RBC Wealth Management
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RBC Wealth Management Employees
RBC Wealth Management January 2010 - Present
RBC Capital Markets June 2007 - January 2010
RBC Dain Rauscher July 2004 - May 2007
RBC Dain Rauscher March 2001 - July 2004
RBC Dain Rauscher March 2000 - March 2001
RBC Dain Rauscher October 1998 - March 2000
Litton PRC June 1997 - October 1998
Fredrickson Communications December 1996 - May 1997
Multi-Tech Systems January 1993 - November 1996
Skills
Series 7, Securities, Investments, Equities, Fixed Income, Asset Allocation, Alternative Investments, Bloomberg, Mutual Funds, Capital Markets, Wealth Management, Financial Services, FINRA, Asset Management, Hedge Funds, Asset Managment, Series 63, Business Analysis
Education
Macalester College 1986 — 1990
BA, Psychology, Sociology
Breck School 1982 — 1986
High School Diploma
Deloitte August 2015 - Present
RBC Wealth Management June 2015 - August 2015
Rice University January 2015 - May 2015
Fetch March 2014 - May 2015
The RU Observer February 2013 - March 2015
Yik Yak, Inc. August 2014 - December 2014
WSA Partners June 2013 - August 2014
Freelance August 2011 - April 2014
Harvard-Westlake School July 2013 - August 2013
Victory Briefs June 2013 - July 2013
Skills
Research, Public Speaking, Debate, Marketing, Microsoft Word, Photoshop, Economics, Financial Analysis, Python, Microsoft Excel, Business Strategy, Business Analysis, Mobile Devices, Business Planning, Analysis, Management, Start-ups, Teamwork, Microsoft Office, Social Media, PowerPoint, Editing, Data Analysis, Leadership, Writing, Strategy
Education
Rice University 2011 — 2015
Bachelor of Arts (B.A.), Economics, Class of 2015
King's College London 2013 — 2013
Business Administration and Management, General
Brentwood School 2007 — 2011
High School Diploma
RBC Wealth Management March 2014 - Present
RBC Royal Bank of Canada November 2012 - February 2014
RBC Royal Bank September 2007 - October 2012
Hammon & Loh LLP June 2006 - March 2007
Shunde Rural Commercial Bank, Guangdong, China March 2002 - August 2005
Skills
Completed CSC (Canadian..., Fluent in English,..., Banking, Finance, Loans, Credit
Education
Jinan University 1997 — 2001
Bachelor's of law, Economic Law
Jinan University
Cedar Capital June 2013 - Present
RBC Wealth Management April 2011 - May 2013
National Life Group February 2010 - December 2010
Gemini Trading LLC June 2009 - November 2009
AXA Advisors May 2008 - May 2009
Merrill Lynch June 2007 - August 2007
Skills
Investments, Financial Services, Series 7, Equities, Options, Insurance, Finance, Retirement Planning, Series 63, Financial Analysis
Education
Marquette University 2004 — 2008
Finance, Business
TIAA-CREF August 2014 - Present
Wells Fargo Advisors May 2013 - August 2014
Lancaster PA Pride January 2012 - November 2013
RBC Wealth Management August 2009 - May 2013
Central Pennsylvania Gay and Lesbian Chamber of Commerce May 2011 - December 2012
Wells Fargo Advisors November 2002 - August 2009
Ameriprise Financial Services, Inc. September 2000 - November 2002
Skills
Investments, Retirement Planning, Finance, Insurance, Financial Services, Disability Insurance, Leadership, Retirement, 401k Rollovers, Asset Allocation, Fixed Annuities, Life Insurance, Succession Planning, Fixed Income Strategies, Investment Strategies, Multi-generational..., Retirement Plan..., Retirement Savings, Securities, Mutual Funds, Bonds, Variable Annuities, Stocks, Tax-advantaged..., Wealth Preservation..., Business Owner Planning, Deferred Compensation, Financial Analysis, Risk Management, Strategic Planning, Long Term Care Planning
Education
Kutztown University of Pennsylvania 1992 — 1996
Bachelor, Mathematics Education
Hempfield High School 1988 — 1992
TransAlta October 2012 - Present
TransAlta March 2012 - October 2012
TransAlta September 2010 - August 2011
RBC Wealth Management July 2008 - September 2008
Skills
Commodity Markets, Hedging, Commodity, Energy Markets, Trading, Natural Gas, Derivatives, Trading Systems, Power Trading, Energy, Electricity Markets, Power Generation, Financial Modeling, Renewable Energy, Financial Analysis, Analysis, Negotiation, Commodity Risk..., Options, Proprietary Trading
Education
King's College London, U. of London 2008 — 2010
MSc, International Management
The University of Reading 2005 — 2008
Bsc (Hons), International Securities, Invesment & Banking
RBC Wealth Management June 2014 - Present
RBC Wealth Management July 2013 - June 2014
RBC Wealth Management November 2012 - January 2013
RBC Wealth Management June 2012 - August 2012
Cargill Inc June 2009 - August 2009
Cargill Inc June 2008 - August 2008
Skills
Mutual Funds, Capital Markets, Product Control, Microsoft Excel, Siebel, Morningstar, Minitab, Stata, Mathematical Statistics, Equities, Trading Systems, Microsoft Office, Investments, Microsoft Word, Customer Service
Education
Lawrence University 2009 — 2013
Bachelor of Arts (B.A.), Economics
Fisher Investments September 2012 - October 2014
AXA Advisors June 2011 - June 2012
RBC Wealth Management January 2011 - April 2011
UBS Financial Services June 2010 - December 2010
Lerner Health and Wellness Center September 2007 - December 2010
Ace Ticket Inc January 2007 - January 2009
Skills
Finance, Investments, Asset Management, Retirement Planning, Relationship Management, Trading, Microsoft Office, Bloomberg Terminal, Eze Castle
Education
The George Washington University 2007 — 2011
BA, Economics
Newton South High School 2003 — 2007
HS, n/a
Massachusetts College of Art and Design
Bank of America Merrill Lynch June 2015 - Present
Macalester College Student Government September 2014 - December 2014
RBC Global Asset Management June 2014 - August 2014
RBC Wealth Management October 2013 - May 2014
Macalester College Registrar's Office September 2012 - August 2013
Education
Macalester College 2012 — 2016
Bachelor's Degree, Economics
RBC Wealth Management February 2008 - Present
Juice Plus 2004 - Present
C & E Specialties, Inc. 2005 - 2008
Forest Hills Country Club 2002 - 2005
Skills
Series 7 & 66 Licensed, Securities, Licensing, Customer Service, Small Business, Insurance, Finance, Management, Risk Management, Social Media, Public Speaking, Project Management, Direct Sales, Fitness, Sales, Team Building, Leadership
Education
Loyola University of Chicago 1997 — 2001
BS Business Administration
RBC Wealth Management January 2015 - Present
Aon Hewitt July 2007 - December 2014
Miles Employment Group May 2005 - June 2007
Creative Financial Staffing (CFS) March 2001 - October 2004
Skills
Interviews, Recruiting, Talent Acquisition, Networking, Sales, Talent Management, Onboarding, Employee Relations, Finance, New Business Development, Human Resources, Vendor Management, Customer Service, Banking, Executive Search, Building Relationships, Applicant Tracking..., Performance Management, Technical Recruiting, Training, Sourcing, Contract Recruitment, Employee Training, Hiring, Employee Engagement, Permanent Placement, Coaching, Team Building, Internet Recruiting
Education
Kwantlen University College
Diploma, Accounting and Business/Management
A Financial Advisory Practice of Ameriprise Financial, Inc. December 2014 - Present
RBC Wealth Management October 1995 - December 2014
Merrill Lynch June 1981 - October 1995
Education
Northwest Outward Bound School 1974 — 1974
Wilderness Survival & Motivation Training
Portland State University 1973 — 1974
English Language and Literature/Letters
Linfield College 1967 — 1971
Bachelor of Science (BS), English
IBM Canada Ltd. February 2013 - Present
RBC Wealth Management November 2011 - December 2012
Vancouver Board of Trade October 2011 - September 2012
Yellow Hat 2010 - August 2012
RBC July 2010 - September 2011
Skills
