RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
Larry Berman Larry Berman Portland, Oregon Area Details
Larry Berman's RBC Wealth Management Experience June 2001 - November 2011
Job Sixty40 personal consignment
Industry Consumer Services
Experience
Sixty40pdx   March 2014 - Present
Sixty40pdx   March 2014 - Present
Home  2012 - March 2014
RBC Wealth Management   June 2001 - November 2011
ICC  June 1977 - December 2000

Skills
Coaching

Education
Los Angeles College of Chiropractic   1973 — 1977
DC, CHIROPRACTIC

Queens College   1970 — 1973
ba, psychology

Barbara Raftery Barbara Raftery Osterville, Massachusetts Details
Barbara Raftery's RBC Wealth Management Experience 2005 - 2011
Job Senior Client Associate at JHS Capital Advisors, LLC
Industry Financial Services
Experience
Cape Cod Financial Services   March 2014 - Present
JHS Capital Advisors, LLC  2011 - February 2014
RBC Wealth Management   2005 - 2011
Legg Mason  1995 - 2005
Prudential Securities  1987 - 1995

Skills
Branch Banking, Finance

Education
Northeastern University

Joelle Norling Joelle Norling Greater Minneapolis-St. Paul Area Details
Joelle Norling's RBC Wealth Management Experience March 2008 - August 2009
Job Project Manager
Industry Nonprofit Organization Management
Experience
Hope: Global  March 2011 - June 2013
Evolution Experience Hair   July 2012 - January 2013
RBC Wealth Management   March 2008 - August 2009
Joyce Meyer Ministries  August 2006 - January 2008

Skills
Photography, Microsoft Office, Office Administration, Team Leadership, Fine Art, Journalism, Online Research, Online Journalism, Marketing Strategy, Marketing Communications, Market Research, Social Networking, Social Media, Data Entry, Data Analysis, Administrative..., Non-profits, Non-fiction, Fashion Design, Illustration, Book Illustration, Poverty, Problem Solving, Customer Service, Telephone, Community Outreach, Community Development, Report Writing, Sustainability, Technical Drawing, Public Administration, Event Management, Event Photography, Event Planning, Nonprofits, Management, Newsletters, micr, Microsoft Excel, Microsoft Word, Confidentiality, Managing Start-ups, Phone Etiquette, Multi-line Phone

Education
Hillsong International Leadership College   2010 — 2012
Diploma, Theological and Ministerial Studies/Leadership

Oral Roberts University   2004 — 2005
International Relations and Affairs

Brandon Coppa Brandon Coppa Greater Philadelphia Area Details
Brandon Coppa's RBC Wealth Management Experience 2015 - Present
Job Complex Operations Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2015 - Present
RBC Wealth Management   2013 - 2014
Collateral Risk Solutions  2009 - 2012
AXA Advisors  2008 - 2009
Pension Architects   2006 - 2007
PrimeVest Financial Services  May 2005 - August 2005

Skills
Leadership, Coaching, Finance, Cross-functional Team..., Customer Service, CRM, Team Building, Management, Strategic Planning, Analysis, Microsoft Office, Sales

Education
Pepperdine University   2003 — 2007
Bachelor of Science (B.S.), Business Administration

Aimee Fish Aimee Fish Greater Minneapolis-St. Paul Area Details
Aimee Fish's RBC Wealth Management Experience November 2011 - Present
Job Training and Support at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2011 - Present
RBC Wealth Management   November 2010 - November 2011

Education
Robbinsdale Cooper High   1999 — 2003
High school diploma, Generals

North Hennepin Community College
Generals

John Dwyer, CFP® John Dwyer, CFP® Greater Chicago Area Details
John Dwyer, CFP®'s RBC Wealth Management Experience November 2005 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2005 - Present
Morgan Stanley Wealth Management  November 2000 - November 2005
United States Marine Corps  August 1994 - August 1998

Education
North Central College   2000 — 2005
Bachelor of Arts (B.A.), Finance and Marketing

St. Ignatius College Prep   1990 — 1994

Sean Gray Sean Gray Greater Minneapolis-St. Paul Area Details
Sean Gray's RBC Wealth Management Experience February 2015 - Present
Job Vice President, Fixed Income Portfolio Strategist at RBC Wealth Management
Industry Capital Markets
Experience
RBC Wealth Management   February 2015 - Present
RBC Wealth Management   October 2012 - February 2015
Diamond Capital Advisors  May 2011 - June 2012
Pepperdine Private Capital Markets Project   July 2011 - May 2012
Indomitable Entertainment  May 2011 - July 2011
Susan G. Komen for the Cure  January 2011 - May 2011
E4H Inc   2009 - 2010
Ryan Homes  2005 - 2008

Skills
Financial Modeling, Private Equity, Investment Banking, Market Analysis, Negotiation, Dispute Resolution, Valuation, Financial Analysis, Due Diligence, Finance

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2010 — 2012
MBA, Finance

Penn State University   2001 — 2005
BS, Supply Chain and Information Systems

Robert Kellam Robert Kellam Greater Minneapolis-St. Paul Area Details
Robert Kellam's RBC Wealth Management Experience February 2013 - April 2014
Job Problem Manager at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   February 2013 - April 2014
RBC Wealth Management   June 2007 - February 2013
Rasmussen College  June 2006 - July 2007
United States Air Force  October 1997 - October 2001

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

Education
Rasmussen College-Minnesota
Network Administration, Information Technology

