RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
Crockett Stearns Crockett Stearns Salt Lake City, Utah Details
Crockett Stearns's RBC Wealth Management Experience June 2013 - December 2013
Job Financial Representative at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments  March 2015 - Present
Sturtevant's Mountain Outfitters   October 2014 - March 2015
Sturtevant's Mountain Outfitters   October 2014 - March 2015
RBC Wealth Management   June 2013 - December 2013
Sun Valley Resort  May 2006 - August 2012
Heidi Stearns Interior Design   April 2009 - August 2011

Skills
Hospitality, Golf, Business Economics, Statistical Data..., Customer Service, Sports, Econometrics, Economics, Hospitality Industry, Event Planning, Golf Courses, Social Media, Microsoft Office, PowerPoint, Microsoft Excel, Marketing, Financial Analysis, Stata

Education
University of Oregon   2012 — 2014
Bachelor of Science, Economics

Irvine Valley College   2010 — 2012

Alesha Faux Alesha Faux Toronto, Canada Area Details
Alesha Faux's RBC Wealth Management Experience January 2013 - Present
Job Operations Support Officer at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   January 2013 - Present
Royal Bank of Canada  February 2011 - January 2013
Royal Bank of Canada  April 2008 - January 2011
Toronto General Hospital  February 2008 - April 2008

Skills
Training, Filing, Account Reconciliation, Branch Banking, Customer Service, Data Entry, Leadership, Time Management, Teamwork, Finance, Wealth Management, Retail Banking, Banking

Education
Humber College   2006 — 2008
Diploma, Business Management

Haroldly Taveras Haroldly Taveras Greater Minneapolis-St. Paul Area Details
Haroldly Taveras's RBC Wealth Management Experience June 2015 - Present
Job Using my experience and education in IT & business, I find actionable data insights that have bottom line repercussions.
Industry Information Technology and Services
Experience
RBC Wealth Management   June 2015 - Present
Nissi Wholesale Distribution   June 2014 - June 2015
Wells Fargo Home Mortgage (with Genesis 10)   June 2013 - June 2014
Hamline University  September 2010 - May 2013
Hamline University  April 2010 - May 2013
All Terrain  March 2011 - September 2011

Skills
Leadership, Time Management, Business Analysis, Data Analysis, Strategic Management, Critical Thinking, Public Relations, Numerical Analysis, Microsoft Excel, Research, Microsoft Office, Public Speaking, Financial Analysis, Event Planning, Editing, Nonprofits, Spanish, Systems Analysis, Agile & Waterfall..., Functional Analysis, Functional Requirements, Non-Functional..., Test Cases, System Testing, User Acceptance Testing, Strategy, Strategic Planning, Sales, Project Management, Customer Service, SharePoint, Microsoft Word, Outlook, Training, SQL, Business Strategy

Education
University of St. Thomas   2014 — 2016
Engineer's Degree, Computer Software Engineering

Hamline University   2009 — 2013
Bachelor of Arts (B.A.), International Business/Trade/Commerce

Hamline University   2009 — 2013
Bachelor of Arts (B.A.), Communication and Media Studies

Charlie Duclos-Seguin Charlie Duclos-Seguin Greater New York City Area Details
Charlie Duclos-Seguin's RBC Wealth Management Experience November 2014 - Present
Job Finance
Industry Financial Services
Experience
RBC Wealth Management   November 2014 - Present
The Adirondack Trust Company  June 2013 - October 2013
Marchi Bellemare, Attorneys at Law   May 2008 - May 2009
Fédération des Caisses Populaires Desjardins   June 2005 - September 2006
McDonald's Corporation  November 2000 - June 2005

Skills
Microsoft Office, Foreign Languages, French, Teamwork, English, Banking, Financial Analysis, Research, Time Management, Public Speaking, Public Relations, Social Networking, Cash Management, Bookkeeping, Outlook, Microsoft Excel, PowerPoint, Leadership, Data Analysis, Budgets, Team Leadership, Strategic Planning, Accounting, Finance, Analysis, Marketing, Event Planning, Event Management, Social Media, Data Entry, Deposits, Windows, Cash, Customer Satisfaction, Coaching, Cross Selling, Social Media Marketing, Customer Service, Investments, Portfolio Management, Sales, Financial Services, Communication

Education
State University of New York at Albany   2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance/Management, 3.2

Hudson Valley Community College   2009 — 2011
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General, 4.0

Cegep Regional de Lanaudiere a l'Assomption   2005 — 2008
Technical Degree, Paralegal, 3.5

Cynthia D. Allen Cynthia D. Allen Hunt Valley, Maryland Details
Cynthia D. Allen's RBC Wealth Management Experience For information about my professional career, please click here : www.cyndyallen.com.$
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   For information about my professional career, please click here : www.cyndyallen.com.$

Skills
Investments, Wealth Management, Insurance, Series 7, Retirement Planning, Investment Advisory, Asset Allocation, Mutual Funds, Leadership, Series 63, Investment Strategies, Retirement, Strategic Financial..., Wealth Management...

Education
Goucher College
Certificate, Business Administration and Management, General

Marietta College
Bachelor of Science (B.S.), Chemistry

David Sanna, CPWA® David Sanna, CPWA® Eagle, Idaho Details
David Sanna, CPWA®'s RBC Wealth Management Experience August 2009 - Present
Job First Vice President Financial Advisor, Certified Private Wealth Advisor® at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2009 - Present
Merrill Lynch  March 1996 - August 2009
KeyBank  2002 - 2006
Idaho State University  1962 - 1967

Education
Idaho State University   1962 — 1967
Bachelor of Arts, Political Science

Idaho State University
Master of Science (M.S.), Political Science and Government

Tiffany Soliz Tiffany Soliz Houston, Texas Area Details
Tiffany Soliz's RBC Wealth Management Experience May 2005 - Present
Job Senior Investment Associate
Industry Financial Services
Experience
RBC Wealth Management   May 2005 - Present
UBS  1996 - 2005
Morgan Stanley  December 1992 - 1996

Education
College of Financial Planning   2008 — 2008
Registered Para Planner, Financial Planning

Houston Community College   1991 — 1995
Associates of General Studies

Cy-fair isd   1988 — 1991

Darryl Traweek Darryl Traweek Austin, Texas Details
Darryl Traweek's RBC Wealth Management Experience June 1994 - Present
Job Senior Vice President Divisional Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 1994 - Present
Dain Rauscher  October 1998 - August 2001
Rauscher Pierce Refsnes  1994 - 1998
Dean Witter Reynolds  February 1989 - June 1994
Merrill Lynch  February 1986 - February 1989

Education
The University of Texas at Austin   1980 — 1982
BBA, Marketing

Grayson County College   1978 — 1980
Associates, General Business

David Pedrosa David Pedrosa Montreal, Canada Area Details
David Pedrosa's RBC Wealth Management Experience April 2013 - May 2013
Job Analyst, Business & QA in Business Intelligence at Business Development Bank of Canada
Industry Banking
Experience
BDC  June 2013 - Present
RBC Wealth Management   April 2013 - May 2013
National Bank of Canada  May 2012 - March 2013
National Bank of Canada  July 2011 - May 2012
TD  May 2011 - July 2011
TD  December 2009 - May 2011
TD  December 2008 - December 2009
HEC Montreal  September 2007 - June 2008
Accenture  June 2007 - September 2007
Fonds des Professionnels   June 2006 - June 2007

Skills
English, French, Portuguese, Spanish, Microsoft Office, Business Analysis, Commercial Banking, Application Design, Simulation, SOX, SAP, Process Improvement, Test Planning, Test Management, Functional Design, Functional..., Testing, Mortgage Banking, Estimating, Business Process Design, Requirements Analysis, Banking, Project Implementation, Requirements Gathering, Quality Center, User Acceptance Testing, Excel, Business Process..., Visio

Education
HEC Montréal   2006 — 2008
Master of Sciences in Administration (M. Sc.), Production & Operations Management

HEC Montréal   2003 — 2006
Bachelor of Business Administration (B.B.A.), Major: Finance

Timothy C. Frazier Timothy C. Frazier Greater Chicago Area Details
Timothy C. Frazier's RBC Wealth Management Experience 2005 - 2005
Job Goldman, Sachs & Co. Investment Management Division
Industry Financial Services
Experience
Goldman Sachs  December 2009 - Present
Pat Toomey for U.S. Senate   April 2009 - December 2009
Fidelity Investments  March 2006 - April 2009
U.S. Senate   2005 - 2005
RBC Wealth Management   2005 - 2005

Skills
Bloomberg, Capital Markets, Corporate Development, Fixed Income, Hedge Funds, Investment Management, Investment Strategies, Investments, Series 63, Equities, Series 7

Education
Hobart and William Smith Colleges   2002 — 2006
Bachelor of Arts (B.A.)

Ben Zepfel Ben Zepfel Newport Beach, California Details
Ben Zepfel's RBC Wealth Management Experience August 2014 - August 2014
Job Summer Analyst at Rimrock Capital Management, LLC
Industry Financial Services
Experience
Rimrock Capital Management, LLC  June 2015 - Present
RBC Wealth Management   August 2014 - August 2014

Skills
Microsoft Excel, PowerPoint, Bloomberg Terminal, Bloomberg, Microsoft Word, Research, Financial Analysis, Microsoft Office, Data Analysis, Leadership, Economics, Event Planning, Stata, Social Media, Teamwork, Customer Service, Public Speaking

Education
Harvard University   2012 — 2016
Economics

Corona Del Mar High School   2008 — 2012

Andrew Enright Andrew Enright Spokane, Washington Area Details
Andrew Enright's RBC Wealth Management Experience June 2013 - August 2013
Job Student at Gonzaga University
Industry Mechanical or Industrial Engineering
Experience
Michaud Cooley Erickson  June 2015 - Present
Gonzaga University  June 2014 - August 2014
RBC Wealth Management   June 2013 - August 2013

Skills
Microsoft Office, Microsoft Word, PowerPoint, Leadership, Project Management, Process Improvement, English, Engineering, Research, Microsoft Excel, Public Speaking, Social Networking, Time Management

Education
Gonzaga University   2011 — 2015
Bachelor of Science (B.S.), Mechanical Engineering, Senior

Robert CARMICHAEL Robert CARMICHAEL Pleasant Hill, California Details
Robert CARMICHAEL's RBC Wealth Management Experience September 1992 - Present
Job Senior VicePresident Financial advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 1992 - Present

Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Mutual Funds, Strategic Financial..., Equities, Banking, Fixed Income, Financial Analysis, Asset Allocation, Investment Advisory, Credit, Asset Management, Securities, Retirement, Financial Modeling, Investment Strategies, Mortgage Lending, mutual, Series 7, Series 63, Series 65

Education
Iona College   1989 — 1992
Bachelor of Science (BS), Sociology

Brant Despathy Brant Despathy Duxbury, Massachusetts Details
Brant Despathy's RBC Wealth Management Experience May 2009 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2009 - Present
Citigroup Smith Barney  January 2001 - May 2009
Merrill Lynch  October 1994 - January 2001

Education
University of Massachusetts at Amherst - Isenberg School of Management   1985 — 1989
Bachelor of Science (BS)

Fasi Mohammed Fasi Mohammed Toronto, Canada Area Details
Fasi Mohammed's RBC Wealth Management Experience January 2013 - Present
Job Technology & Operations, Canadian Wealth Management Operations
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
Ansar Financial   August 2011 - February 2012
Citi Financial (Standard Collection House)   April 2009 - December 2009
Royal Foods Superstore   April 2007 - January 2009

Skills
Model Portfolios, Structured Investments, Investment Portfolio, Investment Strategies, Portfolio Performance..., Investment Banking, Portfolio Assessment, Alternative Investments, Equities, Mutual Funds, ETFs, Investment Management, Strategic Planning, Corporate Finance, Financial Analysis, Adaptabality, Communications, Time Management

Education
Humber College   2010 — 2011
Global Business Management, Business, Finance, Marketing, Sales, Retail, Supply Chain, Project Management, Leadership, Int.Trade

Osmania University   2007 — 2009
Bachelor of Commerce, Accounting & Applied Business

Kuoni Academy
Airline Diploma & Galileo, International Airfares & Ticketing, Galileo Computer Reservation System Training

Word Master
P.G in Computer Applications

Nicole A. Ralph Nicole A. Ralph Madison, Wisconsin Area Details
Nicole A. Ralph's RBC Wealth Management Experience March 2013 - November 2014
Job FinTech | New Markets | Strategy | Market Research | Global Financial Product Innovation | MBA Candidate 2016
Industry Information Technology and Services
Experience
Innovation Consulting Group   November 2014 - Present
RBC Wealth Management   March 2013 - November 2014
International Professionals, Inc   April 2005 - December 2013
RBC Wealth Management   February 2011 - March 2013
Merrill Lynch  May 2004 - February 2011
Strong Investment Corporation   February 2003 - March 2004
Kent Consultancy, LLC   September 2000 - February 2003
Redmayne Bentley   February 2000 - September 2000