Marketing, Sales, Strategic Planning, Team Leadership, Social Media, Leadership, Entrepreneurship, Public Speaking, Teamwork, Marketing Strategy, Microsoft Office, Management, Strategy, Customer Service, Social Media Marketing, Time Management, Event Planning, Event Management, Business Strategy, Training, CRM, Project Management, Business Analysis
Education
Kwantlen University College 2008 — 2011
BBA, Entrepreneurial Leadership
RBC Wealth Management 2001 - Present
Center for Fiduciary Management (CFFM) 1989 - Present
Tucker Anthony Sutro 1984 - 2001
Education
Wharton School, University of Pennsylvania
Certified Investment Management Analyst
Lafayette College
International Affairs and French, Bachelor's Degree
RBC Wealth Management December 2006 - Present
Education
James Madison University 1996 — 2000
RBC Wealth Management 2014 - Present
Boyer Children's Clinic 2013 - Present
RBC Wealth Management 2012 - 2014
RBC Wealth Management 2009 - 2012
Terex Corporation 2007 - 2009
Genie Industries 2005 - 2007
Genie Industries 2004 - 2005
Terex Corporation 2003 - 2004
Genie Industries 1999 - 2003
The Boeing Company 1998 - 1999
Skills
Lean Manufacturing, Continuous Improvement, Toyota Production System, Process Improvement, Kaizen, Process Engineering, Value Stream Mapping, Product Development, Operations Management, Strategic Planning, Manufacturing, Pricing, Cross-functional Team..., Forecasting, Engineering, Change Management, Project Management, Business Strategy, Leadership, Investments, Investment Strategies, Strategic Financial..., Financial Analysis, Program Management, Product Management, Strategy, Business Planning, Logistics, Procurement, P&L Management, Finance, Risk Management, Business Process..., Mergers & Acquisitions, Budgets, Restructuring
Education
University of Washington 1996 — 1998
MS, Aeronautics and Astronautics
Lafayette College 1988 — 1992
BS, Mechanical Engineering
Franklin High School 1984 — 1988
RBC Global Asset Management April 2014 - Present
RBC Wealth Management January 2010 - April 2014
RBC Royal Bank September 2008 - December 2009
Tennis Canada February 2006 - September 2008
Skills
Strategic Financial..., Investments, Mutual Funds, Wealth Management, Customer Service, Sales Management, Retirement Planning, Coaching
Education
McGill University 2001 — 2005
BA, Social Studies of Medicine, Sociology
Trinity College School 1997 — 2001
RBC Wealth Management February 2015 - Present
RBC July 2013 - February 2015
Sionna Investment Managers Inc May 2011 - August 2012
Skills
Strategy, Management, Project Management, Product Development, P&L Management, Financial Modeling, Financial Analysis, Valuation, Credit Cards, Investments, Bloomberg, Teamwork, Customer Service, Analytics
Education
Richard Ivey School of Business 2011 — 2013
HBA, Business Administration
The University of Western Ontario 2009 — 2013
HBA, Business and Psychology
RBC Wealth Management November 2011 - Present
HSBC Securities July 2001 - November 2011
Skills
Certified Financial..., Retirement Planning, Investment Advisory, Asset Allocation, Strategic Financial..., Investment Management, Personal Financial..., Long-term Care
Education
Le Moyne College 1990 — 1994
Bachelor of Business Administration (BBA), Marketin/Finance
N8 Identity Inc. June 2015 - Present
N8 Identity Inc. August 2010 - Present
N8Identity August 2007 - August 2010
Loblaw Companies Limited 2009 - 2009
Loblaw Companies Limited 2009 - 2009
Loblaw Companies Limited 2009 - 2009
RBC Wealth Management 2008 - 2009
rogers wireless 2008 - 2008
N8Identity January 2005 - August 2007
ANZ 2006 - 2007
Skills
Siteminder, Architecture, Identity Management, Security, IAM, Solution Architecture, Information Security, Oracle Identity Manager, System Deployment, Enterprise Software, IDM, Integration, Enterprise Architecture, Oracle, Professional Services, Testing, Information Security..., Infrastructure, LDAP, IT Strategy, SSO, CISSP, ITIL, Cloud Computing
Education
McMaster University 2000 — 2005
B.Eng.Mgt, Software Engineering, Business, CORS
LLBH Private Wealth Management LLC May 2015 - Present
RBC Wealth Management August 2013 - April 2015
RBC Wealth Management June 2005 - July 2013
INTERINVEST Global Asset Management May 1993 - May 2005
Education
London School of Economics and Political Science 1992 — 1993
Master's Degree
McGill University 1989 — 1992
Bachelor's Degree
G. W. Biscamp, Inc. July 2008 - Present
Zions Bancorporation March 2009 - May 2012
Zions Bancorporation September 2004 - March 2009
UBS Wealth Management January 2002 - September 2004
RBC Wealth Management January 1994 - December 1999
Skills
Financial Analysis, Investments, Project Management, Account Management, Business Strategy, Financial Advisory, Web Project Management, Creative Solutions, Community Outreach, Corporate Communications, Life Safety, Banking, Leadership, Process Improvement, Team Building, Change Management, Management, Analysis, Strategic Planning, Accounting, Vendor Management, Business Development, Coaching, Management Consulting, Business Process..., Credit Analysis, Customer Service, Corporate Finance, Credit, Fixed Income, Portfolio Management, Team Leadership, Microsoft Excel, Risk Management, Budgets, Training, Outlook, Access, Business Analysis, Project Planning, Program Management, Forecasting, Entrepreneurship, Business Planning, Mergers & Acquisitions, Finance, Strategy, Operations Management, Negotiation, Sales
Education
Our Lady of the Lake University 2009 — 2011
BA, Management
Lone Star College System 2001 — 2004
AAS, CIT
United Bankshares, Inc November 2009 - Present
RBC Wealth Management April 2005 - November 2009
BB&T September 1996 - April 2005
Skills
Wealth Management, Portfolio Management, Mutual Funds, Fixed Income, Investments, Asset Managment, Equities, Asset Allocation, Strategic Financial..., Risk Management, Banking, Credit, Credit Analysis, Valuation, Alternative Investments, Investment Advisory, Series 7, Asset Management
Education
Marietta College
Marshall University
RBC Wealth Management November 2001 - Present
Education
Lawrence University 1990 — 1994
Bachelor of Arts (B.A.)
RBC Wealth Management May 2015 - Present
Blake Law Firm May 2015 - Present
Lebanon Valley College August 2013 - Present
Anchor Abstract July 2014 - August 2014
Advanced Industrial Services, Inc. June 2014 - August 2014
Skills
Organization Skills, Skilled Multi-tasker, Active Listening Skills, Problem Solving, Communication, Performance Motivation, Data Entry, Social Media, Teamwork, Client Relations, Invoicing
Education
Lebanon Valley College 2013 — 2017
Expected to earn Bachelor Degree, Business Administration
Central York High School 2009 — 2013
CIBC Wood Gundy March 2014 - Present
P&G Pharmaceuticals January 2008 - January 2014
Schering April 2005 - January 2008
RBC Wealth Management April 2001 - April 2005
RBC October 1996 - September 1998
Skills
Sales Operations, Marketing Strategy, Management, Investments, Business Development, Strategic Planning, Marketing, Sales Presentations, Forecasting, Research, Sales Management, E-commerce, Marketing Management, Selling Skills, Medical Education, Budgets, Strategic Financial..., Portfolio Management, Microsoft Office, Social Media, Wealth Management, Board of Director..., Sales Force Alignment, Financial Forecasting, Revenue Forecasting, Equities, Market Analysis, Building Relationships, Certified Financial..., Not-for-profit..., Retail Banking, Iso 9000, Quality Certification, Investment Advisory..., Canadian Securities..., Stocks, Bonds, Fixed Income, Wrap Accounts, Personal Financial..., Business Planning, Strategy, Cold Calling, Relationship Management, Derivatives, Options, Insurance, Financial Planning, Relationship Building
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
Master of Business Administration (M.B.A.)
