carley Thysell Greater New York City Area Details
Carley Thysell's RBC Wealth Management Experience May 2009 - August 2009
Job Marketing Manager at Uber
Industry Retail
Experience
Uber  May 2015 - Present
Komar  November 2013 - Present
Ralph Lauren  May 2013 - November 2013
Polo Ralph Lauren  September 2011 - May 2013
Article 9 Agents, LLC   August 2010 - September 2011
The Krause Fund   January 2010 - May 2010
RBC Wealth Management   May 2009 - August 2009
RBC Wealth Management   May 2008 - August 2008

Skills
Online Marketing, Digital Marketing, Retail, CRM, Multi-channel Retail, Paid Search Strategy, Email Marketing, Social Media Marketing, Promotional Marketing, Affiliate Marketing, SEO, Remarketing, Project Management, Sweepstakes, HTML, CSS, Market Research, PowerPoint, Microsoft Excel, Investments, WordPress, Management, Social Media, Sales, Marketing Strategy

Education
General Assembly   2014 — 2015
Front-End Web Development

University of Iowa - Henry B. Tippie College of Business   2006 — 2010
Bachelor of Business Administration, Finance

CEA GlobalCampus   2009 — 2009
International Business and Spanish

Audrey Porritt Audrey Porritt Greater Minneapolis-St. Paul Area Details
Audrey Porritt's RBC Wealth Management Experience February 2015 - Present
Job Project Coordinator at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   February 2015 - Present
University of Minnesota  October 2013 - February 2015
Type A Events  December 2012 - October 2013
American Board of Medical Specialties  October 2011 - December 2012
American Board of Medical Specialties  June 2010 - October 2011
American Association of Diabetes Educators  January 2008 - June 2010

Skills
Fundraising, Event Management, Research, Editing, Project Management, Marketing, Customer Relations, Customer Service, Management, Event Planning, Newsletters, Non-profits, Nonprofits, Healthcare, Social Media, Project Planning, Marketing Strategy, Budgets

Education
DePauw University   2004 — 2008
BA, English Writing and Spanish

Universitat de Barcelona   2006 — 2006
Bachelor of Arts (B.A.), Spanish

Felipe Lopierre Felipe Lopierre New York, New York Details
Felipe Lopierre's RBC Wealth Management Experience December 2011 - August 2014
Job Senior Associate, Service Officer at Citi Private Bank
Industry Financial Services
Experience
Citi  September 2014 - Present
RBC Wealth Management   December 2011 - August 2014
Lloyds TSB International Private Banking   December 2010 - December 2011

Skills
Wealth Management, Corporate Finance, Portfolio Management, Fixed Income, Financial Analysis, Investments, Equities, International Business, Intercultural..., Marketing, Brand Management, Customer Service, Intercultural Skills, Business Analysis, Relationship Management, Visual Merchandising, Financial Markets, Microsoft Office, Microsoft Excel, Bloomberg, Finance

Education
Fashion Institute of Technology   2013 — 2014
Certificate Program, Brand Management

Universidad Escuela de Administración y Finanzas y Tecnologías   2006 — 2011
Bachelor of Arts (B.A.), International Business

Grant McCoshen Grant McCoshen Toronto, Canada Area Details
Grant McCoshen's RBC Wealth Management Experience November 2014 - Present
Job Senior Manager, Digital Strategy at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   November 2014 - Present
RBC Wealth Management   May 2009 - Present
Capital G Media   September 2008 - May 2011

Skills
Technical Leadership, Project Management, Project Coordination, Web Development, Business Development, Marketing, HTML, SEO, Photoshop, Microsoft Office, Marketing Communications, JavaScript, Dreamweaver, Strong Communication..., After Effects, Flash, Illustrator, Sound, MS Office Suite, Digital Strategy, Customer Service, Management, Social Media, Leadership, Social Media Marketing

Education
Durham College, School of Media, Art & Design   2005 — 2008
Honours Ontario Advanced Diploma, Multimedia Design