Skills
Investments, Entrepreneurship, Leadership, Strategic Financial..., Start-ups, Finance, Sales, Financial Planning, Strategy, International Business, Marketing, Venture Capital, International Joint..., Private Equity, Cross Cultural..., Sales Management, Strategic Sales Plans, New Business Development, Business Management, Influential Communicator, International..., Project Management, Greenfield Projects, Certified Financial..., Management, Business Development, Business Planning, Consulting, Strategic Planning, Retirement Planning

Education
University of Wisconsin-Madison - School of Business   2014 — 2016
Executive MBA, Business Administration and Management, General, 3.85

University of Wisconsin-Madison   2014 — 2014
MBA

Goldsmiths, University of London   1995 — 1999
BSc, Anthropology, 2:1

Gretchen Sabo Gretchen Sabo Portland, Oregon Area Details
Gretchen Sabo's RBC Wealth Management Experience 2004 - 2006
Job
Industry Government Administration
Experience
Condominium Association   November 2011 - Present
Fish Emergency Service, Inc.   2006 - January 2013
US Department of Veterans Affairs  February 2006 - August 2011
RBC Wealth Management   2004 - 2006
Wachovia Securities  2001 - 2003
Chrome Systems  January 2000 - June 2001
Lockheed Martin Corp.  1993 - 1999
Lockheed Martin Corporation  1990 - 1992
Lockheed Corporation  1986 - 1990
Dalmo Victor Company   1978 - 1986

Skills
Contract Management, Proposal Writing, Government, Policy, Leadership, Contract Negotiation, Procurement, Management, DoD, New Business Development, Budgets, Financial Analysis, Finance, Subcontracting, Oral & Written..., Cost Control, Construction, Text Editing

Education
Golden Gate University
MBA, Finance, 3.8 GPA

University of Puget Sound
BA, Education

John Sammut John Sammut Skaneateles, New York Details
John Sammut's RBC Wealth Management Experience July 2005 - January 2014
Job President at Sammut Wealth Management
Industry Investment Management
Experience
Sammut Wealth Management   January 2014 - Present
RBC Wealth Management   July 2005 - January 2014
Morgan Stanley  October 1999 - June 2005
Morgan Stanley  June 1995 - October 1999

Skills
Wealth Management, Portfolio Management, Financial Advisory, Investments, Asset Allocation, Financial Planning, Retirement Planning, Finance, Asset Management, Financial Services, Securities, Investment Management, Management, Budgeting, Strategic Planning

Education
Gettysburg College   1988 — 1992
Bachelor's Degree, Management/Finance & English Literature

The Hotchkiss School   1986 — 1988

Zack Hubbard Zack Hubbard Baltimore, Maryland Area Details
Zack Hubbard's RBC Wealth Management Experience December 2013 - June 2015
Job Sr. Associate, Branch Controls at AXA Advisors
Industry Financial Services
Experience
AXA US  June 2015 - Present
RBC Wealth Management   December 2013 - June 2015
Jimmy John's  January 2013 - December 2013
Booz Allen Hamilton  May 2012 - August 2012
Booz Allen Hamilton  May 2011 - January 2012
Coal Fire Pizza, LLC   May 2009 - December 2010
Private Tutor  August 2009 - August 2010
Howard County Youth Program   March 2004 - July 2008

Skills
Training, PowerPoint, Spanish, Microsoft Excel, Microsoft Word, Analyst Notebook, Boolean Searching, Writing, Public Speaking, Foreign Languages, Foreign Affairs, Chinese, Teamwork, Time Management, Screening Resumes, Team Leadership, Fundraising, Nonprofits, Event Management, Community Outreach, Leadership, Critical Thinking, Customer Service

Education
Howard Community College   2013 — 2013
Associate of Arts (A.A.), General Studies

Penn State University   2010 — 2012
International Politics-Focus on National Security

Dirk Van Krevelen Dirk Van Krevelen Greater Minneapolis-St. Paul Area Details
Dirk Van Krevelen's RBC Wealth Management Experience December 2007 - May 2008
Job Senior Compliance Professional/Business Consultant
Industry Financial Services
Experience
Questar Capital Corporation  May 2008 - April 2013
RBC Wealth Management   December 2007 - May 2008
NOVON Consulting  December 2006 - December 2007
MJSK  December 2001 - December 2006

Skills
Series 24, Series 7, FINRA, Securities, Series 63, Mutual Funds, Fixed Annuities, Investments, Investment Advisory, Wealth Management, AML, Uniform Combined State..., IRAs, Risk Management, Series 65, Financial Services, Trading, Asset Management, Equities, Alternative Investments, Financial Risk, Bonds

Education
Gustavus Adolphus College   1978 — 1982
Bachelor of Arts (BA), Economics

Richfield High School

Marianne Stover Marianne Stover Greater Seattle Area Details
Marianne Stover's RBC Wealth Management Experience October 2012 - March 2013
Job Business and Marketing Manager Intern at Roy Street Group, LLC
Industry Consumer Services
Experience
Roy Street Group, LLC   March 2015 - Present
Seattle University  January 2015 - Present
Aegis Living  April 2013 - July 2014
OneAmerica  January 2012 - May 2013
RBC Wealth Management   October 2012 - March 2013
PCC Natural Markets  June 2012 - September 2012
RBC Wealth Management   April 2007 - August 2007

Skills
Customer Service, Social Media, Marketing, Nonprofits, Deadline Driven, Public Speaking, Microsoft Office, Fundraising, Event Planning, Strategic Planning, Research, Community Outreach, Public Relations, Event Management, Salsa, Salesforce Training, BetaLink, Phone Etiquette, Adobe Acrobat, Microsoft Excel, PowerPoint, Website Development, ClientSource, Mandarin, Teamwork, Work Independently with...

Education
Seattle University   2014 — 2015
Master of Business Administration (M.B.A.), 3.85

Seattle University   2011 — 2012
Bachelor of Arts (BA), International Studies/Asian Studies

Gonzaga University   2007 — 2010
International Studies/Asian Studies

Luke Johansen Luke Johansen Greater Minneapolis-St. Paul Area Details
Luke Johansen's RBC Wealth Management Experience February 2011 - Present
Job Mutual Fund Operations Team Lead at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 2011 - Present
Wells Fargo Investments  May 2010 - February 2011

Skills
Financial Analysis, Marketing, Microsoft Office, Outlook, Customer Service, Leadership, Microsoft Excel, PowerPoint, Data Analysis, Time Management

Education
Hamline University   2006 — 2010
Bachlor of Arts, Business Management and Economics

Christina Gaudio Christina Gaudio Toronto, Canada Area Details
Christina Gaudio's RBC Wealth Management Experience August 2015 - Present
Job Case Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2015 - Present
RBC Wealth Management – Private Banking  April 2013 - Present
RBC  January 2010 - March 2013
RBC  January 2010 - March 2013
RBC  January 2011 - March 2012
IKEA  November 2004 - March 2011

Skills
English, Finance, File Management, Customer Service, Public Relations, Advertising, Retail, Data Entry, Teamwork, Time Management, Cashiering, Inventory Management, Retail Sales, Microsoft Office, Outlook, Management, Media Relations, Marketing

Education
Humber College   2012 — 2014
Corporate Communications Certificate, Public Relations, Advertising, and Applied Communication

York University   2004 — 2008
Honours B.A, English and French Studies

Father Bressani Catholic High School   2000 — 2004
Diploma, High School/Secondary Diplomas and Certificates

Leslie Craven, CFP®, CAP® Leslie Craven, CFP®, CAP® Greater Pittsburgh Area Details
Leslie Craven, CFP®, CAP®'s RBC Wealth Management Experience November 2013 - Present
Job Associate Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2013 - Present
UBS  October 2004 - November 2013
Merrill Lynch  April 1996 - October 2004

Education
Grove City College   1990 — 1994
BS, Business Management

The American College

Beth Webb, CFP®, AAMS Beth Webb, CFP®, AAMS West Des Moines, Iowa Details
Beth Webb, CFP®, AAMS's RBC Wealth Management Experience 2009 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2009 - Present
UBS  August 2006 - May 2009
Piper Jaffray  June 2003 - August 2006

Education
Iowa State University   2007 — 2010
Master of Business Administration (M.B.A.)

Iowa State University   2007 — 2007
Family Financial Planning Certificate, Specialization with MBA

Iowa State University   1998 — 2002
Bachelor of Science (BS), Finance, General

Mario Desautels Mario Desautels Montreal, Canada Area Details
Mario Desautels's RBC Wealth Management Experience April 2012 - October 2014
Job VicePresident & Head, Eastern Canada commercial, Market lead for Quebec at Scotiabank
Industry Banking
Experience
Scotiabank  August 2015 - Present
Scotiabank  October 2014 - Present
RBC Wealth Management   April 2012 - October 2014
RBC Royal Bank  March 2007 - April 2012
RBC  2004 - 2007
RBC  March 2001 - March 2004

Skills
Investment Strategies, Management, Investments, Wealth Management, Mortgage Lending, Mutual Funds, Banking, Portfolio Management, Financial Planning, Commercial Banking, Credit, Corporate Finance, Business Development, Business Strategy

Education
Université de Montréal - HEC Montréal   1994 — 1997
MBA, International finance

Université de Sherbrooke   1984 — 1987
b.a.a., Buiness Administration

Tammy Kenney Tammy Kenney Greater Minneapolis-St. Paul Area Details
Tammy Kenney's RBC Wealth Management Experience March 2005 - April 2013
Job Project Coordinator at Trustwave
Industry Information Technology and Services
Experience
Trustwave  December 2014 - Present
McKinsey & Company  February 2014 - July 2014
Velocity Technology Solutions  April 2013 - February 2014
RBC Wealth Management   March 2005 - April 2013
Outset, Inc.   March 2004 - March 2005
Holiday Companies  February 2003 - February 2004
Seeger Weiss, LLP ~ Cuneo Law Group LLP   January 1999 - June 2001
BellSouth Wireless Data  June 1997 - December 1998

Skills
Administrative Support, Microsoft Office, Problem Solving, Customer Service, Outlook, Administrative..., Event Planning, Sales, Training, Analysis, Team Building, Administrative..., CRM, Human Resources, Leadership, Strategic Planning, Microsoft Excel

Education
Iowa State University   1990 — 1992
BS, Agricultural Business Management

Ellsworth Community College   1988 — 1990
AA, Liberal Arts

Andre Sealey Andre Sealey Washington D.C. Metro Area Details
Andre Sealey's RBC Wealth Management Experience 2013 - Present
Job Portfolio Manager at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   2013 - Present
WISE Comprehensive Solutions   August 2011 - July 2012
DC Small Business Development Center Network   September 2009 - May 2011
The Judah Project   August 2008 - July 2009
StudyPoint  June 2007 - July 2008

Skills
Mentoring, Talent Acquisition, Coaching, Microsoft CRM, Microsoft Office, Strategic Partnerships, Strategic Planning, Business Strategy, Non-profits, Strategy, Program Management

Education
Howard University   2009 — 2011
Master of Business Administration (MBA), Finance, General

Howard University   2002 — 2007
Bachelor of Science (BSc), Actuarial Science

Investment Banking Institute

Daniel Gladu Daniel Gladu Montreal, Canada Area Details
Daniel Gladu's RBC Wealth Management Experience December 2011 - Present
Job Banquier Privé
Industry Banking
Experience
RBC Wealth Management   December 2011 - Present
Bank of Montreal  October 2008 - November 2011
BMO Harris Private Banking  June 2006 - October 2008
Bank of Montreal  December 2001 - June 2006
RBC  May 1986 - July 1999

Skills
Wealth Management, Mutual Funds, Investments, Portfolio Management, Credit, Banking, Retirement Planning, Financial Analysis, Investment Strategies, Asset Management, Mortgage Lending, Investment Advisory, Asset Allocation, Investissements, Fonds mutuel, Services financiers, Emprunts, Gestion des relations, Banque de détail, Finance, Banque

Education
IQPF   1996 — 1996
Planificateur financier, Planification financière

HEC Montréal   1991 — 1995
MBA, Finance

HEC Montréal   1983 — 1986
BAA, Finance

Teresa Teutenberg Teresa Teutenberg Toronto, Canada Area Details
Teresa Teutenberg's RBC Wealth Management Experience January 2014 - Present
Job Senior Risk & Branch Initiatives Coordinator RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2014 - Present
RBC Wealth Management Financial Services  July 2005 - January 2014
Canada Life  2003 - 2004
Franklin Templeton Investments  1992 - 1999

Skills
Insurance, Customer Service, Wealth Management, Marketing Strategy, Investment Advisory, Estate Planning, Disability Insurance, Retirement Planning, Financial Services, Strategic Financial..., Investments, Life Insurance, Financial Advisory

Education
Humber College   1991 — 1993
Marketing, Marketing

Eric Gagnon, Pl.Fin. MBA Eric Gagnon, Pl.Fin. MBA Montreal, Canada Area Details
Eric Gagnon, Pl.Fin. MBA's RBC Wealth Management Experience August 2005 - December 2014
Job Financial Planning Consultant | Conseiller planification financière at CIBC Private Wealth Management
Industry Financial Services
Experience
CIBC Private Wealth Management  December 2014 - Present
RBC Wealth Management   August 2005 - December 2014
RBC Insurance  January 2003 - August 2005

Skills
Investments, Retirement Planning, Wealth Management, Financial Planning, Retirement, Financial Analysis, Mutual Funds, Portfolio Management, Asset Allocation, Investment Advisory, Investment Strategies, Strategic Financial..., Estate Planning, Risk Management, Financial Advisory, Asset Management, Finance, Securities

Education
HEC Montréal   2009 — 2012
MBA, Finance

HEC Montreal   2005 — 2006
Certificates, Financial Planning

IQPF
Pl. Fin., Financial Planning

CSI
CCVM, Investments and Securities

UQAM   1999 — 2002
BAA, Bachelor of Business Administration (B.B.A.)