W. Todd Frey W. Todd Frey Portland, Oregon Details
W. Todd Frey's RBC Wealth Management Experience June 1994 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 1994 - Present
RBC Wealth Management   1994 - 2015
RBC Wealth Management   1994 - 2015
US Navy  March 1987 - June 1994

Education
Oregon State University   1983 — 1987
Mechanical Engineering / Business

North Salem Highschool

Brian Jacobus Brian Jacobus Puyallup, Washington Details
Brian Jacobus's RBC Wealth Management Experience April 2007 - October 2009
Job Managing Partner at Sunrise Wealth Management
Industry Financial Services
Experience
Sunrise Wealth Management   March 2014 - Present
Key Investment Services  October 2009 - March 2014
RBC Wealth Management   April 2007 - October 2009
Russell Investments  October 2002 - April 2007

Skills
Wealth Management, Retirement Planning, Portfolio Management, Financial Advisory, Retirement, Finance, Financial Services, Banking, Investment Advisory, Investment Strategies, Mutual Funds, Wealth Management..., Series 63

Education
University of Washington   1999 — 2001
Bachelor of Arts (B.A.), Business Administration and Management

Pierce College   1997 — 1999
Associate of Arts (A.A.), Business Administration and Management, General

Brad Penner Brad Penner Greater Minneapolis-St. Paul Area Details
Brad Penner's RBC Wealth Management Experience March 2010 - Present
Job Senior Data Warehouse Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   March 2010 - Present
Penner Business Solutions   January 2001 - Present
Delta Air Lines  October 2008 - March 2010
Wells Fargo Bank  February 2007 - August 2008
Target  June 2002 - February 2007
Pep Boys  September 2002 - November 2002
TXU  June 2001 - June 2002
Wells Fargo  January 2001 - June 2001
Target  February 1997 - January 2001
Carlson Companies  February 1996 - February 1997

Education
Red River College   1991 — 1993
Associate Degree, Computer Analyst/Programmer

Richard Shields Richard Shields Phoenix, Arizona Area Details
Richard Shields's RBC Wealth Management Experience May 2002 - March 2004
Job CEO at Synergy Financial Group of Arizona
Industry Financial Services
Experience
United Planners Financial Services  August 2012 - Present
Synergy Financial Group of Arizona   July 2010 - Present
ASEA  2012 - 2013
GWRRA   2009 - 2011
The Planning Group of Scottsdale, LLC  March 2004 - June 2010
RBC Wealth Management   May 2002 - March 2004
Sutro & Co  1998 - 2002

Skills
Certified Financial..., 401k, Securities, Management, Wealth Management, Investments, Investment Advisory, Wealth, Marketing, Fixed Annuities, FINRA, Wealth Management..., Retirement Planning, Financial Advisory, Retirement, Asset Allocation, Investment Management, IRAs, Asset Management, Strategic Financial..., Series 63, Series 7, Life Insurance, Mutual Funds, Estate Planning, Alternative Investments, Long-term Care, Finance

Education
Northern Arizona University, College of Business Administration   1964 — 1967
Bachelor of Science, Marketing

Nasim (Fatima) Nasim (Fatima) Toronto, Canada Area Details
Nasim (Fatima)'s RBC Wealth Management Experience April 2014 - February 2015
Job Investigator AML Financial Intelligence Unit
Industry Banking
Experience
RBC  March 2015 - Present
RBC Wealth Management   April 2014 - February 2015
RBC ROYAL BANK  June 2008 - April 2014

Skills
Credit, Financial Advisory, Investments, Customer Service, Credit Cards, Lines Of Credit, Residential Mortgages, Loans, Banking, Portfolio Management, Risk Management

Education
Preston University   2003 — 2006
Bachelor's degree, Business Administration and Management, General

Grant Gorman Grant Gorman Greater Detroit Area Details
Grant Gorman's RBC Wealth Management Experience June 2002 - August 2002
Job Finance Supervisor, North America Profit Analysis at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company  January 2014 - Present
Ford Motor Company  September 2011 - December 2013
Ford Motor Company  July 2010 - August 2011
Ford Motor Company  February 2009 - June 2010
Ford Motor Company  January 2007 - January 2009
Ford Motor Company  June 2005 - December 2006
DFAS  June 2004 - August 2004
RBC Wealth Management   June 2002 - August 2002

Education
Purdue University - Krannert School of Management   2003 — 2005
Master of Business Administration (MBA)

Purdue University   1999 — 2003
Bachelor of Applied Science (BASc)

Heather Reed Heather Reed Minneapolis, Minnesota Details
Heather Reed's RBC Wealth Management Experience August 2014 - Present
Job Practice Development Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2014 - Present
Minnesota National Guard Army Signal Officer   May 2012 - Present
RBC Wealth Management   June 2013 - August 2014
RBC Wealth Management   January 2013 - June 2013
RBC Wealth Management   June 2010 - August 2011
St. Francis Borgia Church   September 2005 - May 2007

Skills
Leadership, Marketing, Management, Sales, Business Services, Microsoft Excel, Microsoft Office, Investments, PowerPoint, Research, Microsoft Word, Economics, Public Speaking, Customer Service, Asset Managment, Event Planning, Strategic Planning, Time Management, Asset Management, CRM, Business Development, Business Analysis

Education
Purdue University - Krannert School of Management   2007 — 2012
Bachelor of Science, Economics; Management, Marketing, Military Science

Nora Yousif, CFP® Nora Yousif, CFP® Greater Boston Area Details
Nora Yousif, CFP®'s RBC Wealth Management Experience July 2011 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2011 - Present

