RBC Wealth Management
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RBC Wealth Management Employees
Employee
Years
Job
Industry
Nicole Bedell (Johnson) Nicole Bedell (Johnson)'s RBC Wealth Management Experience January 2014 - Present
Job Specialist Overlay Portfolio Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2014 - Present
RBC Wealth Management January 2012 - January 2014
Target September 2003 - January 2012
Skills
Studying for Series 7, Customer Service, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word
Education
University of Minnesota-Twin Cities 2009 — 2011
Psychology, Psychology
Normandale Community College 2007 — 2009
Associate of Arts (A.A.), Psychology, Sociology
RBC Wealth Management January 2014 - Present
RBC Wealth Management January 2012 - January 2014
Target September 2003 - January 2012
Skills
Studying for Series 7, Customer Service, Microsoft Office, Portfolio Management, PowerPoint, Microsoft Word
Education
University of Minnesota-Twin Cities 2009 — 2011
Psychology, Psychology
Normandale Community College 2007 — 2009
Associate of Arts (A.A.), Psychology, Sociology
Matt Kassera, CFP® Matt Kassera, CFP®'s RBC Wealth Management Experience November 2013 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2013 - Present
Ameriprise Financial Services, Inc. 2013 - November 2013
Ameriprise Financial Services, Inc. May 2010 - April 2013
Ameriprise Financial Services, Inc. June 2007 - March 2010
Skills
Series 7, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Investment Strategies, Fixed Annuities, Insurance, 401k Rollovers, Variable Annuities, Alternative Investments, Pensions
Education
Minnesota State University, Mankato 2002 — 2005
Bachelor of Science (B.S.), Financial Planning and Services
RBC Wealth Management November 2013 - Present
Ameriprise Financial Services, Inc. 2013 - November 2013
Ameriprise Financial Services, Inc. May 2010 - April 2013
Ameriprise Financial Services, Inc. June 2007 - March 2010
Skills
Series 7, Certified Financial..., Retirement Planning, Retirement, Wealth Management, Financial Advisory, Mutual Funds, Strategic Financial..., Investment Advisory, Asset Allocation, Investments, Investment Strategies, Fixed Annuities, Insurance, 401k Rollovers, Variable Annuities, Alternative Investments, Pensions
Education
Minnesota State University, Mankato 2002 — 2005
Bachelor of Science (B.S.), Financial Planning and Services
Van Pate Van Pate's RBC Wealth Management Experience February 2010 - Present
Job Wealth Strategies Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2010 - Present
Education
Washington and Lee University 1967 — 1971
Bachelor of Arts (BA)
Middlebury College 1978 — 1980
MA
RBC Wealth Management February 2010 - Present
Education
Washington and Lee University 1967 — 1971
Bachelor of Arts (BA)
Middlebury College 1978 — 1980
MA
Ada Nimo Ada Nimo's RBC Wealth Management Experience 2014 - 2014
Job
Industry Banking
Experience
RBC Wealth Management 2014 - 2014
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Outlook, English, Finance, Investments, Portfolio Management, Asset Management, Financial Analysis, Marketing, Risk Management
Education
New York University
Bachelor's degree, Business Administration and Management, General
RBC Wealth Management 2014 - 2014
Skills
Microsoft Office, Microsoft Excel, Research, PowerPoint, Microsoft Word, Outlook, English, Finance, Investments, Portfolio Management, Asset Management, Financial Analysis, Marketing, Risk Management
Education
New York University
Bachelor's degree, Business Administration and Management, General
Jessica Hawley, MBA Jessica Hawley, MBA's RBC Wealth Management Experience February 2014 - Present
Job Manager of Accommodations and Leaves of Absence
Industry Human Resources
Experience
RBC Wealth Management February 2014 - Present
The Hartford February 2006 - January 2014
Fairview Health Services November 2006 - August 2008
Florida Orthopaedic Institute January 2005 - November 2005
Lakeland High School July 2004 - December 2004
University of South Florida Athletics January 2001 - January 2004
Skills
Insurance, Change Management, Rehabilitation, Management, Program Management, Healthcare, Teaching, Leadership, Wellness, Employee Benefits, Training, Customer Service, Leadership Development, Health Insurance, Outlook, Time Management, Team Building
Education
Minnesota School of Business 2009 — 2010
MBA, Business
University of Minnesota-Twin Cities 1996 — 2001
BS, Kinesiology
RBC Wealth Management February 2014 - Present
The Hartford February 2006 - January 2014
Fairview Health Services November 2006 - August 2008
Florida Orthopaedic Institute January 2005 - November 2005
Lakeland High School July 2004 - December 2004
University of South Florida Athletics January 2001 - January 2004
Skills
Insurance, Change Management, Rehabilitation, Management, Program Management, Healthcare, Teaching, Leadership, Wellness, Employee Benefits, Training, Customer Service, Leadership Development, Health Insurance, Outlook, Time Management, Team Building
Education
Minnesota School of Business 2009 — 2010
MBA, Business
University of Minnesota-Twin Cities 1996 — 2001
BS, Kinesiology
Jonathan Berg Jonathan Berg's RBC Wealth Management Experience February 2011 - June 2012
Job EBS at Principal Financial Group
Industry Financial Services
Experience
Principal Financial Group 2012 - Present
RBC Wealth Management February 2011 - June 2012
RBC Capital Markets April 2009 - February 2011
RBC Wealth Management October 2006 - April 2009
Skills
Series 7, Series 63, 401k, 401k Rollovers, Retirement Planning, Strategic Financial..., Fixed Annuities, Variable Annuities, Mutual Funds, Investments, Wealth Management, Securities, Asset Managment, Employee Benefits, Business Planning, Asset Allocation, Estate Planning, Portfolio Management, Disability Insurance, Investment Strategies, Wealth Preservation..., Saving for Education, Managed Money, Buy-sell Agreements, Deferred Compensation, Key Person Insurance, Insurance, IRAs, Roth IRA, SEP IRA, 529 Plans, Universal Life, Financial Services, Finance, Retirement, Life Insurance, Financial Planners
Education
Miami University 2001 — 2005
International School of MN
Principal Financial Group 2012 - Present
RBC Wealth Management February 2011 - June 2012
RBC Capital Markets April 2009 - February 2011
RBC Wealth Management October 2006 - April 2009
Skills
Series 7, Series 63, 401k, 401k Rollovers, Retirement Planning, Strategic Financial..., Fixed Annuities, Variable Annuities, Mutual Funds, Investments, Wealth Management, Securities, Asset Managment, Employee Benefits, Business Planning, Asset Allocation, Estate Planning, Portfolio Management, Disability Insurance, Investment Strategies, Wealth Preservation..., Saving for Education, Managed Money, Buy-sell Agreements, Deferred Compensation, Key Person Insurance, Insurance, IRAs, Roth IRA, SEP IRA, 529 Plans, Universal Life, Financial Services, Finance, Retirement, Life Insurance, Financial Planners
Education
Miami University 2001 — 2005
International School of MN
Kevin Piker, AWM Kevin Piker, AWM's RBC Wealth Management Experience April 2009 - Present
Job Senior Vice President – Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
Missouri Society of Professional Engineers January 2012 - Present
Philantropist October 2009 - Present
RBC Wealth Management April 2009 - Present
PaineWebber/UBS March 1999 - April 2009
Education
Michigan State University Estate and Wealth Strategies Institute
Accredited Wealth Manager, Investments, Tax saving strategies, and Estate Planning
Missouri State University
Missouri Society of Professional Engineers January 2012 - Present
Philantropist October 2009 - Present
RBC Wealth Management April 2009 - Present
PaineWebber/UBS March 1999 - April 2009
Education
Michigan State University Estate and Wealth Strategies Institute
Accredited Wealth Manager, Investments, Tax saving strategies, and Estate Planning
Missouri State University
Monica (Vickman) Ballard Monica (Vickman) Ballard's RBC Wealth Management Experience 2004 - 2008
Job Senior Corporate Counsel & VP at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2009 - Present
RBC Wealth Management 2004 - 2008
Allianz Life 2002 - 2004
American Express 1996 - 2002
Skills
Financial Services, Investment Management, Mutual Funds, Trust Operations, Securities, Board Governance, Hedge Funds, Investment Advisory, Broker-Dealer, Wealth Management, Banking, Compliance, Offshore Funds
Education
William Mitchell College of Law 1991 — 1994
Juris Doctor (J.D.)
University of Wisconsin-Madison 1987 — 1991
Bachelor's Degree, Behavioral Sciences & Law
U.S. Bank 2009 - Present
RBC Wealth Management 2004 - 2008
Allianz Life 2002 - 2004
American Express 1996 - 2002
Skills
Financial Services, Investment Management, Mutual Funds, Trust Operations, Securities, Board Governance, Hedge Funds, Investment Advisory, Broker-Dealer, Wealth Management, Banking, Compliance, Offshore Funds
Education
William Mitchell College of Law 1991 — 1994
Juris Doctor (J.D.)
University of Wisconsin-Madison 1987 — 1991
Bachelor's Degree, Behavioral Sciences & Law
Merina Neal's RBC Wealth Management Experience May 2009 - September 2011
Job Manager, Family & Community Programs, at Science Museum of Minnesota
Industry Human Resources
Experience
Delta Air Lines September 2011 - Present
Science Museum of Minnesota September 2013 - March 2015
RBC Wealth Management May 2009 - September 2011
RBC Royal Bank May 2006 - April 2009
Manpower Office Professionals January 2006 - June 2006
Skills
E-Verify, Accounting, Customer Service, Accounts Payable, Payroll, Reconciliation, Tax, Excel, Word, PowerPoint, Problem Solving, Event Planning, Microsoft Office, Compliance, Customer Relations, Accounts Receivable, Auditing, Sage, Sage Timberline Office, QuickBooks, Microsoft Excel, Microsoft Word, Account Reconciliation, Employee Benefits, Human Resources, Access, Training, Administrative..., Management, Leadership, Administrative...
Education
Metropolitan State University 2009 — 2011
BA, ACCOUNTING
Saint Paul College 2005 — 2007
AAS, Accounting
Delta Air Lines September 2011 - Present
Science Museum of Minnesota September 2013 - March 2015
RBC Wealth Management May 2009 - September 2011
RBC Royal Bank May 2006 - April 2009
Manpower Office Professionals January 2006 - June 2006
Skills
E-Verify, Accounting, Customer Service, Accounts Payable, Payroll, Reconciliation, Tax, Excel, Word, PowerPoint, Problem Solving, Event Planning, Microsoft Office, Compliance, Customer Relations, Accounts Receivable, Auditing, Sage, Sage Timberline Office, QuickBooks, Microsoft Excel, Microsoft Word, Account Reconciliation, Employee Benefits, Human Resources, Access, Training, Administrative..., Management, Leadership, Administrative...
Education
Metropolitan State University 2009 — 2011
BA, ACCOUNTING
Saint Paul College 2005 — 2007
AAS, Accounting
Julie Greenberg Julie Greenberg's RBC Wealth Management Experience November 2005 - July 2008
Job Registered Investment Assistant at Anchor Bank
Industry Financial Services
Experience
Anchor Investments August 2014 - Present
Merrill Lynch July 2008 - July 2014
RBC Wealth Management November 2005 - July 2008
Robert W. Baird & Co. June 1999 - November 2005
Skills
Series 7, Investments, Wealth Management, Equities, Retirement Planning, Mutual Funds, Fixed Income, Bloomberg, Series 63, Series 66, Investment Strategies
Education
ITT Minnesota School of Business 1983 — 1985
Business Management, Business, Management, Marketing, and Related Support Services
Metropolitan State University
Anchor Investments August 2014 - Present
Merrill Lynch July 2008 - July 2014
RBC Wealth Management November 2005 - July 2008
Robert W. Baird & Co. June 1999 - November 2005
Skills
Series 7, Investments, Wealth Management, Equities, Retirement Planning, Mutual Funds, Fixed Income, Bloomberg, Series 63, Series 66, Investment Strategies
Education
ITT Minnesota School of Business 1983 — 1985
Business Management, Business, Management, Marketing, and Related Support Services
Metropolitan State University
Erin L. Dunagan, CPA Erin L. Dunagan, CPA's RBC Wealth Management Experience January 2008 - February 2011
Job Owner, Strategic Management Consultant at InSource Financial Solutions, LLC
Industry Financial Services
Experience
InSource Financial Solutions August 2014 - Present
Charles Stephen & Co. May 2012 - July 2014
Ascension Financial Group, LLC August 2011 - May 2012
Erin L. Dunagan, CPA February 2011 - August 2011
RBC Wealth Management January 2008 - February 2011
REDW Stanley Financial Advisors October 2002 - January 2008
Morgan Stanley March 1999 - October 2002
Skills
Management Consulting, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Financial Planning, Securities, Consulting, Strategic Planning, Finance, Financial Analysis, Market Research, Marketing, Marketing Strategy, Financial Reporting, Business Development, Business Analysis, Business Planning, Business Process..., Relationship Management, Project Planning, Compliance Management, Leadership, Team Leadership, Teamwork, Supervisory Skills, Mentoring, Employee Training, Training, Event Planning, Events Coordination, Event Management
Education
University of Phoenix 2001 — 2003
MBA, Accounting
New Mexico State University 1994 — 1998
Bachelors, Finance
InSource Financial Solutions August 2014 - Present
Charles Stephen & Co. May 2012 - July 2014
Ascension Financial Group, LLC August 2011 - May 2012
Erin L. Dunagan, CPA February 2011 - August 2011
RBC Wealth Management January 2008 - February 2011
REDW Stanley Financial Advisors October 2002 - January 2008
Morgan Stanley March 1999 - October 2002
Skills
Management Consulting, Strategic Financial..., Retirement Planning, Wealth Management, Investments, Financial Planning, Securities, Consulting, Strategic Planning, Finance, Financial Analysis, Market Research, Marketing, Marketing Strategy, Financial Reporting, Business Development, Business Analysis, Business Planning, Business Process..., Relationship Management, Project Planning, Compliance Management, Leadership, Team Leadership, Teamwork, Supervisory Skills, Mentoring, Employee Training, Training, Event Planning, Events Coordination, Event Management
Education
University of Phoenix 2001 — 2003
MBA, Accounting
New Mexico State University 1994 — 1998
Bachelors, Finance
Angela Remington Angela Remington's RBC Wealth Management Experience March 2003 - June 2006
Job Executive Assistant Gryphon Investors
Industry Financial Services
Experience
Gryphon Investors September 2014 - Present
Madera Group June 2013 - July 2014
Emerge California January 2012 - August 2012
AmeriCorps August 2008 - June 2009
RBC Wealth Management March 2003 - June 2006
JPMorgan Chase June 2000 - March 2003
Skills
Research, Nonprofits, Fundraising, Public Policy, Policy Analysis, Program Development, Strategic Communications, Event Planning, Politics, Public Speaking, Program Evaluation, Grant Writing, Volunteer Management, Qualitative Research, Political Campaigns, Organization, Written Correspondence, Customer Service, Calendaring, Executive Support
Education
Mills College 2011 — 2013
Master of Public Policy, Education, Environment, Welfare, Oakland Business Policy Analysis
San Francisco State University
Bachelor's degree, Political Science/Criminal Justice, Magna Cum Laude
Gryphon Investors September 2014 - Present
Madera Group June 2013 - July 2014
Emerge California January 2012 - August 2012
AmeriCorps August 2008 - June 2009
RBC Wealth Management March 2003 - June 2006
JPMorgan Chase June 2000 - March 2003
Skills
Research, Nonprofits, Fundraising, Public Policy, Policy Analysis, Program Development, Strategic Communications, Event Planning, Politics, Public Speaking, Program Evaluation, Grant Writing, Volunteer Management, Qualitative Research, Political Campaigns, Organization, Written Correspondence, Customer Service, Calendaring, Executive Support
Education
Mills College 2011 — 2013
Master of Public Policy, Education, Environment, Welfare, Oakland Business Policy Analysis
San Francisco State University
Bachelor's degree, Political Science/Criminal Justice, Magna Cum Laude
Dennis Kiberu Dennis Kiberu's RBC Wealth Management Experience August 2010 - August 2012
Job PC/LAN ANALYST@ HARTFIEL AUTOMATION
Industry Information Technology and Services
Experience
Hartfiel Automation. September 2012 - Present
RBC Wealth Management August 2010 - August 2012
Wellsfargo Bank January 2009 - August 2010
Ecolab Food Safety Specialties May 2008 - December 2008
Alliaz of America January 2007 - March 2008
Skills
Active Directory, Operating Systems, Hardware, Windows, Laptops, Networking, Quality Assurance, Process Improvement, XP, Microsoft Office, Troubleshooting, Windows 7, Cisco Call Manager, Servers, Software Documentation, Software Installation, Technical Support, VPN, Windows Server, Windows XP, Management
Education
Center For Professional Development ITT TEC 2014 — 2014
Microsoft - System Center 2012 Cert, 10747D Administering System Center 2012 R2 Configuration Manager
Dakota County Technincal College
A+ Hardware, A+ Network
Metropolitan State University
Computer Science, Networking-Configuration
Normandale Community College
n/a
Hartfiel Automation. September 2012 - Present
RBC Wealth Management August 2010 - August 2012
Wellsfargo Bank January 2009 - August 2010
Ecolab Food Safety Specialties May 2008 - December 2008
Alliaz of America January 2007 - March 2008
Skills
Active Directory, Operating Systems, Hardware, Windows, Laptops, Networking, Quality Assurance, Process Improvement, XP, Microsoft Office, Troubleshooting, Windows 7, Cisco Call Manager, Servers, Software Documentation, Software Installation, Technical Support, VPN, Windows Server, Windows XP, Management
Education
Center For Professional Development ITT TEC 2014 — 2014
Microsoft - System Center 2012 Cert, 10747D Administering System Center 2012 R2 Configuration Manager
Dakota County Technincal College
A+ Hardware, A+ Network
Metropolitan State University
Computer Science, Networking-Configuration
Normandale Community College
n/a
Scott Yeomans Scott Yeomans's RBC Wealth Management Experience 2002 - 2013
Job Sr. Practice Development Consultant at Securian Financial Group
Industry Financial Services
Experience
Securian Financial Group 2014 - Present
Crossroads Career Network 2012 - 2015
RBC Wealth Management 2002 - 2013
RBC Wealth Management 2000 - 2002
RBC Wealth Management 1999 - 2000
Kopp Investment Advisors 1998 - 1999
RBC Wealth Management 1992 - 1998
Central district of Oahu 1991 - 1992
Skills
Wealth Management, Leadership, Financial Services, Mutual Funds, Team Building, Training, Series 7, Sales, Strategy, Financial Advisory, Public Speaking, Program Management, Business Development, Executive Coaching, Investment Advisory, Series 63, Sales Management, Employee Training, Management, Project Planning, FINRA, Wealth, Securities, Strategic Financial..., Recruiting, Marketing Strategy, Management Consulting, Budgets, Investments, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Uniform Combined State..., High Net Worth..., Estate Planning, Retirement, Portfolio Management, Investment Management, Fixed Annuities, Bonds, Financial Planners, 401k, Fixed Income, Series 6, IRAs, Finance, Personal Financial..., Asset Management, Series 24
Education
University of St. Thomas - Opus College of Business 1995 — 1998
MBA, Finance
Minnesota State University, Mankato 1985 — 1990
Bachelor of Science (B.S.), Marketing, Real Estate, and Insurance
World Martial Arts Center 2005 — 2015
2nd Dan, Kumdo
Faith Biblical Counseling Ministries 2012 — 2015
Biblical Counseling
Securian Financial Group 2014 - Present
Crossroads Career Network 2012 - 2015
RBC Wealth Management 2002 - 2013
RBC Wealth Management 2000 - 2002
RBC Wealth Management 1999 - 2000
Kopp Investment Advisors 1998 - 1999
RBC Wealth Management 1992 - 1998
Central district of Oahu 1991 - 1992
Skills
Wealth Management, Leadership, Financial Services, Mutual Funds, Team Building, Training, Series 7, Sales, Strategy, Financial Advisory, Public Speaking, Program Management, Business Development, Executive Coaching, Investment Advisory, Series 63, Sales Management, Employee Training, Management, Project Planning, FINRA, Wealth, Securities, Strategic Financial..., Recruiting, Marketing Strategy, Management Consulting, Budgets, Investments, Asset Allocation, Retirement Planning, Wealth Management..., Investment Strategies, Uniform Combined State..., High Net Worth..., Estate Planning, Retirement, Portfolio Management, Investment Management, Fixed Annuities, Bonds, Financial Planners, 401k, Fixed Income, Series 6, IRAs, Finance, Personal Financial..., Asset Management, Series 24
Education
University of St. Thomas - Opus College of Business 1995 — 1998
MBA, Finance
Minnesota State University, Mankato 1985 — 1990
Bachelor of Science (B.S.), Marketing, Real Estate, and Insurance
World Martial Arts Center 2005 — 2015
2nd Dan, Kumdo
Faith Biblical Counseling Ministries 2012 — 2015
Biblical Counseling
Daniel Ball's RBC Wealth Management Experience September 1999 - Present
Job Complex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 1999 - Present
CM Russell Board of Directors 2005 - 2009
Piper Jaffray December 1992 - September 1999
Education
University of Colorado at Boulder 1990 — 1992
Graduate School of Banking
Montana State University-Northern 1979 — 1983
Bachelor's degree, Business Administration and Management, General
RBC Wealth Management September 1999 - Present
CM Russell Board of Directors 2005 - 2009
Piper Jaffray December 1992 - September 1999
Education
University of Colorado at Boulder 1990 — 1992
Graduate School of Banking
Montana State University-Northern 1979 — 1983
Bachelor's degree, Business Administration and Management, General
Mark Trimmer, ChFC® Mark Trimmer, ChFC®'s RBC Wealth Management Experience September 2011 - Present
Job First Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 2011 - Present
El Ranchito de los Ninos 2012 - Present
Applied Assests, llc January 1995 - September 2011
Applied Assets, llc January 1994 - September 2011
Education
New Mexico State University 1991 — 1992
MBA
New Mexico State University 1980 — 1985
Bachelor of Business Administration (BBA), New Mexico State University
RBC Wealth Management September 2011 - Present
El Ranchito de los Ninos 2012 - Present
Applied Assests, llc January 1995 - September 2011
Applied Assets, llc January 1994 - September 2011
Education
New Mexico State University 1991 — 1992
MBA
New Mexico State University 1980 — 1985
Bachelor of Business Administration (BBA), New Mexico State University
Michelle Gutwein's RBC Wealth Management Experience November 2013 - August 2014
Job PMO Project Manager/Sr. Business Analyst
Industry Information Technology and Services
Experience
AgriBank (St. Paul, MN) November 2014 - Present
Brooksource/ Blue Cross Blue Shield of MN August 2014 - November 2014
RBC Wealth Management November 2013 - August 2014
TEKsystems and Fulcrum Consulting July 2013 - November 2013
DataQuick Title Solutions March 2013 - July 2013
Lender Processing Services, Inc. (LPS) August 2011 - March 2013
TekSystems/ United Health Group IT September 2010 - August 2011
ProStaff/ Rels April 2010 - September 2010
Apex Management Services January 2007 - March 2008
ProStaff January 2007 - May 2007
Skills
Process Improvement, Project Management, Business Process, Training, Analysis, Databases, Management, Testing, SDLC, Vendor Management, Business Process..., Access, Program Management, Team Leadership, SQL, Requirements Analysis, Research, Microsoft SQL Server, Customer Service, Troubleshooting, Computer Hardware, Lotus Notes, Help Desk Support, Information Technology, Technical Support, Business Intelligence, User Acceptance Testing, IT Management, Integration, Time Management, Certified Scrum Master...