Alpha Barry, Pl. Fin Alpha Barry, Pl. Fin Montreal, Canada Area Details
Alpha Barry, Pl. Fin's RBC Wealth Management Experience January 2011 - Present
Job Investment and Retirement Planner at RBC Wealth management
Industry Financial Services
Experience
RBC Wealth management   January 2011 - Present

Skills
Retirement Planning, Financial Planning, Investments, Wealth Management, Mutual Funds, Banking, Strategic Financial..., Investment Management, Financial Services, Strategy, Financial Advisory, Finance, Relationship Management, Portfolio Management, Investment Strategies, Leadership, Asset Allocation

Education
Université de Montréal - HEC Montréal   2008 — 2010
Certificate, Personal Financial Planning

McGill University   2003 — 2005
Graduate Certificates in Treasury Finance and International Business, Finance, General

HEC Montréal   2002 — 2003
Ecommerce

Université du Québec à Montréal   1999 — 2003
Bachelor in Business Administration, Business

Collège de la cathédrale

Bogdan Gheorghiu Bogdan Gheorghiu Montreal, Canada Area Details
Bogdan Gheorghiu's RBC Wealth Management Experience June 2010 - Present
Job Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2010 - Present
CIBC Wood Gundy  February 2003 - May 2009

Skills
Mutual Funds, Strategic Financial..., Bonds, Portfolio Management, Investments, Investment Strategies, Retirement, Banking, Financial Services

Education
IQPF   2010 — 2011
Pl. Fin, Financial Planning

HEC Montréal   1996 — 2000
BAA, Finance

Gabriela Corsi Gabriela Corsi Toronto, Canada Area Details
Gabriela Corsi's RBC Wealth Management Experience January 2014 - July 2014
Job Associate, Account Management at RBC
Industry Banking
Experience
RBC Investor & Treasury Services  July 2014 - Present
RBC Wealth Management   January 2014 - July 2014
Quikstrike, Traffik Group   February 2013 - November 2013
RBC Wealth Management   February 2010 - January 2013
George Brown Institute of Entrepreneurship and Community Innovation   October 2011 - June 2012
Arvato Digital Services, Bertelsmann Group   March 2009 - February 2010

Skills
Microsoft Office, Research, Customer Service, Team Leadership, Teamwork, Project Coordination, Microsoft Excel, Marketing Communications, Social Media, Social Media Marketing, Event Management, Event Planning, Leadership, Marketing, Social Networking, Marketing Strategy, PowerPoint, Microsoft PowerPoint

Education
Griffith University   2012 — 2013
Bachelor of Business Administration (BBA), 6.4 out of 7.0

George Brown College   2010 — 2012
Advanced Diploma in Business Administration, Marketing, 3.93 out of 4.0

Cheryl Woodring (Pickard) Cheryl Woodring (Pickard) Phoenix, Arizona Area Details
Cheryl Woodring (Pickard)'s RBC Wealth Management Experience 2009 - April 2014
Job Sr. Registered Client Associate at UBS Financial Services, Inc
Industry Financial Services
Experience
UBS Financial Services Inc.  April 2014 - Present
RBC Wealth Management   2009 - April 2014
UBS  February 1996 - May 2009
Paine Webber  1997 - 1998
Prudential life insurance  July 1989 - February 1996

Education
Glendale Community College   1987 — 1989

Arthur Martinot Arthur Martinot Montreal, Canada Area Details
Arthur Martinot's RBC Wealth Management Experience June 2013 - February 2014
Job Inside Sales Representative at Sun Life Financial
Industry Investment Management
Experience
Sun Life Financial  July 2014 - Present
RBC Wealth Management   June 2013 - February 2014
La Capitale  July 2012 - February 2013
Desjardins  May 2010 - December 2011
SRA  September 2009 - April 2010

Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Investments, English, Financial Analysis, French, Business Analysis, Mutual Funds, Portfolio Management, Finance, Customer Service, Financial Planning

Education
HEC Montréal   2009 — 2012
Bachelor of Business Administration (B.B.A.), Finance, General

Peter Gennrich Peter Gennrich Greater Minneapolis-St. Paul Area Details
Peter Gennrich's RBC Wealth Management Experience June 2004 - July 2011
Job Director Brokerage Trades and Service at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   November 2011 - Present
Ameriprise Financial Services, Inc.   January 2011 - January 2012
RBC Wealth Management   June 2004 - July 2011
RBC Wealth Management   March 2000 - May 2004
RBC Wealth Management   March 1998 - February 2000
RBC Wealth Management   July 1997 - February 1998
RBC Wealth Management   July 1996 - June 1997
Norwest Banks  July 1994 - June 1996

Skills
Equities, Fixed Income, Banking, Management, Trading, Strategy, Analysis, Budgets, Credit, Performance Management, Human Resources, Customer Service, Series 7, Mutual Funds, Investments, Project Management, Financial Services, Wealth Management, Risk Management, Strategic Financial...

Education
Hamline University   2013 — 2015
Master of Business Administration (MBA)

University of Minnesota-Twin Cities   1989 — 1996
Bachelor of Arts, International Relations - Magna Cum Laude

Universidad de la República   1992 — 1992
Montevideo, Uruguay, International Reciprocal Student Exchange Program

Nancy Miedtke Nancy Miedtke Greater Minneapolis-St. Paul Area Details
Nancy Miedtke's RBC Wealth Management Experience August 2011 - June 2014
Job Change Integration and Employee Development Sr. Manager, VP at TCF Bank
Industry Professional Training & Coaching
Experience
TCF Bank  June 2014 - Present
RBC Wealth Management   August 2011 - June 2014
Wells Fargo  November 2009 - August 2011
Cargill  December 2008 - November 2009
Fuse Learning Solutions   March 2005 - December 2008
Dorsey & Whitney LLP  2006 - 2006
Wells Fargo Investments  June 2000 - March 2005
Carlson Marketing Group  July 1988 - June 2000

Skills
Organizational..., Organizational..., Instructional Design, Training, Career Development, Leadership, Strategy, E-Learning, Strategic Planning, MBTI, Project Management, Performance Management, Leadership Development, Employee Engagement, Management, Talent Management, Team Building

Education
University of Saint Thomas   2007 — 2013
Graduate, Organizational Learning and Develolpment

Gustavus Adolphus College   1982 — 1985
B.A., English Education K-12

Susan Ireland Susan Ireland Greater Minneapolis-St. Paul Area Details
Susan Ireland's RBC Wealth Management Experience June 2003 - January 2006
Job Sr. Compensation Administrator at Lutheran Social Service of Minnesota
Industry Human Resources
Experience
Lutheran Social Service of Minnesota  September 2014 - Present
Hazelden Foundation  May 2013 - March 2014
Xcel Energy  August 2013 - October 2013
Northwestern College  2010 - April 2013
OptumHealth Financial (United HealthCare)   October 2011 - January 2012
St. Jude Medical  June 2010 - June 2011
Great Northwest Insurance Company  February 2006 - December 2009
RBC Wealth Management   June 2003 - January 2006
US Bank  July 2000 - October 2002
US Bank  May 1997 - July 2000

Skills
Employee Relations, Employee Benefits, Employee Management, Vendor Relations, Benefits Administration, Change Management, Training & Development, Communication, Customer Satisfaction, Customer Relations, MS Office Suite, Retirement Plans, Call Center, Payroll, Accounts Payable, Multi-state Payroll, Training, Interviews, Leadership, Deferred Compensation, Retirement Planning, Human Resources, Recruiting, Multi-State Sales Tax, New Hire Orientations, Microsoft Office, PeopleSoft, Call Centers, Customer Service, Employee Training, HRIS, FMLA, Management

Education
Northwestern College   2011 — 2013
BS, Human Resource Management, 3.8

Inver Hills Community College   1984 — 1986
Associate, Applied Science - Business Administration

Ananda Sankaran Ananda Sankaran Dallas/Fort Worth Area Details
Ananda Sankaran's RBC Wealth Management Experience June 2010 - October 2010
Job Lead Architect Big Data/Analytics Architecture & Strategy at IBM Global Services
Industry Information Technology and Services
Experience
IBM  March 2015 - Present
UnitedHealth Group - Optum Technologies   October 2013 - March 2015
OptumInsight  October 2010 - October 2013
RBC Wealth Management   June 2010 - October 2010
CS Solutions  September 2003 - October 2010
Wells Fargo  December 2008 - May 2010
RBC Wealth Management   May 2007 - November 2008
Wells Fargo EDW   September 2003 - May 2007
Deluxe Corporation  January 2001 - September 2003
Deluxe Corporation  January 2000 - January 2001

Skills
Data Warehousing, ETL, DB2, Data Modeling, Teradata, Informatica, PL/SQL, SQL, Visio, Database Design, Datastage, Oracle, Data Migration, Big Data, Hive, Apache Pig, ElasticSearch, HBase, Sqoop, JCL, CICS, COBOL, SQL Server, Unix, Shell Scripting, Easytrieve, VSAM, Mainframe, Websphere, XML, Erwin, DataStage

Education
Hamline University   2012 — 2014
Master of Business Administration (MBA)

Indira Gandhi National Open University   1997 — 1999
PGDIM, Operations Research

MGR Engineering College   1993 — 1997
BE, Electrical & Electronis Engineering

Hindu Higher Secondary School

Allen F. Levy Allen F. Levy Parsippany, New Jersey Details
Allen F. Levy's RBC Wealth Management Experience June 2013 - Present
Job First Vice PresidentFinancial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2013 - Present

Education
Yale University School of Public Health   1981 — 1983
Master's Degree, Health/Health Care Administration/Management

University of New Haven   1978 — 1980
Master of Business Administration (M.B.A.), Marketing and Finance

Hobart and William Smith Colleges   1972 — 1976
Bachelor's Degree, Sociology

Maria Teresa Russell Maria Teresa Russell Minneapolis, Minnesota Details
Maria Teresa Russell's RBC Wealth Management Experience September 2014 - Present
Job Creative, outgoing, bilingual professional
Industry Financial Services
Experience
RBC Wealth Management   September 2014 - Present
RBC Wealth Management - USA   August 2012 - September 2014
Guaranty Bank  September 2011 - August 2012
MR CI Properties   March 2008 - August 2011
Multiple Families  February 2008 - August 2011
University of Minnesota  July 2006 - January 2008
EAP Zamorano/USAID   January 2006 - July 2006

Skills
Spanish, Microsoft Office, Flexible Working, Public Speaking, Teamwork, Administrative..., Customer Service, Non-profits, Theatre, PowerPoint, Human Resources, Recruiting, Outlook, English, Training, Budgets, Sales, Administration, Event Planning, Retail, Data Analysis, Nonprofits, Teaching, Time Management, Leadership, Research, Microsoft Word, Agriculture, Leadership Development, Team Building, Fundraising, Volunteer Management, Higher Education, Strategic Planning, Negotiation, Community Outreach, Microsoft Excel, Management, Financial Analysis, Marketing, Policy, Social Media