Education
College of Financial Planning
CERTIFIED FINANCIAL PLANNER™

Series 7 & 66

Providence College
BS, Biology, Mathematics

Cindy Sirico Cindy Sirico Cheshire, Connecticut Details
Cindy Sirico's RBC Wealth Management Experience December 2014 - Present
Job Registered Client Associate
Industry Financial Services
Experience
RBC Wealth Management   December 2014 - Present
Christie Coghlan Investment Management, LLC   August 2011 - April 2014
Merrill Lynch  September 2008 - August 2011
Financial Strategies Group  November 2005 - September 2008
TD Print Productions   January 1997 - December 1999
Shearson Lehman Brothers  January 1983 - December 1986
A.G. Edwards & Sons, Inc.   January 1981 - December 1983

Skills
Investments, Portfolio Management, Microsoft Excel, Financial Analysis, Customer Service, Finance, Asset Management, Mutual Funds, Wealth Management, PowerPoint, Equities

Education
Quinnipiac University   1999 — 2003
Bachelor's degree, Management, 3.4 GPA

Robert Bolling Robert Bolling Wilmington, Delaware Details
Robert Bolling's RBC Wealth Management Experience May 2010 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2010 - Present
DB Alex Brown  1993 - 2010

Education
Princeton University   1975 — 1979
BA, History/International Relations

Hotchkiss   1971 — 1975

Brian Fields, CFP® Brian Fields, CFP® Harrisburg, Pennsylvania Area Details
Brian Fields, CFP®'s RBC Wealth Management Experience June 2009 - Present
Job First Vice President Branch Director, Portfolio Manager – Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2009 - Present
Morgan Stanley  November 2002 - June 2009
Ahold  May 1988 - August 2001

Education
Penn State University   1990 — 1994
Master of Business Administration (M.B.A.), Business Administration, Management and Operations

The Ohio State University   1977 — 1981
BSBA, Accounting, 3.5

Alex Peebles Alex Peebles Raleigh-Durham, North Carolina Area Details
Alex Peebles's RBC Wealth Management Experience 2008 - 2008
Job Cresa
Industry Real Estate
Experience
Cresa  May 2015 - Present
Avison Young RDU   July 2014 - April 2015
CSC Leasing   September 2009 - May 2014
RBC Wealth Management   2008 - 2008
Estes Express Lines  2008 - 2008
Peebles Golf Car Sales   2006 - 2006

Skills
New Business Development, Marketing, Vendor Management, Account Management, Start-ups, Professional Services, Data Center, Solution Selling, Cloud Computing, Sales, Managed Services, Sales Management, Management, Customer Service, Sales Process, Salesforce.com, Business Development, CRM, Negotiation

Education
North Carolina State University   2005 — 2009
BS Business Administration, Finance

Woodberry Forest High School   2003 — 2005

Patrick Murdock, MBA Patrick Murdock, MBA Norfolk, Virginia Details
Patrick Murdock, MBA's RBC Wealth Management Experience April 2015 - Present
Job Private Client Group at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   April 2015 - Present
RBC Wealth Management   December 2014 - Present

Skills
Financial Analysis, Portfolio Management, Capital Markets, Financial Modeling, Corporate Finance, Valuation, Equity Research, Trading, Financial Markets, Bloomberg, Credit Analysis, Credit, Investments, Equities, Investment Management, Mutual Funds, Investment Strategies, Derivatives, Fixed Income, Investment Banking, Hedge Funds, Macroeconomics, Monetary Economics, Federal Reserve Policy, Quantitative Risk..., Asset Allocation, Economics, Wealth Management, Quantitative Analytics, Asset Management, Financial Risk, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Microsoft Word, Microsoft Publisher, PowerPoint, Data Analysis, Statistical Data..., Statistical Modeling, Leadership, Stata, SPSS, Oracle Database, Management, Analysis, Customer Service

Education
Strome College of Business   2012 — 2014
Master of Business Administration (M.B.A.), Financial Analysis and Valuation, Candidate

Old Dominion University   2008 — 2011
Bachelor of Science (BS), Finance & Economics

Ann Balback, CTFA, TEP Ann Balback, CTFA, TEP Greater Philadelphia Area Details
Ann Balback, CTFA, TEP's RBC Wealth Management Experience July 2011 - Present
Job Senior Trust Officer at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2011 - Present
Citigroup  May 2007 - July 2011
The Bank of New York Mellon  2005 - 2007
JPMorgan  2000 - 2005

Skills
Trust Services, Wealth Management, Asset Managment, Investments, Banking, Private Banking, Capital Markets, Financial Modeling, Financial Advisory, Risk Management, Strategic Financial..., Retirement Planning

Education
Pennsylvania State University-Great Valley Graduate Center   2008 — 2013
MBA, Business Administration

University of Delaware   1995 — 1999
Bachlor of Arts, International Relations, French

Britney Ouellet (Freeman) Britney Ouellet (Freeman) Toronto, Canada Area Details
Britney Ouellet (Freeman)'s RBC Wealth Management Experience May 2010 - September 2010
Job Manager, Strategy and Transformation Services at RBC
Industry Information Technology and Services
Experience
RBC  December 2014 - Present
RBC  September 2014 - November 2014
RBC  March 2013 - February 2014
Women In Leadership  January 2012 - December 2013
RBC  August 2011 - March 2013
MS Society of Canada - Oakville Division   April 2009 - September 2011
Queen's School of Business  September 2010 - April 2011
Queen's School of Business  2007 - 2011
RBC Wealth Management   May 2010 - September 2010
BOOM! Marketing  April 2009 - September 2009