The University of Western Ontario 1990 — 1994
Honours Bachelor of Arts, Psychology
RBC Wealth Management January 2003 - Present
RBC Dain Rauscher March 2007 - March 2009
RBC Dain Rauscher August 2004 - March 2007
RBC Dain Rauscher January 2003 - August 2004
Deutsche Bank February 2001 - January 2003
Merrill Lynch June 1992 - February 2001
Education
Massachusetts Maritime Academy 1984 — 1989
Bachelor of Science, Marine Transportation
Fairfield College Preparatory School 1980 — 1984
RBC Wealth Management August 2013 - Present
RBC Wealth Management June 2010 - Present
Jewish Community Relations Council of Minnesota and the Dakotas March 2008 - September 2011
Acorn Financial Corporation November 2009 - May 2010
Ameriprise Financial Services, Inc. April 2008 - September 2008
FFC Capital Corporation May 2007 - July 2007
Education
Macalester College 2005 — 2009
Bachelor of Arts, Economics and German Studies
WU (Vienna University of Economics and Business) 2007 — 2008
Illinois-Austria Exchange
RBC Wealth Management July 2015 - Present
RBC Wealth Management December 2013 - June 2015
Target May 2012 - December 2013
North Dakota State University February 2011 - August 2011
Skills
Leadership, Customer Service, Microsoft Office, Marketing, Teamwork, Time Management, Management, Event Planning, Retail, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Social Networking, Merchandising, Project Management, Project Planning, Outlook, Data Entry, Recruiting, Human Resources, Fundraising, Networking, Sports Coaching, Office Administration, Mission Work
Education
Mayville State University 2009 — 2012
Bachelor's degree, Sport and Fitness Administration/Management, 3.5/4.0 GPA
RBC Wealth Management November 2010 - Present
Borden Ladner Gervais LLP August 2008 - November 2010
Office of the Public Guardian and Trustee August 2007 - June 2008
Education
York University - Osgoode Hall Law School 2004 — 2007
LLB, Law
McGill University 2000 — 2004
B.A., Sociology, History
RBC Wealth Management January 2012 - Present
Ameriprise Advisor Services Inc. November 2008 - January 2012
H&R Block Financial Advisors November 2004 - November 2008
Oppenheimer & Co., Inc. September 1996 - November 2004
Principal Financial Securities April 1991 - September 1996
Prudential Securities February 1981 - April 1991
Skills
Portfolio Management, Retirement Planning, Estate Planning, Technical Analysis
Education
The College for Financial Planning 2011 — 2011
APMA, Accredited Portfolio Management Advisor, Portfolio Management and Construction
The College for Financial Planning 1996 — 1996
AAMS, Accredited Asset Management Specialist, Asset Management
Mercer University 1970 — 1974
B.A., Philosophy
RBC Wealth Management May 2014 - Present
RBC Wealth Management May 2013 - August 2013
RBC May 2012 - August 2012
InField Marketing Group May 2011 - August 2011
Self-employed May 2011 - August 2011
SalesForce Search June 2010 - August 2011
Education
McGill University 2010 — 2014
BComm, Finance and Accounting
Upper Canada College 2004 — 2010
RBC Wealth Management December 2000 - Present
RBC Wealth Management October 2011 - October 2013
Johns Hopkins University Applied Physics Laboratory October 1997 - April 2000
IIT Research Institute June 1989 - October 1997
Education
Loyola College in Maryland 1987 — 1989
MBA, Business
University of North Carolina at Chapel Hill 1974 — 1978
BA, Psychology
Raymond James Financial Inc. October 2014 - Present
RBC Wealth Management January 2013 - October 2014
Merchants Bank January 2011 - January 2013
Lifetouch Portrait Studios November 2005 - November 2010
Skills
Customer Service, Credit, Retail Banking, Loans, Microsoft Office, Microsoft Excel, Cash Management, Management, Portfolio Management, Sales, Relationship Management, Leadership, Outlook, Microsoft Word, PowerPoint, Finance, Team Leadership, Risk Management, Financial Analysis
Education
Marlboro College 2011 — 2013
Bachelor's degree, Managing Information Systems
Manchester Community College 2008 — 2010
Associate of Science (AS), General Studies
RBC Wealth Management April 2008 - Present
UBS November 2002 - April 2008
Morgan Stanley May 2000 - November 2002
Education
Kennesaw State University 1997 — 2000
Bachelor's Degree, Finance
Wade Financial Group January 2005 - Present
Wells Fargo Investments January 1999 - September 2001
RBC Wealth Management June 1992 - January 1999
Skills
Mutual Funds, Investments, Financial Services, Portfolio Management, Asset Managment, Retirement Planning, Asset Management, Wealth Management, Financial Advisory, Maintaining Strong..., Finance, Equities, Financial Planning, Strategic Financial...
Education
Minnesota State University, Mankato 2010 — 2011
Certified Financial Planner
Liberty University 1989 — 1991
Woodcrest Baptist Academy
RBC Wealth Management January 2012 - Present
Arque Capital Ltd May 2010 - 2011
Morgan Stanley Smith Barney January 2008 - May 2010
Sperry Van Ness March 2003 - December 2007
Education
Loyola Marymount University 1998 — 2002
Bachelor's of Business Administration, Finance
Northeast Planning Corporation October 2009 - Present
Merrill Lynch 2007 - 2008
RBC Wealth Management 2005 - 2007
State Farm Insurance 1994 - 2005
Education
Manhattan College 1990 — 1994
Seton Hall Prep 1986 — 1990
Virginia Retirement Specialists Inc. January 2013 - Present
GWN Securities Inc. January 2013 - Present
Primerica September 2009 - December 2012
Orrick, Herrington & Sutcliffe LLP January 2008 - May 2008
RBC Wealth Management June 2005 - July 2005
Skills
Retirement Planning, Investments, Life Insurance, Mutual Funds, Customer Service, Variable Annuities, Personal Finance, Strategy, Term Life Insurance, Finance, Fixed Annuities, Roth IRA, Strategic Financial..., Traditional IRA, Buy-sell Agreements, Small Group..., Market Risk, Financial Risk, Financial Markets, 401k Rollovers, 403 b, Bond Markets, Disability Insurance, Long Term Care Insurance, Indexed Annuities, Securities, IRAs, Whole Life, Series 6, 529 Plans, Series 63, Key Person Insurance, Investment Strategies, Licensed Life, Pensions, Retirement, Insurance
Education
Salem International University 2011 — 2012
Master of Business Administration (M.B.A.)
Liberty University 2008 — 2009
Master of Business Administration (MBA)
West Liberty State University 2003 — 2008
B.S. Business Administration
Cabell Midland High School
Capco July 2015 - Present
CIBC December 2013 - Present
Deloitte Canada January 2015 - July 2015
D+H August 2014 - December 2014
University of Toronto July 2014 - August 2014
RBC Wealth Management April 2013 - December 2013
INTRIA April 2012 - April 2013
CIBC Wood Gandy December 2011 - April 2012
RBC Capital Markets March 2011 - December 2011
Lenovo October 2010 - March 2011
Skills
SDLC, Master Data Management, End to End Solutions, Sybase Adaptive Server, Microsoft SQL Server, Oracle, ETL Tools, Data Modeling, Data Analysis, Data Warehousing, Business Intelligence, Data Integration, Data Cleaning, Project Management, Business Analysis, Requirements Gathering, Data Migration, Systems Analysis, Core Java, .NET Compact Framework, C#, Cognos, SSRS, SSAS 2008, UNIX utilities, Python, Object Oriented Design, Perl, Fame, Capital Markets, Wealth Management, Banking, ITIL, Informatica, SSIS, Powershell, SAP BO WEBI, Oracle Database, Impromptu, Office 365, PowerPivot
Education
St. Cloud State University 1995 — 1997
Bachelor's Degree, Computer Science
Metropolitan State University 1993 — 1995
Bachelor's Degree, Business Computer Information Systems
University of Toronto 2010 — 2010
Certificate of Project Management, Project Management
RBC Wealth Management May 2015 - August 2015
RBC July 2014 - August 2014
Skills
Microsoft Excel, VBA, Teamwork, Financial Analysis, Data Analysis
Education
Queen's University 2013 — 2017
Bachelor of Commerce (BCom)
Maastricht University 2015 — 2015
Bachelor's Degree, Business/Commerce, General
St. Michael's College School 2007 — 2013
OSSD
Wells Fargo Advisors, LLC September 2014 - Present
RBC Wealth Management August 2006 - September 2014
Emmet & Co. 2005 - 2006
Wolfe & Hurst Bond Brokers 2001 - 2005
Salomon Smith Barney 1989 - 2001
Shearson Lehman Brothers 1982 - 1989
Education
Lafayette College
Bachelor's degree, Economics
RBC Wealth Management September 2004 - Present
Skills
Wealth Management, Retirement Planning
Education
McMaster University 1981 — 1984
Bachelor of Arts (B.A.), Economics
AKA NYC March 2015 - August 2015
Cason Nightingale June 2014 - August 2014
RBC Wealth Management June 2013 - August 2013