Education
Globe University 2009 — 2011
A.A.S Associate, Applied Science Information Technology
Minnesota School of Business 2009 — 2011
A.A.S, Information Technology
AgriBank (St. Paul, MN) November 2014 - Present
Brooksource/ Blue Cross Blue Shield of MN August 2014 - November 2014
RBC Wealth Management November 2013 - August 2014
TEKsystems and Fulcrum Consulting July 2013 - November 2013
DataQuick Title Solutions March 2013 - July 2013
Lender Processing Services, Inc. (LPS) August 2011 - March 2013
TekSystems/ United Health Group IT September 2010 - August 2011
ProStaff/ Rels April 2010 - September 2010
Apex Management Services January 2007 - March 2008
ProStaff January 2007 - May 2007
Skills
Process Improvement, Project Management, Business Process, Training, Analysis, Databases, Management, Testing, SDLC, Vendor Management, Business Process..., Access, Program Management, Team Leadership, SQL, Requirements Analysis, Research, Microsoft SQL Server, Customer Service, Troubleshooting, Computer Hardware, Lotus Notes, Help Desk Support, Information Technology, Technical Support, Business Intelligence, User Acceptance Testing, IT Management, Integration, Time Management, Certified Scrum Master...
Education
Globe University 2009 — 2011
A.A.S Associate, Applied Science Information Technology
Minnesota School of Business 2009 — 2011
A.A.S, Information Technology
Rhett Paul Neuman, CFP® Rhett Paul Neuman, CFP®'s RBC Wealth Management Experience January 2009 - Present
Job Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2009 - Present
Wachovia Securities August 2000 - January 2009
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelors of Science, Finance
University of Wisconsin-Stout 1987 — 1988
RBC Wealth Management January 2009 - Present
Wachovia Securities August 2000 - January 2009
Education
Minnesota State University, Moorhead 1988 — 1991
Bachelors of Science, Finance
University of Wisconsin-Stout 1987 — 1988
Brian Mattson Brian Mattson's RBC Wealth Management Experience March 2014 - April 2015
Job Technical Support Engineer
Industry Information Technology and Services
Experience
RBC Wealth Management March 2014 - April 2015
Vital Images October 2013 - March 2014
Regis Corporation May 2013 - August 2013
Normandale Community College June 2010 - December 2012
Belisio Foods July 2006 - January 2008
South Metro Siding Inc. January 1994 - January 2007
Skills
Windows, C, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, C++, Java, Programming, Tutoring, Construction, Automotive Repair, Automotive Restoration, Framing, Drywall, Siding, Vinyl Siding, Residential Roofing, Painting, Hardwood Flooring, Cement, Stonework, Shipping, Receiving, Warehousing, Forklift Operator, Landscaping, Snow Removal, Bobcat, Boom Lift, Scissor Lift, Electric Guitar, QuickBooks, Microsoft Publisher, Computer Repair, Computer Diagnostics, Problem Solving, Computer Hardware..., Software Installation, Attentiveness to Detail, Decks, Brickwork, Remote Desktop, A+: Configuring..., A+: Troubleshooting..., A+: Computer Hardware..., WordPress, Plumbing, Carpentry
Education
Normandale Community College 2009 — 2012
Associate of Science (A.S.), Computer Science, 3.6 GPA
Farmington Sr. High School 1984 — 1988
Diploma
RBC Wealth Management March 2014 - April 2015
Vital Images October 2013 - March 2014
Regis Corporation May 2013 - August 2013
Normandale Community College June 2010 - December 2012
Belisio Foods July 2006 - January 2008
South Metro Siding Inc. January 1994 - January 2007
Skills
Windows, C, Microsoft Word, PowerPoint, Microsoft Office, Microsoft Excel, Customer Service, C++, Java, Programming, Tutoring, Construction, Automotive Repair, Automotive Restoration, Framing, Drywall, Siding, Vinyl Siding, Residential Roofing, Painting, Hardwood Flooring, Cement, Stonework, Shipping, Receiving, Warehousing, Forklift Operator, Landscaping, Snow Removal, Bobcat, Boom Lift, Scissor Lift, Electric Guitar, QuickBooks, Microsoft Publisher, Computer Repair, Computer Diagnostics, Problem Solving, Computer Hardware..., Software Installation, Attentiveness to Detail, Decks, Brickwork, Remote Desktop, A+: Configuring..., A+: Troubleshooting..., A+: Computer Hardware..., WordPress, Plumbing, Carpentry
Education
Normandale Community College 2009 — 2012
Associate of Science (A.S.), Computer Science, 3.6 GPA
Farmington Sr. High School 1984 — 1988
Diploma
Ken Eidson, CFP® Ken Eidson, CFP®'s RBC Wealth Management Experience April 2014 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2014 - Present
Wells Fargo Advisors May 2000 - April 2014
Education
Missouri State University 1969 — 1973
Bachelor of Science (B.S.), Business Management
RBC Wealth Management April 2014 - Present
Wells Fargo Advisors May 2000 - April 2014
Education
Missouri State University 1969 — 1973
Bachelor of Science (B.S.), Business Management
Cynthia Bahr's RBC Wealth Management Experience May 2001 - April 2012
Job Owner at CNB Consulting
Industry Executive Office
Experience
Vinmark Estates May 2012 - Present
CNB Consulting May 2012 - Present
RBC Wealth Management May 2001 - April 2012
CST Corp 1987 - 2001
Skills
Project Management, Product Development, Business Development, Team Leadership, Project Planning, Account Management, Business Analysis, Strategy, Software Development, Portfolio Management, Program Management, Change Management, Requirements Analysis, SDLC, Project Portfolio..., Process Improvement, Wealth Management, Collaborative Innovation, Acquisition Integration..., Social Media Coach, Training Management, Cross-functional Team..., Analysis, Leadership, Financial Services, Marketing Strategy, Training, Consulting, Strategic Planning, Business Process..., Vendor Management, CRM, Coaching, Risk Management, Management Consulting, Management
Education
University of Minnesota-Twin Cities 2004 — 2006
M.S., Management of Technology, MOT
University of Wisconsin-River Falls 1999 — 2001
B.S., Economics, Business Administration
Rutgers University
Mini-MBA - Marketing, Mobile Marketing
Wharton School, University of Pennsylvania
Certificate of Completion, Securities Industry Institute
John Casablancas Modeling and Career Center
Diploma, Television/Print
Normandale Community College
Associate in Arts
Vinmark Estates May 2012 - Present
CNB Consulting May 2012 - Present
RBC Wealth Management May 2001 - April 2012
CST Corp 1987 - 2001
Skills
Project Management, Product Development, Business Development, Team Leadership, Project Planning, Account Management, Business Analysis, Strategy, Software Development, Portfolio Management, Program Management, Change Management, Requirements Analysis, SDLC, Project Portfolio..., Process Improvement, Wealth Management, Collaborative Innovation, Acquisition Integration..., Social Media Coach, Training Management, Cross-functional Team..., Analysis, Leadership, Financial Services, Marketing Strategy, Training, Consulting, Strategic Planning, Business Process..., Vendor Management, CRM, Coaching, Risk Management, Management Consulting, Management
Education
University of Minnesota-Twin Cities 2004 — 2006
M.S., Management of Technology, MOT
University of Wisconsin-River Falls 1999 — 2001
B.S., Economics, Business Administration
Rutgers University
Mini-MBA - Marketing, Mobile Marketing
Wharton School, University of Pennsylvania
Certificate of Completion, Securities Industry Institute
John Casablancas Modeling and Career Center
Diploma, Television/Print
Normandale Community College
Associate in Arts
Jason DeJean, CFP, PFP's RBC Wealth Management Experience November 2011 - Present
Job Financial Planner, Investment and Retirement Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2011 - Present
RBC Wealth Management July 2006 - October 2011
BMO Financial Group 2006 - 2006
Scotiabank 2001 - 2005
Investors Group Financial Services Inc. 2000 - 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Mutual Funds, Investment Strategies, Mortgage Lending, Wealth Management..., Wealth, Risk Management, Estate Planning, Insurance, Banking, Retirement, Financial Advisory, Financial Services, Portfolio Management, Finance, Loans, Financial Planners, Credit, Securities, High Net Worth..., Certified Financial..., Wealth Accumulation, Personal Financial..., Asset Allocation, Investment Management, Holistic Financial..., Critical Illness, Pensions, Retirement Savings, Saving for Education, Personal Finance, ETFs, Segregated Funds, Asset Management, Bonds, Alternative Investments, Canadian Securities..., Fixed Annuities, Life Insurance, Private Banking, Residential Mortgages, Disability Insurance, Estate Tax Planning, Debt Consolidation, Personal Tax Planning, Debt Management
Education
FPSC
Certified Financial Planner
Canadian Securities Institue
Professional Financial Planning
Mohawk College
Financial Planning
RBC Wealth Management November 2011 - Present
RBC Wealth Management July 2006 - October 2011
BMO Financial Group 2006 - 2006
Scotiabank 2001 - 2005
Investors Group Financial Services Inc. 2000 - 2000
Skills
Retirement Planning, Wealth Management, Strategic Financial..., Investment Advisory, Investments, Mutual Funds, Investment Strategies, Mortgage Lending, Wealth Management..., Wealth, Risk Management, Estate Planning, Insurance, Banking, Retirement, Financial Advisory, Financial Services, Portfolio Management, Finance, Loans, Financial Planners, Credit, Securities, High Net Worth..., Certified Financial..., Wealth Accumulation, Personal Financial..., Asset Allocation, Investment Management, Holistic Financial..., Critical Illness, Pensions, Retirement Savings, Saving for Education, Personal Finance, ETFs, Segregated Funds, Asset Management, Bonds, Alternative Investments, Canadian Securities..., Fixed Annuities, Life Insurance, Private Banking, Residential Mortgages, Disability Insurance, Estate Tax Planning, Debt Consolidation, Personal Tax Planning, Debt Management
Education
FPSC
Certified Financial Planner
Canadian Securities Institue
Professional Financial Planning
Mohawk College
Financial Planning
Keith D. Lundhagen Keith D. Lundhagen's RBC Wealth Management Experience May 2001 - July 2005
Job Vice PresidentWealth Management UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS July 2005 - Present
RBC Wealth Management May 2001 - July 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning
Education
Minnesota State University, Mankato 1982 — 1986
Bachelor's degree, Business Administration and Management, General
UBS July 2005 - Present
RBC Wealth Management May 2001 - July 2005
Skills
Series 7, Wealth Management, Series 63, Mutual Funds, Retirement Planning
Education
Minnesota State University, Mankato 1982 — 1986
Bachelor's degree, Business Administration and Management, General
Kai Ma Wilson Kai Ma Wilson's RBC Wealth Management Experience 2006 - 2010
Job Owner/Designer of Porcelain
Industry Consumer Goods
Experience
Porcelain NYC 2010 - Present
RBC Wealth Management 2006 - 2010
Education
NYU 1997 — 2000
Bachelor's degree, Economics
Porcelain NYC 2010 - Present
RBC Wealth Management 2006 - 2010
Education
NYU 1997 — 2000
Bachelor's degree, Economics
Susan Fletcher's RBC Wealth Management Experience 2002 - 2004
Job Marketing Planning | Brand Management | Product Management
Industry Marketing and Advertising
Experience
Best Buy November 2013 - Present
SUPERVALU July 2009 - May 2013
MOM Brands December 2007 - July 2009
Target May 2006 - November 2007
Target June 2004 - May 2006
RBC Wealth Management 2002 - 2004
Skills
Retail, Customer Insight, Product Marketing, Marketing Strategy, Cross-functional Team..., Strategy, Market Planning, Brand Development, Brand Management, Marketing, Forecasting, Pricing, Merchandising, Integrated Marketing, Marketing Management, Leadership, Management, Product Development, Marketing Communications, Digital Marketing, Business Development, Sales, Marketing Research, Strategic Planning, FMCG
Education
Virginia Commonwealth University
MBA
Minnesota State University, Mankato
BA, Marketing & Management
Best Buy November 2013 - Present
SUPERVALU July 2009 - May 2013
MOM Brands December 2007 - July 2009
Target May 2006 - November 2007
Target June 2004 - May 2006
RBC Wealth Management 2002 - 2004
Skills
Retail, Customer Insight, Product Marketing, Marketing Strategy, Cross-functional Team..., Strategy, Market Planning, Brand Development, Brand Management, Marketing, Forecasting, Pricing, Merchandising, Integrated Marketing, Marketing Management, Leadership, Management, Product Development, Marketing Communications, Digital Marketing, Business Development, Sales, Marketing Research, Strategic Planning, FMCG
Education
Virginia Commonwealth University
MBA
Minnesota State University, Mankato
BA, Marketing & Management
Christopher Meyer, CFP® Christopher Meyer, CFP®'s RBC Wealth Management Experience March 2007 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2007 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance...
Education
Monmouth University 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Management
RBC Wealth Management March 2007 - Present
Skills
Series 7, Series 66, Series 9, Series 10, Life & Health Insurance...
Education
Monmouth University 2003 — 2007
Bachelor of Science, Business Administration with a Concentration in Management
Jamie Weil, CFP®'s RBC Wealth Management Experience November 2005 - Present
Job Senior Vice President – Financial Advisor, Senior Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2005 - Present
Bikram Yoga Roslyn July 2013 - Present
Education
New York University
Business Administration and Management, General
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™
RBC Wealth Management November 2005 - Present
Bikram Yoga Roslyn July 2013 - Present
Education
New York University
Business Administration and Management, General
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™
Joseph J. Pesce's RBC Wealth Management Experience July 2013 - August 2013
Job ETF Sales at SSgA
Industry Financial Services
Experience
SPDR Exchange Traded Funds (ETFs) July 2015 - Present
StartupGrid October 2014 - February 2015
State Street June 2014 - August 2014
RBC Wealth Management July 2013 - August 2013
Omaha Steaks July 2011 - August 2011
Skills
Stata, Econometrics, Economics, Research, Statistics, Qualitative Research, Data Analysis, Quantitative Research, Quantitative Analytics, Financial Modeling, Analysis, Microsoft Excel
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Economics, Junior
MiddCORE (Entrepreneur and Experiential-Learning Leadership Program) 2013 — 2013
SPDR Exchange Traded Funds (ETFs) July 2015 - Present
StartupGrid October 2014 - February 2015
State Street June 2014 - August 2014
RBC Wealth Management July 2013 - August 2013
Omaha Steaks July 2011 - August 2011
Skills
Stata, Econometrics, Economics, Research, Statistics, Qualitative Research, Data Analysis, Quantitative Research, Quantitative Analytics, Financial Modeling, Analysis, Microsoft Excel
Education
Middlebury College 2011 — 2015
Bachelor's Degree, Economics, Junior
MiddCORE (Entrepreneur and Experiential-Learning Leadership Program) 2013 — 2013
Simon Scott Stromberg Simon Scott Stromberg's RBC Wealth Management Experience December 2013 - Present
Job Disaster Recovery Analyst at RBC
Industry Photography
Experience
RBC Wealth Management December 2013 - Present
S3Photo June 2004 - Present
[MN]Love March 2011 - November 2012
Minneapolis Institute of Arts May 1999 - May 2012
Skills
Photography, Photoshop, Fine Art, Portraits, Contemporary Art, Grant Writing, Art, Non-profits, Fashion, Digital Photography, Adobe Creative Suite, Mac, Painting, Graphic Design, Drawing, Illustrator, Contract Negotiations, Web Design, Galleries, Visual Arts, Writing, Teaching, Retouching, Social Media, Art Direction, Books, Wordpress, Lightroom, Blogging, Customer Service, Logo Design, Creative Direction, Fundraising
Education
College of Visual Arts 2001 — 2005
BFA, Drawing, Painting, Photography, Art History
Minneapolis College of Art and Design 1999 — 2000
Photography, Fine Arts, Art History
RBC Wealth Management December 2013 - Present
S3Photo June 2004 - Present
[MN]Love March 2011 - November 2012
Minneapolis Institute of Arts May 1999 - May 2012
Skills
Photography, Photoshop, Fine Art, Portraits, Contemporary Art, Grant Writing, Art, Non-profits, Fashion, Digital Photography, Adobe Creative Suite, Mac, Painting, Graphic Design, Drawing, Illustrator, Contract Negotiations, Web Design, Galleries, Visual Arts, Writing, Teaching, Retouching, Social Media, Art Direction, Books, Wordpress, Lightroom, Blogging, Customer Service, Logo Design, Creative Direction, Fundraising
Education
College of Visual Arts 2001 — 2005
BFA, Drawing, Painting, Photography, Art History
Minneapolis College of Art and Design 1999 — 2000
Photography, Fine Arts, Art History
Daven Kirubakeren Daven Kirubakeren's RBC Wealth Management Experience May 1993 - May 1996
Job Financial Advisor, Vice President Investments, Wells Fargo Adivisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC August 2006 - Present
Piper Jaffray May 1996 - August 2006
RBC Wealth Management May 1993 - May 1996
Education
Minnesota State University, Mankato 1989 — 1992
BA, Finance
Wells Fargo Advisors, LLC August 2006 - Present
Piper Jaffray May 1996 - August 2006
RBC Wealth Management May 1993 - May 1996
Education
Minnesota State University, Mankato 1989 — 1992
BA, Finance
Jake Ingebrigtson Jake Ingebrigtson's RBC Wealth Management Experience September 2008 - October 2011
Job CoOwner and VicePresident at Car and Credit Connection of South St. Paul Inc.