Fanshawe College   2001 — 2003
Human Resources Management

Nichole Cullen Nichole Cullen Portland, Maine Area Details
Nichole Cullen's RBC Wealth Management Experience July 2015 - Present
Job Experienced Business Manager, Event Director, Model.
Industry Marketing and Advertising
Experience
RBC Wealth Management   July 2015 - Present
Localvore Today  June 2015 - Present
YMCA of Southern Maine  October 2012 - Present
Massage Envy Spa  January 2007 - March 2011
WYD Entertainment   August 2005 - January 2007
Team Staffing Services   June 2004 - August 2006

Skills
Event Management, Event Planning, Business Management, Account Management, Promotions, Staff Management, Staff Retention, Fundraising, Modeling, Volunteer Coordination, Youth Mentoring, Special Events, Volunteer Management, Office Management, Mentoring, B2B, Employee Training, Human Resources, Consultation, Sales Management, National Sales Training, Hosting Events, Management, Public Speaking

Education
Florida Metropolitan University
Heath and wellness

Chris M. Wagner Chris M. Wagner Greensboro/Winston-Salem, North Carolina Area Details
Chris M. Wagner's RBC Wealth Management Experience September 2006 - April 2011
Job Portfolio Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley  December 2011 - Present
Wells Fargo Advisors, LLC  April 2011 - December 2011
RBC Wealth Management   September 2006 - April 2011
Morgan Financial, Inc.   September 2004 - September 2006
Balboa Capital Corporation  September 2003 - September 2004
Poole, McKinley and Blosser   January 1999 - August 2002

Skills
Portfolio Management, Equities, Options Strategies, Municipal Bonds, Capital Markets, Endowments, Hedge Funds, Fixed Income, Strategic Financial..., Private Equity, Investments, Alternative Investments, Venture Capital, Asset Management, Financial Advisory, Private Foundations, Institutional..., Bloomberg Terminal, Rule 144, Reuters, ThomsonOne, Estate Planning, Asset Managment, Series 7, Separately Managed..., Credit, Seed Capital, investment office..., Oil & Gas Industry

Education
Florida State University   1998 — 2002
BS, Political Science/Business Administration

Amber Wickersham-Yee Amber Wickersham-Yee Portland, Oregon Area Details
Amber Wickersham-Yee's RBC Wealth Management Experience July 2012 - December 2012
Job Registered Client Service Associate at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley  October 2013 - Present
RBC Wealth Management   July 2012 - December 2012
Southwest Securities  October 2009 - April 2012
SYSTIME Computer Corporation   2006 - 2007
Byer California  June 2004 - April 2006

Skills
Financial Management, Client Communication, Microsoft Office, Sales, Customer Service, Managerial Finance

Education
Fashion Institute of Design & Merchandising   1999 — 2001
Associates of Arts, Fashion Design

Kevin Prins Kevin Prins Toronto, Canada Area Details
Kevin Prins's RBC Wealth Management Experience 1991 - 2000
Job Vice President, Ontario BMO ETFs
Industry Financial Services
Experience
BMO Exchange Traded Funds   May 2010 - Present
NBCN  May 2008 - May 2010
BMO  June 2003 - April 2008
Canadian Securities Institute (CSI)   January 2000 - June 2003
RBC Wealth Management   1991 - 2000

Skills
Investment Advisory, Analysis, Portfolio Management, ETFs, Asset Allocation, Mutual Funds, Wealth Management, Investments, Structured Products, Banking, Investment Banking, Financial Advisory, Investment Management, Sales, Investment Strategies, Retirement Planning, Business Strategy, Equities, Valuation, Project Management, Strategic Financial..., Insurance, Risk Management, Business Development, Financial Analysis, Credit, Securities, Asset Management, Financial Services, Negotiation, Derivatives, Capital Markets, Fixed Income, Bonds, Alternative Investments, Financial Markets, Trading, Hedge Funds, Bloomberg, Financial Planning

Education
Dalhousie University   2000 — 2004
MBA

Gabriel Duarte, CPA, CGMA Gabriel Duarte, CPA, CGMA Miami, Florida Details
Gabriel Duarte, CPA, CGMA's RBC Wealth Management Experience April 2006 - September 2011
Job SVP, Head of Finance and Administration at Bci Miami Branch
Industry Financial Services
Experience
Bci Miami Branch   April 2015 - Present
BNP Paribas Wealth Management  September 2011 - March 2015
RBC Wealth Management   April 2006 - September 2011
BNP Paribas  February 2000 - April 2006
Standard Chartered Bank  August 1998 - February 2000
BDO USA, LLP  July 1994 - August 1998
KPMG US  1991 - 1993