Orient-Express May 2013 - August 2013
Orient-Express June 2012 - August 2012
Camp Oneka June 2011 - August 2011
Skills
Public Speaking, Social Media, Fundraising, Team Leadership, Teamwork, Team-oriented, Microsoft Office, Social Networking, Leadership, Advertising, Event Planning, PowerPoint, Microsoft Word, Writing, Superior Computer Skills, Organization Skills, Quick & Eager Learner, Marketing, Time Management, Facebook, Microsoft Excel, Research, Customer Service, Event Management, Concept, FileMaker
Education
Manhattan College 2012 — 2016
Advertising, Mass Communication/Media Studies
Saints Peter and Paul High School 2008 — 2012
RBC Wealth Management May 2012 - Present
M&T Securities, Inc July 2008 - May 2012
Ferris Baker Watts July 2005 - June 2008
Amherst Securities Group September 2002 - June 2005
Deutsche Bank Alex. Brown March 1996 - September 2002
Skills
Series 7, Series 63, Mutual Funds, Portfolio Management, Securities, Asset Allocation, Investments, Asset Management, Bloomberg, Financial Modeling
Education
Loyola University Maryland
MBA
The Johns Hopkins University
BS, Business & Management
Loyola Blakefield
Kitchen of Life August 2012 - Present
RBC Wealth Management July 2008 - September 2009
A.G. Edwards January 2002 - July 2008
Brunswick School September 1998 - August 2000
Easter Seals Rehabilitation Center September 1996 - August 1998
Skills
Customer Service, Public Speaking, Social Media, Coaching, Leadership, Marketing, Event Management, Event Planning, Fundraising, Holistic Health, Strategic Planning, Microsoft Excel, Community Outreach, Microsoft Office, Contract Negotiation, Research, Social Media Marketing, Training, Nonprofits, Time Management, Team Building, Public Relations, Sales, Leadership Development
Education
Hippocrates Health Institute 2012 — 2012
Certification, Health Educator/Raw Food Chef
Manhattanville College 1996 — 1999
Master's, Elementary Education
RBC Capital Markets November 2013 - Present
RBC Capital Markets June 2011 - October 2013
RBC Capital Markets December 2009 - May 2011
RBC Capital Markets October 2007 - November 2008
RBC Wealth Management August 2004 - September 2007
Skills
Capital Markets, Securities, ETL, Investment Banking, SDLC, Credit Risk, Java, Derivatives, Trading Systems, Interest Rate..., Requirements Analysis, Sybase, Market Risk, Financial Risk, Unix, Risk Management, XML, Business Analysis, Credit Derivatives, Agile Project Management, VBA, SQL
Education
McMaster University 2000 — 2004
Bachelor of Science (BSc)
American Medical Systems August 2014 - Present
American Radiology Services March 2008 - August 2014
RBC Wealth Management July 2006 - February 2008
Skills
Strategic Alliances, Strategic Planning, Due Diligence, Territory Account..., New Product Launch, Product Education, Medical Services..., Market Share Development, High Impact Business..., Business Reporting, Team Training, Team Building, Healthcare, Access, Market Share, Business Development, Contract Negotiation, Analysis, Strategy, Public Speaking, Fixed Income, Equities, Financial Analysis, Corporate Finance, Product Development, Leadership, Sales Operations, Capital Markets, Insurance, Risk Management, Medical Devices, Report Writing
Education
Loyola College in Maryland 2002 — 2006
BBA, Finance
RBC April 2015 - Present
RBC Wealth Management - International Private Banking (IPB) January 2013 - March 2015
RBC Wealth Management - International Private Banking (IPB) January 2011 - December 2012
RBC Wealth Management April 2007 - December 2010
International Labour Organization March 2004 - August 2005
International Labour Organization January 2003 - November 2003
International Labour Organization May 1997 - December 2002
Skills
Financial Analysis, Strategic Financial..., Financial Modeling, Investments, Business Strategy, Credit Risk, Corporate Finance, Analysis, Portfolio Management, Risk Management, Due Diligence, Forecasting, Budgets, Valuation, Finance, Mergers & Acquisitions, Banking, Business Analytics
Education
Ivey Business School at Western University 2005 — 2007
MBA, Business
Universidad Ricardo Palma 1992 — 1996
Bachelor's degree, Accounting
RBC Wealth Management 2010 - Present
First Trust 2008 - 2010
E*TRADE Financial Corporation 2007 - 2008
RBC Bank 2004 - 2007
Skills
Investment Advisory, Wealth Management, Financial Services, Retirement Planning, Investment Strategies, Business Development, Investments, Strategic Financial..., Asset Allocation
Education
Canadian Securities Institute 2010 — 2011
Designation, Personal Financial Planner (PFP)
Institute for Divorce Financial Analysts 2009 — 2010
Designation, Certified Divorce Financial Analyst (CDFA)
Insurance Institute of Canada 2004 — 2006
CIP
Western University 2003 — 2004
Graduate Diploma, Philosophy - Ethics
McMaster University 2000 — 2003
Bachelor of Arts, Political Science - International Relations
RBC Wealth Management January 2007 - Present
RBC Royal Bank 2006 - 2008
RBC Phillips, Hager & North Investment Counsel January 2006 - July 2007
General Electric September 2003 - August 2004
Skills
Wealth Management
Education
Chartered Financial Analyst 2009 — 2010
CFA, Finance
McGill University 2004 — 2006
MBA, Finance and Marketing
McGill University 1997 — 2001
Mechanical Engineering
Penn-Air & Hydraulics Corp. August 2015 - Present
Penn-Air & Hydraulics October 2014 - Present
RBC Wealth Management July 2011 - September 2014
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Financial Analysis, Investments, Leadership
Education
James Madison University 2007 — 2011
BBA, Finance
Atlantic Trust August 2015 - Present
RBC Wealth Management January 2015 - August 2015
Northwestern Mutual June 2014 - December 2014
Northwestern Mutual May 2013 - May 2014
BASF May 2012 - August 2012
BASF May 2011 - August 2011
BASF June 2010 - August 2010
BASF June 2009 - August 2009
Skills
Financial Services, Investments, Finance, Organization, Compliance, Management, Strategy, Human Resource..., Social Media, HR Policies, Customer Service, Time Management, Investment Management, Operations Management, Portfolio Management, Public Speaking, Teamwork
Education
Rider University 2012 — 2014
Bachelor of Fine Arts (B.F.A.), Sociology
Loyola University of Chicago 2009 — 2011
International Business
Morris Catholic High School 2005 — 2009
ATB Securities Inc. 2009 - Present
RBC Wealth Management 2005 - 2009
ATB Financial 2003 - 2005
Skills
Retirement Planning, Wealth Management, Investment Advisory, Mutual Funds, Securities, Financial Advisory, Investments, Strategic Financial..., Wealth, Financial Analysis, Investment Strategies, Risk Management, Estate Planning, Asset Allocation, Asset Management, Banking, Investment Management, Wealth Management..., Portfolio Management, Financial Planning
Education
Dalhousie University 2014 — 2016
Master of Business Administration (MBA), Financial Services
CFP
Grant Macewan College
NAIT
Business Management
RBC Wealth Management January 2015 - Present
RBC Wealth Management September 2014 - January 2015
RBC Wealth Management March 2014 - September 2014
RBC Wealth Management November 2013 - February 2014
RBC Capital Markets June 2013 - August 2013
Education
Loyola College in Maryland 2011 — 2013
Bachelor of Business Administration (B.B.A.), Finance, General
RBC Global Asset Management July 2015 - Present
RBC Global Asset Management January 2015 - June 2015
RBC Wealth Management July 2014 - December 2014
RBC Wealth Management January 2014 - June 2014
RBC Wealth Management August 2010 - December 2013
Skills
Financial Modeling, Bloomberg, Investment Strategies, Finance, Valuation, Equities
Education
University of Toronto 2015 — 2015
Continuing Studies in Business and Media Writing
Concordia Goodman Institute of Investment Management 2010 — 2013
Master's, MBA in Investment Management
McGill University 2006 — 2010
Bachelor of Science, Chemistry
Lorne Park Secondary School 2002 — 2006
RBC Wealth Management December 2014 - Present
RBC Capital Markets March 2012 - December 2014
Accenture September 2008 - February 2012
Allegis Group March 2008 - August 2008
Skills
SAP, SAP BW, Microsoft Access, Microsoft Excel, Microsoft Word, PeopleSoft, Forecasting, Financial Analysis, Analysis, Access, Variance Analysis, Account Reconciliation, Accounts Receivable, Internal Controls, Cash Flow, Financial Reporting, Financial Forecasting, Business Analysis, Process Improvement, Financial Accounting, Sarbanes-Oxley Act, Invoicing
Education
CSI Global Education Inc.