Industry Automotive
Experience
Car and Credit Connection April 2012 - Present
Archway Marketing Services August 2011 - November 2011
RBC Wealth Management September 2008 - October 2011
RBC Wealth Management February 2007 - September 2008
Education
University of St. Thomas 2012 — 2012
Mini Masters in Project Management Certification, Project Management
Metropolitan State University 2008 — 2011
Bachelor’s Degree, Finance
Park High School 1993 — 1997
Diploma, General Studies
Car and Credit Connection April 2012 - Present
Archway Marketing Services August 2011 - November 2011
RBC Wealth Management September 2008 - October 2011
RBC Wealth Management February 2007 - September 2008
Education
University of St. Thomas 2012 — 2012
Mini Masters in Project Management Certification, Project Management
Metropolitan State University 2008 — 2011
Bachelor’s Degree, Finance
Park High School 1993 — 1997
Diploma, General Studies
Dean Deutz Dean Deutz's RBC Wealth Management Experience 2000 - Present
Job Private Wealth Consultant at RBC
Industry Financial Services
Experience
RBC Wealth Management 2000 - Present
RBC Wealth Management December 2000 - December 2008
RBC Dain Rauscher 2000 - 2002
KPMG May 1995 - December 1999
Deloitte & Touche 1981 - 1989
Education
Minnesota State University, Mankato 1978 — 1981
BS, Accounting, Finance
RBC Wealth Management 2000 - Present
RBC Wealth Management December 2000 - December 2008
RBC Dain Rauscher 2000 - 2002
KPMG May 1995 - December 1999
Deloitte & Touche 1981 - 1989
Education
Minnesota State University, Mankato 1978 — 1981
BS, Accounting, Finance
Charles Anti Charles Anti's RBC Wealth Management Experience February 2010 - May 2010
Job Racing Driver, Motorsports Entrepreneur, and World Traveler
Industry Sports
Experience
AntiSpeed Competition, Inc. 2006 - Present
Monticello Motor Club May 2011 - August 2011
Major League Gaming February 2011 - May 2011
iAnalyst.com June 2010 - December 2010
RBC Wealth Management February 2010 - May 2010
AUGME TECHNOLOGIES May 2008 - September 2008
John Walko Racing October 2006 - October 2007
Skills
Social Networking, Motorsports, Social Media Marketing
Education
New York University 2006 — 2011
B.S., Sports Management and Leisure Studies
Linsly
AntiSpeed Competition, Inc. 2006 - Present
Monticello Motor Club May 2011 - August 2011
Major League Gaming February 2011 - May 2011
iAnalyst.com June 2010 - December 2010
RBC Wealth Management February 2010 - May 2010
AUGME TECHNOLOGIES May 2008 - September 2008
John Walko Racing October 2006 - October 2007
Skills
Social Networking, Motorsports, Social Media Marketing
Education
New York University 2006 — 2011
B.S., Sports Management and Leisure Studies
Linsly
Megan Tscherne Megan Tscherne's RBC Wealth Management Experience October 2014 - Present
Job Team Lead at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management October 2014 - Present
RBC Wealth Management February 2014 - October 2014
Gap Inc./Old Navy October 2012 - December 2013
RGIS October 2009 - October 2012
Buckland International Education Group August 2008 - July 2009
Edina Country Club May 2006 - August 2007
Skills
Retail, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Inventory Management, Critical Thinking, Training, Outlook, Sales, Inventory Control, Highly detail oriented, Team-oriented, Inventory, Management, Customer Service, Teamwork, Time Management, Advertising, Cashiering, Team Building, Store Management, Merchandising, Visual Merchandising, Retail Sales, Always Punctual
Education
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science (BS), Political Science
RBC Wealth Management October 2014 - Present
RBC Wealth Management February 2014 - October 2014
Gap Inc./Old Navy October 2012 - December 2013
RGIS October 2009 - October 2012
Buckland International Education Group August 2008 - July 2009
Edina Country Club May 2006 - August 2007
Skills
Retail, Microsoft Office, Microsoft Word, PowerPoint, Microsoft Excel, Inventory Management, Critical Thinking, Training, Outlook, Sales, Inventory Control, Highly detail oriented, Team-oriented, Inventory, Management, Customer Service, Teamwork, Time Management, Advertising, Cashiering, Team Building, Store Management, Merchandising, Visual Merchandising, Retail Sales, Always Punctual
Education
Minnesota State University, Mankato 2004 — 2008
Bachelor of Science (BS), Political Science
Bob Voorhees, CFP®, AWM Bob Voorhees, CFP®, AWM's RBC Wealth Management Experience August 2012 - Present
Job Senior Vice President Financial Advisor of The Voorhees Wealth Management Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2012 - Present
Wells Fargo Advisors and Predecessor Firms July 2002 - August 2012
Education
Montclair State University 1975 — 1979
RBC Wealth Management August 2012 - Present
Wells Fargo Advisors and Predecessor Firms July 2002 - August 2012
Education
Montclair State University 1975 — 1979
Timothy Wysong's RBC Wealth Management Experience 2012 - 2013
Job Seeking Opportunities
Industry Financial Services
Experience
Warren Communications News, Inc. October 2013 - Present
RBC Wealth Management 2012 - 2013
University of Maryland Athletics: Facilities, Operations & Events August 2009 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mathematics, Data Analysis, Databases, Data Entry, Statistics, Accounting, Access, Budgets
Education
University of Maryland College Park 2009 — 2011
Bachelor of Arts (B.A.), Economics
Montgomery College 2007 — 2009
Associate of Arts (A.A.), General Studies
Warren Communications News, Inc. October 2013 - Present
RBC Wealth Management 2012 - 2013
University of Maryland Athletics: Facilities, Operations & Events August 2009 - April 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Mathematics, Data Analysis, Databases, Data Entry, Statistics, Accounting, Access, Budgets
Education
University of Maryland College Park 2009 — 2011
Bachelor of Arts (B.A.), Economics
Montgomery College 2007 — 2009
Associate of Arts (A.A.), General Studies
Barb Kickhafer Barb Kickhafer's RBC Wealth Management Experience September 1998 - Present
Job Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management September 1998 - Present
Education
Metropolitan State University 1993 — 1998
Bachelor's degree, Finance, General
RBC Wealth Management September 1998 - Present
Education
Metropolitan State University 1993 — 1998
Bachelor's degree, Finance, General
Kent Friesner's RBC Wealth Management Experience October 2005 - November 2008
Job Technology Operations Manager at Target
Industry Information Technology and Services
Experience
Target October 2012 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Link Snacks Inc. June 2009 - April 2011
RBC Wealth Management October 2005 - November 2008
FAF Advisors 2004 - 2005
Deephaven Capital Management 2002 - 2004
Fortis ASR 2000 - 2001
Ajilon 1998 - 2000
Carlson Companies 1998 - 1999
US Filter 1996 - 1997
Skills
Team Leadership, Leadership, Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Visio, SharePoint, Project Management, SAP, Disaster Recovery, Requirements Analysis, Agile Methodologies, ITIL, IT Management, Data Warehousing, IT Strategy, Software Development, Software Project..., Integration, Business Intelligence, Project Portfolio..., Business Process, PMO, Requirements Gathering, Business Process..., Enterprise Architecture
Education
North Hennepin Community College 2008 — 2009
Certificate, Project Management
Minnesota State University, Mankato 1986 — 1992
Bachelor's degree, Busines Finance and Computer Science
Target October 2012 - Present
Ameriprise Financial Services, Inc. April 2011 - October 2012
Link Snacks Inc. June 2009 - April 2011
RBC Wealth Management October 2005 - November 2008
FAF Advisors 2004 - 2005
Deephaven Capital Management 2002 - 2004
Fortis ASR 2000 - 2001
Ajilon 1998 - 2000
Carlson Companies 1998 - 1999
US Filter 1996 - 1997
Skills
Team Leadership, Leadership, Management, Business Analysis, Vendor Management, SDLC, Process Improvement, Visio, SharePoint, Project Management, SAP, Disaster Recovery, Requirements Analysis, Agile Methodologies, ITIL, IT Management, Data Warehousing, IT Strategy, Software Development, Software Project..., Integration, Business Intelligence, Project Portfolio..., Business Process, PMO, Requirements Gathering, Business Process..., Enterprise Architecture
Education
North Hennepin Community College 2008 — 2009
Certificate, Project Management
Minnesota State University, Mankato 1986 — 1992
Bachelor's degree, Busines Finance and Computer Science
Julia Smith Julia Smith's RBC Wealth Management Experience July 2006 - Present
Job Branch Service Manager/Senior Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2006 - Present
Education
Newbury College 1999 — 2003
Applied Computer Science
RBC Wealth Management July 2006 - Present
Education
Newbury College 1999 — 2003
Applied Computer Science
Eric St. Martin's RBC Wealth Management Experience December 2009 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2009 - Present
Wells Fargo December 2000 - December 2009
Franklin Financial Group, Inc. December 1997 - December 1997
Education
University of Wisconsin-River Falls 1992 — 1997
BA, Finance
Minnesota State University, Mankato 1991 — 1991
General
Stillwater High School 1989 — 1991
RBC Wealth Management December 2009 - Present
Wells Fargo December 2000 - December 2009
Franklin Financial Group, Inc. December 1997 - December 1997
Education
University of Wisconsin-River Falls 1992 — 1997
BA, Finance
Minnesota State University, Mankato 1991 — 1991
General
Stillwater High School 1989 — 1991
Jay Loch Jay Loch's RBC Wealth Management Experience February 1993 - Present
Job Vice PresidentFinancial Advisor RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 1993 - Present
Education
Minnesota State University, Mankato 1988 — 1992
B.S., Finance, Speech
RBC Wealth Management February 1993 - Present
Education
Minnesota State University, Mankato 1988 — 1992
B.S., Finance, Speech
Morgan Houser Morgan Houser's RBC Wealth Management Experience January 2010 - January 2015
Job HPIC/CEO/CFO/Producer at Mayor M Soundblast
Industry Financial Services
Experience
RBC Wealth Management January 2010 - January 2015
Ferris Baker, Watts January 2005 - March 2009
Westat June 2004 - May 2005
Country Boy Market June 2003 - June 2004
Skills
Financial Operations -..., Loyalty, Steel Work ethic, Reliability, Management, Retail, Banking, Sales Management, Finance, Administration, Negotiation, Microsoft Word, Risk Management, English
Education
Omega Studios' School of Applied Recording Arts & Sciences 2001 — 2001
M.I.D.I. Certified, Sound Engineering
Montgomery College 1999 — 2001
Graphic Design
RBC Wealth Management January 2010 - January 2015
Ferris Baker, Watts January 2005 - March 2009
Westat June 2004 - May 2005
Country Boy Market June 2003 - June 2004
Skills
Financial Operations -..., Loyalty, Steel Work ethic, Reliability, Management, Retail, Banking, Sales Management, Finance, Administration, Negotiation, Microsoft Word, Risk Management, English
Education
Omega Studios' School of Applied Recording Arts & Sciences 2001 — 2001
M.I.D.I. Certified, Sound Engineering
Montgomery College 1999 — 2001
Graphic Design
Anna N'Jie-Konte, MBA Anna N'Jie-Konte, MBA's RBC Wealth Management Experience December 2014 - Present
Job Associate The Etergino Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management December 2014 - Present
Chevy Chase Trust May 2012 - November 2014
GWU African Business Association April 2013 - April 2014
AllianceBernstein 2011 - 2012
Terrapinn 2010 - 2011
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), International Finance/Investment Analysis
New York University 2005 — 2009
B.A.
RBC Wealth Management December 2014 - Present
Chevy Chase Trust May 2012 - November 2014
GWU African Business Association April 2013 - April 2014
AllianceBernstein 2011 - 2012
Terrapinn 2010 - 2011
Education
The George Washington University - School of Business 2012 — 2014
Master of Business Administration (M.B.A.), International Finance/Investment Analysis
New York University 2005 — 2009
B.A.
Aaron Gallardo Aaron Gallardo's RBC Wealth Management Experience March 2012 - Present
Job Business Development at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management March 2012 - Present
BlackRock July 2008 - February 2012
Charles Schwab January 2005 - June 2008
Charles Schwab & Company, Inc January 1996 - June 2008
Charles Schwab & Company, Inc January 2004 - February 2005
Charles Schwab & January 2001 - January 2004
Charles Schwab January 1999 - January 2001
Charles Schwab January 1996 - January 1999
Skills
ETFs, Mutual Funds, Fixed Income, Equities, Direct Sales, Emerging Markets, Asset Allocation, Public Speaking, Risk Management, Sales Management, Series 7, Series 63, Series 66, Series 9, Series 10, Asset Management, Alternative Investments, Wealth Management, Investment Management
Education
CREDITIONALS Nebraska Wesleyan University 1991 — 1995
Bachelor of Science, Business Administration and
Nebraska Wesleyan University 1991 — 1995
Business Admin., Finance
RBC Wealth Management March 2012 - Present
BlackRock July 2008 - February 2012
Charles Schwab January 2005 - June 2008
Charles Schwab & Company, Inc January 1996 - June 2008
Charles Schwab & Company, Inc January 2004 - February 2005
Charles Schwab & January 2001 - January 2004
Charles Schwab January 1999 - January 2001
Charles Schwab January 1996 - January 1999
Skills
ETFs, Mutual Funds, Fixed Income, Equities, Direct Sales, Emerging Markets, Asset Allocation, Public Speaking, Risk Management, Sales Management, Series 7, Series 63, Series 66, Series 9, Series 10, Asset Management, Alternative Investments, Wealth Management, Investment Management
Education
CREDITIONALS Nebraska Wesleyan University 1991 — 1995
Bachelor of Science, Business Administration and
Nebraska Wesleyan University 1991 — 1995
Business Admin., Finance
Jeremy Newbold Jeremy Newbold's RBC Wealth Management Experience 2014 - 2015
Job Digital Project Management Office
Industry Financial Services
Experience
U.S. Bank 2015 - Present
RBC Wealth Management 2014 - 2015
RBC Wealth Management June 2013 - July 2014
Fulcrum Consulting 2013 - July 2014
Daugherty Business Solutions 2012 - 2013
Express Scripts 2012 - 2013
RBC Wealth Management 2011 - October 2012
The Willow Group 2011 - 2012
Ameriprise Financial 2000 - 2011
Teleconcepts 1997 - 2000
Skills
Business Analysis, SDLC, Business Process, Management, Requirements Gathering, Project Management, Business Intelligence, Leadership, Process Improvement, Financial Services, Vendor Management, Change Management, Integration, Cross-functional Team..., Business Requirements, Consulting, Business Process..., PMO, Strategic Planning, Requirements Analysis, Agile Methodologies, Operations Management, Quality Assurance, Management Consulting, Business Process Design, User Acceptance Testing, Analysis, Project Delivery, Project Portfolio..., Product Development, User Experience, Use Case Analysis, Business Process..., Business Architecture, Visio, Business Process Mapping, Systems Analysis, Testing, IT Strategy, Software Project...
Education
Minnesota State University, Mankato 1999 — 2000
Political Science
North Hennepin Community College 1996 — 1999
U.S. Bank 2015 - Present
RBC Wealth Management 2014 - 2015
RBC Wealth Management June 2013 - July 2014
Fulcrum Consulting 2013 - July 2014
Daugherty Business Solutions 2012 - 2013
Express Scripts 2012 - 2013
RBC Wealth Management 2011 - October 2012
The Willow Group 2011 - 2012
Ameriprise Financial 2000 - 2011
Teleconcepts 1997 - 2000
Skills
Business Analysis, SDLC, Business Process, Management, Requirements Gathering, Project Management, Business Intelligence, Leadership, Process Improvement, Financial Services, Vendor Management, Change Management, Integration, Cross-functional Team..., Business Requirements, Consulting, Business Process..., PMO, Strategic Planning, Requirements Analysis, Agile Methodologies, Operations Management, Quality Assurance, Management Consulting, Business Process Design, User Acceptance Testing, Analysis, Project Delivery, Project Portfolio..., Product Development, User Experience, Use Case Analysis, Business Process..., Business Architecture, Visio, Business Process Mapping, Systems Analysis, Testing, IT Strategy, Software Project...