Skills
Financial Modeling, Financial Reporting, Financial Management, Monarch, Excel, Access, Pivot Tables, M&A due diligence, Regulatory Reporting, Business Objects, Oracle Financials, Microsoft Dynamics, Great Plains Software, Customer Profitability, Essbase, Cognos, Managerial Finance, Banking, Due Diligence, Budgets, Credit, AML, Financial Risk, Microsoft Excel, Auditing, Risk Management, Asset Management, Financial Analysis, Operational Risk, Commercial Banking, Accounting, Mergers & Acquisitions, Investments, Internal Audit, Internal Controls, Finance, Forecasting, US GAAP, Analysis, IFRS, Tax, Cash Management, Wealth Management, Corporate Finance, Strategic Financial..., Treasury Management, Financial Planning

Education
Florida International University - College of Business   2002 — 2002
MSF, Finance

Florida International University - College of Business   1995 — 2000
M.S., Accounting

Florida Atlantic University   1987 — 1989
B.S., Accounting

Nelson Couto Nelson Couto Toronto, Canada Area Details
Nelson Couto's RBC Wealth Management Experience October 2009 - Present
Job Manager, Business Initiatives
Industry Financial Services
Experience
RBC Wealth Management   October 2009 - Present
RBC CMS Operations   2002 - 2009
RBC  1998 - 2002

Education
George Brown College   1996 — 1998

Arthur Sinkler Arthur Sinkler Greater Atlanta Area Details
Arthur Sinkler's RBC Wealth Management Experience May 2007 - September 2012
Job Vice President at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  September 2012 - Present
RBC Wealth Management   May 2007 - September 2012
Citigroup Global Markets  November 2002 - May 2007
MuniDirect.com   1999 - 2002
Merrill Lynch  1990 - 1997

Skills
Bonds, Securities, Investments, Fixed Income, Capital Markets, Equities, Investment Banking, Municipal Bonds

Education
Georgia State University   1984 — 1986
Bachelor of Business Administration (BBA), Business Administration and Management, General

Lovett   1974 — 1981

Michael Dingerdissen Michael Dingerdissen Greater Philadelphia Area Details
Michael Dingerdissen's RBC Wealth Management Experience November 2008 - May 2009
Job Attorney
Industry Law Practice
Experience
Phelan Hallinan, LLP  March 2014 - Present
US Securities and Exchange Commission  January 2013 - May 2013
US Securities and Exchange Commission  May 2012 - August 2012
The Nemours Foundation  June 2011 - July 2011
Deloitte Consulting  June 2009 - August 2009
RBC Wealth Management   November 2008 - May 2009
Johnson & Johnson  May 2008 - August 2008
Lasko Products  May 2007 - August 2007

Education
Villanova University School of Law   2010 — 2013
JD

Georgetown University - The McDonough School of Business   2006 — 2010
BSBA, Finance, Accounting

sandeep sekhar sandeep sekhar Greater Minneapolis-St. Paul Area Details
sandeep sekhar's RBC Wealth Management Experience November 2011 - Present
Job Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   November 2011 - Present
Green Tree Servicing  December 2008 - November 2011
The Hartford  April 2007 - November 2008
Ameriprise Financial  April 2006 - March 2007
TD Bank USA  January 2005 - March 2006
Ameriquest Mortgages   February 2004 - November 2004
Active Health Management  November 2002 - January 2004
Escorts Finance Lmtd.   April 2001 - September 2002

Skills
Project Portfolio..., Financial Services, SDLC, Financial Analysis, Requirements Gathering, Requirements Analysis, Process Improvement, Visio, Business Analysis, Vendor Management, Risk Management, Analysis, Business Intelligence, Project Management, Financial Modeling, Business Process, Data Warehousing, Business Requirements, Software Project..., Business Process...