Certificate, Canadian Securities
Toastmasters
6 courses, Public Speaking
Laurentian University/Université Laurentienne
B.A., Finance & Economics
RBC Wealth Management March 2015 - Present
Law Office of Lynch, Michael, and Raiber September 2013 - January 2015
RBC Wealth Management August 2012 - July 2013
Luther College Dining Services September 2011 - May 2013
RBC Wealth Management May 2012 - August 2012
RBC Wealth Management May 2011 - August 2011
Skills
Marketing Communications, Social Media Marketing, Digital Marketing, Marketing, Social Media, Email Marketing, Advertising, Facebook, Event Planning, Sponsorship, Public Relations, Integrated Marketing, Direct Marketing, Marketing Strategy, Press Releases, Presentations, Communications Audits, Editing, Blogging, Microsoft Office
Education
Luther College 2009 — 2013
Bachelor of Arts (BA), Communication Studies
RBC Wealth Management February 2012 - Present
Education
Linfield College 2004 — 2008
BS, Finance, General
Tigard High School 2000 — 2004
North Highland April 2015 - Present
RBC Wealth Management January 2014 - April 2015
Deloitte Consulting June 2010 - December 2013
Skills
Business Transformation, Management Consulting, Strategy, IT Strategy, Project Management, Business Analysis, Process Improvement, Change Management, Requirements Gathering, Requirements Analysis
Education
University of Minnesota - Carlson School of Management 2012 — 2014
Master of Business Administration (MBA), Finance and Strategic Management
Loyola University of Chicago 2007 — 2010
Bachelor of Arts, Political Science and Classical Studies
First Service Networks November 2010 - Present
First Service Networks November 2010 - Present
Rosenthal Law Firm, LLC September 2009 - June 2010
RBC Wealth Management May 2007 - July 2009
Walmart August 2001 - April 2007
Skills
Multilingual, Customer Service, Computer Literate, Facilities Management, Contract Management, Operations Management, Vendor Management, Process Improvement, Outlook, Lotus Notes, Contract Negotiation, Microsoft Office, Microsoft Excel, Project Planning, Teamwork, PowerPoint, Project Management, Process Scheduler, Sales, Management, Account Management, Budgets, Research, Microsoft Word, Strategic Planning, Supervisory Skills, Team Building, Leadership, Construction, Purchasing, Customer Satisfaction, Team Leadership, Inventory Management, Facilities Operations, Negotiation, Logistics, Forecasting, Accounting, Procurement, Invoicing, Building Maintenance, Analysis, Training, Software Documentation, Access, Time Management, Human Resources, Employee Relations, Program Management, P&L
Education
University of Hartford
Bachelor's Degree, Organizational Studies
Manchester Community College 2005 — 2007
Associate's Degree, Paralegal
RBC Wealth Management August 2007 - Present
CIBC April 2004 - August 2007
ICICI Bank June 2001 - June 2003
Birla Global Finance Ltd 2000 - 2001
Idea Cellular 1998 - 1999
Claris Lifesciences Limited June 1996 - June 1998
Skills
Mutual Funds, Financial Planning, Investments, Credit, Portfolio Management, Retirement Planning, Group Benefits, Strategic Financial..., Financial Services, Employee Benefits, Wealth Management, Retail Banking, Retirement, Loans, Investment Advisory, CRM, Fixed Income, Sales, Wealth Management..., Equities, Banking, Training, Wealth, Financial Advisory, Mortgage Lending, Insurance, Investment Strategies, Estate Planning, Asset Management, Strategic Planning, Finance, Relationship Management, Securities, Financial Planners, Private Banking, Asset Allocation, Bonds, Investment Management, Financial Risk, Financial Markets, Credit Analysis, ETFs, Commercial Banking, Alternative Investments, Risk Management, Credit Risk, Investment Banking, Trading, Residential Mortgages, Certified Financial...
Education
University of Toronto 2010 — 2012
Passing the CFA Level 1 Exam, Passing the CFA Level 2 Exam
University of Pune 1994 — 1996
MBA, MARKETING
St. Xavier's College 1991 — 1994
B.Sc, Electronics
Kendriya Vidyalaya 1984 — 1991
Finacial Industry June 2014 - Present
MoneyGram International 2006 - 2014
RBC Wealth Management April 2000 - November 2006
Skills
Risk Management, Fraud Prevention, Loss Prevention, Customer Service, Leadership, Due Diligence, Training, Written Communication, Attention to detail, Problem Solving, Process Improvement, Finacial, Fraud, Loss Mitigation
Education
Metropolitan State University
Criminal Justice/Law Enforcement Administration
RBC Wealth Management March 2015 - Present
Korn/Ferry International powered by Lominger 2012 - 2015
RBC Wealth Management November 2011 - 2012
CCCS of San Francisco August 2008 - July 2010
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, English, Windows, Research, Outlook, Photoshop, Teaching, HTML, Budgets, Public Speaking, Python, LaTeX, InDesign, AutoCAD, ArcGIS, GeoDa, Illustrator, SketchUp, Laser Cutting, Demographic Analysis, Trimble GPS, Spatial Analysis, Land Use Planning, Land Use Law, Organizational...
Education
University of Minnesota-Twin Cities 2010 — 2012
Master's degree, Urban Policy/Environmental Planning/GIS
Massachusetts Institute of Technology 2004 — 2008
Bachelor of Science (BS), Architecture/Writing
Trinity Capital Management October 2011 - Present
RBC Wealth Management May 2004 - October 2011
Merrill Lynch October 1998 - May 2004
Skills
Retirement Planning, Finance, Mutual Funds, Asset Allocation, Financial Advisory, Securities
Education
Liberty University 1985 — 1989
BS, Business Administration and Management, General
RBC Wealth Management May 2012 - Present
Royal Bank of Canada 2009 - 2012
Noor Bank 2006 - 2008
Chubb Edwards 2003 - 2005
United Bank Limited 1998 - 2003
Citibank 1994 - 1998
Skills
Personal Financial..., Portfolio Management, Investment Planning, Retirement Planning, Residential Mortgages, Debt Management, Risk Management, Sales Management, Retail Banking, Banking operations and..., Finance, Mutual Funds, Mortgage Lending, Investments
Education
Karachi University
Bachelor's Degree, Accounting and Business/Management
Calusa Capital Partners August 2015 - Present
MediconneX, LLC October 2015 - Present
Mark A. Robinson Consulting August 2012 - July 2015
Cognitive Capital Partners September 2008 - August 2012
InterOcean Securities November 2006 - August 2008
RBC Wealth Management September 2003 - September 2006
Oppenheimer & Co. September 1999 - September 2003
Skills
Equities, Investments, Financial Modeling, Private Equity, Valuation, Fixed Income, Portfolio Management, Securities, Capital Markets, Investment Banking, Asset Management, Derivatives, Strategic Financial..., Operations Management, Bloomberg, Trading, Finance, Venture Capital, Mutual Funds, Business Strategy, Due Diligence, Management, General Securities..., Information Technology, Analysis, Options, Alternative Investments, Executive Management, Series 7, Hedge Funds, Corporate Development, Strategy, Business Valuation, Business Development, DCF Valuation, Comparable Analysis, Fundamental Analysis, Start-up Consulting, Corporate FP&A, Sourcing, Middle Market
Education
Loyola University of Chicago - Graduate School of Business
MBA, Finance, 3.89/4.00
Marquette University
B.S., Marketing and Human Resources
RBC Wealth Management May 2015 - Present
RBC Wealth Management July 2014 - August 2014
National Institutes of Health June 2013 - August 2013
Georgetown Preparatory School May 2013 - June 2013
Falls Road Golf Course June 2010 - August 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Economics, Spanish, Commercial Law, Java, PowerPoint, Golf, Sports Statistics, Medical Writing, Scientific Writing, Research, Academic Writing
Education
McIntire School of Commerce 2015 — 2017
Bachelor of Science (B.S.), Finance, General
University of Virginia 2013 — 2017
Bachelor’s Degree, Commerce
Georgetown Preparatory School 2009 — 2013
High School
RBC Dominion Securities January 2001 - Present
RBC Wealth Management 1997 - 2000
Education
McGill University 1985 — 1992
Bachelor, Economics
Saybrus Partners January 2015 - Present
TIAA-CREF April 2014 - October 2014
MassMutual Financial Group March 2013 - April 2014
The Hartford September 2011 - March 2013
Lincoln Financial Group April 2006 - September 2011
RBC Wealth Management 2003 - 2006
Edward Jones 2001 - 2003
Skills
Investments, Life Insurance, Series 63, Series 7, Retirement Planning, Mutual Funds, Long Term Care Insurance, Fixed Annuities, Underwriting, Retirement, Series 6, Strategic Financial..., Estate Planning, Insurance, Disability Insurance, 401k, Financial Planners, Securities
Education
Marshall University 1996 — 2001
Bachelors of Business Administration, Marketing & Economics
Caz Investments Lp March 2015 - Present
The Black Sheep Agency, LLC September 2013 - Present