Education
Minnesota State University, Mankato 1999 — 2000
Political Science
North Hennepin Community College 1996 — 1999
Brandon Larson, CFP® Brandon Larson, CFP®'s RBC Wealth Management Experience September 1998 - February 2011
Job Financial Advisor at UBS
Industry Financial Services
Experience
UBS February 2011 - Present
RBC Wealth Management September 1998 - February 2011
Boys Town June 1996 - August 1998
Skills
Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement Planning, Series 24, Series 63, Series 65, Series 7
Education
University of Nevada-Las Vegas 1994 — 1996
Master of Arts, Clinical Psychology
Minnesota State University, Moorhead 1990 — 1994
Bachlor of Arts, Psychology
UBS February 2011 - Present
RBC Wealth Management September 1998 - February 2011
Boys Town June 1996 - August 1998
Skills
Mutual Funds, Wealth Management, Alternative Investments, Asset Allocation, Asset Management, Financial Services, Investments, Portfolio Management, Retirement Planning, Series 24, Series 63, Series 65, Series 7
Education
University of Nevada-Las Vegas 1994 — 1996
Master of Arts, Clinical Psychology
Minnesota State University, Moorhead 1990 — 1994
Bachlor of Arts, Psychology
Seann Mayes Seann Mayes's RBC Wealth Management Experience November 2012 - September 2015
Job In Transition / To Be Announced
Industry Financial Services
Experience
To Be Announced October 2015 - Present
RBC Wealth Management November 2012 - September 2015
RBC Wealth Management February 2010 - October 2012
RBC Wealth Management April 2006 - January 2010
RBC Wealth Management May 2004 - March 2006
RBC Wealth Management January 1998 - April 2004
Skills
Wealth Management..., Estate Planning, Portfolio Management, High Net Worth..., Investment Management, Trusts, Wealth Management, Investment Advisory, Mutual Funds, Investments, Finance, Financial Services, Wealth, Trust Services
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
Nipissing University 2004 — 2005
Bachelor of Commerce, Financial Services (B.Comm)
Institute of Canadian Bankers 2000 — 2003
Canadian Securities Institute 1998 — 1999
Canadian Securities Course (Honours)
Camosun College 1994 — 1998
Business Administration-Accounting, Business
To Be Announced October 2015 - Present
RBC Wealth Management November 2012 - September 2015
RBC Wealth Management February 2010 - October 2012
RBC Wealth Management April 2006 - January 2010
RBC Wealth Management May 2004 - March 2006
RBC Wealth Management January 1998 - April 2004
Skills
Wealth Management..., Estate Planning, Portfolio Management, High Net Worth..., Investment Management, Trusts, Wealth Management, Investment Advisory, Mutual Funds, Investments, Finance, Financial Services, Wealth, Trust Services
Education
University of Phoenix 2006 — 2008
Master of Business Administration (MBA)
Nipissing University 2004 — 2005
Bachelor of Commerce, Financial Services (B.Comm)
Institute of Canadian Bankers 2000 — 2003
Canadian Securities Institute 1998 — 1999
Canadian Securities Course (Honours)
Camosun College 1994 — 1998
Business Administration-Accounting, Business
Asim Fayyaz Asim Fayyaz's RBC Wealth Management Experience August 2012 - Present
Job Quality Control Lead for 3rd Party Applications Compliance and Risk Management
Industry Banking
Experience
RBC Wealth Management August 2012 - Present
Wells Fargo Home Mortgage July 2011 - July 2012
US Bank Corp September 2007 - June 2011
Next Communications Inc March 2005 - September 2007
Target Corporation June 2003 - March 2005
Skills
Visio, User Acceptance Testing, Test Planning, Testing, SDLC, Quality Assurance, Software Quality..., Quality Center, Test Strategy, Regression Testing, Manual Testing, Vendor Management, System Testing, Software Documentation, Black Box Testing, Business Analysis, Defect Tracking, Test Management, Requirements Gathering, Agile Methodologies, Requirements Analysis, Test Execution, Waterfall, Business Requirements, Web Applications, Integration, Software Project..., PMO, Resource Management, HTML, ETL, Data Warehousing, PMP, Agile Testing, Use Case Analysis, Software Testing Life..., Functional Testing, Mobile Devices, FINRA, IRS Regulations, Cost Basis, Cost Basis Reporting, Anti Money Laundering, Bank Secrecy Act, Vendor Relationship..., Third Party Vendor..., IRS
Education
Minnesota State University, Mankato 1999 — 2003
BS, Computer Information Systems
RBC Wealth Management August 2012 - Present
Wells Fargo Home Mortgage July 2011 - July 2012
US Bank Corp September 2007 - June 2011
Next Communications Inc March 2005 - September 2007
Target Corporation June 2003 - March 2005
Skills
Visio, User Acceptance Testing, Test Planning, Testing, SDLC, Quality Assurance, Software Quality..., Quality Center, Test Strategy, Regression Testing, Manual Testing, Vendor Management, System Testing, Software Documentation, Black Box Testing, Business Analysis, Defect Tracking, Test Management, Requirements Gathering, Agile Methodologies, Requirements Analysis, Test Execution, Waterfall, Business Requirements, Web Applications, Integration, Software Project..., PMO, Resource Management, HTML, ETL, Data Warehousing, PMP, Agile Testing, Use Case Analysis, Software Testing Life..., Functional Testing, Mobile Devices, FINRA, IRS Regulations, Cost Basis, Cost Basis Reporting, Anti Money Laundering, Bank Secrecy Act, Vendor Relationship..., Third Party Vendor..., IRS
Education
Minnesota State University, Mankato 1999 — 2003
BS, Computer Information Systems
Cheryl Cohron Cheryl Cohron's RBC Wealth Management Experience August 2006 - August 2007
Job
Industry Investment Management
Experience
City National Bank November 2010 - July 2011
Paul Delle Cese CPA January 2008 - November 2010
RBC Wealth Management August 2006 - August 2007
Piper Jaffray April 2006 - August 2006
Piper Jaffray January 2006 - April 2006
Education
Mills College 2008 — 2010
BA, Economics
Laney
University of Alabama
City National Bank November 2010 - July 2011
Paul Delle Cese CPA January 2008 - November 2010
RBC Wealth Management August 2006 - August 2007
Piper Jaffray April 2006 - August 2006
Piper Jaffray January 2006 - April 2006
Education
Mills College 2008 — 2010
BA, Economics
Laney
University of Alabama
Robert G. Grant Robert G. Grant's RBC Wealth Management Experience October 2009 - September 2010
Job .
Industry Executive Office
Experience
National Asset Management 2011 - Present
RBC Wealth Management October 2009 - September 2010
Weichert Realtors April 2004 - September 2009
Credit Suisse April 2000 - January 2004
Refco Capital Markets January 1998 - March 2000
Skills
Fixed Income, Portfolio Management, Retirement Planning, Municipal Bonds, Asset Allocation, Risk Management, Credit, Retirement, Equities, Trading, Sales, Finance, Real Estate, Asset Management, Mortgage Lending, Banking
Education
Monmouth University 1977 — 1980
Bachelor Science, Summa Cum Laude, 3.91 ranked 13/491
Series 66 Investment Advisor Representative
Series 7 Securities Representative
Series 3 Commodities Futures Broker
NJ Life and Health Producer
NJ Property and Casualty Producer
Ed Slott IRA Seminar for Advisors
National Asset Management 2011 - Present
RBC Wealth Management October 2009 - September 2010
Weichert Realtors April 2004 - September 2009
Credit Suisse April 2000 - January 2004
Refco Capital Markets January 1998 - March 2000
Skills
Fixed Income, Portfolio Management, Retirement Planning, Municipal Bonds, Asset Allocation, Risk Management, Credit, Retirement, Equities, Trading, Sales, Finance, Real Estate, Asset Management, Mortgage Lending, Banking
Education
Monmouth University 1977 — 1980
Bachelor Science, Summa Cum Laude, 3.91 ranked 13/491
Series 66 Investment Advisor Representative
Series 7 Securities Representative
Series 3 Commodities Futures Broker
NJ Life and Health Producer
NJ Property and Casualty Producer
Ed Slott IRA Seminar for Advisors
Karin Pribyl Karin Pribyl's RBC Wealth Management Experience May 2015 - Present
Job Relocation & US Immigration Consultant at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management May 2015 - Present
St. Jude Medical September 2013 - May 2015
Best Buy October 2012 - September 2013
Best Buy April 2007 - October 2012
Best Buy October 2006 - April 2007
Best Buy January 2002 - September 2006
Skills
International HR, Human Resources, International..., Relocation, International Tax, Global Immigration, Expatriate Management, Payroll, Management, Leadership, Employee Relations
Education
University of Minnesota - Carlson School of Management 2002 — 2007
Master's degree, Human Resources & Industrial Relations
Minnesota State University, Moorhead 1996 — 2000
Bachelor's degree, Psychology
RBC Wealth Management May 2015 - Present
St. Jude Medical September 2013 - May 2015
Best Buy October 2012 - September 2013
Best Buy April 2007 - October 2012
Best Buy October 2006 - April 2007
Best Buy January 2002 - September 2006
Skills
International HR, Human Resources, International..., Relocation, International Tax, Global Immigration, Expatriate Management, Payroll, Management, Leadership, Employee Relations
Education
University of Minnesota - Carlson School of Management 2002 — 2007
Master's degree, Human Resources & Industrial Relations
Minnesota State University, Moorhead 1996 — 2000
Bachelor's degree, Psychology
Larry Van Laningham, AWM Larry Van Laningham, AWM's RBC Wealth Management Experience July 1980 - Present
Job First Vice President Financial Advisor, Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 1980 - Present
Education
University of Oregon
University of Puget Sound
Woodrow Wilson High School
RBC Wealth Management July 1980 - Present
Education
University of Oregon
University of Puget Sound
Woodrow Wilson High School
Murid Amini's RBC Wealth Management Experience May 2014 - December 2014
Job Project Manager, MBA Candidate
Industry Investment Banking
Experience
Ameriprise Financial Services, Inc. December 2014 - Present
RBC Wealth Management May 2014 - December 2014
Cargill March 2014 - May 2014
3M February 2014 - March 2014
Open Systems International Inc. April 2012 - February 2014
TRW August 2011 - April 2012
University of Minnesota December 2010 - May 2011
University of Minnesota September 2007 - May 2011
The Coca-Cola Company CPC Intersect December 2009 - May 2010
Skills
Project Management, Strategy, Cross-functional Team..., Leadership, Creative Problem Solving, Consulting, Business Strategy, Corporate Strategy..., Business Process..., People Management, Team Leadership, Organizational..., Client Relationship..., Project Portfolio..., Risk Management, Marketing, PowerPoint, Program Management, Analytics
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management and Investment Banking Focus
Metropolitan State University 2013 — 2013
Master of Management Information Systems, 4.0/4.0
University of Minnesota-Twin Cities 2006 — 2011
B.E.E, Electrical Engineering
Ameriprise Financial Services, Inc. December 2014 - Present
RBC Wealth Management May 2014 - December 2014
Cargill March 2014 - May 2014
3M February 2014 - March 2014
Open Systems International Inc. April 2012 - February 2014
TRW August 2011 - April 2012
University of Minnesota December 2010 - May 2011
University of Minnesota September 2007 - May 2011
The Coca-Cola Company CPC Intersect December 2009 - May 2010
Skills
Project Management, Strategy, Cross-functional Team..., Leadership, Creative Problem Solving, Consulting, Business Strategy, Corporate Strategy..., Business Process..., People Management, Team Leadership, Organizational..., Client Relationship..., Project Portfolio..., Risk Management, Marketing, PowerPoint, Program Management, Analytics
Education
University of Minnesota - Carlson School of Management 2014 — 2016
Master of Business Administration (M.B.A.), Strategic Management and Investment Banking Focus
Metropolitan State University 2013 — 2013
Master of Management Information Systems, 4.0/4.0
University of Minnesota-Twin Cities 2006 — 2011
B.E.E, Electrical Engineering
Carla Batista's RBC Wealth Management Experience July 2010 - Present
Job Currently Seeking HR Assistant Broward County Area only
Industry Human Resources
Experience
RBC Wealth Management July 2010 - Present
March Group July 2009 - March 2010
Home Diagnostics, Inc. February 2006 - August 2008
CFI January 2001 - December 2005
Creative Finance Management March 1997 - January 2001
Skills
Human Resources, Microsoft Excel, Customer Service, Employee Relations, Interviews, Recruiting, Payroll, Sales, Training, Leadership, Marketing, Social Media, New Hire Orientations, Time Management, Applicant Tracking..., Management, Program Management, Outlook, Employee Benefits, Temporary Placement, Event Planning, Policy, Strategy, Onboarding
Education
Accupressure/Accupuncture Institute 1999 — 2000
Massage Therapy Diploma, Massage Therapy
Miami Dade College
RBC Wealth Management July 2010 - Present
March Group July 2009 - March 2010
Home Diagnostics, Inc. February 2006 - August 2008
CFI January 2001 - December 2005
Creative Finance Management March 1997 - January 2001
Skills
Human Resources, Microsoft Excel, Customer Service, Employee Relations, Interviews, Recruiting, Payroll, Sales, Training, Leadership, Marketing, Social Media, New Hire Orientations, Time Management, Applicant Tracking..., Management, Program Management, Outlook, Employee Benefits, Temporary Placement, Event Planning, Policy, Strategy, Onboarding
Education
Accupressure/Accupuncture Institute 1999 — 2000
Massage Therapy Diploma, Massage Therapy
Miami Dade College
Kelley Gallagher Kelley Gallagher's RBC Wealth Management Experience October 2003 - October 2005
Job Registered Client Associate
Industry Financial Services
Experience
Merrill Lynch November 2011 - March 2015
RBC Wealth Management October 2003 - October 2005
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 66
Education
Montana State University-Billings
Merrill Lynch November 2011 - March 2015
RBC Wealth Management October 2003 - October 2005
Skills
Series 7, Wealth Management, Mutual Funds, Investments, Asset Allocation, Fixed Income, Securities, Series 66
Education
Montana State University-Billings
Judith Chambers Judith Chambers's RBC Wealth Management Experience June 2004 - April 2007
Job V.P & Market Manager TD Wealth Private Client Group
Industry Financial Services
Experience
TD January 2013 - Present
BMO Harris Private Banking April 2007 - January 2013
RBC Wealth Management June 2004 - April 2007
Education
Nipissing University
University of Manitoba
TD January 2013 - Present
BMO Harris Private Banking April 2007 - January 2013
RBC Wealth Management June 2004 - April 2007
Education
Nipissing University
University of Manitoba
Anne Joel Anne Joel's RBC Wealth Management Experience August 2015 - Present
Job Financial Aid Receptionist
Industry Higher Education
Experience
RBC Wealth Management August 2015 - Present
Normandale Community College 2013 - Present
Macy's November 2011 - May 2014
Caribou Coffee February 2010 - December 2013
Skills
Spanish, Business, Customer Service, FERPA, Communication, Sales, Data Entry, Interpersonal Skills, Leadership, Time Management, Event Planning, Training, Computer Proficiency, PowerPoint, Microsoft Office
Education
Metropolitan State University 2015 — 2017
Bachelor's degree, Business Administration and Management, General, Economics
Normandale Community College 2013 — 2015
Associate’s Degree, Business Marketing and Management
Normandale Community College 2013 — 2015
Associate’s Degree, Liberal Arts with Emphasis in Spanish
RBC Wealth Management August 2015 - Present
Normandale Community College 2013 - Present
Macy's November 2011 - May 2014
Caribou Coffee February 2010 - December 2013
Skills
Spanish, Business, Customer Service, FERPA, Communication, Sales, Data Entry, Interpersonal Skills, Leadership, Time Management, Event Planning, Training, Computer Proficiency, PowerPoint, Microsoft Office
Education
Metropolitan State University 2015 — 2017
Bachelor's degree, Business Administration and Management, General, Economics
Normandale Community College 2013 — 2015
Associate’s Degree, Business Marketing and Management
Normandale Community College 2013 — 2015
Associate’s Degree, Liberal Arts with Emphasis in Spanish
Rebecca Rayman's RBC Wealth Management Experience February 2008 - February 2015
Job Graphic Designer / Creative Consultant
Industry Design
Experience
RBC Wealth Management February 2008 - February 2015
Independent Contractor January 2003 - February 2008
Coastal Enterprises January 2000 - January 2003
Skills
Graphic Design, InDesign, Creative Direction, Brochures, Art, Corporate Identity, Adobe Creative Suite, Logo Design, Project Management, Marketing, Photoshop, Illustration, Design Team Coordination, Illustrator, Advertising, Nonprofits, Community Outreach, Direct Mail, Branding & Identity, Corporate Branding, Marketing Strategy, Newsletter Design, Publications
Education
Minneapolis Community and Technical College
Associate’s Degree, Marketing and Communications / Graphic Design
University of Minnesota
Liberal Arts and Sciences/Liberal Studies
The Atelier
Drawing Illustration Pen & Ink
Reboot & Energize Seminar
RBC Wealth Management February 2008 - February 2015
Independent Contractor January 2003 - February 2008
Coastal Enterprises January 2000 - January 2003
Skills
Graphic Design, InDesign, Creative Direction, Brochures, Art, Corporate Identity, Adobe Creative Suite, Logo Design, Project Management, Marketing, Photoshop, Illustration, Design Team Coordination, Illustrator, Advertising, Nonprofits, Community Outreach, Direct Mail, Branding & Identity, Corporate Branding, Marketing Strategy, Newsletter Design, Publications
Education
Minneapolis Community and Technical College
Associate’s Degree, Marketing and Communications / Graphic Design
University of Minnesota
Liberal Arts and Sciences/Liberal Studies
The Atelier
Drawing Illustration Pen & Ink
Reboot & Energize Seminar
Alexander Brzozowski's RBC Wealth Management Experience June 2015 - August 2015
Job Student at Miami University
Industry
Experience
Nantucket Buckets October 2014 - Present
lululemon athletica March 2014 - Present
Miami University August 2013 - Present
High Street Startups - Powered by: Miami Entrepreneurs February 2014 - Present
Center of Business Excellence (CBE) Miami University August 2014 - Present
RBC Wealth Management June 2015 - August 2015
St. Jude Children's Research Hospital at Miami University August 2013 - May 2015
Lake Shore Country Club (Erie PA) June 2008 - August 2013
Patterson-Erie Corporation July 2010 - July 2013
Skills
Event Management, Research, Entrepreneurship, Tennis, Program Management, Leadership, Training, Strategic Planning, Teamwork, Advertising, Marketing Strategy, Public Speaking, Customer Service, Sports Management, Sponsorship, Financial Analysis, Microsoft Excel, Investment Management
Education
Miami University 2012 — 2016
Business - Supply Chain and Operations Management
Cathedral Preparatory School 2008 — 2012
Nantucket Buckets October 2014 - Present
lululemon athletica March 2014 - Present
Miami University August 2013 - Present
High Street Startups - Powered by: Miami Entrepreneurs February 2014 - Present
Center of Business Excellence (CBE) Miami University August 2014 - Present
RBC Wealth Management June 2015 - August 2015
St. Jude Children's Research Hospital at Miami University August 2013 - May 2015
Lake Shore Country Club (Erie PA) June 2008 - August 2013
Patterson-Erie Corporation July 2010 - July 2013
Skills
Event Management, Research, Entrepreneurship, Tennis, Program Management, Leadership, Training, Strategic Planning, Teamwork, Advertising, Marketing Strategy, Public Speaking, Customer Service, Sports Management, Sponsorship, Financial Analysis, Microsoft Excel, Investment Management
Education
Miami University 2012 — 2016
Business - Supply Chain and Operations Management
Cathedral Preparatory School 2008 — 2012
Bryan Cole Bryan Cole's RBC Wealth Management Experience June 2010 - May 2011
Job Computer System Analyst at University of Minnesota
Industry Information Technology and Services
Experience
University of Minnesota October 2013 - Present
Allstate Peterbilt Group August 2012 - August 2013
Medtronic June 2011 - June 2012
RBC Wealth Management June 2010 - May 2011
Target February 2009 - January 2010
Skills
Computer Hardware, Computer Repair, Corporate Communications, Troubleshooting, Databases, Software Installation, Microsoft Office, Disaster Recovery, IT Service Management, Microsoft Exchange, SQL, Networking, Windows XP, Technical Support, Information Technology, Active Directory, Windows 7, Team Building, Customer Service, Leadership, Management, Help Desk Support
Education
Metropolitan State University 2002 — 2005
University of Minnesota October 2013 - Present
Allstate Peterbilt Group August 2012 - August 2013
Medtronic June 2011 - June 2012
RBC Wealth Management June 2010 - May 2011
Target February 2009 - January 2010
Skills