Education
Delhi University
MS Finance

Delhi University
BS Accounting

University of Massachusetts Lowell
MBA

Christy (RBC Dain) Perimon Christy (RBC Dain) Perimon San Francisco Bay Area Details
Christy (RBC Dain) Perimon's RBC Wealth Management Experience
Job Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  

Education
Diablo Valley College   1992 — 1996

BARBARA BREWER BARBARA BREWER Greater Philadelphia Area Details
BARBARA BREWER's RBC Wealth Management Experience September 2003 - Present
Job Sr. Reg. Client Associate at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   September 2003 - Present
Janney Montgomery Scott  October 1994 - September 2003

Skills
Investments, Series 7, Retirement Planning, New Business Development, Insurance, Mutual Funds, Financial Analysis, Wealth Management, Risk Management

Education
Penn State University   1997 — 1998
business

Delaware County Community College   1976 — 1978
Associates, Legal/Business

Brett (RBC Dain) Clark Brett (RBC Dain) Clark Lincoln, Nebraska Area Details
Brett (RBC Dain) Clark's RBC Wealth Management Experience
Job V.P. at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  

Education
Creighton University School of Law

Scott Richman Scott Richman Greater Philadelphia Area Details
Scott Richman's RBC Wealth Management Experience 2003 - 2010
Job VP, Financial Advisor at J.B.Hanauer
Industry Financial Services
Experience
J.B.Hanauer & Co.   October 2003 - Present
RBC Wealth Management   2003 - 2010
merrill lynch  2000 - 2003

Education
Drexel University - LeBow College of Business   1971 — 1976
BS, Business

Tina Goetz (Dale) Tina Goetz (Dale) Greater Minneapolis-St. Paul Area Details
Tina Goetz (Dale)'s RBC Wealth Management Experience September 2014 - Present
Job Associate Art Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2014 - Present
RBC Wealth Management   November 2006 - September 2014
RBC Wealth Management   January 1999 - November 2006
GMAC-RFC  1996 - 1999

Education
Drake University   1991 — 1995
BA, Graphic Design

Tim Paulin, CFA Tim Paulin, CFA Cincinnati, Ohio Details
Tim Paulin, CFA's RBC Wealth Management Experience 1992 - 2002
Job Senior Vice President, Investment Research and Product Management at Touchstone Investments
Industry Financial Services
Experience
Touchstone Investments  March 2010 - Present
Klein Decisions, Inc.   January 2003 - March 2010
RBC Wealth Management   1992 - 2002
Merrill Lynch  October 1988 - December 1991

Education
Georgia State University - J. Mack Robinson College of Business
MBA

The University of Georgia
BBA, Finance

Dave Magnone Dave Magnone Greater New York City Area Details
Dave Magnone's RBC Wealth Management Experience January 2005 - Present
Job Certified Financial Planner
Industry Financial Services
Experience
RBC Wealth Management   January 2005 - Present
UBS Financial Services  April 2001 - December 2004
JP Morgan Chase  November 1996 - March 2001

Education
Fordham Gabelli School of Business   1997 — 2000
MBA, Accounting & Finance

University of Rhode Island   1988 — 1992
Business Administration, Finance

Craig Martucci Craig Martucci Greater Salt Lake City Area Details
Craig Martucci's RBC Wealth Management Experience May 1999 - August 2014
Job Managing Partner, Martucci Adams Wealth Advisors.
Industry Financial Services
Experience
RBC Wealth Management   May 1999 - August 2014

Skills
Asset Allocation, Series 7, 401k, Mutual Funds, Uniform Combined State..., Series 63, Retirement, Financial Analysis, Series 65

Education
Eastern Washington University   1988 — 1992
Ba, International business

MARK G. ATKINSON MARK G. ATKINSON Des Moines, Iowa Area Details
MARK G. ATKINSON's RBC Wealth Management Experience July 2007 - Present
Job Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2007 - Present
A.G. Edwards & Sons, Inc.   July 1989 - July 2007

Education
Drake University   1983 — 1987
MBA, Finance

Elizabeth A. Murry Elizabeth A. Murry Charlotte, North Carolina Details
Elizabeth A. Murry's RBC Wealth Management Experience March 2008 - August 2012
Job Management Consultant at Ernst & Young
Industry Management Consulting
Experience
EY  September 2012 - Present
RBC Wealth Management   March 2008 - August 2012
Morgan Stanley  April 2007 - March 2008
Deutsche Bank Alex. Brown  February 2004 - April 2007
A.G. Edwards & Sons, Inc.   September 2001 - February 2004
NASDAQ  June 2000 - August 2000

Education
Duke University - The Fuqua School of Business   2010 — 2011
Master of Business Administration (MBA)