RIO Advisors LP July 2012 - August 2013
St. Stephen's Episcopal School June 2011 - April 2012
RBC Wealth Management January 2009 - December 2010
Silver Eagle Distributors August 2007 - January 2009
Andrews Kurth LLP May 2007 - August 2007
Vinson and Elkins June 2005 - August 2006
Skills
Event Management, Social Media, Public Relations, Marketing, Strategic Planning, Management, Community Outreach, Event Planning, Media Relations, Leadership, Fundraising, Marketing Communications, Social Media Marketing, Management Consulting, Recruiting, Advertising
Education
Louisiana State University 2003 — 2007
BA, Mass Communications - Public Relations
RBC Wealth Management November 2014 - Present
Advanced Utility Systems April 2009 - October 2014
BMO January 1997 - January 2008
Massey Hall 1990 - 2001
Skills
Software Project..., Software Implementation, SDLC, Business Analysis, Requirements Gathering, Requirements Analysis, MS Project, Process Improvement, Business Process, Visio, Program Management, Team Leadership, Project Management, Quality Assurance, User Acceptance Testing, Microsoft SQL Server, Project Portfolio..., Business Intelligence, Integration, Agile Methodologies, Business Process..., Vendor Management, Business Requirements, PMO, Software Development, Software Documentation, Enterprise Software, Agile Project Management, SharePoint, ERP, CRM, Testing
Education
Lakehead University 1979 — 1982
RBC Wealth Management June 1998 - Present
Skills
Change Management, Organizational..., Program Management, Public Speaking, Talent Management, Performance Management, Series 7, Wealth Management..., Coaching, Securities, Data Analysis, Leadership Development, Strategic Planning, Training, Process Improvement, Team Building
Education
Macalester College 1986 — 1990
BA
3M June 2014 - Present
Wells Fargo Private Bank September 2013 - June 2014
Allianz Global Investors August 2010 - September 2013
RBC Wealth Management February 2008 - July 2010
Jeffrey Slocum & Associates, Inc. July 2006 - February 2008
Jeffrey Slocum & Associates August 2004 - July 2006
Skills
Portfolio Management, Bloomberg, Asset Management, Investments, Alternative Investments, Asset Allocation, Equities, Investment Management, Mutual Funds, Fixed Income, Series 7, Wealth Management, Investment Strategies, Capital Markets, Valuation, Finance, Financial Advisory, Due Diligence, Securities, Hedge Funds
Education
Macalester College 2000 — 2004
Bachelor of Arts, Economics
RBC Wealth Management November 2005 - Present
University of Minnesota September 2004 - November 2005
Weber Shandwick 1999 - 2004
Skills
Corporate Communications, Media Relations, Strategic Communications, Marketing Communications, Public Relations, Speech Writing, Crisis Communications, Spokesperson, Project Management, Internal Communications, Communications Planning, Press Releases, Social Media
Education
Luther College 1993 — 1997
RBC Wealth Management 2010 - Present
RBC July 2008 - June 2010
Young & Rubicam June 2004 - August 2006
Cossette Communications August 2000 - June 2004
Creative House February 1999 - July 2000
Education
University of Toronto - Rotman School of Management 2006 — 2008
MBA, Finance and Portfolio Management
McGill University 1993 — 1997
BA, Honours English - Film and Communications
Wells Fargo July 2014 - November 2014
IPSA International July 2012 - March 2014
Cretin-Derham Hall July 2009 - September 2012
Cretin-Derham Hall August 2011 - June 2012
RBC Wealth Management August 2005 - August 2011
Topaz Energy Ltd 2006 - 2007
Topaz Energy Ltd 2006 - 2007
Skills
Public Speaking, Research, Non-profits, AML, Event Planning, Editing, Customer Service, Microsoft Office, Fundraising, Strategic Planning, Social Media, Microsoft Excel, Leadership, Volunteer Management, Coaching, Grant Writing, Community Outreach, Data Analysis, Public Relations, Social Networking, Team Building, Curriculum Design, Higher Education, Nonprofits, Management, PowerPoint
Education
Macalester College 2002 — 2006
BA, Political Science, History, Sociology
Cretin-Derham Hall
Identropy Inc. April 2014 - Present
IT Concepts April 2013 - March 2014
RBC Wealth Management September 2012 - April 2013
Citi Group November 2010 - September 2012
Wellsfargo July 2007 - December 2010
Carlson Companies June 2006 - June 2007
Skills
Active Directory, Information Security..., Operating Systems, Systems Analysis, Information Technology, Database Security, Windows Server, Information Security, Systems Engineering, System Administration, Computer Security, Computer Hardware, Software Engineering, Software Installation, Security Audits, System Deployment, Applications, SQL, Microsoft SQL Server, Database Administration, Application Security, IT Service Management, Internet, Computer Program, Programming, Identity Management, Microsoft Exchange, Servers, Password Management, Security, Integration, Databases, Software Documentation, Troubleshooting
Education
La Roche College 1999 — 2003
Bachelor of Science (BSc), Information Technology
RBC Wealth Management 2010 - Present
RBC Dain Rauscher 1997 - 2010
RBC 2005 - 2009
Army National Guard 1988 - 1995
US Army 1986 - 1988
Skills
Business Analysis, SDLC, Software Project..., Website Development, Historical Research, Geographic Information..., Web Design, Visio, User Acceptance Testing, Business Requirements, Integration, Process Improvement, Requirements Gathering, Vendor Management, SharePoint, Project Management, Requirements Analysis
Education
University of Minnesota - Carlson School of Management 1990 — 1993
BS, Business Management
Kansas State University 1989 — 1990
RBC Wealth Management February 2006 - Present
Advest, Inc. January 1993 - February 2006
Education
Keene State College 1989 — 1993
BA, Economics
Concord High School
RBC wealth Management October 2007 - Present
Credit Suisse March 2007 - October 2007
UBS Investment Bank September 2005 - March 2007
Education
Lehigh University - College of Business and Economics 2001 — 2005
Université Paris-Sorbonne 2004 — 2004
General
MoneyGram International October 2014 - Present
UCare January 2014 - September 2014
Land O' Lakes, Inc. March 2013 - September 2013
Sr. IT Consultant December 2011 - February 2013
RBC Wealth Management August 2010 - December 2011
SUPERVALU October 2008 - August 2010
UnitedHealthcare December 2006 - October 2008
Kroll Ontrack Inc. 2003 - 2006
Skills
SDLC, SharePoint, Software Documentation, Business Analysis, Project Management, CRM, Integration, Cross-functional Team..., Visio, Data Warehousing, SQL, Analysis, Quality Assurance, Requirements Gathering, ITIL v3 Foundations..., Stakeholder Management, Project Planning, Project Estimation
Education
Metropolitan State University 1990 — 1993
Bachelor of Arts, Marketing Management
University of St. Thomas
Project Management Certificate, Project Management
RBC Wealth Management July 2014 - Present
Nicolet National Bank November 2012 - December 2013
Principal Financial Group February 2007 - October 2012
Thrivent Financial for Lutherans January 2005 - February 2007
Education
Lakeland College 2002 — 2006
Bachelor of Business Administration (B.B.A.) and Bachelor of Marketing, Business/Marketing
Fox Valley Technical College 2000 — 2002
Associate's degree, Marketing
RBC Wealth Management June 2011 - Present
BMO Nesbitt Burns August 2005 - June 2011
TD Waterhouse Investor Services September 1999 - August 2003
Skills
Program Management, Product Development, Marketing, Portfolio Management, ETFs, Mutual Funds, Wealth Management, Wealth Management..., Relationship Management, Fixed Income, Managing Accounts, Equities, Options, Asset Allocation, Investment Advisory
Education
Keio University 2004 — 2005
MBA, Marketing
York University - Schulich School of Business 2003 — 2005
MBA, Marketing
University of Toronto - Victoria University 1995 — 1999
Hons B.A., Economics Specialist
RBC Wealth Management October 2007 - Present
Education
Louisiana State University
MS
University of California, Santa Barbara
BA
Ahold December 2011 - Present
Brethren in Christ Church September 2010 - December 2011
RBC Wealth Management June 2009 - September 2010
Smith Barney January 2008 - June 2009
United Concordia March 1996 - December 2007
Skills
Insurance, Budgets, Customer Service, Strategic Planning, Marketing Communications
Education
Messiah College 1989 — 1993
BS, Accounting
RBC Wealth Management September 2011 - Present
Arbonne International April 2009 - Present
Legal & General America March 2009 - February 2010
Ernst & Young June 2005 - February 2009
Education
Lehigh University 2002 — 2006
B.S., Accounting
RBC Wealth Management December 1997 - Present
Loyola Marymount University July 1990 - August 1997
University of Nevada Las Vegas July 1988 - July 1990
Education