Skills
Requirements Gathering, Leadership, Business Analysis, Project Management, Transformation, Business Strategy, Management, Emotional Intelligence, Consulting, Collaboration, Change Management, Process Improvement, IT Strategy, Risk Management, Teamwork, Marketing Strategy, Banking, MS Project, Requirements Analysis, Critical Thinking, Communication, Business Process Design, Business Case, Use Case Analysis, Time Management, Business Requirements, Data Analysis, Business Process..., Analysis, Influence Without..., Conflict Resolution, Prioritization, Project Management..., Business Case..., Scope Management, System Requirements, Communication Skills, PMF, SDLC, Athletics, Requirements Management, Execution

Education
Queen's University   2007 — 2011
BComm, Management of Information Systems and Psychology

King's Collegiate   2003 — 2007

Sandra Orsa Sandra Orsa Wilmington, North Carolina Details
Sandra Orsa's RBC Wealth Management Experience June 2009 - June 2015
Job Love Is Raw
Industry Health, Wellness and Fitness
Experience
Wilmington Yoga Center  September 2015 - Present
Beautycounter  May 2015 - Present
doTERRA  October 2014 - Present
Love Is Raw   August 2014 - Present
Wilmington Yoga Center  May 2013 - Present
RBC Wealth Management   June 2009 - June 2015
Morgan Stanley Smith Barney  August 2003 - June 2009
Morgan Stanley Smith Barney  August 2003 - June 2009
Morgan Stanley Smith Barney  August 2003 - June 2009

Skills
Budgets, Business Planning, Finance, Securities, Sales Management, Mutual Funds, Financial Analysis, Financial Services, Investments, Microsoft Excel, Series 7, Time Management, Trading, Financial Advisory, Team Building, Sales, Social Media Marketing, Public Speaking, Customer Service, Management, Social Media, Leadership, Social Networking, Microsoft Word, Marketing, Event Planning, Event Management

Education
Wake Forest Rolesville, H.S   1992 — 1995
General Studies

North Carolina State University

Brandon Childs Brandon Childs Dallas, Texas Details
Brandon Childs's RBC Wealth Management Experience June 2007 - June 2009
Job Senior Business Development Executive at Choctaw Nation of Oklahoma
Industry Government Administration
Experience
Choctaw Nation of Oklahoma  June 2014 - June 2015
Northern Trust Corporation  April 2012 - April 2014
Signal Hill Investment Services   February 2011 - March 2012
Fidelity Investments  June 2009 - February 2011
RBC Wealth Management   June 2007 - June 2009
Frost Bank  June 2003 - June 2007

Skills
New Business Development, Business Strategy, Business Analysis, Business Planning, Sales Management, Sales Presentations, Sales Process, Financial Analysis, Financial Planning, Financial Modeling, Financial Markets, Strategic Consulting, Consultative Selling, Management Consulting, Relationship Management, Commercial Banking, Private Banking, Asset Allocation, General Insurance, Entrepreneurship..., Entrepreneurship...

Education
Southeastern Oklahoma State University   2001 — 2003
Master of Business Administration (M.B.A.), Finance, General

Oklahoma State University   1998 — 2001
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Drew Getman, CFP®, ChFC® Drew Getman, CFP®, ChFC® Raleigh, North Carolina Details
Drew Getman, CFP®, ChFC®'s RBC Wealth Management Experience July 2003 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2003 - Present

Education
American College
Chartered Financial Consultant®

Roanoke College   1997 — 2001
Bachelor of Business Administration (BBA), Finance Concentration

Duke University   2005 — 2006
Executive Certificate in Certified Financial Planning, Accounting and Finance

Crystal Jarvi Crystal Jarvi Raleigh-Durham, North Carolina Area Details
Crystal Jarvi's RBC Wealth Management Experience July 2010 - Present
Job Registered Client Associate, Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2010 - Present

Education
North Carolina State University   2005 — 2009
Bachelor of Business Administration (B.B.A.), Finance, General

Charles Utterback Charles Utterback Lutherville Timonium, Maryland Details
Charles Utterback's RBC Wealth Management Experience September 2014 - Present
Job Registered Client Associate RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   September 2014 - Present
T. Rowe Price  May 2013 - Present
Institute for Policy and Opinion Research   January 2013 - April 2013

Skills
Mutual Funds, Investments

Education
Roanoke College   2009 — 2013
Bachelor of Business Administration (B.B.A.)

Brian Whitaker Brian Whitaker Greater Seattle Area Details
Brian Whitaker's RBC Wealth Management Experience 1997 - 2001
Job VP & Client Advisor at Laird Norton Wealth Managent
Industry Financial Services
Experience
Laird Norton Wealth Management  September 2003 - Present
North Park University  January 2007 - January 2013
Evangelical Covenant Church - North Pacific Conference   April 2009 - January 2012
ASA Advisors   2001 - 2003
RBC Wealth Management   1997 - 2001
Merrill Lynch  1994 - 1998
3M  1989 - 1994

Skills
Portfolio Management, Financial Planning, Wealth Management, Estate Planning, Asset Allocation, Retirement Planning, Philanthropy, Financial Analysis, Securities, Strategic Planning, Elder Care Planning, Wealth, Strategy, Financial Planners, Financial Advisory, Management, Financial Services, Finance