Holton-Arms
High School

University of North Carolina at Chapel Hill
Kenan Flagler Business School

Bruce Luecke Bruce Luecke Indianapolis, Indiana Area Details
Bruce Luecke's RBC Wealth Management Experience
Job Information Security Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  

Skills
Business Analysis, Vendor Management, SDLC

Education
DePauw University   1978 — 1982

Sydney Fox Sydney Fox Phoenix, Arizona Area Details
Sydney Fox's RBC Wealth Management Experience September 2010 - Present
Job Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management   September 2010 - Present

Education
DePauw University   1979 — 1983
Bachelor of Arts (BA), Applied Economics

DePauw University

Garrett Siperko Garrett Siperko Baltimore, Maryland Area Details
Garrett Siperko's RBC Wealth Management Experience June 2013 - October 2014
Job Broker Dealer Internal Consultant at T. Rowe Price
Industry Financial Services
Experience
T. Rowe Price  October 2014 - Present
T. Rowe Price  October 2014 - Present
RBC Wealth Management   June 2013 - October 2014
T. Rowe Price  April 2011 - June 2013
T. Rowe Price  March 2010 - April 2011

Skills
Microsoft Excel, Project Management, Investments, Leadership, Financial Analysis, Strategic Planning, Business Analysis, PowerPoint, Risk Management, Analysis

Education
Elon University   2005 — 2009
Bachelor of Arts (B.A.), Economics

Dan Torbenson Dan Torbenson Greater New York City Area Details
Dan Torbenson's RBC Wealth Management Experience June 2005 - Present
Job Chief Counsel, U.S. Regulatory and Corporate Services at Royal Bank of Canada
Industry Financial Services
Experience
Royal Bank of Canada  November 2010 - Present
RBC Wealth Management   June 2005 - Present
RBC Dain Rauscher  July 2002 - June 2005
Dorsey & Whitney LLP  January 2001 - July 2002
Equalfooting.com  April 2000 - January 2001
Wilmer, Cutler & Pickering   1998 - 2000
Silver, Freedman & Taff   August 1996 - April 1998

Education
Georgetown University Law Center   1993 — 1996
JD

University of Minnesota-Twin Cities   1988 — 1992
BA

Penny Mandell Penny Mandell Portland, Oregon Details
Penny Mandell's RBC Wealth Management Experience February 2012 - November 2014
Job Senior Investment Advisor, Evergreen Gavekal
Industry Investment Management
Experience
Evergreen GaveKal   December 2014 - Present
RBC Wealth Management   February 2012 - November 2014
Summit Creek Capital LLC   July 2009 - December 2011
Smith Barney  January 1987 - January 2002
Smith Barney  1987 - 2002
L.F. Rothschild,Unterberg & Towbin   January 1984 - February 1987

Skills
Portfolio Management, Sales Management, Public Speaking, Development & delivery..., Asset Management, Marketing Communications, Product Marketing, Investments, Professional..., Equities, Financial Advisory, Investment Advisory, Management, Marketing, Mutual Funds, Series 63, Series 7, Start-ups, Valuation

Education
University of South Carolina - Darla Moore School of Business   1981 — 1983
MIBS, International Marketing

Davidson College
Bachelor of Arts, Psycholinguistics

Brian Zorb Brian Zorb Tulsa, Oklahoma Details
Brian Zorb's RBC Wealth Management Experience May 2007 - August 2007
Job Investment Officer at George Kaiser Family Foundation
Industry Investment Management
Experience
George Kaiser Family Foundation  October 2012 - Present
DUMAC   July 2009 - September 2012
Russell Investments  June 2008 - August 2008
RBC Wealth Management   May 2007 - August 2007

Skills
Financial Analysis, Due Diligence, Research, Hedge Funds, Asset Management, Investments, Fixed Income, Investment Management, Equities, Asset Managment, Commodity, Securities, Alternative Investments, Derivatives, Currency, Private Equity, Financial Modeling, Asset Allocation

Education
Duke University   2005 — 2009
BS, Economics

Stephen J Dunn Stephen J Dunn Bellevue, Washington Details
Stephen J Dunn's RBC Wealth Management Experience 2000 - 2006
Job Client Relationship Manager/Principal
Industry Investment Management
Experience
Evergreen Capital LLC   August 2006 - Present
YMCA  2000 - Present
RBC Wealth Management   2000 - 2006
RBC Wealth Managment  January 2001 - August 2005
Nordstrom  1982 - 1997

Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Finance, CRM, Strategic Planning, Management, Banking, Financial Services, Asset Management, Mutual Funds, Relationship Management, Strategic Financial..., Risk Management

Education
Shoreline Community College   1997 — 1998
Business

Framingham State University   1979 — 1981
Economics

Norma Simmonds Norma Simmonds Minneapolis, Minnesota Details
Norma Simmonds's RBC Wealth Management Experience December 2014 - Present
Job Technical Analyst Lead
Industry Information Technology and Services
Experience
RBC Wealth Management   December 2014 - Present
Signature Consultants  May 2013 - November 2014
Ameriprise Financial Services, Inc.   April 2005 - November 2012
American Express  1993 - 2005

Skills
Testing, Architectures, Business Analysis, SharePoint, SDLC, Business Requirements, Mainframe, COBOL, DB2, Requirements Gathering, English, Windows, JavaScript, Java, JCL, Data Analysis, Programming, Microsoft Office, Architecture, Microsoft Excel, Microsoft Word, Outlook, HTML, PowerPoint, Problem Solving, Collaboration, Mainframe Development, SQLQuery, TIBCO Business Studio, Access

Education
University of Phoenix   2005 — 2007
Master's degree, Master of Information Systems/Management

Florida A&M University   1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Computer Information Systems

Meixue (Michelle) Xu Meixue (Michelle) Xu Greater New York City Area Details
Meixue (Michelle) Xu's RBC Wealth Management Experience August 2014 - November 2014
Job Seeking Opportunities in Financial Services
Industry Financial Services
Experience
RBC Wealth Management   August 2014 - November 2014
Morgan Joseph TriArtisan LLC  December 2013 - January 2014
MD Global Partners, LLC  May 2013 - July 2013
Chambers Fine Art  August 2012 - April 2013
The Museum of Modern Art  June 2012 - August 2012
DePauw University ITAP   August 2011 - May 2012
Environmental Leadership Program  March 2010 - August 2011
DePauw University  May 2010 - August 2010

Skills
Financial Modeling, Chinese, Valuation, Finance, Mandarin, Due Diligence, Korean, Art History, Investment Banking, Microsoft Office, Press Releases, Financial Analysis, Management, Capital IQ, Bloomberg Terminal, Capital Markets, M&A experience, Strategy, Economics, Corporate Finance, Nonprofits, Mergers & Acquisitions

Education
Duke Fuqua School of Business   2013 — 2014
Master of Management Studies, Finance, General

DePauw University   2009 — 2012
Bachelor of Arts, Art History, Criticism and Conservation, GPA: 3.50/4.00.

Ewha Womans University   2010 — 2010
Summer Exchange Studies, Korean Language and History, Satisfactory

Zhejiang University   2008 — 2009
Bachelor of Arts, English Language and Literature

Tannis Ashworth Tannis Ashworth Greater Chicago Area Details
Tannis Ashworth's RBC Wealth Management Experience 1997 - October 2014
Job Change Management Consultant
Industry Management Consulting
Experience
Holden Advisors  November 2014 - Present
RBC Financial Group  September 2001 - October 2014
RBC Financial Group  September 2001 - October 2014
RBC Financial Group  September 2001 - October 2014
RBC Wealth Management   1997 - October 2014
Holden International  January 1997 - September 2001
TELUS  May 1986 - May 1994

Skills
Business Relationship..., 20 years international..., Specialist -..., Relationship Management..., Relationship Management..., Keynote Speaker, Conference Design, Leadership Development, Mutual Funds, Relationship Management, Banking, Business Requirements, Private Banking, Coaching, Project Portfolio..., Strategic Planning, Business Development, Vendor Management, Team Development, Sales, Account Management, Consulting, Program Management, Financial Services, Training, Leadership, Executive Coaching, Portfolio Management, Strategy, Mergers & Acquisitions, Workshop Facilitation, Performance Management, CRM, Asset Management, Governance, Analysis, Business Strategy, Talent Management, Public Speaking, Management, Cross-functional Team..., IT Strategy, Outsourcing, Integrated Marketing, Organizational..., Business Planning, Recruiting, Human Resources, Project Management, Team Building

Education
eCornell   2013 — 2013
High Performance Leadership

eCornell   2013 — 2013
Change Leadership

George Mason University   1997 — 2000
Accredited - Bachelor of Business Administration (B.B.A.)