Education
Hamline University   2008 — 2010
Master of Arts, Non Profit Management

Escuela Agricola Panamericana   2002 — 2005
Bachelor, Agronomy

Amanda Ricchiuti Amanda Ricchiuti New York, New York Details
Amanda Ricchiuti's RBC Wealth Management Experience August 2011 - Present
Job Registered Client Service Associate
Industry Financial Services
Experience
RBC Wealth Management   August 2011 - Present

Education
State University of New York at Albany   2009 — 2011
Bachelor of Science (BS), Financial Market Regulation

Hudson Valley Community College   2007 — 2009
Associate of Science (AS)

Heather Harrison Heather Harrison Greater Milwaukee Area Details
Heather Harrison's RBC Wealth Management Experience March 2014 - Present
Job Client Associate at RBC Wealth Management
Industry Food & Beverages
Experience
RBC Wealth Management   March 2014 - Present
Wisconsin Wine & Beer Tours   April 2012 - Present
Pastiche Wines   September 2012 - August 2014
Wisconsin Foodie   May 2012 - July 2014
Matrix Direct  April 2007 - May 2012
Zurich Life  March 1998 - November 2006

Skills
Wine, Wineries, Sales Management, Marketing Strategy, Promotions, Selling, Sales, Food, Wine Tasting

Education
Indiana University Bloomington
Bachelor of Arts (BA), Telecommunications

University of Wisconsin-Milwaukee

Michael Oldemeyer Michael Oldemeyer Princeton, New Jersey Details
Michael Oldemeyer's RBC Wealth Management Experience October 2007 - May 2008
Job Hourly Trader at NRG Energy
Industry Utilities
Experience
NRG Energy  May 2008 - Present
Phantom Regiment Drum & Bugle Corps  March 2011 - Present
RBC Wealth Management   October 2007 - May 2008
Split Rock Energy  October 2004 - February 2007
NRG Energy  July 1999 - October 2004

Skills
trading, pjm, nyiso, Energy, Energy Trading, isone

Education
Gustavus Adolphus College   1997 — 1999
Economics

University of Minnesota-Morris   1995 — 1997
Economics

Kalley Sikich Kalley Sikich Greater Minneapolis-St. Paul Area Details
Kalley Sikich's RBC Wealth Management Experience September 2011 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2011 - Present
Veterans Administration  June 2008 - September 2011
Veterans Administration  January 2009 - February 2010
Gustavus Adolphus College  August 2005 - June 2008
Minnesota Opera  June 2005 - August 2005

Education
Gustavus Adolphus College   2004 — 2008
B.A., Communication Studies

Anna-Marie Lyons Anna-Marie Lyons Vancouver, Canada Area Details
Anna-Marie Lyons's RBC Wealth Management Experience May 2011 - Present
Job Financial Planning Consultant
Industry Financial Services
Experience
RBC Wealth Management   May 2011 - Present
Wellington West  February 2005 - May 2010
Wellington West Capital  2005 - May 2010
CIBC Wood Gundy  December 2001 - February 2005
Merrill Lynch Canada Inc  June 1998 - December 2001
Midland Walwyn Capital Inc  November 1991 - June 1998

Skills
Estate Planning

Education
Ivey Business School at Western University   1989 — 1991
MBA

University of Ottawa   1974 — 1979
BA, French

Brian Balestri Brian Balestri Greater Minneapolis-St. Paul Area Details
Brian Balestri's RBC Wealth Management Experience June 2004 - January 2011
Job Program Manager Consultant
Industry Information Technology and Services
Experience
CenterPoint Systems, Inc.   May 1994 - Present
Target  February 2011 - August 2011
RBC Wealth Management   June 2004 - January 2011
Best Buy  December 2003 - June 2004
Express Scripts  March 2003 - November 2003
Wells Fargo  December 2002 - February 2003
Pearson  July 2002 - December 2002
Wells Fargo Bank  October 2001 - June 2002
AllPoints Feedback Software   May 1995 - October 2001
RBC Wealth Management   August 2000 - June 2001

Skills
SDLC, Visio, Business Intelligence, Negotiation, Program Management, MS Project, Business Analysis, Process Improvement, Budgets, Project Planning, Team Leadership, Leadership, Strategic Planning, Team Building, Analysis, ERP, Software Documentation, Vendor Management, Sales

Education
Illinois Wesleyan University   1982 — 1986
BS, Business Administration / Finance

East High School   1978 — 1982

Theodore Feder Theodore Feder Evanston, Illinois Details
Theodore Feder's RBC Wealth Management Experience May 2011 - August 2011
Job MS Analytics Candidate
Industry Information Services
Experience
Northwestern University  2015 - Present
CEB  June 2012 - July 2015
RBC Wealth Management   May 2011 - August 2011
Perspectives Corporation  June 2009 - August 2010
The Sensational Child   June 2007 - August 2008

Skills
Marketing, Microsoft Excel, Strategy

Education
Northwestern University   2015 — 2016
Master’s Degree, Analytics

Haverford College   2008 — 2012
Bachelor of Science (BS), Major: Math, Minor: Economics

The Wheeler School   2004 — 2008
Diploma

Mark Hennings Mark Hennings Greater Minneapolis-St. Paul Area Details
Mark Hennings's RBC Wealth Management Experience June 2006 - July 2012
Job Financial Consultant, Branch Manager
Industry Financial Services
Experience
JHS Capital Advisors, LLC  August 2012 - August 2015
RBC Wealth Management   June 2006 - July 2012
Piper Jaffray  June 1985 - June 2006
Piper Jaffray  1985 - 2000

Skills
Series 7, Series 63, Investments, Wealth Management, Financial Services, Retirement Planning, Securities, Mutual Funds, Asset Allocation, Retirement, Wealth Management..., Asset Management, Series 65

Education
Gustavus Adolphus College   1981 — 1985
BA, Majors: Financial Economics and Political Science. Minor: Philosophy

Andrew Brandt Andrew Brandt Greater Minneapolis-St. Paul Area Details
Andrew Brandt's RBC Wealth Management Experience June 2015 - Present
Job Retirement Solutions Intern at RBC Wealth Management
Industry Higher Education
Experience
RBC Wealth Management   June 2015 - Present
Linx Equities, LLC   January 2015 - January 2015
Spring Hill Golf Club  May 2014 - August 2014
ADO Products, LLC   May 2013 - August 2013
Wayzata Country Club  July 2011 - August 2013
WBBA   November 2011 - March 2012

Skills
Good Interpersonal..., Good Communicator, Good Problem Solver, Leadership, Positive Team Player, Customer Service, Event Planning, Time Management, Teamwork, Economics, Public Speaking, Communication, Social Networking, Research

Education
Gustavus Adolphus College   2012 — 2016
Bachelor of Arts (B.A.), Financial Economics Major, English Minor

Wayzata High School   2008 — 2012

Nicole Cosnotti Nicole Cosnotti Greater Pittsburgh Area Details
Nicole Cosnotti's RBC Wealth Management Experience January 2000 - January 2003
Job Client Service Manger at Gateway Financial Group
Industry Financial Services
Experience
Hapanowicz & Associates   September 2013 - July 2015
Alpern Wealth Management   November 2003 - September 2013
RBC Wealth Management   January 2000 - January 2003
ARAMARK Healthcare  January 1995 - January 2000
Nutrition Management Services Co.   1993 - 1996

Skills
Financial Services, Wealth Management, Customer Service, Management, Practice Management, Organizational..., Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, ACT!4Advisors, Salesforce.com, Marketing, Strategic Planning, Team Building

Education
Indiana University of Pennsylvania   1989 — 1993
Bachelor’s Degree

Brittney White Brittney White Billerica, Massachusetts Details
Brittney White's RBC Wealth Management Experience February 2006 - June 2008
Job Office Manager at Citadel Investment Group
Industry Financial Services
Experience
Citadel Investment Group  August 2010 - October 2014
Brockway Smith  2008 - 2009
RBC Wealth Management   February 2006 - June 2008

Skills
Data Entry, Lotus Notes, QuickBooks, Confidentiality, Expense Reports, Administrative..., Calendaring, Office Management, Microsoft Excel, Office Administration, Concur

Education
Gibbs College-Boston   2004 — 2006
Associate's degree, Administrative Assistant and Secretarial Science, General

Will Gore Will Gore Baltimore, Maryland Area Details
Will Gore's RBC Wealth Management Experience May 2008 - May 2008
Job Lord Baltimore Uniform
Industry Textiles
Experience
Lord Baltimore Uniform   August 2013 - Present
The Bozzuto Group  May 2012 - June 2013
RBC Wealth Management   May 2008 - May 2008
Lord Baltimore Uniform   June 2007 - August 2007

Skills
Fundraising, Social Networking, Social Media, Public Speaking, PowerPoint, Microsoft Excel, Research, Spanish, Microsoft Word, Customer Service, Microsoft Office, Event Planning, Sales, Marketing, Cold Calling, Social Media Marketing, Real Estate, Non-profits, Public Relations, Advertising, Leadership, Salesforce.com, Management

Education
Hobart and William Smith Colleges   2008 — 2012
Bachelor of the Arts, English

St. Paul's School for Boys   2000 — 2008

Charles Berlin Charles Berlin Greater Minneapolis-St. Paul Area Details
Charles Berlin's RBC Wealth Management Experience February 2013 - December 2013
Job CPA Candidate and Accountant at Prospect Funding Partners
Industry Financial Services
Experience
In Home Tech Solutions   July 2015 - Present
Prospect Funding Partners   January 2014 - Present
The Stable   June 2015 - August 2015
Accounting & Finance Consulting, Inc   April 2015 - April 2015
RBC Wealth Management   February 2013 - December 2013
Walleye Trading  July 2012 - August 2012

Skills
Microsoft Excel, Financial Analysis, Finance, Data Analysis, Chinese, Financial Modeling, Microsoft Word, QuickBooks, PowerPoint, Time Management, Morningstar, Corporate Finance, Strategic Financial..., Analysis, Investments, Leadership, Teamwork, English, Financial Reporting, Pivot Tables, Research, Social Networking, Management, Critical Thinking, Outlook, Communication, Budgets, Microsoft Office, Accounting, Accounts Payable, Financial Statements, GAAP

Education
Hamline University   2010 — 2014
Bachelor's degree, Finance, General

Breck School   1996 — 2010
High School

C. Michael Luck, CFP® C. Michael Luck, CFP® Wilmington, Delaware Details
C. Michael Luck, CFP®'s RBC Wealth Management Experience March 2009 - Present
Job
Industry Financial Services
Experience
RBC Wealth Management   March 2009 - Present
Ferris Baker Watts, Inc.   July 2005 - March 2009
Morgan Stanley  May 1998 - July 2005

Education
The American College   2001 — 2004
CFP®

Gettysburg College   1986 — 1990
Bachelor's Degree

Salvatore Favarolo Salvatore Favarolo Greater New York City Area Details
Salvatore Favarolo's RBC Wealth Management Experience 1999 - 2005
Job Wealth Managment: Helping small business owners and their CPAs to create customized retirement plans.
Industry Financial Services
Experience
Lantern Wealth Advisors / Lantern Investments-   April 2011 - Present
Stifel Nicolaus  2005 - March 2011
RBC Wealth Management   1999 - 2005

Skills
Finance, Small Business, Retirement Planning, Pension Plans, 401K Plans - avoiding..., Building a long term..., Managing your..., Life insurance..., Helping CPAs add value..., Investments, Wealth Management, Retirement, Series 7, Mutual Funds, Financial Services, Asset Management, Helping small business..., Portfolio Management, Investment Strategies, Investment Management, Management, Financial Planning, Securities, Equities, Asset Allocation

Education
Hofstra University
Business Administration, Banking & Finance

Mepham High School

Steve Cosentino Steve Cosentino Greater Milwaukee Area Details
Steve Cosentino's RBC Wealth Management Experience December 2007 - March 2013
Job Director of Administrative Services at St. Mary Catholic Church
Industry Religious Institutions
Experience
St. Mary Catholic Congregation   March 2014 - Present
Strayer University  January 2013 - Present
St. Anthony the Hermit   2013 - Present
RBC Wealth Management   December 2007 - March 2013
Associated Bank  March 2007 - December 2007
Chase  January 2005 - January 2007
Robert W. Baird & Co.   April 2002 - April 2005
Batteries Plus  August 2000 - November 2001
Interstate Batteries  October 1991 - July 1999