Education
North Park University   1986 — 1989
BA, Economics

Elizabeth Rose Barker Elizabeth Rose Barker Greater Philadelphia Area Details
Elizabeth Rose Barker's RBC Wealth Management Experience October 2007 - Present
Job VP, Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2007 - Present

Skills
Experienced,..., Award winning consultant, Dedicated Volunteer, Asset Managment, Business Development, Customer Service, Entrepreneurship, Risk Management, Innovation, Key Account Management, Financial Modeling, Account Management, New Business Development, Problem Solving, Strategic Planning, Sales, Sales Management, Customer Satisfaction, Sales Process, Published Author, Travel, Writing, Creative Writing, Asset Management, Financial Advisory, 401k, Leadership, Budgets, Finance, Financial Services, Portfolio Management, Management, Project Planning, Banking, Small Business, Investments, Mutual Funds

Education
Philadelphia University   1974 — 1978
BS, Business/Commerce, General

Mount St. Joseph Academy   1970 — 1974
High School Diploma, College Prep school

St Philip Neri   1968 — 1970

Laura Moret Laura Moret Minneapolis, Minnesota Details
Laura Moret's RBC Wealth Management Experience 2002 - 2005
Job Chief Counsel Asset Management, Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray  September 2005 - Present
RBC Wealth Management   2002 - 2005
American Express Financial Advisors  1989 - 2002
Dechert LLP  1987 - 1989

Skills
Financial Services, Investment Management, Mutual Funds, Management, Securities, Private Equity, Hedge Funds, Alternative Investments

Education
Northwestern University School of Law
Doctor of Law (J.D.)

University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance

University of Minnesota-Twin Cities
Bachelor of Arts (B.A. summa cum laude), History

Tom Thomas, CFP, PFP, FMA Tom Thomas, CFP, PFP, FMA Winnipeg, Canada Area Details
Tom Thomas, CFP, PFP, FMA's RBC Wealth Management Experience January 2011 - Present
Job Private Banking at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   January 2011 - Present
BMO Bank of Montreal  August 2003 - September 2010
Investors Group Financial Services Inc.  March 2000 - July 2003
RBC - Royal Trust   July 1981 - January 2000

Skills
Estate Planning, Financial Planners, Succession Planning, Banking, Wealth, Financial Services, Cash Management, Performance Management, Wealth Management, Retirement Planning, Mutual Funds, Strategic Financial..., Asset Allocation, Investments, Securities, Portfolio Management, High Net Worth..., Investment Advisory, Asset Managment, Investment Strategies, Finance, Private Banking, Credit, Certified Financial..., Equities, Wealth Management..., Investment Management, Asset Management, Commercial Banking, Fixed Income, Financial Advisory, Mortgage Lending, Relationship Management, Alternative Investments, Retirement, Retail Banking, Loans, Pensions, Series 7, Consumer Lending, Hedge Funds

Education
Financial Management Advisor   2005 — 2006
FMA, Financial Management Advisor

Professional Financial Planner   1996 — 1999
Professional Financial Planner, Financial Planning

Certified Financial Planner   1986 — 1989
CFP, Certified Financial Planner

Red River College   1979 — 1981
Business Administration, Accounting & Finance

Wendell Holanda, PFP Wendell Holanda, PFP Toronto, Canada Area Details
Wendell Holanda, PFP's RBC Wealth Management Experience July 2011 - February 2013
Job International Investment Advisor at Scotiabank
Industry Financial Services
Experience
Scotiabank  March 2014 - Present
Scotia Private Client Group  February 2013 - March 2014
RBC Wealth Management   July 2011 - February 2013
RBC Royal Bank  April 2010 - July 2011
RBC Royal Bank  July 2008 - April 2010
CDL Jovem Fortaleza   2000 - 2001

Skills
Wealth Management, Canadian Securities..., Mutual Funds, Investments, Banking, Strategic Financial..., Investment Advisory, Credit, Portfolio Management, Retirement Planning, Financial Advisory, Mortgage Lending, Retail Banking, Relationship Management, Risk Management, Investment Strategies

Education
Pontifícia Universidade Católica do Rio de Janeiro   1998 — 2000
Bachelor, Business Administration

Universidade de Fortaleza   1995 — 2000
Bachelor, Civil Engineer

Dan Charboneau, B.Sc. Eng, PFP Dan Charboneau, B.Sc. Eng, PFP Toronto, Canada Area Details
Dan Charboneau, B.Sc. Eng, PFP's RBC Wealth Management Experience 2008 - Present
Job Investment & Retirement Planner at RBC Wealth Managment
Industry Investment Banking
Experience
RBC Wealth Management   2008 - Present
RBC Wealth Managment  February 2007 - Present
RBC  August 2001 - January 2007

Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Banking, Mutual Funds, Retail Banking, Financial Analysis, Strategic Financial..., Risk Management, Retirement, Asset Managment

Education
Queen's University   1997 — 2001
B.Sc. Eng

St. Joe's   1993 — 1997

Todd Calamita Todd Calamita Charlotte, North Carolina Area Details
Todd Calamita's RBC Wealth Management Experience March 2005 - July 2010
Job at Calamita Wealth Management
Industry Financial Services
Experience
Calamita Wealth Management   July 2010 - Present
RBC Wealth Management   March 2005 - July 2010
Wachovia, A Wells Fargo Company  January 1999 - March 2005

Skills
Retirement Planning, Strategic Financial..., Wealth Management, Series 7, Asset Allocation, Investments, Investment Advisory, Mutual Funds, Retirement, Financial Advisory, Asset Managment