Gaspar Garcia Gaspar Garcia Miami/Fort Lauderdale Area Details
Gaspar Garcia's RBC Wealth Management Experience January 2009 - August 2012
Job Senior Vice President Investments at Newbridge Securities Corporation
Industry Financial Services
Experience
Newbridge Securities Corporation  August 2012 - Present
Church of Divine Grace   June 1998 - Present
RBC Wealth Management   January 2009 - August 2012
Church of Divine Grace   1998 - 2010

Skills
Retirement Planning, Investments, Wealth Management, Portfolio Management, Series 7, Retirement, Investment Advisory, Mutual Funds, Strategic Financial..., Fixed Annuities, Estate Planning, Series 63, Financial Advisory, Asset Managment, Financial Planners, Insurance, Life Insurance, Equities, Loans, Asset Management, Retail Banking, Small Business, Securities, Wealth, 401k, Finance, Investment Strategies, Long-term Care, Asset Allocation, Financial Services, Fixed Income, IRAs, Mortgage Lending, High Net Worth..., Disability Insurance, Alternative Investments, Bonds, FINRA, Funding, Series 6, Credit, Term Life Insurance, Trading, Relationship Management, Financial Markets, Capital Markets, Banking, Hedge Funds, Financial Analysis, Risk Management

Education
Fairleigh Dickinson University   1975 — 1977
Executive MBA, Finance, Marketing

Fairleigh Dickinson University   1975 — 1977
Master of Business Administration (MBA), Finance and Financial Management Services

Geoffrey Grubbs Geoffrey Grubbs Arlington, Virginia Details
Geoffrey Grubbs's RBC Wealth Management Experience Program Control Analyst IIIDISA2010 - Present
Job Program Control Analyst III CACI Inc. Federal
Industry Telecommunications
Experience
RBC Wealth Management   Program Control Analyst IIIDISA2010 - Present

Education
George Mason University   1998 — 2003
Bachelor of Science (B.S.), Psychology

Lauren Bicocchi Lauren Bicocchi Windsor, Connecticut Details
Lauren Bicocchi's RBC Wealth Management Experience July 2010 - March 2014
Job 529 Business Development Associate at Voya Investment Management
Industry Investment Management
Experience
Voya Investment Management  March 2014 - Present
RBC Wealth Management   July 2010 - March 2014
H.D. Segur   July 2009 - June 2010

Skills
Marketing, Sales, Customer Service, Microsoft Word, Research, Public Speaking, Microsoft Office, Investments

Education
Eastern Connecticut State University   2006 — 2010
Bachelor's degree of Business, Business Administration and Management, General

Nicole Molnar Nicole Molnar Naples, Florida Area Details
Nicole Molnar's RBC Wealth Management Experience April 2015 - Present
Job Registered Client Service Associate at UBS
Industry Financial Services
Experience
RBC Wealth Management   April 2015 - Present

Education
Cuyahoga Community College   2004 — 2010

Normandy   2000 — 2004

Maura Stamm Maura Stamm Hartford, Connecticut Area Details
Maura Stamm's RBC Wealth Management Experience 1983 - 2001
Job substitute teaching at town of newington
Industry Primary/Secondary Education
Experience
town of newington  Stock BrokerTucker Anthony / RBC Dain Rauscher1983 - 2001
RBC Wealth Management   1983 - 2001

Education
Fairfield University   1979 — 1983
BA, Economics and Sociology

Jose Eduardo Ferreira Jose Eduardo Ferreira Miami/Fort Lauderdale Area Details
Jose Eduardo Ferreira's RBC Wealth Management Experience January 2011 - March 2015
Job PartnerInvestment Advisor at Elysium Capital Management
Industry Financial Services
Experience
Elysium Capital Management   March 2015 - Present
RBC Wealth Management   January 2011 - March 2015

Education
Florida International University   2009 — 2010
MBA

Florida International University - College of Business   2005 — 2009
BA, International Business and Management