Skills
Financial Services, Securities, Relationship Management, Banking, Portfolio Management, Strategic Financial..., Investments, Credit, Insurance, Asset Managment, Series 7, Credit Analysis, Financial Analysis, Risk Management, Finance, Mutual Funds, Asset Management, Strategic Planning, Management, Business Planning, Information Security, SEO, System Administration, Help Desk Support, Disaster Recovery, Business Continuity..., Equities, Webmaster Services, TCP/IP, Social Media, Underwriting, Series 63, Cash Management, P&L Responsibility, Life & Health Insurance..., Recruiting, Training, Leadership, Budgets, Marketing, Networking, Time Management, Software Documentation, New Business Development, Interviews, Vendor Management, Customer Service, Process Improvement, CRM, Human Resources

Education
Strayer University   2013 — 2015
MSIS, Enterprise Network Management, 4.0 GPA

Shippensburg University of Pennsylvania   1987 — 1989
Bachelor of Science; BSBA, Business Administration; Marketing

Howard Community College   1982 — 1985
Associate of Arts; AA, Business Administration;

Wilde Lake High School   1980 — 1983

Adeolu Adebari, CRCM, CAMS Adeolu Adebari, CRCM, CAMS New York, New York Details
Adeolu Adebari, CRCM, CAMS's RBC Wealth Management Experience February 2010 - December 2010
Job Associate at Promontory Financial Group, LLC
Industry Financial Services
Experience
Promontory Financial Group, LLC  June 2015 - Present
Protiviti  May 2013 - May 2015
Navigant  August 2011 - April 2013
RBC Wealth Management   February 2010 - December 2010

Skills
Financial Modeling, Financial Analysis, Valuation, Economics, Data Analysis, Corporate Finance, Regulatory Compliance, PowerPoint, Consulting, Due Diligence, Finance, Business Strategy, Bloomberg, Business Analysis, Analysis, Operational Risk..., Anti Money Laundering, Consumer Lending, Training, Risk Management, Microsoft Office, Financial Regulation, Project Management, Portfolio Management, Mortgage Lending, Credit Cards, Mortgage Banking

Education
Howard University

University of Maryland College Park
B.Sc, Economics

Andy Flattery Andy Flattery Kansas City, Missouri Area Details
Andy Flattery's RBC Wealth Management Experience October 2012 - January 2014
Job Feebased Financial Advisor | Independent thinker
Industry Investment Management
Experience
BMO Financial Group  January 2014 - Present
RBC Wealth Management   October 2012 - January 2014
Allen Partners, LLC   February 2010 - November 2012
College Pro Painters  2007 - 2009

Skills
Retirement Planning, Wealth Management, Equities, Finance, Investments, Life Insurance, Asset Allocation, Alternative Investments, Managed Money, Marketing Strategy, Entrepreneurship, Sales Management, Tactical Asset..., Widows, Holistic Financial..., Simple IRA, SEP IRA, Roth IRA, Debt Consolidation, Consumer Debt, 401k Rollovers

Education
Iowa State University - College of Business   2003 — 2007
Bachelor's, Management, Marketing

Saint Edmond High School   1999 — 2003

Sabrina Gross Sabrina Gross Westport, Connecticut Details
Sabrina Gross's RBC Wealth Management Experience November 2004 - Present
Job Client Associates at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2004 - Present
RBC Wealth Management   January 2004 - Present
Prudential Securities Inc  December 2001 - November 2004
WACHOVIA SECURITIES  January 2001 - January 2004
Emigrant Mortgage   January 2001 - November 2001
EMIGRANT MORTGAGE   January 2001 - January 2001
AUDIO VIDEO ENHANCEMENT   January 1999 - January 2001

Education
Housatonic Community College
Associate of Arts and Sciences (AAS), Business Administration and Management, General

Erin Greenly Erin Greenly Toronto, Canada Area Details
Erin Greenly's RBC Wealth Management Experience September 2014 - Present
Job IT Support Analyst at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   September 2014 - Present
RBC Wealth Management   May 2014 - August 2014
Guess by Marciano  November 2013 - August 2014
RBC Wealth Management   July 2013 - August 2013
Eagle Eye Events   March 2013 - June 2013
Turtle Jacks Muskoka Grill  October 2010 - March 2013

Skills
Microsoft Office, Customer Service, Teamwork, Microsoft Excel, Restaurants, Microsoft Word, Management, Leadership, Food Service, Social Media, Retail, Sales, SQL Navigator, HP Quality Center, HP Service Manager, SharePoint

Education
Humber College   2012 — 2015
Business administration Co-Op advanced diploma

Nelson High School   2008 — 2012

Trish Hanks Trish Hanks Annapolis, Maryland Details
Trish Hanks's RBC Wealth Management Experience July 2014 - Present
Job Senior Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2014 - Present
Morgan Stanley  2009 - 2014
SMITH BARNEY  2006 - 2009

Skills
Risk Management

Education
University of Maryland University College   2008 — 2015
Communication and Media Studies

University of Maryland College Park   1974 — 1975
Textile marketing, Apparel and Textile Marketing Management

Harford Community College   1971 — 1974
Associate's degree, General Studies

Andrew Hensen, CFP® Andrew Hensen, CFP® Des Moines, Iowa Area Details
Andrew Hensen, CFP®'s RBC Wealth Management Experience March 2009 - Present
Job Vice President Financial Advisor of the Hensen Wealth Management Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2009 - Present
Citi Smith Barney  August 1999 - March 2009
Trissel Graham & Toole  March 1997 - August 1999

Education
Iowa State University   1992 — 1996

Iowa State University - College of Business   1992 — 1996

Allen Moua Allen Moua Minneapolis, Minnesota Details
Allen Moua's RBC Wealth Management Experience March 2015 - Present
Job Business Analyst In Training
Industry Telecommunications
Experience
RBC Wealth Management   March 2015 - Present
Full-time Student/Business Analyst in transition   2014 - Present
Verizon Wireless  November 2010 - June 2014

Skills
Direct Sales, Customer Service, Conflict Resolution, Negotiation, Problem Solving, Persuasion, Public Speaking, Presentation Skills, Soft Skills, Customer Satisfaction, Coaching, Leadership, Retail, Retail Sales, Driven By Results, Telecommunications, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Access

Education
North Hennepin Community College   2015 — 2015
Prerequisites for Masters Information System, Management Information Systems emphasis Software Development

Hennepin Technical College   2014 — 2014
Associate's degree, Business Analyst

University of Minnesota-Twin Cities   2012 — 2012
Certificate, Business Analysis Certificate

University of Northwestern - St. Paul   2008 — 2010
Bachelor of Science (BS), Youth and Family Studies

North Central University   2007 — 2008
BA, Youth Ministry

Fred J. Sherrill, AWM Fred J. Sherrill, AWM Annapolis, Maryland Details
Fred J. Sherrill, AWM's RBC Wealth Management Experience 2006 - Present
Job Senior Vice President Financial Advisor of the Generational Planning Solutions Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2006 - Present

Education
Hampden-Sydney College   1986 — 1990
BA, Psychology

Kurt Kharouf Kurt Kharouf Greater Pittsburgh Area Details
Kurt Kharouf's RBC Wealth Management Experience May 2015 - Present
Job Senior Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2015 - Present
Merrill Lynch  July 1983 - May 2015

Skills
Mutual Funds, Wealth Management, Retirement Planning, Alternative Investments, Series 7, Investment Advisory, Fixed Income, Series 63, Portfolio Management, Asset Allocation, Investments, Strategic Financial..., Retirement, Investment Strategies

Education
Indiana University of Pennsylvania   1977 — 1982
Bachelor's degree, Finance, General

Katelyn Bystrom Katelyn Bystrom Minneapolis, Minnesota Details
Katelyn Bystrom's RBC Wealth Management Experience January 2013 - Present
Job Project Manager at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
RBC Wealth Management   February 2011 - Present
Spring Bay Floating Lodges   August 2009 - November 2010
ASI Signage Innovations  January 2009 - May 2009
Hamline University, Critique: Critical Middle Eastern Studies   June 2008 - May 2009
Hamline University  January 2007 - May 2009

Skills
Analysis, Management, Business Process, Software Documentation, SDLC, Project Management, Process Improvement, Change Management, MS Project, SharePoint

Education
Hamline University   2006 — 2009
BA, International Management and Chinese

Hamline University
Bachelor of Arts, International Management

University of St. Thomas
Mini Masters of Information Technology

Grace Holbrook Grace Holbrook Minneapolis, Minnesota Details
Grace Holbrook's RBC Wealth Management Experience June 2015 - Present
Job Student Leader at Gustavus Adolphus College Catering Services
Industry
Experience
Gustavus Adolphus College- Catering Services   August 2015 - Present
RBC Wealth Management   June 2015 - Present
YMCA of the Greater Twin Cities  June 2011 - Present
Gustavus Adolphus College  September 2014 - May 2015
Gustavus Adolphus College  April 2014 - May 2015
Care.com  September 2013 - June 2014
Life Time - The Healthy Way of Life Company  August 2013 - May 2014

Skills
Business Management, Leadership, Customer Service, Team Building, Leadership Development, Microsoft Office, PowerPoint, Social Media, Fundraising, Nonprofits, Youth Development, Youth Leadership, Outdoor Recreation, Canoeing, Microsoft Excel, Anti-Money Laundering...

Education
Gustavus Adolphus College   2013 — 2017
International Business Management; Sociology/Anthropology

De La Salle High School, Minneapolis MN   2009 — 2014

Vincent Woo Vincent Woo Los Angeles, California Details
Vincent Woo's RBC Wealth Management Experience April 2011 - Present
Job Senior Vice President – Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2011 - Present
Oppenheimer & Co.   July 2004 - April 2011
Citigroup/salomon smith barney  1994 - 2004
Kidder Peabody  1981 - 1994

Education
University of Southern California   1979 — 1981
Master of Business Administration (MBA), Finance

Harvard University   1975 — 1979
Bachelor of Arts (BA), Economics

Matthew Citrano Matthew Citrano Forest Hill, Maryland Details
Matthew Citrano's RBC Wealth Management Experience February 2015 - Present
Job Experienced young professional
Industry Investment Management
Experience
RBC Wealth Management   February 2015 - Present
Ronnie's Beverage Warehouse   November 2013 - Present
Chapin Davis  2012 - 2012
CDS Logistics Mgmt Inc.   June 2011 - August 2011
Under Armour  June 2010 - August 2010

Education
High Point University   2009 — 2013
Bachelor of Science (B.S.), Business Administration

Calvert Hall College H.S.   2005 — 2009

Fred Leamnson Fred Leamnson Reston, Virginia Details
Fred Leamnson's RBC Wealth Management Experience March 2008 - April 2011
Job Reston, VA,.Social Security claiming specialist. I help clients maximize retirement income.
Industry Financial Services
Experience
Leamnson Capital Advisory, LLC   May 2011 - Present
RBC Wealth Management   March 2008 - April 2011
Wachovia Securities  December 2002 - March 2008

Skills
Investment Management, Investment Advisory, Retirement Planning, Multi-generational..., Asset Protection, Charitable Giving..., Wealth Management, Asset Managment, Strategic Financial..., Investment Strategies, Wealth Transfer Planning, Wealth Protection, Charitable Giving..., Retirement, Retirement Plan..., Estate Planning, Asset Allocation, Risk Management, Finance, 401k, Financial Advisory

Education
Indiana University Bloomington   1973 — 1974
Business Administration and Management, General

Jennifer (Hentges) Robinson Jennifer (Hentges) Robinson Greater Minneapolis-St. Paul Area Details
Jennifer (Hentges) Robinson's RBC Wealth Management Experience July 2007 - October 2011
Job National Business Development Manager at Five Star Professional
Industry Marketing and Advertising
Experience
Five Star Professional  February 2013 - Present
RBC Wealth Management   July 2007 - October 2011
RBC Wealth Management   June 2004 - July 2007
RBC Wealth Management   October 2002 - June 2004
RBC Wealth Management   March 2002 - October 2002
RBC Wealth Management   March 2000 - March 2002
PaineWebber  May 2000 - August 2000
Miller & Schroeder Financial  1992 - 1999

Skills
Wealth Management, Marketing Strategy, Marketing Communications, Building Relationships, Client Experience, Product Marketing, Client Retention, Business Development, Public Speaking, Leadership, Strategy, Cross-functional Team..., Customer Service, Marketing, Sales, Strategic Planning

Education
Iowa State University - College of Business   1995 — 1999
BS, Business Administration, Finance, Marketing

Mound Westonka High School   1991 — 1995

Frank Emmerling Frank Emmerling United States Details
Frank Emmerling's RBC Wealth Management Experience November 2013 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2013 - Present
UBS Financial Services  October 2004 - November 2013
Merrill Lynch  June 1986 - October 2004

Education
Indiana University of Pennsylvania
Master's degree, Business Administration and Management, General

Penn State University
Bachelor's degree, Human Development, Family Studies, and Related Services