Loyola Marymount University, College of Business Administration 1992 — 1994
MBA, Business Administration
University of California, Santa Barbara 1984 — 1988
B.A., Business Economics and Religious Studies
Fairview Health Services September 2015 - Present
Fairview Health Services December 2014 - Present
RBC Wealth Management November 2007 - June 2014
RBC Wealth Management 2004 - 2007
RBC Wealth Management 2001 - 2004
Skills
Management, Vendor Management, Disaster Recovery, IT Strategy, Risk Management, Enterprise Architecture, Service Desk, Data Center, IT Management, Data Center Migration, Technical Support, Incident Management, Change Management, Databases, Aquistion/Integration, Business Strategy, Information Security, Windows, Network Administration, Citrix, Virtualization, Matrix Management, Integration, Enterprise Software, Strategy, Leadership, Telecommunications, IT Operations, ITIL, SDLC, Troubleshooting, Unix, Business Analysis, Microsoft Excel
Education
Mesabi Range Community and Technical College 1981 — 1982
Accounting
Project Managment Academy 2014 — 2014
Project Managment
M&T Bank 2011 - Present
RBC Wealth Management February 2004 - October 2011
SunAmerica February 1986 - January 2004
Morgan Stanley June 1983 - February 1986
Skills
Building Relationships, Account Retention, Client Service, Annuities, Investments, Series 7, Fixed Annuities, Client Services, Leadership, Life Insurance, Employee Benefits, Sales, Training, Insurance, Financial Services, Mutual Funds, Wealth Management, Portfolio Management, Retirement Planning
Education
Loyola College in Maryland
Bachelor of Arts, Psychology
The Johns Hopkins University - Carey Business School
Masters, Public Administration
RBC Wealth Management February 1998 - Present
RBC 1995 - 1998
RBC 1994 - 1995
Skills
Investments, Financial Planning, Banking, Wealth Management, High Net Worth..., Strategic Financial..., Wealth Management..., Commercial Banking, Risk Management, Investment Advisory, Portfolio Management, Asset Allocation, Retirement Planning, Mutual Funds, Bonds, Fixed Income, Equities
Education
The University of British Columbia / UBC 1982 — 1984
MBA, Finance
McGill University 1977 — 1980
B. Comm, Finance
RBC Wealth Management April 2015 - Present
FirstKey July 2013 - April 2015
Aurora Bank FSB September 2008 - August 2012
Lehman Brothers Bank, FSB & Lehman Brothers Commercial Bank January 2005 - September 2008
Lehman Brothers Bank, FSB August 2001 - January 2005
Lehman Brothers August 1996 - August 2001
Skills
Capital Markets, Fixed Income, Structured Products, Prime Brokerage, Derivatives, Securitization, Bloomberg, Banking, Trading, Mortgage Lending, Treasury, Deposits, Investments, Series 7, Treasury Management, Asset Management, Finance, Funding, Financial Services, Loans
Education
Seton Hall University 2001 — 2003
MBA, Finance & Sports Management
Le Moyne College 1992 — 1996
BS, Finance
Manulife Private Wealth September 2014 - Present
RBC Wealth Management June 2013 - September 2014
RBC Wealth Managment January 2007 - June 2013
MonsterInsurance and Financial Planning August 2003 - January 2007
BMO January 1999 - August 2003
Skills
CFA, CFP, CIM, Wealth Management, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Strategies, ETFs, Estate Planning, Wealth, Financial Advisory, Financial Risk..., Certifed Financial Risk..., FRM, Asset Allocation, Securities, Investment Management, Financial Planners, Residential Mortgages, Certified Financial..., Bonds, High Net Worth..., Hedge Funds, Equities, Fixed Income, Retirement, Wealth Management..., Finance, Alternative Investments, Options, Chartered Financial..., Personal Financial..., Banking, Pensions, Relationship Management, Mortgage Lending, Private Banking, Financial Services, Asset Management
Education
The University of Western Ontario - Richard Ivey School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Ottawa / Université d'Ottawa
City of Hamilton September 2013 - Present
RBC Wealth Management January 2011 - September 2013
CIBC January 2010 - January 2011
Bank of Montreal, Capital Markets July 2007 - December 2009
CUMIS, Burlington April 2000 - July 2007
UNUM, Toronto (Disability Insurance) June 1999 - March 2000
BMO Capital Markets November 1997 - April 1999
COMMCORP FINANCIAL SERVICES INC January 1994 - October 1997
ONTARIO HYDRO March 1992 - December 1993
City of Burlington June 1985 - February 1992
Education
McMaster University
Bachelor of Arts, Political Science
Sheridan College
Business Computer Diploma
RBC Dominion Securities November 2014 - Present
RBC Wealth Management April 2013 - November 2014
Great-West Life January 2013 - March 2013
Great-West Life March 2008 - December 2012
Great-West Life 2005 - 2010
Great-West Life August 2006 - February 2008
Great-West Life January 2003 - July 2006
Great-West Life January 2001 - December 2002
Skills
Business Strategy, Business Development, Disability Insurance, Portfolio Management, Employee Benefits, Life Insurance, Underwriting, Insurance, Investments, Retirement Planning, Sales Management, Account Management, Business Planning, Coaching, Customer Service, Mutual Funds, Strategic Financial..., New Business Development, Sales Presentations, Risk Management, Banking, Sales, Microsoft Excel, Financial Services, Finance, Financial Analysis, Financial Planners, Asset Management, Wealth Management, Business Analysis, Critical Illness, Strategic Planning
Education
McGill University 1997 — 2000
B.Comm, Finance and Marketing
ski school
RBC July 2014 - October 2014
RBC Wealth Management October 2012 - May 2014
CIBC 2006 - September 2012
CIBC Wood Gundy 2003 - 2005
CIBC Wealth Management 2000 - 2003
CIBC Operations and Technology 1999 - 2000
CIBC Wealth Management 1997 - 1999
CIBC Investor's Edge 1996 - 1997
TD Investor Services Division 1994 - 1996
TD Green Line 1994 - 1994
Skills
Equities, Trading, Business Analysis, Online Brokerage, Mobile Applications, Business Requirements, Options, Mutual Funds, Fixed Income, Securities, Market Data, Trading Systems, Wealth Management, Team Leadership, Requirements Gathering, Relationship Management, Vendor Management, Project Delivery, Project Management, PMO, Asset Management, Risk Management, Financial Services, Asset Managment, Investments, Financial Risk, Banking, Problem Solving, Retail Banking, Project Portfolio..., Investment Management, Back Office, SDLC, Management, Coaching, Electronic Trading
Education
University of Windsor 1983 — 1985
Bachelor of Commerce, Finance
The University of Western Ontario - King's University College 1980 — 1983
Bachelor of Arts (BA), Economics
Canadian Securities Institute 1986 — 1992
RBC Wealth Management May 2014 - Present
Morgan Stanley January 2012 - May 2014
J.P. Morgan March 2004 - January 2012
Skills
Fixed Income, Equities, Trading, Equity Research, Portfolio Management, IPO, Syndicate, Capital Markets, Equity Trading, Electronic Trading
Education
Loyola College in Maryland
BBA, Finance
DRT Strategies November 2014 - Present
10.1 Ltd February 2013 - October 2013
RBC Wealth Management August 2010 - May 2013
Acxsys Corporation January 2008 - October 2009
Strategic Information Technology October 2005 - December 2007
Fixed Odds Capital Ltd October 2001 - March 2002
Skills
Business Analysis, Analysis, Business Requi, Requirements Gathering, Systems Analysis, Business Process, Business Process..., Process Engineering, Consulting, Wealth Management, SDLC, Agile Methodologies, Visio, Nimbus Control, Vendor Management
Education
L-Università ta' Malta 2002 — 2004
Master's degree, Mathematics
L-Università ta' Malta 1998 — 2002
Bachelor's degree, Mathematics and Computer Science
Waypoint Investment Group of Wells Fargo Advisors October 2013 - Present
RBC Wealth Management May 2008 - October 2013
Morgan Stanley Smith Barney February 1995 - May 2008
Merrill Lynch September 1986 - February 1995
Ingram Industries/Gulfco 1984 - 1986
NL Industries/NL Shaffer 1975 - 1984
Skills
Alternative Investments, Securities, Mutual Funds, Financial Advisory, Retirement, Investments, Equities
Education
Oklahoma City University 1982 — 1985
MBA, Finance
Louisiana Tech University 1969 — 1973
BA
RBC Wealth Management November 2014 - Present
UBS Financial Services March 2013 - Present
Morgan Stanley Smith Barney August 2010 - March 2013
Skills
Customer Service, Series 7, Series 66, Organization, Creative Problem Solving, Conflict Resolution
Education
Marist College
Bachelor's degree, Finance, General
RBC Wealth Management June 2006 - Present
CSI Global Education Inc. 2000 - 2006
Education
McMaster University
B.Comm
RBC Wealth Management September 2015 - Present
RBC Wealth Management April 2014 - August 2015
RBC Wealth Management February 2006 - April 2014
Accountemps 2001 - February 2006
Skills