Computer Hardware, Computer Repair, Corporate Communications, Troubleshooting, Databases, Software Installation, Microsoft Office, Disaster Recovery, IT Service Management, Microsoft Exchange, SQL, Networking, Windows XP, Technical Support, Information Technology, Active Directory, Windows 7, Team Building, Customer Service, Leadership, Management, Help Desk Support
Education
Metropolitan State University 2002 — 2005
Matt Steinberg Matt Steinberg's RBC Wealth Management Experience June 2012 - July 2012
Job Writers' Room Intern at Late Night with Seth Meyers
Industry Writing and Editing
Experience
Late Night with Seth Meyers August 2015 - Present
Jeremy Garelick June 2015 - Present
Kayne Anderson Capital Growth PE group June 2014 - August 2014
The Walt Disney Company 2013 - 2014
Lux Capital October 2013 - December 2013
DigitalFusion July 2013 - July 2013
RBC Wealth Management June 2012 - July 2012
ICM Partners June 2010 - August 2011
Skills
Entertainment, Film Production, Market Analysis, Market Research, Financial Modeling, Social Media, Social Networking, Social Media Marketing, Event Planning, Script Coverage, Blogging, Film, Microsoft Office, Editing, PowerPoint, Public Speaking, New Media, Creative Direction, Microsoft Excel
Education
New York University 2012 — 2016
Economics and Philosophy
Brentwood School 2008 — 2012
Late Night with Seth Meyers August 2015 - Present
Jeremy Garelick June 2015 - Present
Kayne Anderson Capital Growth PE group June 2014 - August 2014
The Walt Disney Company 2013 - 2014
Lux Capital October 2013 - December 2013
DigitalFusion July 2013 - July 2013
RBC Wealth Management June 2012 - July 2012
ICM Partners June 2010 - August 2011
Skills
Entertainment, Film Production, Market Analysis, Market Research, Financial Modeling, Social Media, Social Networking, Social Media Marketing, Event Planning, Script Coverage, Blogging, Film, Microsoft Office, Editing, PowerPoint, Public Speaking, New Media, Creative Direction, Microsoft Excel
Education
New York University 2012 — 2016
Economics and Philosophy
Brentwood School 2008 — 2012
Mike Warne, AAMS® Mike Warne, AAMS®'s RBC Wealth Management Experience July 2015 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management July 2015 - Present
UBS Wealth Management March 2006 - July 2015
Edward Jones October 2002 - March 2006
Waterpik Technologies July 2000 - July 2002
Education
Mississippi State University 1990 — 1995
BS, Industrial Technology
Meridian High School 1987 — 1990
RBC Wealth Management July 2015 - Present
UBS Wealth Management March 2006 - July 2015
Edward Jones October 2002 - March 2006
Waterpik Technologies July 2000 - July 2002
Education
Mississippi State University 1990 — 1995
BS, Industrial Technology
Meridian High School 1987 — 1990
Brian Hubick Brian Hubick's RBC Wealth Management Experience May 2010 - August 2010
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management September 2015 - Present
BNY Mellon Wealth Management October 2014 - September 2015
Ellwood Associates July 2013 - July 2014
Ellwood Associates October 2011 - June 2013
RBC Wealth Management May 2010 - August 2010
Fastenal May 2008 - August 2010
A. Finkl & Sons Co. December 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, FactSet, Morningstar, Investments, Fixed Income, Financial Modeling, Financial Analysis, Analysis, Portfolio Management, Accounting, Valuation, Auditing, Equities, Asset Management, Sales, PowerPoint
Education
University of Wisconsin-Madison 2007 — 2011
BA, History
National University of Ireland, Galway 2010 — 2010
History
Saint Viator High School 2003 — 2007
BNY Mellon Wealth Management September 2015 - Present
BNY Mellon Wealth Management October 2014 - September 2015
Ellwood Associates July 2013 - July 2014
Ellwood Associates October 2011 - June 2013
RBC Wealth Management May 2010 - August 2010
Fastenal May 2008 - August 2010
A. Finkl & Sons Co. December 2008 - January 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, FactSet, Morningstar, Investments, Fixed Income, Financial Modeling, Financial Analysis, Analysis, Portfolio Management, Accounting, Valuation, Auditing, Equities, Asset Management, Sales, PowerPoint
Education
University of Wisconsin-Madison 2007 — 2011
BA, History
National University of Ireland, Galway 2010 — 2010
History
Saint Viator High School 2003 — 2007
Elia Mendez Elia Mendez's RBC Wealth Management Experience December 2008 - Present
Job General Services Specialist/Finance
Industry Banking
Experience
BCI /Miami May 2015 - Present
RBC Wealth Management December 2008 - Present
RBC Wealth Managerment February 2008 - Present
Comprehensive Rehabilitation Consultants 2001 - 2006
Skills
Deposits, Payments, Reconciliations, Financial Analysis, Microsoft Excel, Accounting, Accounts Payable, Financial Reporting, Customer Service, PowerPoint, Banking, Microsoft Word, Microsoft Office, Credit, Pivot Tables, Accruals, Invoicing, Coaching, Spanish, QuickBooks, Bank Reconciliation, General Ledger, Bookkeeping, PeopleSoft, Accounts Receivable, Journal Entries, Peachtree, Vlookup, Finance, Cash Flow, Auditing, Fixed Assets, Account Reconciliation, Payroll, Access, Analysis, Credit Analysis, Corporate Finance, Risk Management, Strategic Financial..., Financial Risk, Cash Management, Commercial Banking, Credit Cards, Balance, Treasury, Financial Planning, Portfolio Management
Education
Miami Dade College 1998 — 1998
Bachelor's Degree, Finance, General, on year
Emerson high School 1977 — 1981
Miami Dade, Accounting and Finance
BCI /Miami May 2015 - Present
RBC Wealth Management December 2008 - Present
RBC Wealth Managerment February 2008 - Present
Comprehensive Rehabilitation Consultants 2001 - 2006
Skills
Deposits, Payments, Reconciliations, Financial Analysis, Microsoft Excel, Accounting, Accounts Payable, Financial Reporting, Customer Service, PowerPoint, Banking, Microsoft Word, Microsoft Office, Credit, Pivot Tables, Accruals, Invoicing, Coaching, Spanish, QuickBooks, Bank Reconciliation, General Ledger, Bookkeeping, PeopleSoft, Accounts Receivable, Journal Entries, Peachtree, Vlookup, Finance, Cash Flow, Auditing, Fixed Assets, Account Reconciliation, Payroll, Access, Analysis, Credit Analysis, Corporate Finance, Risk Management, Strategic Financial..., Financial Risk, Cash Management, Commercial Banking, Credit Cards, Balance, Treasury, Financial Planning, Portfolio Management
Education
Miami Dade College 1998 — 1998
Bachelor's Degree, Finance, General, on year
Emerson high School 1977 — 1981
Miami Dade, Accounting and Finance
Tim Chrysler's RBC Wealth Management Experience October 2014 - May 2015
Job Senior Business Analyst at Merrill Corporation
Industry Information Services
Experience
Merrill Corporation September 2015 - Present
RBC Wealth Management October 2014 - May 2015
3M February 2013 - July 2014
Deluxe Corporation February 2012 - December 2012
Thomson Reuters May 2011 - January 2012
Travelers 2004 - 2011
Ultimate Data 2002 - 2004
BORN 1993 - 2001
Skills
Business Analysis, Business Intelligence, Business Process, Requirements Gathering, Requirements Analysis, Process Improvement, Analysis, Business Requirements, Software Documentation, Databases, Business Process..., SharePoint, Leadership, SDLC, DB2, .NET, PMO, Visio, Software Project..., Team Building, Data Warehousing, Systems Analysis, Agile Methodologies, ERP, Integration, ETL, PMP, Microsoft SQL Server, MS Project, Project Management, Waterfall, Information Technology, Data Modeling, Quality Assurance, Project Portfolio..., Security, Training, Software Development, IT Management, Vendor Management, IT Strategy
Education
Minnesota State University, Mankato 1978 — 1983
Bachelor of Science, Computer Science / Business Administration
Merrill Corporation September 2015 - Present
RBC Wealth Management October 2014 - May 2015
3M February 2013 - July 2014
Deluxe Corporation February 2012 - December 2012
Thomson Reuters May 2011 - January 2012
Travelers 2004 - 2011
Ultimate Data 2002 - 2004
BORN 1993 - 2001
Skills
Business Analysis, Business Intelligence, Business Process, Requirements Gathering, Requirements Analysis, Process Improvement, Analysis, Business Requirements, Software Documentation, Databases, Business Process..., SharePoint, Leadership, SDLC, DB2, .NET, PMO, Visio, Software Project..., Team Building, Data Warehousing, Systems Analysis, Agile Methodologies, ERP, Integration, ETL, PMP, Microsoft SQL Server, MS Project, Project Management, Waterfall, Information Technology, Data Modeling, Quality Assurance, Project Portfolio..., Security, Training, Software Development, IT Management, Vendor Management, IT Strategy
Education
Minnesota State University, Mankato 1978 — 1983
Bachelor of Science, Computer Science / Business Administration
Tom Binder Tom Binder's RBC Wealth Management Experience January 2009 - Present
Job Vice President Financial Advisor, Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management January 2009 - Present
Envirotest Systems Corp. August 1987 - July 1997
Salt River Project January 1985 - January 1988
Education
New Mexico State University 1973 — 1977
BA, Journalism and Business Management
RBC Wealth Management January 2009 - Present
Envirotest Systems Corp. August 1987 - July 1997
Salt River Project January 1985 - January 1988
Education
New Mexico State University 1973 — 1977
BA, Journalism and Business Management
Ann Kildahl Ann Kildahl's RBC Wealth Management Experience May 2002 - March 2005
Job Client Executive at Ariba
Industry Information Technology and Services
Experience
Ariba August 2013 - Present
Capgemini Consulting August 2011 - August 2013
Target January 2011 - August 2011
Target June 2007 - January 2011
RBC Wealth Management May 2002 - March 2005
US Bank September 1994 - September 2001
Skills
Supply Chain..., Business Transformation, Procurement, Business Process..., Change Management, Sourcing & Procurement, Strategic Leadership, Compliance, Supply Chain, Supply Chain Management, Strategy, Management, Organizational...
Education
Minneapolis College of Art and Design
Fine and Studio Arts
University of Wisconsin-Eau Claire
B.A., Economics & Political Science
Ariba August 2013 - Present
Capgemini Consulting August 2011 - August 2013
Target January 2011 - August 2011
Target June 2007 - January 2011
RBC Wealth Management May 2002 - March 2005
US Bank September 1994 - September 2001
Skills
Supply Chain..., Business Transformation, Procurement, Business Process..., Change Management, Sourcing & Procurement, Strategic Leadership, Compliance, Supply Chain, Supply Chain Management, Strategy, Management, Organizational...
Education
Minneapolis College of Art and Design
Fine and Studio Arts
University of Wisconsin-Eau Claire
B.A., Economics & Political Science
Joseph Modero CRPC® Joseph Modero CRPC®'s RBC Wealth Management Experience April 2005 - June 2007
Job Wealth Management Professional
Industry Financial Services
Experience
UBS Financial Services Inc. March 2012 - Present
Morgan Stanley Investment Management June 2007 - March 2012
RBC Wealth Management April 2005 - June 2007
Education
Montclair State University 1978 — 1982
Bachelor of Science (B.S.)
UBS Financial Services Inc. March 2012 - Present
Morgan Stanley Investment Management June 2007 - March 2012
RBC Wealth Management April 2005 - June 2007
Education
Montclair State University 1978 — 1982
Bachelor of Science (B.S.)
Jennifer Winberg Jennifer Winberg's RBC Wealth Management Experience February 2014 - Present
Job Technical Team lead at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management February 2014 - Present
RBC Wealth Management May 2012 - February 2014
Skills
Microsoft Office, Financial Services, Retail Banking, Operations Management, Student Loans, Private Banking, Cost Basis Reporting, Analytical Skills, Problem Solving, Investments, Tax Returns, Financial Statements, Accounting, Banking, Portfolio Management, Asset Management, Wealth Management, Financial Planning, Finance, Risk Management, Equities
Education
Minnesota School of Business 2009 — 2015
Bachelor of Science (B.S.), Accounting
RBC Wealth Management February 2014 - Present
RBC Wealth Management May 2012 - February 2014
Skills
Microsoft Office, Financial Services, Retail Banking, Operations Management, Student Loans, Private Banking, Cost Basis Reporting, Analytical Skills, Problem Solving, Investments, Tax Returns, Financial Statements, Accounting, Banking, Portfolio Management, Asset Management, Wealth Management, Financial Planning, Finance, Risk Management, Equities
Education
Minnesota School of Business 2009 — 2015
Bachelor of Science (B.S.), Accounting
Staci Minkler Staci Minkler's RBC Wealth Management Experience December 2007 - February 2009
Job Director, Client Management at Optum (UnitedHealth Group)
Industry Hospital & Health Care
Experience
Optum (UnitedHealth Group) April 2015 - Present
Optum (UnitedHealth Group) November 2014 - April 2015
Optum April 2012 - October 2014
General Mills October 2011 - March 2012
General Mills February 2009 - October 2011
RBC Wealth Management December 2007 - February 2009
Skills
Analytics, Competitive Analysis, Process Improvement, Forecasting, Demand Planning, Strategic Planning, Data Analysis, Business Planning, Strategy, Business Analysis, Leadership, Management, Program Management, Analysis, Budgets, Cross-functional Team..., Project Management
Education
University of St. Thomas 2002 — 2005
Master of Business Administration, Finance
Minnesota State University, Mankato 1997 — 2000
Bachelor of Science, Finance
Optum (UnitedHealth Group) April 2015 - Present
Optum (UnitedHealth Group) November 2014 - April 2015
Optum April 2012 - October 2014
General Mills October 2011 - March 2012
General Mills February 2009 - October 2011
RBC Wealth Management December 2007 - February 2009
Skills
Analytics, Competitive Analysis, Process Improvement, Forecasting, Demand Planning, Strategic Planning, Data Analysis, Business Planning, Strategy, Business Analysis, Leadership, Management, Program Management, Analysis, Budgets, Cross-functional Team..., Project Management
Education
University of St. Thomas 2002 — 2005
Master of Business Administration, Finance
Minnesota State University, Mankato 1997 — 2000
Bachelor of Science, Finance
Jeff Fink Jeff Fink's RBC Wealth Management Experience November 2012 - Present
Job Senior Vice President at Royal Bank of Canada Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 1983 - November 2012
Los Angeles Times 1978 - 1983
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Investments, Portfolio Management, Retirement Planning, Series 65, Investment Advisory, Asset Management, Securities, Investment Strategies, Investment Management, Financial Services, Financial Advisory, Financial Planning
Education
University of Colorado at Boulder 1965 — 1970
University of Colorado, Business Administration and Management, General
National University
MBA
U.S. International University
M.A., Human Behavior
RBC Wealth Management November 2012 - Present
Morgan Stanley Smith Barney July 1983 - November 2012
Los Angeles Times 1978 - 1983
Skills
Series 7, Series 63, Wealth Management, Alternative Investments, Fixed Income, Asset Allocation, Mutual Funds, Equities, Investments, Portfolio Management, Retirement Planning, Series 65, Investment Advisory, Asset Management, Securities, Investment Strategies, Investment Management, Financial Services, Financial Advisory, Financial Planning
Education
University of Colorado at Boulder 1965 — 1970
University of Colorado, Business Administration and Management, General
National University
MBA
U.S. International University
M.A., Human Behavior
Gregory Werner Gregory Werner's RBC Wealth Management Experience December 2010 - April 2012
Job Services Buyer II at Flint Hills Resources
Industry Financial Services
Experience
Flint Hills Resources July 2015 - Present
Ecova April 2013 - Present
Ecova January 2012 - April 2013
RBC Wealth Management December 2010 - April 2012
Wells Fargo Home Mortgage February 2010 - October 2010
Impressions, Inc. May 2009 - August 2009
Skills
Microsoft Excel, Analysis, Customer Service, Process Improvement, PowerPoint, Budgets, Microsoft Word, Forecasting, Leadership, Sales, Outlook, Finance, Management, Data Analysis, Financial Analysis, Microsoft Office, Procurement, Accounting
Education
Minnesota State University, Mankato 2007 — 2010
Bachelor of Science, Finance
Flint Hills Resources July 2015 - Present
Ecova April 2013 - Present
Ecova January 2012 - April 2013
RBC Wealth Management December 2010 - April 2012
Wells Fargo Home Mortgage February 2010 - October 2010
Impressions, Inc. May 2009 - August 2009
Skills
Microsoft Excel, Analysis, Customer Service, Process Improvement, PowerPoint, Budgets, Microsoft Word, Forecasting, Leadership, Sales, Outlook, Finance, Management, Data Analysis, Financial Analysis, Microsoft Office, Procurement, Accounting
Education
Minnesota State University, Mankato 2007 — 2010
Bachelor of Science, Finance
Bart Flentje Bart Flentje's RBC Wealth Management Experience November 2009 - Present
Job Technical Systems Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management November 2009 - Present
Church of St. Joseph, Rosemount Mn January 1996 - Present
RBC Wealth Managment January 2004 - October 2009
RBC Dain Rauscher October 2000 - December 2003
Webb Information Systems 2000 - 2001
Target Corporation 1997 - 2000
Target Corporation 1995 - 1997
Skills
Distributed Development, Distributed Databases, SQL database design, .NET Development, VB.NET, C#, SQL, Windows Services, ETL, SSIS, WinForms, ASP, ASP.NET, .NET, Web Services, SSRS, Amazon Web Services..., Microsoft Technologies, Visual Studio, Active Reports, Infragistics, PaintShop Pro, Business Analysis, Database Design, Crystal Reports, HTML, IIS, Windows Server, Active Directory, Microsoft SQL Server, SDLC, Requirements Gathering
Education
University of Minnesota-Twin Cities 1992 — 1995
B.S., Chemistry
Normandale Community College 1990 — 1992
RBC Wealth Management November 2009 - Present
Church of St. Joseph, Rosemount Mn January 1996 - Present
RBC Wealth Managment January 2004 - October 2009
RBC Dain Rauscher October 2000 - December 2003
Webb Information Systems 2000 - 2001
Target Corporation 1997 - 2000
Target Corporation 1995 - 1997
Skills
Distributed Development, Distributed Databases, SQL database design, .NET Development, VB.NET, C#, SQL, Windows Services, ETL, SSIS, WinForms, ASP, ASP.NET, .NET, Web Services, SSRS, Amazon Web Services..., Microsoft Technologies, Visual Studio, Active Reports, Infragistics, PaintShop Pro, Business Analysis, Database Design, Crystal Reports, HTML, IIS, Windows Server, Active Directory, Microsoft SQL Server, SDLC, Requirements Gathering
Education
University of Minnesota-Twin Cities 1992 — 1995
B.S., Chemistry
Normandale Community College 1990 — 1992
Monica Wylie Monica Wylie's RBC Wealth Management Experience 2006 - 2013
Job Financial Services Professional
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. May 2014 - Present
RBC Wealth Management 2006 - 2013
Hiway Federal Credit Union November 2001 - June 2006
Skills
Clerical Skills, Administrative..., Customer Service, Administrative Work, Data Entry, Office Administration, Outlook, Finance, Spreadsheets, Call Centers, Microsoft Excel
Education
National American University-Roseville 2009 — 2010
Rasmussen College-Minnesota 2000 — 2000
Ameriprise Financial Services, Inc. May 2014 - Present
RBC Wealth Management 2006 - 2013
Hiway Federal Credit Union November 2001 - June 2006
Skills
Clerical Skills, Administrative..., Customer Service, Administrative Work, Data Entry, Office Administration, Outlook, Finance, Spreadsheets, Call Centers, Microsoft Excel
Education
National American University-Roseville 2009 — 2010
Rasmussen College-Minnesota 2000 — 2000
Susan Nixon Susan Nixon's RBC Wealth Management Experience April 2005 - May 2009
Job Regional Compliance Officer at RBC
Industry Financial Services
Experience
Royal Mutual Funds Inc May 2009 - Present
RBC Wealth Management April 2005 - May 2009
RBC Royal Bank November 2000 - April 2005
RBC Royal Bank January 2000 - January 2004
Skills
Mutual Funds, Mortgage Lending, Investments
Education
Mount Allison University
Bachelor of Arts, English and Psychology
Royal Mutual Funds Inc May 2009 - Present
RBC Wealth Management April 2005 - May 2009
RBC Royal Bank November 2000 - April 2005
RBC Royal Bank January 2000 - January 2004
Skills
Mutual Funds, Mortgage Lending, Investments
Education
Mount Allison University
Bachelor of Arts, English and Psychology
Kim Monson Halek Kim Monson Halek's RBC Wealth Management Experience February 2012 - October 2013
Job Sr. Business Systems Analyst at Columbia Management (with Fulcrum Consulting)
Industry Financial Services
Experience
Columbia Threadneedle November 2013 - Present
RBC Wealth Management February 2012 - October 2013
Ameriprise Financial/Columbia Management March 2009 - January 2012
Weatherly Consulting Inc. 2006 - 2009
Ameriprise Financial 2000 - 2006
Education
St. Catherine University
Post-Graduate Certification
Metropolitan State University of Denver
B.A.