Colby Spann Colby Spann Des Moines, Iowa Area Details
Colby Spann's RBC Wealth Management Experience September 2010 - Present
Job Senior Financial Associate, RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   September 2010 - Present
Wells Fargo Home Mortgage  July 2009 - September 2010
Northwestern Mutual Financial Network  October 2008 - May 2009

Education
Iowa State University   2004 — 2009
B.S., Finance

Iowa State University   2004 — 2009
B.F.A., Furniture Design

Ligia Botea Ligia Botea Toronto, Canada Area Details
Ligia Botea's RBC Wealth Management Experience February 2012 - Present
Job Private Banker at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   February 2012 - Present
RBC Royal Bank  September 2009 - February 2012
RBC Royal Bank  August 2005 - August 2009
Avon Canada  2001 - 2005

Skills
Banking, Credit, Commercial Banking, Cash Management, Deposits, Financial Analysis, Credit Risk, Wealth Management..., Financial Risk, Credit Analysis, Portfolio Management, Loans, Mortgage Lending, Relationship Management, Private Banking, Commercial Lending, Wealth Management, Retail Banking, Residential Mortgages, Financial Services, Strategic Financial..., Investments, Finance, Consumer Lending, Investment Advisory, Risk Management, Lines Of Credit, Capital Markets, Financial Advisory, Fixed Income, Mutual Funds, Retirement Planning, Investment Strategies, Management, Financial Planning, Corporate Finance

Education
Université de Montréal - HEC Montréal   2002 — 2005
MBA

Academy of Economic Studies - ASE Bucharest   1993 — 1997
Bachelor's degree, Marketing

Shannon DeGiulio Shannon DeGiulio Chicago, Illinois Details
Shannon DeGiulio's RBC Wealth Management Experience March 2008 - April 2012
Job Baby Wrangler at DeGiulio House
Industry Events Services
Experience
DeGiulio House   July 2012 - Present
RBC Wealth Management   March 2008 - April 2012
Smith Barney  November 2004 - March 2008

Education
Illinois State University   1996 — 2001
B.S., Marketing

Ryan Walters Ryan Walters Greater Minneapolis-St. Paul Area Details
Ryan Walters's RBC Wealth Management Experience January 2010 - Present
Job Product Manager, Global Credit at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2010 - Present
RBC Wealth Management   April 2004 - January 2010
RBC Dain Rauscher  November 2001 - March 2003

Skills
Series 7, Securities, Credit, Series 63, Wealth Management, Mutual Funds, Asset Based Lending, Collateral Management, Policy Writing, Asset Allocation, Portfolio Management

Education
Carlson School of Management   2011 — 2014
Part-time MBA student, Finance

Gustavus Adolphus College   1996 — 2000
Bachelor of Arts (B.A.), Economics and Geography

Scott Klein Scott Klein Greater Minneapolis-St. Paul Area Details
Scott Klein's RBC Wealth Management Experience January 2014 - Present
Job Sr. Business Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2014 - Present
Merrill Corporation  February 2012 - January 2014
Merrill Corporation  March 2011 - February 2012
Green Tree Credit Solutions  November 2007 - March 2011
GMAC Rescap  March 2007 - November 2007
GMAC RFC  September 2004 - March 2007
GMAC RFC  1993 - 2005

Skills
Pricing, Valuation, MBS, Risk Management, Financial Analysis, Portfolio Management, Financial Modeling, Mortgage Lending, Capital Markets, Data Analysis, Credit, Business Analysis, Due Diligence, Business Development, Relationship Management, Project Management, TFS, iRise, IT Project Lifecycle, JIRA, Business Process, Agile Project Management, Scrum, Greenfield Projects, SharePoint, Sprint Planning, Securitization, Financial Services, Finance, Strategic Planning, Banking, Leadership, Process Improvement, Executive Management

Education
Iowa State University   1988 — 1992
B.A., Economics

Bjorn Amundson, CFP® Bjorn Amundson, CFP® Greater Minneapolis-St. Paul Area Details
Bjorn Amundson, CFP®'s RBC Wealth Management Experience February 2010 - August 2011
Job Financial Advisor at Kaleo Advisor Group, a private wealth advisory practice of Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Kaleo Advisor Group   August 2011 - Present
RBC Wealth Management   February 2010 - August 2011
Accredited Investors Inc.  December 2007 - February 2010
Ameriprise  June 2006 - December 2007

Education
Hillsdale College   2000 — 2004
Bachelor of Arts (B.A.), Religion and Philosophy

Geisler, Griffin Geisler, Griffin Greater Minneapolis-St. Paul Area Details
Geisler, Griffin's RBC Wealth Management Experience November 2006 - Present
Job Manager, Internal Wealth Center at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2006 - Present
Piper Jaffray  2003 - 2006
Scottrade  September 1999 - August 2003

Skills
Wealth Management, Series 7, Mutual Funds, Investments, Retirement Planning, Portfolio Management, Series 63, Asset Allocation, Strategic Financial..., Asset Management, Securities, Investment Advisory, Equities, Fixed Income

Education
University of St. Thomas - Opus College of Business   2004 — 2008
MBA, Finance

Gustavus Adolphus College   1995 — 1999
BA

Evan Chang Evan Chang Greater Minneapolis-St. Paul Area Details
Evan Chang's RBC Wealth Management Experience June 2011 - Present
Job Compliance Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2011 - Present
RBC Wealth Management   February 2007 - June 2011
RBC Wealth Management   November 2002 - February 2007
Miller Johnson Steichen Kinnard  June 2001 - October 2002
RJ Steichen & Co.   1999 - 2000

Skills
FINRA, AML, Series 7, Series 24, Investment Advisory, Mutual Funds, Series 63, Alternative Investments, Hedge Funds, Equities, Fixed Income, Broker-Dealer, Risk Management, Due Diligence

Education
Iowa State University   1997 — 2001
Finance

Kevin Tabellione Kevin Tabellione Glastonbury, Connecticut Details
Kevin Tabellione's RBC Wealth Management Experience November 2005 - Present
Job First Vice President Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2005 - Present
Advest, Inc.   December 1999 - November 2005

Skills
Asset Allocation, Series 63, Series 7, Wealth Management, Alternative Investments, Investment Advisory, Investment Strategies, Investments, Mutual Funds, Retirement, Retirement Planning, Securities, Series 65, Strategic Financial..., ETFs

Education
Ithaca College   1988 — 1992
BS-Business Management, Concentration in Finance

Stefen Thielke Stefen Thielke Greater Minneapolis-St. Paul Area Details
Stefen Thielke's RBC Wealth Management Experience March 2000 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2000 - Present

Education
Gustavus Adolphus College   1989 — 1992
Bachelor's degree, Economics

Jen Fransdal Jen Fransdal Greater Minneapolis-St. Paul Area Details
Jen Fransdal's RBC Wealth Management Experience September 2006 - Present
Job Sr Product Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2006 - Present
RBC Dain Rauscher  December 1996 - August 2006
Investment Advisors Inc  September 1993 - November 1996

Skills
Investment Advisory, Series 7, Business Analysis, Business Requirements, Series 63, Financial Services, Investments

Education
Gustavus Adolphus College   1989 — 1993

Justin Woelper Justin Woelper Baltimore, Maryland Area Details
Justin Woelper's RBC Wealth Management Experience 2005 - 2013
Job Financial Advisor, Vice President at Ameriprise Financial Services, Inc.
Industry Investment Management
Experience
Ameriprise Financial Services, Inc.   October 2013 - Present
Ferris Baker Watts  2005 - 2013
RBC Wealth Management   2005 - 2013
morgan stanley  1996 - 2005

Education
Hampden-Sydney College   1988 — 1992

st pauls school

DAVID DRUCKER DAVID DRUCKER Greater New York City Area Details
DAVID DRUCKER's RBC Wealth Management Experience May 2003 - June 2008
Job SENIOR MANAGING DIRECTORAEGIS CAPITAL
Industry Financial Services
Experience
Aegis Capital  September 2011 - Present
NYC NY   June 2008 - September 2011
RBC Wealth Management   May 2003 - June 2008

Skills
RESRICTED SECURITES, WEALTH MANAGEMENT, Investment Banking, Securities, Series 7, Equities, Wealth Management, Alternative Investments, Hedge Funds, Series 63, Capital Markets, Private Equity, Wealth, Investments, Trading, Equity Trading, Asset Management, Venture Capital, Options, Investment Strategies, FINRA, Equity Research, Valuation, Private Placements, Financial Markets, Mutual Funds, Bloomberg, Bonds, IPO, Electronic Trading, Trading Systems, Due Diligence, Corporate Finance, Emerging Markets, Proprietary Trading, Trading Strategies, Strategic Financial..., Finance, Financial Advisory, Financial Services, Series 24, Wealth Management..., Risk Management, Funding, Equity Valuation, ETFs, Financial Analysis, Derivatives, Financial Structuring, Investment Management

Education
Ithaca College   1998 — 2002
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

KEW FOREST PREP
High School

Aaron Merwin Aaron Merwin Greater Minneapolis-St. Paul Area Details
Aaron Merwin's RBC Wealth Management Experience December 1999 - Present
Job Application Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 1999 - Present

Education
Gustavus Adolphus College   1985 — 1989

Mike Burque Mike Burque Prior Lake, Minnesota Details
Mike Burque's RBC Wealth Management Experience March 2006 - July 2010
Job Integrated Risk Management at Cargill
Industry Financial Services
Experience
Cargill  October 2013 - Present
Cargill  September 2011 - October 2013
RBC Wealth Management   March 2006 - July 2010

Skills
Financial Analysis, Risk Management, Trading, Commodity, Finance, Capital Markets, Accounting, Forecasting, Sales, Microsoft Excel, Customer Service, Pricing, Options, Negotiation, Management, Financial Modeling

Education
University of Saint Thomas - School of Business   2009 — 2011
Master of Business Administration (M.B.A.)

Iowa State University - College of Business   2000 — 2004
B.S., Finance

Lauren Wills Lauren Wills Greater Philadelphia Area Details
Lauren Wills's RBC Wealth Management Experience May 2011 - Present
Job Accounting Professional
Industry Accounting
Experience
RBC Wealth Management   May 2011 - Present

Skills
Bookkeeping, Microsoft Excel, Accounting, Microsoft Word, Microsoft Office, Financial Analysis, Financial Reporting, Project Management, Research, fee billing

Education
Indiana University of Pennsylvania   1993 — 1997

Indiana University of Pennsylvania   1993 — 1997
Bachelor's degree, Accounting

Christopher Havis Christopher Havis Albany, New York Area Details
Christopher Havis's RBC Wealth Management Experience August 2014 - November 2014
Job DSM Nutritional Products
Industry Food & Beverages
Experience
RBC Wealth Management   August 2014 - November 2014
Morgan Stanley  2012 - 2014
Morgan Stanley  2012 - 2014
Morgan Stanley  2012 - 2014
Fortitech  November 2010 - March 2012
Northwestern Mutual  May 2008 - August 2008

Skills
Inventory Management, Logistics, Business Development, Research, Forecasting, Sales, Marketing, Customer Service, Budget, New Business Development, Sales Management, Negotiation, Microsoft Excel

Education
Ithaca College   2006 — 2010
BS, Business Administration

Jeffrey Rosenblum, CFP Jeffrey Rosenblum, CFP Short Hills, New Jersey Details
Jeffrey Rosenblum, CFP's RBC Wealth Management Experience March 2003 - November 2005
Job First Vice President Wealth Management at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services Inc.  June 2013 - Present
Merrill Lynch  November 2005 - June 2013
RBC Wealth Management   March 2003 - November 2005
Tucker Anthony  July 1998 - March 2003
Gibraltar Securities  June 1995 - July 1998

Education
Ithaca College   1984 — 1988
Bachelor of Science (B.S.), Business/Psychology

Judith Dror Judith Dror Greater Minneapolis-St. Paul Area Details
Judith Dror's RBC Wealth Management Experience September 2013 - Present
Job Technical Writer at RBC Wealth Management
Industry Writing and Editing
Experience
RBC Wealth Management   September 2013 - Present
Best Buy  July 2012 - May 2013
Chandler Dror   April 2012 - July 2012
WMATA  February 2011 - March 2012
HCD International  July 2009 - February 2011
Accu-Crete   July 2008 - November 2008
MSI Universal   August 2008 - September 2008
Direct Selling Association  May 2007 - July 2007
Lockheed Martin/FAA   February 2007 - April 2007
Graduate Management Admissions Council   April 2005 - October 2006

Skills
Public Speaking, Editing, Teaching, Marketing, Newsletters, SharePoint, Software Documentation, Analysis, Leadership, Customer Service, Project Management, Program Management, Strategic Planning, Project Planning, Nonprofits, Research