Education
Weatherhead School of Management at Case Western Reserve University   1996 — 1997
Masters of Business Administration, Marketing, Policy

Ohio University   1989 — 1993
Bachelors of Business Administration, Finance, International Business, German

Rebecca Lancaster Rebecca Lancaster Greater Minneapolis-St. Paul Area Details
Rebecca Lancaster's RBC Wealth Management Experience January 2012 - December 2012
Job Dynamic Project Professional Actively Seeking New Opportunity
Industry Information Technology and Services
Experience
RBC Wealth Management   January 2012 - December 2012
Aveda  May 2009 - October 2010
Advanced MarketPlace (AMP)   June 2008 - January 2009
UnitedHealth Group  October 2007 - February 2008
Allianz Life  March 2007 - September 2007
UnitedHealth Group  March 2006 - March 2007
Regis Corporation  April 2005 - February 2006

Skills
SAP CRM, Windows 7, Mac OS, Photoshop, AS400 system, HP Service Manager, HP Service Desk, CMDB, MS Project, MS Visio, SharePoint, Social Media Outreach, Customer Service, Troubleshooting, Project Planning, Project Coordination, ITIL, IT Service Management, Sales, Project Management, Information Technology, Enterprise Software, Change Management

Education
RMC Project Management, Inc.
Project Management Prep Coursework, 16 CEUs

North Hennepin Community College
Certificate, Project Management

North Hennepin Community College
Associate of Arts (A.A.)

Bret Throckmorton Bret Throckmorton San Francisco, California Details
Bret Throckmorton's RBC Wealth Management Experience September 2005 - January 2013
Job Administrative Assistant at Milliman, Inc.
Industry Financial Services
Experience
Milliman, Inc.   April 2014 - Present
Premier Staffing Inc.  November 2013 - March 2014
RBC Wealth Management   September 2005 - January 2013
Jones Lang LaSalle  October 2001 - August 2005
LPISC/Jones Lang LaSalle   July 2000 - September 2001

Skills
Administrative..., Outlook, Microsoft Excel, Spreadsheets, File Management, PowerPoint, Calendaring, Microsoft Word, Microsoft Office, Executive Support, Office Administration, Event Planning, Visio, Customer Service, Invoicing, Administrative..., Administration, Confidentiality, Time Management

Education
Otterbein University
Special Education, Theater Arts, English

Helen Tellas Helen Tellas New York, New York Details
Helen Tellas's RBC Wealth Management Experience February 2008 - September 2008
Job Senior Associate at Exusia, Inc.
Industry Management Consulting
Experience
Exusia, Inc.   June 2015 - Present
Technical Advantage Medical Billing Co.   February 2011 - December 2014
NYC Department of Education  November 2009 - January 2011
Cushman & Wakefield  September 2008 - October 2008
RBC Wealth Management   February 2008 - September 2008
AllianceBernstein  May 2007 - December 2007
Natixis  August 1991 - August 2006

Skills
Microsoft Office, Mac, Google Docs, Customer Service, Editing

Education
Pace University   1983 — 1987
BBA, Business Administration

Michael Fiorelli, CFA Michael Fiorelli, CFA Toronto, Canada Area Details
Michael Fiorelli, CFA's RBC Wealth Management Experience January 2000 - May 2007
Job Executive Director at CIBC
Industry Financial Services
Experience
CIBC  May 2014 - Present
HSBC Bank Canada  August 2012 - May 2014
HSBC Securities  May 2007 - August 2012
RBC Wealth Management   January 2000 - May 2007
First Marathon   1997 - 1999

Skills
Bloomberg Terminal, Wealth Management, Investment Advisory, High Net Worth..., Managed Accounts, Separately Managed..., Investments, Insurance, Asset Management, Business Strategy, New Business Development, Contract Negotiation, Vendor Relations

Education
Queen's University   1993 — 1997
Bachelor of Commerce, Finance, law, marketing

Nick Nash Nick Nash Chicago, Illinois Details
Nick Nash's RBC Wealth Management Experience November 2010 - March 2011
Job Application Analyst at Northwestern Memorial Hospital
Industry Hospital & Health Care
Experience
Northwestern Memorial Hospital  October 2013 - Present
Presence Health  October 2012 - October 2013
Presence Health  March 2011 - October 2012
RBC Wealth Management   November 2010 - March 2011
Presence Health  April 2010 - October 2010
Simplex Investments, LLC, Chicago   May 2008 - April 2010
Schroeder Material, Worth   May 2005 - August 2008

Skills
Financial Modeling, Program Management, Strategy, Epic Resolute Hospital..., Hospital Revenue Cycle, Options, Microsoft Excel, Project Management, Software Documentation, Customer Service, Data Analysis, Hospitals, Analysis, Management, Business Analysis

Education
Northwestern University   2015 — 2016
Master's Degree, Predictive Analytics

Loyola University Chicago   2003 — 2007
Bachelor of Arts, Economics

Jeffrey Simon, CFP® Jeffrey Simon, CFP® Greater Chicago Area Details
Jeffrey Simon, CFP®'s RBC Wealth Management Experience July 2006 - October 2012
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2012 - Present
RBC Wealth Management   July 2006 - October 2012
Smith Barney  May 2001 - July 2006
Alper Services LLC  January 1998 - May 2001
American Express Financial Advisors  August 1994 - January 1998
Baxter Healthcare  August 1989 - August 1994
General Electric  June 1988 - December 1988
Porsche  September 1987 - April 1988
Ernst & Young  September 1984 - September 1986