Lloyd Wolf Lloyd Wolf Greater Atlanta Area Details
Lloyd Wolf's RBC Wealth Management Experience October 2006 - September 2008
Job Owner, Wolf Executive Search
Industry Financial Services
Experience
Wolf Executive Search   October 2008 - Present
RBC Wealth Management   October 2006 - September 2008
Smith Barney  August 2000 - August 2006

Skills
Recruiting, Training, Executive Search

Education
Florida State University   1975 — 1978

University of Miami   1974 — 1975

Emily Tolson, CFP® Emily Tolson, CFP® Washington D.C. Metro Area Details
Emily Tolson, CFP®'s RBC Wealth Management Experience June 2011 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2011 - Present

Skills
Microsoft Excel, Financial Analysis, Financial Modeling, Portfolio Management, Investments, Finance, Customer Service, Microsoft Office, PowerPoint, Project Management, Series 7, Social Media, Microsoft Word, Event Planning, Marketing Strategy

Education
University of Miami - School of Business   2015 — 2016
Master of Science in Finance (MSF)

Georgetown University   2014 — 2015
Executive Certificate, Financial Planning

University of Maryland - Robert H. Smith School of Business   2008 — 2012
Bachelor of Science (B.S.), International Business

Our Lady of Good Counsel High School   2004 — 2008

Jean Beranek Jean Beranek Rockford, Illinois Details
Jean Beranek's RBC Wealth Management Experience September 1997 - May 2003
Job Financial Professional at Cetera Advisor Networks LLC, Member FINRA/SIPC
Industry Financial Services
Experience
Cetera Advisor Networks LLC  June 2012 - Present
MML Investors Services, LLC  November 2009 - June 2012
BC Ziegler  May 2003 - November 2009
RBC Wealth Management   September 1997 - May 2003

Skills
Investments, Insurance, Charitable Remainder..., Retirement Plans and..., College Savings Plans, Fixed Annuities, Variable Annuities

Education
Rockford College   1971 — 1973
Bachelor of Arts (B.A.), English Literature

Elmhurst College   1965 — 1967
English Language and Literature, General

Kledi Dervishi Kledi Dervishi Toronto, Canada Area Details
Kledi Dervishi's RBC Wealth Management Experience December 2012 - December 2013
Job IDA ELECTRIC INC
Industry Accounting
Experience
IDA ELECTRIC INC   January 2014 - Present
RBC Wealth Management   December 2012 - December 2013

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Outlook, Strategic Planning, Access, Accounting, Process Improvement, Software Documentation

Education
George Brown College

Seneca College of Applied Arts and Technology

Carrie Rosen Groszek Carrie Rosen Groszek Greater Chicago Area Details
Carrie Rosen Groszek's RBC Wealth Management Experience April 1996 - Present
Job Branch Director / Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 1996 - Present

Education
Ferris State University   1989 — 1994
Bachelor of Applied Science (BASc), Finance, General

Matthew Chirico Matthew Chirico Stratford, Connecticut Details
Matthew Chirico's RBC Wealth Management Experience May 2015 - Present
Job Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2015 - Present
David Lerner Associates, Inc.   May 2013 - May 2015
Onward Healthcare  April 2010 - January 2013
Prudential Financial  July 2009 - November 2009
Junk my Car  March 2008 - June 2009

Skills
Customer Service, Sales Operations, Sales Support Tools, Operations Management, Administrative..., Contract Management, Data Analysis, Sales, Management, Negotiation, Recruiting, Microsoft Office, Call Centers, Salesforce.com, Account Management, Customer Retention, Social Networking, Microsoft Excel, Time Management, Teamwork, Customer Satisfaction, Cold Calling

Education
Southern New Hampshire University   2013 — 2015
Bachelor’s Degree, Operations Management and Supervision

Eastern Connecticut State University

Scott Leinen Scott Leinen Omaha, Nebraska Details
Scott Leinen's RBC Wealth Management Experience January 2013 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
Morgan Stanley Wealth Management  July 1996 - January 2013
InfoUSA  June 1993 - July 1996
Arthur Andersen  August 1991 - April 1993

Education
Creighton University   1989 — 1991
Bachelor of Science (BS), Accounting, Magna Cum Laude

University of Iowa   1986 — 1988
Accounting

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