Education
Harvard University   1994 — 2000
PhD, Sociology

Harvard University   1990 — 1994
A.M., Sociology

Harvard University   1988 — 1990
MTS, Biblical Hebrew

University of Virginia   1984 — 1988
B.A., French Literature, Religious Studies

Sidwell Friends School
4th - 12th grade

Duane Holman Duane Holman Greater Minneapolis-St. Paul Area Details
Duane Holman's RBC Wealth Management Experience July 2013 - February 2015
Job Enjoys helping the end users do their Jobs better
Industry Computer Networking
Experience
Minnesota Veterans Home  May 2015 - June 2015
LSG Sky Chefs  February 2015 - February 2015
RBC Wealth Management   July 2013 - February 2015
Carlson  June 2011 - May 2013
AmericInn Int'l   December 2005 - December 2010
AmericInn Lodge and Suites  December 2005 - December 2010
AmericInn International, LLC  December 2005 - December 2010
Northcott Hospitality Company   December 2005 - December 2010
Lifetouch  June 2003 - December 2005
Prudential Insurance  June 1998 - December 2003

Skills
Customer Service, Microsoft Office, Outlook, Customer Relations, Word, Problem Solving, Active Directory, Troubleshooting, Computer Hardware, XP, Windows, PowerPoint, Windows 7, Excel, Windows Server 2003, VPN, Servers, Windows Server, Customer Satisfaction, Administration, Operating Systems, HTML, Account Management, Printers, TCP/IP, Call Center, Team Building, DNS, Routers, Analysis, A+ Certified, Hardware, Desktop Support, Laptops, System Administration, Software Installation, Citrix, DHCP, HP, Switches, Windows Server 2008, Deployment, Microsoft Word, Microsoft Certified..., BMC Remedy, Windows XP, Networking, Technical Support, Norton Ghost, Network Security

Education
Hennepin Technical College   1992 — 1995
None, Computer Programming and General Computer Classes

Knowledge Alliance   1998 — 1999
None, A+ and MCSE Studies

St. Cloud State University   1978 — 1979
None, General Studies

Art McCarthy Art McCarthy Greater Boston Area Details
Art McCarthy's RBC Wealth Management Experience 2004 - Present
Job VP & Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2004 - Present
Banknorth/Warren Bank   1995 - 2003
Epsilon  1994 - 1995
MITRE  1991 - 1994
Andersen Consulting  1983 - 1991
Accenture  1983 - 1991

Education
Harvard University   1979 — 1983
A.B., Economics

Kirk Walberg Kirk Walberg Greater Minneapolis-St. Paul Area Details
Kirk Walberg's RBC Wealth Management Experience May 2006 - March 2009
Job Operations Supervisor Margin Department at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets  March 2010 - Present
RBC Wealth Management   May 2006 - March 2009
Hitachi Power Tools  June 2002 - June 2004

Skills
Credit, Back Office, Options, Series 7, Loans, Process Improvement, Relationship Management

Education
Gustavus Adolphus College   1998 — 2002
Bacholer Degree, History

Annandale High School   1995 — 1998

Johnny Ha PFP Johnny Ha PFP Toronto, Canada Area Details
Johnny Ha PFP's RBC Wealth Management Experience March 2014 - Present
Job Financial Planner
Industry Financial Services
Experience
RBC Wealth Management   March 2014 - Present
RBC  March 2010 - March 2014
RBC  March 2007 - January 2010
RBC  August 2005 - February 2007

Skills
Credit, Banking, Retail Banking, Credit Analysis, Mutual Funds, Investments, Financial Analysis, Strategic Financial..., Sales Management, Business Analysis, Customer Service, New Business Development, Account Management, Business Strategy, Insurance, Loans, Mortgage Lending, Credit Risk, Relationship Management, Residential Mortgages, Refinance, Wealth Management, Retirement Planning, Sales, Debt Consolidation, Coaching, Financial Risk, Financial Services, Lines Of Credit, Risk Management, Business Planning, Wealth, Consumer Lending, Cross Selling, Finance, Small Business Lending, Financial Advisory, Credit Cards, Mortgage Banking, Portfolio Management, Investment Advisory, Cash Management, Personal Financial..., Retirement, Financial Planners, Investment Management, Home Equity Loans, Financial Planning

Education
CSI   2012 — 2013
PFP, Financial Planning and Services

University of Windsor   2003 — 2005
Hon. Bachelor of Commerce, Finance, General

Humber College   1999 — 2002
Business Administration (B.B.A.), Finance, General

St. Joseph High School

Daniel Zaczkowski, CFA Daniel Zaczkowski, CFA Greater Minneapolis-St. Paul Area Details
Daniel Zaczkowski, CFA's RBC Wealth Management Experience July 2000 - July 2008
Job Chief Financial Officer at TruStone Financial
Industry Financial Services
Experience
TruStone Financial  July 2009 - Present
Jeffrey Slocum & Associates  August 2008 - August 2009
RBC Wealth Management   July 2000 - July 2008
GMAC-RFC  1998 - 2001
Eagle Capital Management  June 1997 - October 1998
Russell Investments  June 1995 - May 1996
Wurts & Associates  September 1993 - May 1995
US Navy  June 1989 - June 1993

Skills
Portfolio Management, Banking, Credit Analysis, Credit, Financial Analysis, Fixed Income, Alternative Investments, Hedge Funds, Risk Management, Asset Allocation, Investments, Financial Modeling, Equities, Commercial Lending, Loans, Finance

Education
University of Minnesota - Carlson School of Management   1996 — 1997
MBA, Finance

Illinois Institute of Technology   1986 — 1989
BBA, Finance

Erik Bresnahan Erik Bresnahan Greater New York City Area Details
Erik Bresnahan's RBC Wealth Management Experience March 2010 - September 2012
Job Senior Vice President Loan Team Manager at Wells Fargo
Industry Financial Services
Experience
Wells Fargo  October 2012 - Present
RBC Wealth Management   March 2010 - September 2012
Financial Security Assurance  December 2000 - February 2009
Moody's  November 1997 - November 2000
State of New York Mortgage Agency   November 1994 - October 1997

Skills
Capital Markets, Bonds, Investments, Fixed Income

Education
Syracuse University - Maxwell School   1993 — 1994
MPA

Gettysburg College   1989 — 1993
BA

Robert Bird, CFP® AAMS® Robert Bird, CFP® AAMS® Greater New York City Area Details
Robert Bird, CFP® AAMS®'s RBC Wealth Management Experience April 2007 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2007 - Present
Banc of America Investments  October 2006 - April 2007
UBS Wealth Management  November 2003 - October 2006

Skills
Bloomberg, Strategic Financial..., Microsoft Excel, Portfolio Management, Asset Allocation, Consultative Sales..., Project Management, Networking, Collaborative Problem..., Team Building, Strategy

Education
Iona College   1994 — 1998
BBA, Finance

Judge Memorial Catholic High School   1990 — 1994

Paule Gauthier Paule Gauthier Montreal, Canada Area Details
Paule Gauthier's RBC Wealth Management Experience May 2007 - Present
Job VicePresident, High Net Worth Planning Services
Industry Financial Services
Experience
RBC Wealth Management   May 2007 - Present
National Bank Financial  2001 - 2007
Sun Life Financial  1998 - 2000

Skills
High Net Worth..., Tax, Strategic Financial..., Investments, Estate Planning, Mutual Funds, Wealth Management, Portfolio Management, Financial Services, Investment Advisory, Wealth, Asset Management, Financial Planning, Financial Advisory, Retirement Planning

Education
HEC Montréal   1981 — 1984
B.A.A. CA, Accounting

Université de Montréal
LL.M., Taxation

brebeuf

brebeuf

Dan Bragaw Dan Bragaw Chicago, Illinois Details
Dan Bragaw's RBC Wealth Management Experience January 2009 - March 2010
Job Custom Trainer at Trunk Club
Industry Apparel & Fashion
Experience
Trunk Club  January 2015 - Present
Tom James Company  July 2010 - November 2014
RBC Wealth Management   January 2009 - March 2010
ASC Communications  January 2008 - August 2008
Tom James Company  April 2000 - December 2007
The Southwestern Company  May 1996 - September 1998

Skills
Tailoring, Wardrobe, Fit

Education
Indiana University - Kelley School of Business   1993 — 1997
BS-Marketing

Kashif Siddiq MFin Kashif Siddiq MFin Toronto, Canada Area Details
Kashif Siddiq MFin's RBC Wealth Management Experience March 2015 - Present
Job Associate Director
Industry Banking
Experience
RBC Wealth Management   March 2015 - Present
RBC Wealth Management   September 2014 - February 2015
RBC Wealth Management   October 2013 - September 2014
ABN AMRO  June 2006 - June 2012
ABN AMRO Bank N.V.   May 2004 - April 2006

Skills
Financial Modeling, Credit Analysis, Capital Markets, Fixed Income, Stocks, Equity Derivatives, Credit Derivatives, Structured Products, FX Options, Corporate Finance, Banking, Bloomberg, Relationship Management, Credit, Portfolio Management, Financial Markets, Derivatives, Finance, Investments, Loans, Private Banking, Credit Risk

Education
Queen's University   2012 — 2013
Master of Finance, Finance

CFA level 3 candidate

Indiana University Bloomington   2000 — 2003
Bachelors of Science, Computer and Information Systems Security/Information Assurance

Saint Patrick's High School   1990 — 1998
General Studies

Nicole Pl.fin. M.B.A Nicole Pl.fin. M.B.A Montreal, Canada Area Details
Nicole Pl.fin. M.B.A's RBC Wealth Management Experience December 1982 - September 2008
Job Directrice Planificateurs Financiers, Investissements et planification retraite chez Banque Nationale
Industry Financial Services
Experience
Banque Nationale  July 2015 - Present
Banque Nationale  December 2012 - Present
Chambre de la sécurité financière   March 2010 - Present
Banque Nationale du Canada  April 2011 - December 2012
Desjardins  April 2010 - April 2011
IQPF  March 2009 - March 2010
Desjardins  September 2008 - March 2009
RBC Wealth Management   December 1982 - September 2008
RBC  January 1999 - January 2001
RBC  January 1990 - January 1996

Skills
Coaching, Strategic Planning, French, Financial Analysis, Team Leadership, Analyse de crédit, Conformité en épargne..., conformité blanchiement..., Management

Education
Université Laval   2014 — 2016
A.S.C. Institut des administrateurs de sociétés

Aveta Business Institute Six Sigma   2011 — 2011
Green Belt

   1999 — 2001
2001

   1990 — 1999
1999

Scott Fischer RPA, CRP Scott Fischer RPA, CRP Toronto, Canada Area Details
Scott Fischer RPA, CRP's RBC Wealth Management Experience August 2002 - Present
Job Senior Manager Real Estate at RBC Wealth Management
Industry Real Estate
Experience
RBC Wealth Management   August 2002 - Present
BLJC Facilities Management   February 1999 - September 2001

Skills
Asset Managment, Capital Budgeting, Real Estate, Facilitation & Education, Reserve Fund Planning, Project Planning, Strategy, Corporate Real Estate, Leases, Property, Residential Homes, Facilities Management, Portfolio Management, Asset Management, Commercial Real Estate, Management, Real Estate Development, Property Management

Education
Real Estate Institute of Canada   2005 — 2007
CRP, Reserve Fund Planning

BOMI   2002 — 2007
RPA, Real Estate

Humber College   1991 — 1993
Environmental Systems Engineering

Randy Millen Randy Millen Orange County, California Area Details
Randy Millen's RBC Wealth Management Experience January 2001 - October 2003
Job Managing Partner at American Student Debt Solutions
Industry Consumer Services
Experience
American Student Debt Solutions   September 2012 - Present
ING Financial Partners  2009 - September 2012
brookstreet   2003 - 2007
RBC Wealth Management   January 2001 - October 2003
Lehman Brothers  January 1998 - January 2001
PriceWaterhouseCoopers  February 1985 - March 1990

Skills
Risk Management, Due Diligence, Portfolio Management, Investment Strategies, Management, Alternative Investments, Investments, Asset Managment, New Business Development, Valuation, Asset Management, Strategic Planning, Mergers & Acquisitions, Team Building

Education
Northeastern University   1983 — 1984
Accounting

Harvard University   1975 — 1979
BA, English

Nasser Sami Nasser Sami Montreal, Canada Area Details
Nasser Sami's RBC Wealth Management Experience December 2013 - January 2014
Job
Industry Financial Services
Experience
Autorité des marchés financiers   January 2014 - Present
RBC Wealth Management   December 2013 - January 2014
BMO  May 2012 - June 2013
BMO Financial Group  January 2011 - May 2012
Coopérative VERTE   May 2010 - August 2010
La Popessa   June 2009 - December 2009