Education
University of Illinois at Chicago   1986 — 1989
MBA, Finance, International Business

Southern Methodist University   1980 — 1984
BBA, Accounting

Richmond, The American International University in London   1983 — 1983

Dana Garies Dana Garies Greater Minneapolis-St. Paul Area Details
Dana Garies's RBC Wealth Management Experience June 2002 - Present
Job SupervisorDocument Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2002 - Present
United Health Group  April 1988 - June 2002

Education
North Hennepin Community College   1983 — 1984
Law Enforcement

Clinton Cuthriell Clinton Cuthriell Wilmington, North Carolina Area Details
Clinton Cuthriell's RBC Wealth Management Experience August 2005 - Present
Job Vice PresidentFinancial Advisor RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2005 - Present

Education
General Electric Financial Management Program   1977 — 1979
Diploma, Financial Management

Old Dominion University   1974 — 1977
B.S. Business Administration, Accounting

U.S. Army Aviation School   1971 — 1971
Diploma, Rotary Wing Aviation

Scott Sides, CRPS® Scott Sides, CRPS® York, Pennsylvania Area Details
Scott Sides, CRPS®'s RBC Wealth Management Experience April 2012 - Present
Job Senior Vice President Financial Advisor, Senior Consulting Group of The Sides Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2012 - Present
Morgan Stanley  February 1992 - April 2012
Drovers Bank   December 1986 - February 1992

Education
Penn State University   1982 — 1986
BS Finance, Finance & Economics

Dan Nyiri Dan Nyiri Lancaster, Pennsylvania Area Details
Dan Nyiri's RBC Wealth Management Experience September 2008 - Present
Job Associate Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2008 - Present
Vector Marketing  May 1997 - August 2008

Education
Penn State University   2005 — 2007
MBA, General Business

Penn State University   1993 — 1997
BS Marketing

Peter Tsoukalas, CFP, CIM, PFP, FMA Peter Tsoukalas, CFP, CIM, PFP, FMA Edmonton, Canada Area Details
Peter Tsoukalas, CFP, CIM, PFP, FMA's RBC Wealth Management Experience February 2007 - September 2013
Job Financial Advisor at ATB Securities
Industry Financial Services
Experience
ATB Securities   September 2013 - Present
RBC Wealth Management   February 2007 - September 2013
ATB Financial  2013 - 2013
CIBC- Edmonton, Ab   October 2006 - February 2007
CIBC - Edmonton, Ab Financial Services   March 2006 - October 2006
ATB Financial- Edmonton, Ab   April 2004 - March 2006
ATB Financial- Edmonton, Ab   October 2003 - April 2004
ATB Financial- Edmonton, Ab   July 2002 - October 2003

Skills
Financial Planning, Wealth Management, Investments, Retirement, Retirement Planning, Mutual Funds, Portfolio Management, Asset Management, Asset Allocation, Customer Service, Banking, Strategic Financial..., Financial Advisory, Credit, Finance, Wealth, Financial Services

Education
DESIGNATIONS   2009 — 2010
CFP, Financial Planning and Services

Northern Alberta Institute of Technology   2000 — 2002
Finance, Finance

Constance (Axelrod) Charlier Constance (Axelrod) Charlier Santa Barbara, California Details
Constance (Axelrod) Charlier's RBC Wealth Management Experience 2000 - 2002
Job Management, Communication & Training Professional Arizona & California
Industry Management Consulting
Experience
SWELL Clubs Santa Barbara Athletic Club   January 2015 - Present
Self Employed  January 2013 - Present
CEO Support Systems, Inc.   1999 - 2013
RBC Wealth Management   2000 - 2002

Skills
Hatha Yoga, Corporate Communications, Training, Program Management, CRM, Team Leadership, Employee Training, Business Strategy, Internal Communications, Management, Negotiation, Strategy, Management Consulting, Public Speaking, Marketing Strategy, Marketing Communications, Customer Service, Strategic Planning, Marketing, Leadership, Project Management, Editing, Team Building, Consulting, Sales, Event Planning

Education
Northeastern Illinois University

Universite de Bruxelles, Belgium
Doctor of Philosophy (PhD), Management Communication

University of Illinois at Urbana-Champaign
Master's degree, Organizational Communication, General

Keith Robertson Keith Robertson Toronto, Canada Area Details
Keith Robertson's RBC Wealth Management Experience December 2013 - September 2015
Job Head, Strategy & Business Performance at RBC Wealth Management
Industry Financial Services
Experience
RBC  September 2015 - Present
RBC Wealth Management   December 2013 - September 2015
RBC Wealth Management   November 2010 - November 2013
Fidelity International  May 2007 - December 2009
Fidelity International  July 2006 - April 2007
Fidelity International  April 2004 - June 2006
Fidelity International  July 2003 - January 2004
Fidelity International  May 2000 - June 2003
KPMG Cape Town   1997 - 2000

Education
CFA Institute   2004 — 2006
CFA charter, Economics, Finance, Investments

South African Institute of Chartered Accountants   1997 — 2000
CA(SA), Audit, Finance

South African Institute of Financial Markets   1999 — 1999
International Capital Markets qualification, Ethics, Economics, Financial Instruments

Rhodes University   1993 — 1996
B.Comm (Hons), Accounting, Commercial Law

Stutterheim High School

Gregory Hyziewicz Gregory Hyziewicz Erie, Pennsylvania Area Details
Gregory Hyziewicz's RBC Wealth Management Experience 2007 - 2009
Job Investment Advisor at PNC Wealth Management
Industry Financial Services
Experience
PNC  July 2011 - Present
Evans Capital Management   January 2010 - July 2011
RBC Wealth Management   2007 - 2009
Keim Dusckas Caryl Wealth Management Group   January 2006 - January 2007