University of Minnesota Duluth
B.A.S.
Columbia Threadneedle November 2013 - Present
RBC Wealth Management February 2012 - October 2013
Ameriprise Financial/Columbia Management March 2009 - January 2012
Weatherly Consulting Inc. 2006 - 2009
Ameriprise Financial 2000 - 2006
Education
St. Catherine University
Post-Graduate Certification
Metropolitan State University of Denver
B.A.
University of Minnesota Duluth
B.A.S.
Laura Hyman, Ph.D., CDFA™ Laura Hyman, Ph.D., CDFA™'s RBC Wealth Management Experience March 2001 - December 2012
Job Financial Advisor, Certified Divorce Financial Analyst at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial December 2012 - Present
Ameriprise Financial 2013 - 2014
RBC Wealth Management March 2001 - December 2012
Tucker Anthony March 1996 - March 2001
Smith Barney March 1991 - March 1996
Smith Barney March 1986 - March 1991
San Diego Securities January 1983 - March 1986
Education
NYU
Master of Arts (M.A.), English Literature
New York University
Doctor of Philosophy (Ph.D.), English Literature (British and Commonwealth)
University of Maryland College Park
Bachelor of Arts (B.A.), Philosophy
Ameriprise Financial December 2012 - Present
Ameriprise Financial 2013 - 2014
RBC Wealth Management March 2001 - December 2012
Tucker Anthony March 1996 - March 2001
Smith Barney March 1991 - March 1996
Smith Barney March 1986 - March 1991
San Diego Securities January 1983 - March 1986
Education
NYU
Master of Arts (M.A.), English Literature
New York University
Doctor of Philosophy (Ph.D.), English Literature (British and Commonwealth)
University of Maryland College Park
Bachelor of Arts (B.A.), Philosophy
Barbara Essi Barbara Essi's RBC Wealth Management Experience January 2013 - Present
Job Investment Associate
Industry Financial Services
Experience
RBC Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 1984 - January 2013
Skills
Retirement Planning, Wealth Management, Asset Management, Mortgage Lending, Estate Planning
Education
Nebraska Wesleyan University
Bachelor of Science, Business Administration and Management
RBC Wealth Management January 2013 - Present
Morgan Stanley Smith Barney June 1984 - January 2013
Skills
Retirement Planning, Wealth Management, Asset Management, Mortgage Lending, Estate Planning
Education
Nebraska Wesleyan University
Bachelor of Science, Business Administration and Management
Timothy Laurie's RBC Wealth Management Experience January 2015 - Present
Job Marketing Services Specialist at RBC Wealth Management
Industry Media Production
Experience
RBC Wealth Management January 2015 - Present
Starkey Labs August 2011 - August 2014
Exact Software June 2008 - June 2011
Anagram International August 1997 - April 2008
Funco November 1993 - August 1997
Skills
Email Marketing, Graphic Design, Illustrator, InDesign, Art Direction, Flash, Nonprofits, Photoshop, Advertising, Creative Direction, User Interface Design, Toastmasters, Teamwork, Graphics, Marketing Communications, Layout, Adobe Creative Suite
Education
Minnesota School of Computer Imaging 1998 — 2001
Computer Animation, Modeling, Rigging, Character Development.
Minneapolis Community and Technical College 1990 — 1992
Design, Layout, Production Art, Photography, Typography, Illustration, Color Theory, Drawing.
University of Minnesota-Twin Cities 1987 — 1990
Pascal, Calculus, Astronomy, English Comp, Social Studies
RBC Wealth Management January 2015 - Present
Starkey Labs August 2011 - August 2014
Exact Software June 2008 - June 2011
Anagram International August 1997 - April 2008
Funco November 1993 - August 1997
Skills
Email Marketing, Graphic Design, Illustrator, InDesign, Art Direction, Flash, Nonprofits, Photoshop, Advertising, Creative Direction, User Interface Design, Toastmasters, Teamwork, Graphics, Marketing Communications, Layout, Adobe Creative Suite
Education
Minnesota School of Computer Imaging 1998 — 2001
Computer Animation, Modeling, Rigging, Character Development.
Minneapolis Community and Technical College 1990 — 1992
Design, Layout, Production Art, Photography, Typography, Illustration, Color Theory, Drawing.
University of Minnesota-Twin Cities 1987 — 1990
Pascal, Calculus, Astronomy, English Comp, Social Studies
Tammi Walgrave's RBC Wealth Management Experience August 2008 - November 2013
Job HR Analyst at Star Tribune Media Company LLC
Industry Human Resources
Experience
Star Tribune Media Company LLC November 2013 - Present
Wags to Whiskers, LLC 2009 - 2015
Twin Cities In Motion 2007 - 2015
RBC Wealth Management August 2008 - November 2013
We adopted Spanky now Colby 2007 - 2012
Kohl's Department Stores September 1999 - November 2010
RSM McGladrey February 2002 - August 2008
Skills
Employee Benefits, Human Resources, Microsoft Excel, I-9 Compliance, Reports, Project Management, Time Management, Management, Leadership, Organizational..., Analysis, Customer Service, Teamwork, Coaching, Training, Recruiting
Education
Metropolitan State University 2004 — 2007
BS, Business Management
Normandale Community College 2001 — 2003
AA, Business
Mayer Lutheran
Star Tribune Media Company LLC November 2013 - Present
Wags to Whiskers, LLC 2009 - 2015
Twin Cities In Motion 2007 - 2015
RBC Wealth Management August 2008 - November 2013
We adopted Spanky now Colby 2007 - 2012
Kohl's Department Stores September 1999 - November 2010
RSM McGladrey February 2002 - August 2008
Skills
Employee Benefits, Human Resources, Microsoft Excel, I-9 Compliance, Reports, Project Management, Time Management, Management, Leadership, Organizational..., Analysis, Customer Service, Teamwork, Coaching, Training, Recruiting
Education
Metropolitan State University 2004 — 2007
BS, Business Management
Normandale Community College 2001 — 2003
AA, Business
Mayer Lutheran
Andrew Benton II, CFP®, CIMA® Andrew Benton II, CFP®, CIMA®'s RBC Wealth Management Experience April 2009 - Present
Job Senior Vice President – Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management April 2009 - Present
Concordia University, Nebraska June 2011 - February 2013
AG Edwards & Sons, Inc September 2005 - April 2009
Merrill Lynch June 1989 - September 2005
Education
University of Nebraska-Lincoln 1998 — 2002
MBA, Finance
Nebraska Wesleyan University 1974 — 1978
Bachelor of Science, Business Administration
RBC Wealth Management April 2009 - Present
Concordia University, Nebraska June 2011 - February 2013
AG Edwards & Sons, Inc September 2005 - April 2009
Merrill Lynch June 1989 - September 2005
Education
University of Nebraska-Lincoln 1998 — 2002
MBA, Finance
Nebraska Wesleyan University 1974 — 1978
Bachelor of Science, Business Administration
Troy Beneke's RBC Wealth Management Experience March 2009 - Present
Job Senior Database Administrator at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management March 2009 - Present
Deephaven Capital Management October 2007 - February 2009
Northwest Airlines April 2007 - October 2007
GMAC - Rescap January 2007 - April 2007
GMAC-RFC December 2005 - January 2007
Wells Fargo October 2005 - December 2005
Metris Companies July 2004 - October 2005
Park Nicollet November 2000 - June 2004
Cady Communications, Inc. January 1997 - May 1998
Skills
SSRS, Data Modeling, ETL, Data Warehousing, SSIS, T-SQL, SDLC
Education
Metropolitan State University 2003 — 2007
MBA
University of Minnesota 1998 — 2001
BAS
University of Minnesota 1993 — 1996
Undeclared
RBC Wealth Management March 2009 - Present
Deephaven Capital Management October 2007 - February 2009
Northwest Airlines April 2007 - October 2007
GMAC - Rescap January 2007 - April 2007
GMAC-RFC December 2005 - January 2007
Wells Fargo October 2005 - December 2005
Metris Companies July 2004 - October 2005
Park Nicollet November 2000 - June 2004
Cady Communications, Inc. January 1997 - May 1998
Skills
SSRS, Data Modeling, ETL, Data Warehousing, SSIS, T-SQL, SDLC
Education
Metropolitan State University 2003 — 2007
MBA
University of Minnesota 1998 — 2001
BAS
University of Minnesota 1993 — 1996
Undeclared
Greg Wendorff's RBC Wealth Management Experience January 2009 - November 2009
Job Director North American Compliance Products at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters March 2010 - Present
RBC Wealth Management January 2009 - November 2009
ITR Group Inc June 2008 - October 2008
GMAC ResCap February 2004 - November 2007
GMAC ResCap February 2000 - February 2004
GMAC ResCap March 1991 - January 2000
Marquette Bank Minneapolis February 1987 - March 1991
Skills
Strategic Partnerships, Product Management, Business Process..., Business Analysis, Product Lifecycle..., Program Management, Financial Services, Cross-functional Team..., Risk Management, Product Development, Relationship Management, Strategy, Business Strategy, Marketing Strategy, Strategic Planning, Executive Management, Credit, Business Planning, Management, Business Development, Portfolio Management, Leadership, Credit Risk
Education
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA program
Minnesota State University, Mankato 1976 — 1980
Finance, Finance, Marketing
Thomson Reuters March 2010 - Present
RBC Wealth Management January 2009 - November 2009
ITR Group Inc June 2008 - October 2008
GMAC ResCap February 2004 - November 2007
GMAC ResCap February 2000 - February 2004
GMAC ResCap March 1991 - January 2000
Marquette Bank Minneapolis February 1987 - March 1991
Skills
Strategic Partnerships, Product Management, Business Process..., Business Analysis, Product Lifecycle..., Program Management, Financial Services, Cross-functional Team..., Risk Management, Product Development, Relationship Management, Strategy, Business Strategy, Marketing Strategy, Strategic Planning, Executive Management, Credit, Business Planning, Management, Business Development, Portfolio Management, Leadership, Credit Risk
Education
University of Saint Thomas - School of Business 2009 — 2009
Mini MBA program
Minnesota State University, Mankato 1976 — 1980
Finance, Finance, Marketing
John Bromen's RBC Wealth Management Experience May 2004 - Present
Job Tech Lead at RBC Wealth Management and Owner, SUBA Tech Consulting
Industry Financial Services
Experience
RBC Wealth Management May 2004 - Present
SUBA Tech Consulting May 2001 - Present
Wells Fargo Home Mortgage September 2003 - May 2004
Cytrol, Inc March 1987 - April 2000
Van Dusen June 1983 - March 1987
Skills
DB2, COBOL, JCL, SDLC, Business Analysis, Mainframe, Access, Visio, Disaster Recovery, Leadership, Requirements Gathering, Software Project..., Technical Analysis, Endeavor, IT Management
Education
Minnesota State University, Mankato 1979 — 1983
BS, Computer Science and Business Management
RBC Wealth Management May 2004 - Present
SUBA Tech Consulting May 2001 - Present
Wells Fargo Home Mortgage September 2003 - May 2004
Cytrol, Inc March 1987 - April 2000
Van Dusen June 1983 - March 1987
Skills
DB2, COBOL, JCL, SDLC, Business Analysis, Mainframe, Access, Visio, Disaster Recovery, Leadership, Requirements Gathering, Software Project..., Technical Analysis, Endeavor, IT Management
Education
Minnesota State University, Mankato 1979 — 1983
BS, Computer Science and Business Management
Julie Roux (Anderson)'s RBC Wealth Management Experience September 2014 - Present
Job Business Analysis Professional
Industry Information Technology and Services
Experience
RBC Wealth Management September 2014 - Present
Roux Family June 2013 - Present
Life Time Fitness September 2010 - May 2013
Pearson VUE June 2009 - September 2010
RBA Consulting August 2007 - June 2009
Lighthouse1 2007 - 2008
GMAC-Rescap January 2003 - August 2007
Cornerstone Consulting January 2003 - December 2005
Shavlik Technologies October 2001 - January 2003
Skills
Agile Methodologies, Scrum, SDLC, Business Analysis, Quality Center, Requirements Analysis, Requirements Gathering, Software Project..., Business Requirements, Leadership, SharePoint, Visio, Agile Project Management, User Acceptance Testing, Waterfall, Process Improvement
Education
Metropolitan State University
Mangement Information Systems
RBC Wealth Management September 2014 - Present
Roux Family June 2013 - Present
Life Time Fitness September 2010 - May 2013
Pearson VUE June 2009 - September 2010
RBA Consulting August 2007 - June 2009
Lighthouse1 2007 - 2008
GMAC-Rescap January 2003 - August 2007
Cornerstone Consulting January 2003 - December 2005
Shavlik Technologies October 2001 - January 2003
Skills
Agile Methodologies, Scrum, SDLC, Business Analysis, Quality Center, Requirements Analysis, Requirements Gathering, Software Project..., Business Requirements, Leadership, SharePoint, Visio, Agile Project Management, User Acceptance Testing, Waterfall, Process Improvement
Education
Metropolitan State University
Mangement Information Systems
David R. Hirons's RBC Wealth Management Experience October 2014 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Wells Fargo Advisors November 2002 - October 2014
UBS Wealth Management - PaineWebber August 1994 - November 2002
Skills
Investments, Portfolio Management, Asset Management, Retirement Income..., Keynote Speaker (Check..., Wealth Management, Retirement Planning, Insurance, Financial Advisory, Pensions, Fixed Annuities, Wealth, Investment Advisory, Mutual Funds, Leadership, Investment Strategies, Finance, Retirement, Series 7
Education
Milwaukee School of Engineering
Mechanical Engineering (Design Technology), Mechanical Engineering
University of Wisconsin-Milwaukee
Business Administration (Marketing), Marketing
RBC Wealth Management October 2014 - Present
Wells Fargo Advisors November 2002 - October 2014
UBS Wealth Management - PaineWebber August 1994 - November 2002
Skills
Investments, Portfolio Management, Asset Management, Retirement Income..., Keynote Speaker (Check..., Wealth Management, Retirement Planning, Insurance, Financial Advisory, Pensions, Fixed Annuities, Wealth, Investment Advisory, Mutual Funds, Leadership, Investment Strategies, Finance, Retirement, Series 7
Education
Milwaukee School of Engineering
Mechanical Engineering (Design Technology), Mechanical Engineering
University of Wisconsin-Milwaukee
Business Administration (Marketing), Marketing
Khurram Hassan's RBC Wealth Management Experience January 2013 - September 2015
Job QA Manager at US Bank
Industry Computer Software
Experience
US Bank August 2015 - Present
RBC Wealth Management January 2013 - September 2015
RBC Wealth Management June 2012 - December 2012
Xora, Inc. February 2011 - July 2012
US Bank March 2010 - March 2011
US Bank December 2009 - March 2010
News Corporation October 2007 - December 2009
Dow Jones October 2007 - December 2009
Wells Fargo February 2007 - October 2007
CBS MarketWatch November 2006 - March 2007
Skills
Agile Methodologies, Resource Management, Team Building, Quality Assurance, Testing, Test Planning, Mobile Devices, Visio, Quality Center, Requirements Analysis, Test Cases, Management, SDLC, Mobile Applications, System Testing, QTP, User Acceptance Testing, Software Quality..., Test Automation, Scrum, Android, Test Management, Waterfall, Regression Testing, Strategy, Web Applications, Performance Testing, Manual Testing, Defect Tracking, Web Services, Requirements Gathering, Test Strategy, SQL, Agile Testing, Black Box Testing, Usability Testing, Vendor Management, Bugzilla, SharePoint, Test Execution, Business Process, JIRA, LoadRunner, Selenium, Agile Project Management, Integration Testing, Business Requirements, Software Project...
Education
Minnesota State University, Mankato
University of Minnesota-Twin Cities
US Bank August 2015 - Present
RBC Wealth Management January 2013 - September 2015
RBC Wealth Management June 2012 - December 2012
Xora, Inc. February 2011 - July 2012
US Bank March 2010 - March 2011
US Bank December 2009 - March 2010
News Corporation October 2007 - December 2009
Dow Jones October 2007 - December 2009
Wells Fargo February 2007 - October 2007
CBS MarketWatch November 2006 - March 2007
Skills
Agile Methodologies, Resource Management, Team Building, Quality Assurance, Testing, Test Planning, Mobile Devices, Visio, Quality Center, Requirements Analysis, Test Cases, Management, SDLC, Mobile Applications, System Testing, QTP, User Acceptance Testing, Software Quality..., Test Automation, Scrum, Android, Test Management, Waterfall, Regression Testing, Strategy, Web Applications, Performance Testing, Manual Testing, Defect Tracking, Web Services, Requirements Gathering, Test Strategy, SQL, Agile Testing, Black Box Testing, Usability Testing, Vendor Management, Bugzilla, SharePoint, Test Execution, Business Process, JIRA, LoadRunner, Selenium, Agile Project Management, Integration Testing, Business Requirements, Software Project...