Skills
Customer Service, French, Financial Analysis, Budgets, Leadership, Coaching, Management, Microsoft Office, Team Leadership, Teamwork, Microsoft Excel, Strategic Planning, Microsoft Word, Investment Banking, Canadian Securities..., Sales

Education
HEC Montreal   2011 — 2013
Certificat, Gestion Financière

Université du Québec à Montréal   2006 — 2010
Administration des affaires, Administration des affaires

Maria Di Biase Maria Di Biase Montreal, Canada Area Details
Maria Di Biase's RBC Wealth Management Experience November 2014 - Present
Job Assistant Branch Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   November 2014 - Present
RBC Dominion Securities  July 2007 - Present
RBC Wealth Management   2000 - 2007
RBC Dominion Securities  1999 - 2000
Richardson Greenshields  1994 - 1999

Skills
Wealth Management, Mutual Funds, Investments, Asset Management, Equities, Asset Allocation, Investment Strategies, Securities, Fixed Income, Options

Education
HEC Montréal

Bart B. Jagodzinski Bart B. Jagodzinski Billings, Montana Details
Bart B. Jagodzinski's RBC Wealth Management Experience June 2006 - January 2011
Job Financial Advisor at First Financial Equity Corporation
Industry Financial Services
Experience
First Financial Equity Corporation  February 2011 - Present
RBC Wealth Management   June 2006 - January 2011
Banc of America Wealth & Investment Management   October 2001 - May 2006
Bank of America Securities  August 2000 - October 2001

Skills
Series 7, Fixed Income, Equities, Portfolio Management, Series 63, Investments, Wealth Management, Bloomberg, Securities, Bonds, Trading, Mutual Funds, Financial Modeling

Education
Gonzaga University   1996 — 2000
Bachelor of Business Administration (B.B.A.), Finance and Economics

Diane Kitson Diane Kitson Greater Atlanta Area Details
Diane Kitson's RBC Wealth Management Experience February 2006 - December 2008
Job Registered Sales Associate II at Raymond James & Associates
Industry Financial Services
Experience
Raymond James & Associates  January 2009 - Present
RBC Wealth Management   February 2006 - December 2008

Skills
Investments, Trading, Securities, Financial Advisory, Portfolio Management

Education
Hutchinson Community College   1983 — 1993
Associates, Business Administration and Management, General

Emily Sumners Emily Sumners Greater Minneapolis-St. Paul Area Details
Emily Sumners's RBC Wealth Management Experience May 2015 - Present
Job Marketing & Communications Specialist for RBC Correspondent Services
Industry Events Services
Experience
RBC Wealth Management   May 2015 - Present
RBC Wealth Management   June 2014 - Present
ELS Creative   March 2014 - October 2014
Sephora inside JCPenney  March 2013 - March 2014
Bōbiam Active Streetwear   February 2013 - March 2013
Len Druskin  February 2013 - March 2013
GGO Clothing   October 2012 - October 2012
L'atelier Couture Bridal   January 2012 - June 2012

Skills
Photoshop, Microsoft Office, Excel, Word, Visual Merchandising, Customer Service, Attention To Detail, Trends, Fast Learner, InDesign, Microsoft Excel, Fashion, Merchandising, Teamwork, PowerPoint, Social Media, Leadership, Microsoft Word, Sales, Styling, Time Management, Adobe Creative Suite, Event Planning, Marketing, Communication

Education
The Art Institutes International-Minnesota   2010 — 2012
Bachelor of Fine Arts, Fashion & Retail Management; 2012

Illinois Institute of Art   2009 — 2010
Bachelor of Arts, Fashion Marketing & Management

Nhia Vang Nhia Vang Greater Minneapolis-St. Paul Area Details
Nhia Vang's RBC Wealth Management Experience October 2013 - Present
Job PCG Policy and Procedure Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2013 - Present
RBC Capital Markets  March 2007 - October 2013
Hiway Federal Credit Union  November 2005 - March 2007

Education
Hamline University   2014 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of Minnesota-Twin Cities   2003 — 2008
Bachelor of Arts (B.A.), Communication Studies

Martin Klein Martin Klein Orange County, California Area Details
Martin Klein's RBC Wealth Management Experience June 2014 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2014 - Present
JP Morgan  November 2007 - June 2014
Morgan Stanley  April 2000 - November 2007
Prudential Securities  October 1987 - April 2000
US Small Business Administration  January 1986 - October 1987
The Vice President of the United States   1985 - 1986
US Small Business Administration  May 1984 - December 1985
U.S. House of Representatives   August 1979 - May 1984
U.S. House of Representatives   April 1975 - August 1979

Education
Hobart and William Smith Colleges   1969 — 1973
BS

Caryn Walt Caryn Walt Toronto, Canada Area Details
Caryn Walt's RBC Wealth Management Experience October 2011 - Present
Job Financial Advisory Consultant
Industry Accounting
Experience
RBC Wealth Management   October 2011 - Present
PricewaterhouseCoopers LLP  January 2006 - September 2011

Education
Huron University College   2001 — 2005
B.A., Honors, Psychology

CHAT

University of Toronto - Rotman School of Management

Melinda (Mindy) Paul Melinda (Mindy) Paul Phoenix, Arizona Details
Melinda (Mindy) Paul's RBC Wealth Management Experience February 2000 - August 2004
Job Licensed P&C agent at AAA NCNU
Industry Insurance
Experience
CSAA Insurance Group  July 2013 - Present
Freeport Distribution   October 2012 - July 2013
@Work Personnel Services  June 2012 - October 2012
Greg Whigham Insurance   June 2009 - September 2011
Advance Services, Inc.   January 2009 - April 2009
Office Team  August 2008 - December 2008
Target  November 2007 - April 2008
National Property Inspections  May 2006 - September 2007
Lowe's Home Improvement  April 2005 - April 2006
RBC Wealth Management   February 2000 - August 2004

Skills
Data Entry, Time Management, Training, Customer Service, Telephone Skills, Leadership, Management, Microsoft Excel, Microsoft Word

Education
Glendale Community College   1978 — 1988
50+ hours

Nimra Choudhry Nimra Choudhry Toronto, Canada Area Details
Nimra Choudhry's RBC Wealth Management Experience December 2014 - Present
Job Manager, Client Action Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2014 - Present
RBC Global Asset Management  May 2013 - December 2014
RBC Investor Services  December 2011 - May 2013
RBC Investor Services  December 2010 - November 2011
MJR Collections Services Limited   December 2009 - December 2010

Skills
Training, Customer Service, Management, Coaching, Trend Analysis, Communication, Coordination, Forecasting, Account Reconciliation, Fund Accounting, Accounting, Mutual Funds, Fund Administration, Business Analysis, Bloomberg, Auditing, Access, Fund Of Funds, Risk Management, Analysis, Financial Analysis, Human Resources, Fixed Income, Securities, Financial Accounting, Finance, Microsoft Excel, Derivatives, Banking, Corporate Actions, Global Custody, IFRS, Valuation, Financial Services, Hedge Funds, Investments, Portfolio Management, Financial Statements, Equities, Back Office, Financial Reporting, Time Management, Corporate Finance, Financial Modeling

Education
Certified Management Accountants (CMA)
Strategic Leadership Program (SLP)

CSI   2012 — 2012
Canadian Securities Course, Finance

Ryerson University   2006 — 2010
Bachelor of Commerce, Accounting, Fianance

Humber College   2003 — 2006
Humber Institute of Technology and Advanced Learning, Finance

Robert Dzik Robert Dzik Houston, Texas Area Details
Robert Dzik's RBC Wealth Management Experience December 2009 - November 2010
Job Owner, Dzik Investments
Industry Investment Management
Experience
Dzik Investments   January 2011 - Present
RBC Wealth Management   December 2009 - November 2010
The GMS Group  June 2003 - December 2009
Juran and Moody in Houston Texas   July 1996 - May 2003
Westcap in Houston Texas   August 1980 - June 1996

Skills
Wealth Management, Mutual Funds, Investments, Series 63, Series 7, Strategic Planning, Public Speaking, Portfolio Management, High Net Worth..., Asset Management, Fixed Income, Financial Analysis

Education
Indiana University of Pennsylvania
Bachelor's degree, Accounting

Point Park College
Journalism

Jill Apfelbacher Jill Apfelbacher Greater Minneapolis-St. Paul Area Details
Jill Apfelbacher's RBC Wealth Management Experience June 2010 - August 2010
Job Operations Team Lead at DST Market Services, LLC
Industry Financial Services
Experience
DST Market Services, LLC   September 2013 - Present
DST Market Services, LLC   October 2011 - September 2013
RBC Wealth Management   June 2010 - August 2010

Skills
Financial Analysis, Investments, Microsoft Excel, Mutual Funds, Strategic Financial...

Education
Gustavus Adolphus College   2007 — 2011
B.A., Financial Economics

Jared Spann Jared Spann Clive, Iowa Details
Jared Spann's RBC Wealth Management Experience September 2012 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2012 - Present
Nationwide Insurance  August 2012 - September 2012
Meredith  May 2011 - August 2011
Ames Community Bank  June 2010 - August 2010
Wells Fargo  June 2009 - August 2009
Hy-Vee  November 2008 - May 2009

Education
Iowa State University - College of Business   2008 — 2012
B.S., Finance & Marketing

Alex Lohr Alex Lohr Denver, Colorado Details
Alex Lohr's RBC Wealth Management Experience May 2010 - August 2010
Job Senior Internal Wholesaler at Transamerica
Industry Financial Services
Experience
Transamerica  January 2015 - Present
Transamerica  September 2012 - Present
Virginia Asset Management  March 2012 - July 2012
Karn Custom Woodwork   June 2011 - October 2011
RBC Wealth Management   May 2010 - August 2010

Skills
Strategic Financial..., Investments, Financial Analysis, Retirement Planning, Microsoft Excel, Wealth Management, Estate Planning, Business Analysis, Business Planning, Business Services, Business Strategy

Education
Hampden-Sydney College   2007 — 2011
B.A., English

St. Christopher's School   2002 — 2007

Lindsey Baldwin Lindsey Baldwin Sugar Land, Texas Details
Lindsey Baldwin's RBC Wealth Management Experience March 2006 - October 2010
Job Independent Silpada Representative at Silpada Designs
Industry Retail
Experience
Silpada Designs  December 2010 - Present
RBC Wealth Management   March 2006 - October 2010

Education
Houston Community College   2011 — 2013
Currently Studying, Occupational Therapy Assistant

New Mexico Junior College   1999 — 2002
Associates, Art

Denys Edwards Denys Edwards Houston, Texas Details
Denys Edwards's RBC Wealth Management Experience January 1999 - August 2006
Job Administration at Citi
Industry Financial Services
Experience
Citi  September 2008 - Present
Citicorp Credit Services USA   January 2008 - Present
Wachovia Dealer Services  August 2006 - June 2008
Wachovia Securities LLC  January 2006 - January 2008
RBC Wealth Management   January 1999 - August 2006
RBC Dain Rauscher  January 1999 - January 2006

Skills
20 years experience as..., Microsoft Office, Microsoft Excel, Microsoft Word, 10 Key, Typing, Receptionist Duties, Direct Mail Campaigns, Accounts Receivable, Accounts Payable, Superior Client Service, Problem Solving, Close Attention to..., Seminars

Education
Houston Community College
2 years, Accounting

University of Houston
2 years

University of Houston, BS incompleteHouston Community College

Jamison Hull Jamison Hull Saint Paul, Minnesota Details
Jamison Hull's RBC Wealth Management Experience January 2014 - Present
Job Business Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2014 - Present
RBC Wealth Management   September 2012 - January 2014
RBC Wealth Management   May 2011 - September 2012
Wells Fargo Home Mortgage  June 2010 - May 2011

Skills
Business Analysis, Microsoft Office, Customer Service, Banking, Requirements Gathering, Financial Analysis, Risk Management

Education
Hamline University   2006 — 2010
Bachelor's degree, Business Administration and Management, General

Guillaume Bergeron Guillaume Bergeron Montreal, Canada Area Details
Guillaume Bergeron's RBC Wealth Management Experience July 2015 - Present
Job Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2015 - Present
Caisse de dépôt et placement du Québec (CDPQ)   April 2011 - July 2015
PSP Investments  September 2010 - April 2011
BNP Paribas  May 2009 - September 2010

Education
HEC Montréal   2008 — 2010
Master of Science (M.Sc.), Financial Engineering

Université de Montréal   2005 — 2007
Bachelor of Science (B.Sc.), Mathematics and Economics

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