Accounts Payable, Account Reconciliation, Invoice Processing, Microsoft Excel, Checks, Sales & Use Tax, Accounting, Accounts Receivable, Financial Analysis
Education
Saint Mary's University of Minnesota 2008 — 2011
Masters of Business Administration, Specialization in Finance
Luther College 1996 — 2000
Bachelors of Arts, Sociology
TD Insurance May 2015 - Present
RBC Wealth Management January 2013 - April 2013
Skills
Financial Accounting, Accounting, Financial Reporting, Financial Analysis, Tax, Auditing, Ref data analysis, Insurance softwares
Education
Seneca College of Applied Arts and Technology 2012 — 2015
Advanced Diploma, Accounting, 3.7
Jahangirnagar University 2004 — 2006
Master of Science, Environmental Science, First Class Second in merit
Jahangirnagar University 2001 — 2004
Bachelor of Science (B.Sc.), Environmental Science, First class Second in merit
RBC Wealth Management July 2011 - Present
CIBC Wealth Management December 2010 - July 2011
RBC Wealth Management February 1997 - November 2010
Education
McGill University
Economics
RBC Wealth Management January 2012 - Present
RBC Wealth Management January 2010 - December 2011
RBC Wealth Management March 2007 - December 2009
JB Hanauer & Co May 2002 - March 2007
Education
Marist College 1996 — 1998
Bachelor of Arts (B.A.), Psychology
Rockit Solutions, LLC August 2014 - Present
Rockit Solutions, LLC September 2013 - August 2014
Rockit Solutions LLC June 2012 - August 2013
Brown Brothers Harriman September 2011 - February 2012
Credit Suisse July 2011 - September 2011
RBC Wealth Management June 2010 - August 2010
Skills
Equities, Accounting, Portfolio Management, Trading, Fixed Income, Bloomberg Terminal
Education
Marist College 2007 — 2011
Bachelor of Science, Business Administration/Finance
Wells Fargo Bank January 2008 - Present
RBC Wealth Management August 2003 - January 2008
Barclays Wealth and Investment Management September 1999 - August 2003
Skills
Banking, Loans, Credit, Commercial Lending
Education
Kent State University 1983 — 1987
Bachelor of Business Administration (BBA), Finance
RBC Wealth Management November 2011 - Present
RBC Wealth Management April 2007 - October 2011
JB Hanauer & Company December 1986 - April 2007
Skills
Fixed Annuities, Long-term Care, Retirement Planning, Series 7, Retirement, Account Relationships, Event Planning
Education
Long Island University, Brooklyn Campus
Bachelor of Science, Education
Bremer Bank August 2013 - Present
Bremer Bank October 2012 - July 2013
RBC Wealth Management February 2012 - September 2012
Schwans Shared Services, LLC June 2011 - January 2012
Schwans Shared Services, LLC June 2005 - May 2011
Schwans Shared Services, LLC June 2003 - May 2005
Schwans Shared Services, LLC March 2001 - May 2003
Schwans Shared Services, LLC March 1999 - February 2001
Schwans Shared Services, LLC January 1999 - February 1999
Schwans Shared Services, LLC May 1998 - December 1998
Skills
Active Directory, Windows Server, Citrix, System Administration, Systems Engineering, Windows Server 2003, WSUS, Servers, Windows Server 2008, Virtualization, Disaster Recovery, Troubleshooting, HP Openview, HP, Server Architecture, Server Administration, Software Installation, Windows 7, Windows, Terminal Services, Terminal Server, NetIQ AppManager, RightFax, SAP R/3, SQL Server, Microsoft Office, System Deployment, Group Policy, Powershell, VMware, Technical Support, VMware ESX
Education
Mayville State University
Bachelor of Science, Computer Information Systems and Math
RBC Wealth Management March 2007 - Present
Merrill Lynch March 2006 - April 2007
Morgan Stanley June 2002 - March 2007
Morgan Stanley January 1999 - June 2002
Skills
Teamwork, Training & Development, Customer Service, Management, Investments, Finance, Human Resources, Analysis, Financial Analysis, Budgets, Banking, Strategy, Process Improvement, Management Consulting, Strategic Planning
Education
Temple University 1982 — 1985
Radio, TV & Film
Messiah College 1981 — 1985
Radio, TV and Film
Brownells, Inc. 2012 - Present
AEGON Americas August 2011 - Present
Manpower May 2012 - July 2012
CloudIT Consultant March 2012 - April 2012
Communication Engineering Company May 2011 - August 2011
Involta February 2011 - May 2011
Hewlett-Packard January 2011 - March 2011
Wal-Mart Supercenter Store July 2009 - February 2011
RBC Wealth Management December 2009 - December 2009
Skills
Software Installation, Troubleshooting, Laptops, Remote Desktop, Dell Computers, Workstations, Desktop Computers, Technical Support, Hardware, Networking, HP, Customer Service, System Center Suite, SCCM, MDT, Hyper-V
Education
Kirkwood Community College 2009 — 2012
Associate of Arts and Sciences (AAS), System, Networking, and LAN/WAN Management/Manager
Kirkwood Community College 2009 — 2011
AAS, LAN Management
T. Rowe Price December 2014 - Present
T. Rowe Price February 2013 - December 2014
RBC Wealth Management June 2008 - February 2013
Skills
Series 7, Mutual Funds, Retirement Planning, Series 66, Options Strategies
Education
Loyola College in Maryland 2004 — 2008
Bachelor of Business Administration (B.B.A.), Economics
JHS Capital Advisors, LLC January 2011 - Present
RBC Wealth Management August 1992 - August 2009
RBC January 1997 - September 2006
Skills
Portfolio Management, Wealth Management, Investments, Risk Management, Banking, Mutual Funds, Insurance, Equities, Retirement Planning, Retirement, Strategic Financial..., Asset Management, Sales, Valuation, Financial Modeling
Education
Loras College 1971 — 1971
Business/Commerce, General
ST. Mary's Riverside Illinois
RBC Wealth Management June 2007 - Present
RBC Wealth Management June 2007 - Present
Skills
Investments, Equities, Series 7, Financial Analysis, Mutual Funds, Fixed Income, Financial Modeling, Securities, Portfolio Management, Series 63
Education
Macalester College 2003 — 2007
Bachelor's Degree, Economics
Macalester College 2003 — 2007
Bachelor of Science (B.S.), Economics
RBC Wealth Management 2009 - Present
Morgan Stanley Wealth Management 1997 - 2009
Skills
Retirement Planning, Wealth Management, Series 7, Mutual Funds, Investments, Strategic Financial..., Investment Advisory, Asset Allocation, Retirement, Investment Strategies, Portfolio Management, Series 63
Education
Lynchburg College 1987 — 1991
Bachelor of Arts (B.A.), Marketing
McDonogh 1982 — 1987
RBC Wealth Management June 2015 - Present
Nifco Mechanical Systems, Inc. February 2008 - October 2014
Skills
Outlook, Microsoft Office, Administrative..., Microsoft Excel, Office Management, Customer Service, Microsoft Word, Office Administration, Event Management, Process Scheduler, Human Resources, Management, Project Management
Education
Kaplan University-Lincoln Campus 2005 — 2006
Associate's degree, Accounting
LPL Finanical October 2012 - Present
RBC Wealth Management July 2002 - October 2012
Prudential Securities September 1990 - July 2002
Skills
Finance, Series 7, Retirement Planning, Wealth Management, Mutual Funds, Investment Advisory, Securities, Investments, Strategic Financial..., Financial Advisory, Series 63, Financial Planning, Customer Service
Education
Oberlin College 1985 — 1985
Bachelor of Arts (B.A.) economics, Economics
Kenyon College 1981 — 1985
Bachelor of Arts (BA), Economics
BMO Financial Group April 2014 - Present
CIBC November 2013 - March 2014
Scotiabank May 2013 - October 2013
BMO Financial Group December 2011 - March 2013
RBC Wealth Management April 2010 - October 2011
Skills
Software Quality..., Functional Testing, Business Intelligence, Test Automation, Quality Center, System Testing, Regression Testing, User Acceptance Testing, Integration Testing
Education
Jawaharlal Nehru Technological University
RBC Wealth Management January 2011 - Present
BMO Financial Group April 2002 - January 2011
Investors Group January 2000 - March 2002
Skills
Investments, Retirement, Financial Planning, Portfolio Management, Financial Services, Retirement Planning, Finance, Risk Management, Financial Analysis, Asset Management
Education
Lakehead University 1992 — 1994
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Sheridan College
RBC Wealth Management March 2006 - Present
Education
McGill University
RBC Wealth Management September 2014 - Present
McGough Construction June 2011 - June 2014
McGough Construction May 2005 - May 2011
McGough Construction March 1999 - May 2005
Skills
IIS, Microsoft SQL Server, Active Directory, Databases, Servers, VMware, Virtualization, Microsoft Exchange, DNS, XML, ASP.NET, T-SQL, .NET, SSRS, Software Development, SSIS, Visual Basic, Windows Server, Powershell, Microsoft Technologies, Crystal Reports, VB.NET
Education
Allagappa University, India 1991 — 1994
Master of Computer Applications (M.C.A.), Computer Science
Loyola College 1989 — 1991
Bachelor's degree, Chemistry