Education
Minnesota State University, Mankato
University of Minnesota-Twin Cities
Jonathan Larson's RBC Wealth Management Experience March 2007 - December 2008
Job Senior Consultant at U.S. Bank
Industry Information Technology and Services
Experience
U.S. Bank April 2015 - Present
OptumHealth March 2014 - April 2015
General Mills October 2013 - March 2014
OptumHealth April 2013 - October 2013
Prime Therapeutics August 2012 - April 2013
OptumHealth November 2011 - August 2012
Merrill Corporation August 2011 - November 2011
US Bank December 2010 - August 2011
Wells Fargo February 2009 - December 2010
RBC Wealth Management March 2007 - December 2008
Skills
Project Management, SDLC, Leadership, Vendor Management, Visio, SharePoint, Process Improvement, Data Warehousing, Integration, Agile Methodologies, Business Intelligence, Software Project..., Quality Assurance, User Acceptance Testing, Business Process..., PMO, Project Portfolio..., Agile Project Management, IT Strategy, Resource Management, Software Documentation, Testing, Waterfall, Business Process, Enterprise Architecture, MS Project, Program Management, Quality Center, ITIL, SOA, Business Process Design, Systems Analysis, ERP, Microsoft SQL Server, CRM, Cross-functional Team..., Software Development, IT Management, Change Management, Solution Architecture, SQL, Software Quality..., Release Management, Test Planning, Scrum, Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering
Education
Metropolitan State University 1989 — 1992
BA, Business
Normandale Community College 1987 — 1989
AA, Associate of Arts
St. Croix Lutheran
U.S. Bank April 2015 - Present
OptumHealth March 2014 - April 2015
General Mills October 2013 - March 2014
OptumHealth April 2013 - October 2013
Prime Therapeutics August 2012 - April 2013
OptumHealth November 2011 - August 2012
Merrill Corporation August 2011 - November 2011
US Bank December 2010 - August 2011
Wells Fargo February 2009 - December 2010
RBC Wealth Management March 2007 - December 2008
Skills
Project Management, SDLC, Leadership, Vendor Management, Visio, SharePoint, Process Improvement, Data Warehousing, Integration, Agile Methodologies, Business Intelligence, Software Project..., Quality Assurance, User Acceptance Testing, Business Process..., PMO, Project Portfolio..., Agile Project Management, IT Strategy, Resource Management, Software Documentation, Testing, Waterfall, Business Process, Enterprise Architecture, MS Project, Program Management, Quality Center, ITIL, SOA, Business Process Design, Systems Analysis, ERP, Microsoft SQL Server, CRM, Cross-functional Team..., Software Development, IT Management, Change Management, Solution Architecture, SQL, Software Quality..., Release Management, Test Planning, Scrum, Business Analysis, Business Requirements, Requirements Analysis, Requirements Gathering
Education
Metropolitan State University 1989 — 1992
BA, Business
Normandale Community College 1987 — 1989
AA, Associate of Arts
St. Croix Lutheran
Kenneth Levarek's RBC Wealth Management Experience February 2006 - February 2009
Job Managing Director at Levelocity
Industry Marketing and Advertising
Experience
Levelocity January 2015 - Present
Level One Consulting Group LLC November 2012 - Present
TT Underground Gallery January 2007 - December 2013
Toytokyo.com March 2007 - December 2012
Flex Marketing Group January 2012 - November 2012
Flex Marketing Group August 2010 - December 2011
Flex Marketing Group February 2009 - August 2010
RBC Wealth Management February 2006 - February 2009
RBC Wealth Managment May 2004 - February 2006
CIBC Oppenheimer May 2002 - March 2004
Skills
Web Development, Web Hosting, Email Marketing, Online Advertising, Advertising, Web Marketing, Social Media, Affiliate Marketing, Digital Marketing, Analytics, Lead Generation, Social Media Marketing, Direct Marketing, Digital Strategy, Marketing, Competitive Analysis, Digital Media, E-commerce, Entrepreneurship, Management, Marketing Strategy, Mobile Marketing, Online Marketing, PPC, SEM, SEO, Social Networking, Start-ups, Strategic Planning, Web Analytics, Strategic Partnerships, Online Lead Generation, Brand Development, Integrated Marketing
Education
New York University 2000 — 2004
B.A., Economics
Amity High School 1996 — 2000
Levelocity January 2015 - Present
Level One Consulting Group LLC November 2012 - Present
TT Underground Gallery January 2007 - December 2013
Toytokyo.com March 2007 - December 2012
Flex Marketing Group January 2012 - November 2012
Flex Marketing Group August 2010 - December 2011
Flex Marketing Group February 2009 - August 2010
RBC Wealth Management February 2006 - February 2009
RBC Wealth Managment May 2004 - February 2006
CIBC Oppenheimer May 2002 - March 2004
Skills
Web Development, Web Hosting, Email Marketing, Online Advertising, Advertising, Web Marketing, Social Media, Affiliate Marketing, Digital Marketing, Analytics, Lead Generation, Social Media Marketing, Direct Marketing, Digital Strategy, Marketing, Competitive Analysis, Digital Media, E-commerce, Entrepreneurship, Management, Marketing Strategy, Mobile Marketing, Online Marketing, PPC, SEM, SEO, Social Networking, Start-ups, Strategic Planning, Web Analytics, Strategic Partnerships, Online Lead Generation, Brand Development, Integrated Marketing
Education
New York University 2000 — 2004
B.A., Economics
Amity High School 1996 — 2000
Kolman Krosbakken's RBC Wealth Management Experience September 1985 - Present
Job Trainer at RBC Wealth Management
Industry Professional Training & Coaching
Experience
RBC Wealth Management September 1985 - Present
Skills
Coaching, Securities, Employee Training, Computers
Education
Metropolitan State University 2001 — 2005
Harvey High School 1978 — 1981
Diploma, Business
RBC Wealth Management September 1985 - Present
Skills
Coaching, Securities, Employee Training, Computers
Education
Metropolitan State University 2001 — 2005
Harvey High School 1978 — 1981
Diploma, Business
Darryl Bruemmer's RBC Wealth Management Experience October 2000 - December 2001
Job Marketing at Insurance Designers
Industry Insurance
Experience
Insurance Designers January 2002 - Present
RBC Wealth Management October 2000 - December 2001
The Bruemmer Firm June 1993 - October 2000
Skills
Personal Succession..., Business Succession..., Life Insurance, Long Term Care Insurance, Disability Income..., Legacy Planning, Charitable Gift Planning, Annuity Sales
Education
Mississippi College School of Law 1981 — 1985
Doctor of Jurisprudence, General Law
Mississippi State University 1978 — 1979
Master of Science (MS), Economics
Mississippi State University 1976 — 1977
Agricultural Engineering
Insurance Designers January 2002 - Present
RBC Wealth Management October 2000 - December 2001
The Bruemmer Firm June 1993 - October 2000
Skills
Personal Succession..., Business Succession..., Life Insurance, Long Term Care Insurance, Disability Income..., Legacy Planning, Charitable Gift Planning, Annuity Sales
Education
Mississippi College School of Law 1981 — 1985
Doctor of Jurisprudence, General Law
Mississippi State University 1978 — 1979
Master of Science (MS), Economics
Mississippi State University 1976 — 1977
Agricultural Engineering
Arianne Hahn's RBC Wealth Management Experience 2005 - 2007
Job Financial Analyst at Winthrop & Weinstine, P.A.
Industry Legal Services
Experience
Winthrop & Weinstine, P.A. 2010 - Present
Pottery Barn 2013 - 2015
UnitedHealthcare 2007 - 2010
RBC Wealth Management 2005 - 2007
Skills
Microsoft Excel, Finance, Microsoft Word, Financial Analysis
Education
Minnesota State University, Mankato 2000 — 2004
B.S. Finance - Financial Planning & Analysis
Minnesota State University, Mankato
Winthrop & Weinstine, P.A. 2010 - Present
Pottery Barn 2013 - 2015
UnitedHealthcare 2007 - 2010
RBC Wealth Management 2005 - 2007
Skills
Microsoft Excel, Finance, Microsoft Word, Financial Analysis
Education
Minnesota State University, Mankato 2000 — 2004
B.S. Finance - Financial Planning & Analysis
Minnesota State University, Mankato
Philip Franco's RBC Wealth Management Experience May 2006 - Present
Job First VP / Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2006 - Present
Morgan Stanley March 1993 - May 2006
Franco Enterprises / Pampered Pets November 1970 - March 1993
Skills
Wealth Management, Series 7, Management, Estate Planning, Mutual Funds, Asset Allocation, Investments, Securities, Series 63, Investment Advisory, Portfolio Management, Strategic Financial..., Alternative Investments, Equities, Asset Management, Public Speaking, Communication, Leadership
Education
Monroe Community College 1976 — 1977
AAS, Business
RBC Wealth Management May 2006 - Present
Morgan Stanley March 1993 - May 2006
Franco Enterprises / Pampered Pets November 1970 - March 1993
Skills
Wealth Management, Series 7, Management, Estate Planning, Mutual Funds, Asset Allocation, Investments, Securities, Series 63, Investment Advisory, Portfolio Management, Strategic Financial..., Alternative Investments, Equities, Asset Management, Public Speaking, Communication, Leadership
Education
Monroe Community College 1976 — 1977
AAS, Business
Copeland, Aaron's RBC Wealth Management Experience September 2003 - Present
Job Associate Vice President Financial Consultant at RBC Dain Rauscher
Industry Investment Management
Experience
RBC Wealth Management September 2003 - Present
Education
Middlebury College 1999 — 2003
RBC Wealth Management September 2003 - Present
Education
Middlebury College 1999 — 2003
Samanthi Mallawaaratchy's RBC Wealth Management Experience May 2008 - September 2008
Job Questar Assessment, Inc.
Industry Education Management
Experience
Questar Assessment, Inc. October 2009 - April 2011
Project Management Institute, Minnesota Chapter January 2009 - January 2010
Travelers July 2009 - October 2009
RBC Wealth Management May 2008 - September 2008
Rudder Capital Corporation March 2008 - May 2008
Rudder Capital Corporation May 2007 - August 2007
Skills
Process Improvement, Project Management
Education
Metropolitan State University 2005 — 2008
Bsc, Business Administration, Project Management (minor)
Questar Assessment, Inc. October 2009 - April 2011
Project Management Institute, Minnesota Chapter January 2009 - January 2010
Travelers July 2009 - October 2009
RBC Wealth Management May 2008 - September 2008
Rudder Capital Corporation March 2008 - May 2008
Rudder Capital Corporation May 2007 - August 2007
Skills
Process Improvement, Project Management
Education
Metropolitan State University 2005 — 2008
Bsc, Business Administration, Project Management (minor)
Katie Beckwith's RBC Wealth Management Experience November 2014 - Present
Job HR Program Administrator at RBC
Industry Investment Management
Experience
RBC Wealth Management November 2014 - Present
RBC Wealth Management August 2013 - November 2014
Neurology Specialists, LLC July 2007 - August 2013
Skills
Outlook, Social Services, Microsoft Office, Event Planning, Social Media, Management, Microsoft Word
Education
Minnesota State University, Mankato 2003 — 2007
Bachelor of Science, Social Work
University of Minnesota-Twin Cities
Human Resource Generalist Certificate, Human Resources
RBC Wealth Management November 2014 - Present
RBC Wealth Management August 2013 - November 2014
Neurology Specialists, LLC July 2007 - August 2013
Skills
Outlook, Social Services, Microsoft Office, Event Planning, Social Media, Management, Microsoft Word
Education
Minnesota State University, Mankato 2003 — 2007
Bachelor of Science, Social Work
University of Minnesota-Twin Cities
Human Resource Generalist Certificate, Human Resources
Anna Berget-Mingo's RBC Wealth Management Experience November 2011 - 2014
Job Project Manager at General Mills
Industry Information Technology and Services
Experience
General Mills June 2015 - Present
Best Buy September 2014 - June 2015
RBC Wealth Management November 2011 - 2014
UnitedHealth Group April 2009 - August 2011
Best Buy Mobile July 2008 - May 2009
Orbit Systems December 2007 - April 2008
Piper Jaffray March 2007 - September 2007
Skills
SDLC, Testing, Cross-functional Team..., Software Documentation, Management, Six Sigma, Leadership, Troubleshooting, CRM, Project Management, Training, Access, Servers, Project Planning, Agile Methodologies
Education
University of Minnesota-Twin Cities 2004 — 2005
Mechanical Engineering/Aerospace Engineering
Michigan Technological University 2002 — 2004
Mechanical Engineering
General Mills June 2015 - Present
Best Buy September 2014 - June 2015
RBC Wealth Management November 2011 - 2014
UnitedHealth Group April 2009 - August 2011
Best Buy Mobile July 2008 - May 2009
Orbit Systems December 2007 - April 2008
Piper Jaffray March 2007 - September 2007
Skills
SDLC, Testing, Cross-functional Team..., Software Documentation, Management, Six Sigma, Leadership, Troubleshooting, CRM, Project Management, Training, Access, Servers, Project Planning, Agile Methodologies
Education
University of Minnesota-Twin Cities 2004 — 2005
Mechanical Engineering/Aerospace Engineering
Michigan Technological University 2002 — 2004
Mechanical Engineering
Boyd Epeneter's RBC Wealth Management Experience October 2005 - October 2008
Job Executive administrative support at ARC
Industry Financial Services
Experience
ARC July 2012 - Present
US Bank May 2011 - October 2012
RBC Wealth Management October 2005 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Outlook, Bloomberg Terminal, Salesforce.com
Education
Minneapolis Community and Technical College 2003 — 2005
Japanese Studies
ARC July 2012 - Present
US Bank May 2011 - October 2012
RBC Wealth Management October 2005 - October 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Lotus Notes, Outlook, Bloomberg Terminal, Salesforce.com
Education
Minneapolis Community and Technical College 2003 — 2005
Japanese Studies
Rupesh Shyamala, PMP's RBC Wealth Management Experience January 2007 - January 2013
Job Senior Manager, Business Consulting, Trading and Risk Management at Sapient Global Markets
Industry Computer Software
Experience
Sapient Global Markets August 2014 - Present
Sapient Global Markets January 2013 - July 2014
RBC Wealth Management January 2007 - January 2013
iGATE Global Solutions May 2011 - December 2012
IGATE May 2009 - April 2011
IGATE January 2007 - April 2009
Infosys September 2000 - December 2006
Skills
Business Analysis, Management Consulting, Risk Management, Requirements Analysis, Requirements Gathering, PMP, Program Management, Project Management, Portfolio Management, SDLC, Capital Markets, Wealth Management, Investment Banking, Business Process Design, Microsoft SQL Server, Banking, Solution Architecture, Trading Systems, Software Project..., PMO, Global Delivery, Asset Allocation, Equities, .NET, jQuery, IT Strategy
Education
National Institute of Technology Calicut 1996 — 2000
Bachelor of Technology (BTech), Electrical and Electronics Engineering
St. Joseph's Boys High School
Sapient Global Markets August 2014 - Present
Sapient Global Markets January 2013 - July 2014
RBC Wealth Management January 2007 - January 2013
iGATE Global Solutions May 2011 - December 2012
IGATE May 2009 - April 2011
IGATE January 2007 - April 2009
Infosys September 2000 - December 2006
Skills
Business Analysis, Management Consulting, Risk Management, Requirements Analysis, Requirements Gathering, PMP, Program Management, Project Management, Portfolio Management, SDLC, Capital Markets, Wealth Management, Investment Banking, Business Process Design, Microsoft SQL Server, Banking, Solution Architecture, Trading Systems, Software Project..., PMO, Global Delivery, Asset Allocation, Equities, .NET, jQuery, IT Strategy
Education
National Institute of Technology Calicut 1996 — 2000
Bachelor of Technology (BTech), Electrical and Electronics Engineering
St. Joseph's Boys High School
Ashley Angelo's RBC Wealth Management Experience August 2014 - Present
Job Registered Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
RBC Wealth Management August 2014 - Present
Morgan Stanley Wealth Management November 2013 - Present
Morgan Stanley Smith Barney June 2009 - October 2013
Smith Barney May 2008 - August 2008
Merrill Lynch May 2005 - August 2006
Education
Miami University 2005 — 2009
BS in Finance, Finance and Spanish
Greenwich High School 2001 — 2005
Abhijit Potdar's RBC Wealth Management Experience November 2004 - Present
Job Supervisor, Tax & Client Reporting
Industry Financial Services
Experience
RBC Wealth Management November 2004 - Present
Olsen Thielen January 2003 - November 2004
PricewaterhouseCoopers February 2001 - January 2003
Lafayette Associates March 1999 - February 2001
Skills
Income Tax, Accounting, Corporate Tax, Compliance, Tax Services, Account Reconciliation, IRS, Preparation, Tax, Tax Returns, Auditing, Tax Accounting, Tax Preparation, Tax Research
Education
Metropolitan State University 2000 — 2001
MBA, Open
AICPA 1998 — 1999
Certified Public Accountant, Taxation
ICAI 1990 — 1994
CA, Accounting
University of Mumbai 1985 — 1990
BCOM, Accounting
RBC Wealth Management November 2004 - Present
Olsen Thielen January 2003 - November 2004
PricewaterhouseCoopers February 2001 - January 2003
Lafayette Associates March 1999 - February 2001
Skills
Income Tax, Accounting, Corporate Tax, Compliance, Tax Services, Account Reconciliation, IRS, Preparation, Tax, Tax Returns, Auditing, Tax Accounting, Tax Preparation, Tax Research
Education
Metropolitan State University 2000 — 2001
MBA, Open
AICPA 1998 — 1999
Certified Public Accountant, Taxation
ICAI 1990 — 1994
CA, Accounting
University of Mumbai 1985 — 1990
BCOM, Accounting
Darryl Bruemmer's RBC Wealth Management Experience October 2000 - December 2001
Job Marketing at Insurance Designers of Dallas
Industry Insurance
Experience
Insurance Designers of Dallas January 2002 - Present
RBC Wealth Management October 2000 - December 2001
The Bruemmer Firm August 1993 - September 2000
Southern Planning Group April 1988 - June 1993
The Planning Group September 1979 - February 1988
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Strategic Planning, Process Improvement, Business Analysis, Brokers
Education
Mississippi College School of Law 1981 — 1985
Doctor of Law (J.D.), General Law
Mississippi State University 1978 — 1979
Master's degree, Economics
Mississippi State University 1976 — 1977
Agricultural Engineering
University of Oklahoma 1970 — 1972
None, Architectural Engineering
Insurance Designers of Dallas January 2002 - Present
RBC Wealth Management October 2000 - December 2001
The Bruemmer Firm August 1993 - September 2000
Southern Planning Group April 1988 - June 1993
The Planning Group September 1979 - February 1988
Skills
Insurance, Employee Benefits, Life Insurance, Disability Insurance, Strategic Planning, Process Improvement, Business Analysis, Brokers
Education
Mississippi College School of Law 1981 — 1985
Doctor of Law (J.D.), General Law
Mississippi State University 1978 — 1979
Master's degree, Economics
Mississippi State University 1976 — 1977
Agricultural Engineering
University of Oklahoma 1970 — 1972
None, Architectural Engineering
Grant Melquist, MBA's RBC Wealth Management Experience December 2009 - December 2011
Job Sr. Product Manager Structured Products at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - January 2015
U.S. Bank December 2011 - August 2013
RBC Wealth Management December 2009 - December 2011
RBC Wealth Management June 2009 - December 2009
RBC Wealth Management September 2006 - June 2009
TCF Bank May 2006 - September 2006
Education
University of Minnesota - Carlson School of Management 2009 — 2012
MBA, Finance
Minnesota State University, Mankato 2001 — 2006
Bachelor of Science, Marketing
Ameriprise Financial Services, Inc. February 2015 - Present
Ameriprise Financial Services, Inc. August 2013 - January 2015
U.S. Bank December 2011 - August 2013
RBC Wealth Management December 2009 - December 2011
RBC Wealth Management June 2009 - December 2009
RBC Wealth Management September 2006 - June 2009
TCF Bank May 2006 - September 2006
Education
University of Minnesota - Carlson School of Management 2009 — 2012
MBA, Finance
Minnesota State University, Mankato 2001 — 2006
Bachelor of Science, Marketing
Jodi Bungarden's RBC Wealth Management Experience 2003 - 2010
Job Executive Assistant 3M
Industry Executive Office
Experience
3M July 2013 - Present
Imation July 2010 - July 2013
RBC Wealth Management 2003 - 2010
Trilogy 1998 - 2003
Skills
Event Planning, Outlook, Social Media, Project Management, Customer Service, Event Management, Microsoft Excel, Administrative..., PowerPoint
Education
Minnesota State University, Moorhead 1992 — 1996
BS, Mass Communications
Lac qui Parle Valley High School
3M July 2013 - Present
Imation July 2010 - July 2013
RBC Wealth Management 2003 - 2010
Trilogy 1998 - 2003
Skills
Event Planning, Outlook, Social Media, Project Management, Customer Service, Event Management, Microsoft Excel, Administrative..., PowerPoint
Education
Minnesota State University, Moorhead 1992 — 1996
BS, Mass Communications
Lac qui Parle Valley High School
William Joas, AWM's RBC Wealth Management Experience 1999 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management 1999 - Present
Education
Saint John's University
Bachelor of Science (B.S.), Business Administration
William Mitchell College of Law
Doctor of Law (J.D.)
RBC Wealth Management 1999 - Present
Education
Saint John's University
Bachelor of Science (B.S.), Business Administration
William Mitchell College of Law
Doctor of Law (J.D.)
Stu Ostlund's RBC Wealth Management Experience 1981 - Present
Job Portfolio Manager at RBC Dominion Securities
Industry Investment Management
Experience
RBC Dominion Securities June 1981 - Present
RBC Wealth Management 1981 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Mutual Funds, Equities, Asset Allocation, Investments, Asset Management, Investment Advisory, Alternative Investments, Fixed Income, Retirement Planning
Education
Michigan Technological University 1974 — 1978
Bachelor of Science (BSc)
RBC Dominion Securities June 1981 - Present
RBC Wealth Management 1981 - Present
Skills
Portfolio Management, Investment Strategies, Wealth Management, Mutual Funds, Equities, Asset Allocation, Investments, Asset Management, Investment Advisory, Alternative Investments, Fixed Income, Retirement Planning
Education
Michigan Technological University 1974 — 1978
Bachelor of Science (BSc)
Gene Wade's RBC Wealth Management Experience May 1978 - Present
Job Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 1978 - Present
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Series 63, Uniform Combined State..., Retirement Planning, Fixed Annuities, Investment Advisory, Retirement, Investment Strategies, Asset Allocation, Estate Planning, 401k, Wealth, Financial Advisory, IRAs, Financial Planners, Wealth Management..., Strategic Financial...
Education
Montana State University-Bozeman 1965 — 1968
Montana State University-Billings
Education
RBC Wealth Management May 1978 - Present
Skills
Investments, Wealth Management, Series 7, Mutual Funds, Series 63, Uniform Combined State..., Retirement Planning, Fixed Annuities, Investment Advisory, Retirement, Investment Strategies, Asset Allocation, Estate Planning, 401k, Wealth, Financial Advisory, IRAs, Financial Planners, Wealth Management..., Strategic Financial...
Education
Montana State University-Bozeman 1965 — 1968
Montana State University-Billings
Education
Eddie De Leon's RBC Wealth Management Experience May 2008 - March 2010
Job Independent Registered Representative at SANDLAPPER Securities, LLC (Member FINRA/SIPC)
Industry Financial Services
Experience
Bankers Life and Casualty July 2012 - Present
SANDLAPPER Securities, LLC (Member FINRA/SIPC) April 2013 - Present
RBC Wealth Management May 2008 - March 2010
Banc of America Investments May 2004 - May 2008
Smith Barney Morgan Stanley January 1990 - May 2004
Education
National University 1986 — 1988
Bachelors, Business Administration
Bankers Life and Casualty July 2012 - Present
SANDLAPPER Securities, LLC (Member FINRA/SIPC) April 2013 - Present
RBC Wealth Management May 2008 - March 2010
Banc of America Investments May 2004 - May 2008
Smith Barney Morgan Stanley January 1990 - May 2004
Education
National University 1986 — 1988
Bachelors, Business Administration
Vickie McGill's RBC Wealth Management Experience November 2004 - Present
Job Wealth Strategist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management November 2004 - Present
Skills
I spent 14 years in..., I am a CPA, CFP and PFS..., with a LTC designation...., for financial success..., planning.
Education
Missouri State University 1982 — 1986
BS, Accounting and Computer Information Systems
RBC Wealth Management November 2004 - Present
Skills
I spent 14 years in..., I am a CPA, CFP and PFS..., with a LTC designation...., for financial success..., planning.
Education
Missouri State University 1982 — 1986
BS, Accounting and Computer Information Systems
Beth Erben's RBC Wealth Management Experience March 2014 - Present
Job Senior Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management March 2014 - Present
Gary Goldberg Financial Services 2013 - 2013
M Rothman 2010 - 2012
M. Rothman & Co. 2009 - 2010
Oradell Public Schools 2006 - 2009
Standard Insurance Company 2003 - 2006
TIAA-CREF 1993 - 2003
New York Life Insurance Company 1989 - 1993
Education
New York University
Master's Degree, Public Administration / Healthcare Finance
St. Peter's College
Teaching Certificate, Elementary Education and Teaching
University of Delaware
Bachelor's Degree, Nutrition Sciences
RBC Wealth Management March 2014 - Present
Gary Goldberg Financial Services 2013 - 2013
M Rothman 2010 - 2012
M. Rothman & Co. 2009 - 2010
Oradell Public Schools 2006 - 2009
Standard Insurance Company 2003 - 2006
TIAA-CREF 1993 - 2003
New York Life Insurance Company 1989 - 1993
Education
New York University
Master's Degree, Public Administration / Healthcare Finance
St. Peter's College
Teaching Certificate, Elementary Education and Teaching
University of Delaware
Bachelor's Degree, Nutrition Sciences
Ekdahl Yvonne's RBC Wealth Management Experience May 2000 - October 2010
Job Financial Consultant
Industry Financial Services
Experience
RBC Wealth Management May 2000 - October 2010
Thomson Reuters May 1999 - April 2000
Research Institute of America May 1980 - April 1999
Skills
Strategic Planning, Banking, Nonprofits, Leadership, Marketing, Training, Human Resources
Education
Metropolitan State University 1995 — 1997
Bachelor of Arts (BA), Business Administration and Management, General, 3.5
RBC Wealth Management May 2000 - October 2010
Thomson Reuters May 1999 - April 2000
Research Institute of America May 1980 - April 1999
Skills
Strategic Planning, Banking, Nonprofits, Leadership, Marketing, Training, Human Resources
Education
Metropolitan State University 1995 — 1997
Bachelor of Arts (BA), Business Administration and Management, General, 3.5
Kushnir Iryna's RBC Wealth Management Experience 2010 - Present
Job Wealth Management Professional
Industry Banking
Experience
RBC Wealth Management 2010 - Present
National Bank Financial 2005 - 2010
Skills
Investments, Mutual Funds, Retirement Planning, Insurance, Wealth Management, Financial Planning, Retirement, Asset Management, Investment Advisory, Investment Strategies, Financial Analysis, Portfolio Management, Estate Planning, Financial Services, Securities, Fixed Income, Equities
Education
Grant MacEwan University 2002 — 2005
Management Studies Diploma
Lviv National Polytechnic University 1998 — 2002
Bachelor of Arts Degree
RBC Wealth Management 2010 - Present
National Bank Financial 2005 - 2010
Skills
Investments, Mutual Funds, Retirement Planning, Insurance, Wealth Management, Financial Planning, Retirement, Asset Management, Investment Advisory, Investment Strategies, Financial Analysis, Portfolio Management, Estate Planning, Financial Services, Securities, Fixed Income, Equities
Education
Grant MacEwan University 2002 — 2005
Management Studies Diploma
Lviv National Polytechnic University 1998 — 2002
Bachelor of Arts Degree
Cheryl Krinke's RBC Wealth Management Experience June 2010 - May 2011
Job Registered Principal at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
RBC Wealth Management June 2010 - May 2011
RBC Wealth Management June 2006 - June 2010
RBC Wealth Management November 2000 - June 2006
Thrivent Financial for Lutherans April 1999 - November 2000
Thrivent Financial for Lutherans April 1998 - April 1999
Education
William Mitchell College of Law 1995 — 1999
Juris Doctor
St. Catherine University 1986 — 1989
Bachelor of Arts
RBC Wealth Management June 2010 - May 2011
RBC Wealth Management June 2006 - June 2010
RBC Wealth Management November 2000 - June 2006
Thrivent Financial for Lutherans April 1999 - November 2000
Thrivent Financial for Lutherans April 1998 - April 1999
Education
William Mitchell College of Law 1995 — 1999
Juris Doctor
St. Catherine University 1986 — 1989
Bachelor of Arts
Nancy Leahy's RBC Wealth Management Experience November 2013 - Present
Job International Wire Specialist at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management November 2013 - Present
Premier Bank March 2006 - November 2013
Coldwell Banker September 2003 - November 2007
Slumberland January 1996 - March 1998
Skills
Microsoft Office, Customer Service, Foreign Language..., Excellent communication..., self motivated, Detail..., Team Leader, Interpersonal skills
Education
National American University 2006 — 2011
Bachelor of Science, Business Administration
RBC Wealth Management November 2013 - Present
Premier Bank March 2006 - November 2013
Coldwell Banker September 2003 - November 2007
Slumberland January 1996 - March 1998
Skills
Microsoft Office, Customer Service, Foreign Language..., Excellent communication..., self motivated, Detail..., Team Leader, Interpersonal skills
Education
National American University 2006 — 2011
Bachelor of Science, Business Administration
Tim Dybevik's RBC Wealth Management Experience May 2010 - July 2010
Job Designer at Design 1 of Eden Prairie
Industry Architecture & Planning
Experience
Design 1 of Eden Prairie November 2011 - Present
Wells Fargo October 2009 - October 2011
RBC Wealth Management May 2010 - July 2010
NCO Group April 2009 - October 2009
SFM Mutual Insurance Company January 2006 - February 2009
Walgreens October 2003 - February 2006
Skills
Space planning, AutoCAD, Rendering, Microsoft Office, Drawing, Architectures, Design Research
Education
Northwest Technical Institute 2010 — 2011
Associate's Degree, Architectural Drafting and Design, Revit, AutoCAD, Commercial Design, Resitendial Design, LEED Green
Minnesota School of Business 2003 — 2005
Information Technology, Windows XP, Windows 2000 Server, Cisco, Redhat Linux, A+ Hardware, A+ Software, Network+
Design 1 of Eden Prairie November 2011 - Present
Wells Fargo October 2009 - October 2011
RBC Wealth Management May 2010 - July 2010
NCO Group April 2009 - October 2009
SFM Mutual Insurance Company January 2006 - February 2009
Walgreens October 2003 - February 2006
Skills
Space planning, AutoCAD, Rendering, Microsoft Office, Drawing, Architectures, Design Research
Education
Northwest Technical Institute 2010 — 2011
Associate's Degree, Architectural Drafting and Design, Revit, AutoCAD, Commercial Design, Resitendial Design, LEED Green
Minnesota School of Business 2003 — 2005
Information Technology, Windows XP, Windows 2000 Server, Cisco, Redhat Linux, A+ Hardware, A+ Software, Network+
Barb Monahan's RBC Wealth Management Experience April 1992 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry
Experience
RBC Wealth Management April 1992 - Present
Education
Middlebury College 1971 — 1975
BA, Biology
RBC Wealth Management April 1992 - Present
Education
Middlebury College 1971 — 1975
BA, Biology
David Turetsky's RBC Wealth Management Experience October 2012 - Present
Job Editor, Portfolio Advisory Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2012 - Present
Northland Securities April 2012 - October 2012
ThinkEquity LLC May 2011 - September 2011
ThinkEquity LLC March 2005 - March 2011
RBC Capital Markets November 2003 - March 2005
RBC Capital Markets July 1998 - October 2003
Skills
Editing, Copy Editing, Proofreading, Microsoft Office, Journalism, BlueMatrix, Writing, Improv
Education
Michigan State University
B.A., Journalism
RBC Wealth Management October 2012 - Present
Northland Securities April 2012 - October 2012
ThinkEquity LLC May 2011 - September 2011
ThinkEquity LLC March 2005 - March 2011
RBC Capital Markets November 2003 - March 2005
RBC Capital Markets July 1998 - October 2003
Skills
Editing, Copy Editing, Proofreading, Microsoft Office, Journalism, BlueMatrix, Writing, Improv
Education
Michigan State University
B.A., Journalism
Elizabeth Varghese's RBC Wealth Management Experience 2004 - 2011
Job Investment Specialist at a major Financial Services Firm
Industry Financial Services
Experience
Major Financial Services Firm 2012 - Present
RBC Wealth Management 2004 - 2011
Independent Business Development Consultant 2002 - 2004
Telcordia Technologies 1995 - 2001
Education
Florida State University
A.M.D. (Advanced Master's Degree), Information Systems, 3.8 GPA
New York University
Financial Analysis Certificate, Financial Analysis
Major Financial Services Firm 2012 - Present
RBC Wealth Management 2004 - 2011
Independent Business Development Consultant 2002 - 2004
Telcordia Technologies 1995 - 2001
Education
Florida State University
A.M.D. (Advanced Master's Degree), Information Systems, 3.8 GPA
New York University
Financial Analysis Certificate, Financial Analysis
Tashia Vega's RBC Wealth Management Experience July 2012 - December 2012
Job Accounts Payable Clerk
Industry Accounting
Experience
Bacardi December 2012 - January 2013
RBC Wealth Management July 2012 - December 2012
Flgler Development Group March 2003 - August 2011
Cargo Service Center/Swissport U.S.A August 1999 - January 2003
Sterling Healthcare/FPA Managment July 1998 - June 1999
Strategic Healthcare Services June 1996 - June 1998
Symphony Mobilex August 1995 - June 1996
Skills
Timberline, MRI, Excel, Word, Accounts Payable, Outlook, Microsoft Excel, SAP, Microsoft Word, Sage, Accounts Receivable, Invoicing, Internal Controls, Journal Entries, Accounting, GAAP
Education
Miami Dade College 2012 — 2013
A.A., Accounting
Bacardi December 2012 - January 2013
RBC Wealth Management July 2012 - December 2012
Flgler Development Group March 2003 - August 2011
Cargo Service Center/Swissport U.S.A August 1999 - January 2003
Sterling Healthcare/FPA Managment July 1998 - June 1999
Strategic Healthcare Services June 1996 - June 1998
Symphony Mobilex August 1995 - June 1996
Skills
Timberline, MRI, Excel, Word, Accounts Payable, Outlook, Microsoft Excel, SAP, Microsoft Word, Sage, Accounts Receivable, Invoicing, Internal Controls, Journal Entries, Accounting, GAAP
Education
Miami Dade College 2012 — 2013
A.A., Accounting
Larry Hiedeman's RBC Wealth Management Experience October 2000 - Present
Job Technical Systems Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management October 2000 - Present
Education
Minnesota State University, Moorhead 1982 — 1986
Bachelor of Science (BS), Accounting
RBC Wealth Management October 2000 - Present
Education
Minnesota State University, Moorhead 1982 — 1986
Bachelor of Science (BS), Accounting
Jennifer Kreger's RBC Wealth Management Experience December 1994 - April 1998
Job Operations Manager at Celadon Managed Wealth
Industry Financial Services
Experience
Celadon Managed Wealth January 2012 - Present
Burlwood Financial Group March 2004 - January 2012
Piper Jaffray April 1998 - March 2004
RBC Wealth Management December 1994 - April 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, HTML
Education
Minnesota State University, Mankato 1990 — 1994
Bachelor of Science (BS), Business Administration with concentration in Finance
Celadon Managed Wealth January 2012 - Present
Burlwood Financial Group March 2004 - January 2012
Piper Jaffray April 1998 - March 2004
RBC Wealth Management December 1994 - April 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, English, Research, Windows, Outlook, HTML
Education
Minnesota State University, Mankato 1990 — 1994
Bachelor of Science (BS), Business Administration with concentration in Finance
Chris Konechney's RBC Wealth Management Experience May 2007 - June 2015
Job IT Business Relationship Manager at Available and seeking fulltime employment
Industry Information Technology and Services
Experience
Available and seeking full-time employment July 2015 - Present
RBC Wealth Management May 2007 - June 2015
Blue Cross and Blue Shield of Minnesota October 2002 - November 2006
Northwest Airlines July 1998 - November 2001
Skills
Resource Management
Education
Normandale Community College 1996 — 1998
Computer Science, Computer Programming
University of Wisconsin-Eau Claire 1992 — 1996
Elementary Education and Teaching
Available and seeking full-time employment July 2015 - Present
RBC Wealth Management May 2007 - June 2015
Blue Cross and Blue Shield of Minnesota October 2002 - November 2006
Northwest Airlines July 1998 - November 2001
Skills
Resource Management
Education
Normandale Community College 1996 — 1998
Computer Science, Computer Programming
University of Wisconsin-Eau Claire 1992 — 1996
Elementary Education and Teaching
Michelle Torgeson's RBC Wealth Management Experience October 2014 - Present
Job Credit Analyst at Mountain West Bank
Industry Financial Services
Experience
RBC Wealth Management October 2014 - Present
Mary Kay Inc. February 2010 - March 2015
Mountain West Bank April 2013 - October 2014
Mountain West Bank September 2012 - April 2013
Mountain West Bank October 2010 - September 2012
Mountain West Bank July 2007 - October 2010
Skills
Loan Origination, Commercial Banking, Small Business Lending, Consumer Lending, Commercial Lending, Real Estate, Banking, Customer Service, Retail, Finance
Education
Helena College University of Montana 2009 — 2012
Associate's degree, Accounting
University of Hawaii at Hilo 1998 — 1998
General Studies
Montana State University-Bozeman 1997 — 1998
General Studies
RBC Wealth Management October 2014 - Present
Mary Kay Inc. February 2010 - March 2015
Mountain West Bank April 2013 - October 2014
Mountain West Bank September 2012 - April 2013
Mountain West Bank October 2010 - September 2012
Mountain West Bank July 2007 - October 2010
Skills
Loan Origination, Commercial Banking, Small Business Lending, Consumer Lending, Commercial Lending, Real Estate, Banking, Customer Service, Retail, Finance
Education
Helena College University of Montana 2009 — 2012
Associate's degree, Accounting
University of Hawaii at Hilo 1998 — 1998
General Studies
Montana State University-Bozeman 1997 — 1998
General Studies
Scott Indgjer's RBC Wealth Management Experience March 2010 - May 2012
Job Options Analyst at TD Ameritrade
Industry Financial Services
Experience
TD Ameritrade May 2012 - Present
RBC Wealth Management March 2010 - May 2012
RBC Wealth Management November 2008 - March 2010
Education
Minneapolis Community and Technical College 1997 — 1997
Certificate of completion, Enroute Air Traffic Control
St. Cloud State University 1988 — 1993
Bachelor of Arts (B.A.), Local and Urban Affairs (Urban Studies)
TD Ameritrade May 2012 - Present
RBC Wealth Management March 2010 - May 2012
RBC Wealth Management November 2008 - March 2010
Education
Minneapolis Community and Technical College 1997 — 1997
Certificate of completion, Enroute Air Traffic Control
St. Cloud State University 1988 — 1993
Bachelor of Arts (B.A.), Local and Urban Affairs (Urban Studies)
Sheryl Zaworski's RBC Wealth Management Experience 2006 - 2012
Job Compliance Professional at U.S. Bank
Industry Financial Services
Experience
U.S. Bank 2013 - Present
Geraty Investments 2012 - 2013
RBC Wealth Management 2006 - 2012
RBC Wealth Management 2004 - 2006
RBC Capital Markets 2000 - 2003
RBC Capital Markets 1998 - 2000
West Group 1996 - 1998
Gilmore, Aafedt, Forde, Anderson & Gray, P.A. 1993 - 1995
Skills
Compliance, Securities Regulation, Volcker Rule, FINRA, Series 24, Series 7, Series 55, Series 87, Research Principal, Series 63, Senior Executive..., People Management, Strategic Communications, Editing & Writing, Employee Training
Education
William Mitchell College of Law
Juris Doctor
St. Catherine University
B.A., English Literature
U.S. Bank 2013 - Present
Geraty Investments 2012 - 2013
RBC Wealth Management 2006 - 2012
RBC Wealth Management 2004 - 2006
RBC Capital Markets 2000 - 2003
RBC Capital Markets 1998 - 2000
West Group 1996 - 1998
Gilmore, Aafedt, Forde, Anderson & Gray, P.A. 1993 - 1995
Skills
Compliance, Securities Regulation, Volcker Rule, FINRA, Series 24, Series 7, Series 55, Series 87, Research Principal, Series 63, Senior Executive..., People Management, Strategic Communications, Editing & Writing, Employee Training
Education
William Mitchell College of Law
Juris Doctor
St. Catherine University
B.A., English Literature
Andrew Kaiser's RBC Wealth Management Experience August 2007 - November 2013
Job Security Data Analyst at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets October 2013 - Present
RBC Wealth Management August 2007 - November 2013
Education
Minnesota State University, Mankato
Bachelor's degree, Speech Communication and Rhetoric
RBC Capital Markets October 2013 - Present
RBC Wealth Management August 2007 - November 2013
Education
Minnesota State University, Mankato
Bachelor's degree, Speech Communication and Rhetoric