Education
Oklahoma State University   2003 — 2007
Finance & Economics, Portfolio Management

Kevin Tinkle Kevin Tinkle Dallas, Texas Details
Kevin Tinkle's RBC Wealth Management Experience July 2010 - September 2011
Job Financial Advisor at Texans Financial
Industry Investment Management
Experience
Texans Financial   February 2013 - Present
JHB Capital   November 2011 - February 2013
RBC Wealth Management   July 2010 - September 2011
Pecos Valley Energy   May 2009 - August 2010
K-Life Ministries  August 2007 - May 2010

Skills
Investments, Financial Analysis, Portfolio Management, Asset Allocation, Asset Management, Wealth Management, Financial Modeling, Series 7, Strategic Planning, Strategic Financial..., Leadership, Valuation, Customer Service

Education
Oklahoma State University   2002 — 2007
Bachelor of Arts, Liberal Studies; Speech Communications and Religious Studies

Thomas Fay Custer HS   1998 — 2002

Nick Archer Nick Archer Greater Minneapolis-St. Paul Area Details
Nick Archer's RBC Wealth Management Experience March 2002 - March 2005
Job REALTOR®, GRI, SFR, Counselor, "Nokomis Neighborhood Expert" with Coldwell Banker Burnet
Industry Real Estate
Experience
Coldwell Banker Burnet  February 2002 - Present
RBC Wealth Management   March 2002 - March 2005
Microsoft Corporation  October 2000 - January 2002

Skills
Residential Homes, Real Estate, First Time Home Buyers, Investment Properties, Real Estate Transactions, Sellers, ABR, Selling, SFR, Property, Buyers, Move Up Buyers, Relocation, Single Family Homes, Townhomes

Education
North Dakota State University   1997 — 2001
B.S., Business Administration & Accounting

Christine Sarafian Christine Sarafian Scottsdale, Arizona Details
Christine Sarafian's RBC Wealth Management Experience October 2009 - Present
Job Financial Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   October 2009 - Present
Crowell Weedon & Co  August 2008 - October 2009
Crowell Weedon & Co  June 2002 - August 2007

Skills
Investments, Securities, Mutual Funds, Equities, Series 7, Bloomberg, Portfolio Management, Retirement Planning, Financial Analysis, Alternative Investments, Series 63, Wealth Management, Investment Strategies, Retirement, Insurance, Asset Management

Education
Sonoma State University   2005 — 2007
BA, Economics

Pasadena City College   2003 — 2005
AA, Psychology

Jake Huska Jake Huska Springfield, Virginia Details
Jake Huska's RBC Wealth Management Experience June 2013 - August 2013
Job Undergraduate Teaching Assistant at George Mason University
Industry Financial Services
Experience
George Mason University  August 2015 - Present
Mason Investment Club (MIC)   May 2015 - Present
George Mason University  January 2015 - Present
Dorm Room Capital   November 2014 - Present
RBC Wealth Management   June 2013 - August 2013
Northern Virginia Community College  August 2011 - May 2012

Skills
Investments, Financial Markets, Finance, Equities, Equity Trading, Technical Analysis, Microsoft Office, Financial Analysis, Securities, Options, Tutoring, PowerPoint, Microsoft Word, Microsoft Excel, Risk Management, Research, Leadership, Data Analysis, Time Management, Teamwork, Financial Statement..., Accounting, Statistics, Trading, Public Speaking, Teaching, Higher Education

Education
George Mason University - School of Business   2013 — 2015
Bachelor of Science (BS), Finance; Minor, Economics, 3.92

Northern Virginia Community College   2011 — 2013
Associate of Science (A.S.), Business Administration, 4.0

Stephen Gessling Stephen Gessling Portland, Oregon Details
Stephen Gessling's RBC Wealth Management Experience July 2013 - September 2013
Job Business Analysis Project Administrator Intern at NWEA
Industry Information Services
Experience
NWEA  July 2015 - Present
Oregon State University  May 2015 - June 2015
Startup Weekend Willamette   February 2015 - February 2015
RBC Wealth Management   July 2013 - September 2013
Chevron  June 2011 - September 2011

Skills
Entrepreneurship, Strategic Planning, Leadership, International Business, Account Management, International Trade, Business Analysis, Market Analysis, French, Business Strategy, Customer Relations, Project Management, Logistics, Data Analysis, Big-picture Thinking, Process Development, Market Forecasting, Disruptive Technologies, Computer Information..., Analysis, Trend Analysis, Process Modeling, Logistics Analysis, Relational Databases, International Market..., Risk Management, Commodity Risk...

Education
Oregon State University
Business Information Systems

Scott Gettel Scott Gettel Portland, Oregon Details
Scott Gettel's RBC Wealth Management Experience January 2001 - Present
Job First Vice President Financial Advisor of The Gettel Investment Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2001 - Present

Education
Oregon State University   1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Speech Communication

Chris Hearne Chris Hearne Pensacola, Florida Details
Chris Hearne's RBC Wealth Management Experience July 2013 - June 2014
Job Second Lieutenant at United States Marine Corps
Industry Military
Experience
United States Marine Corps  November 2014 - Present
United States Marine Corps  July 2014 - November 2014
RBC Wealth Management   July 2013 - June 2014
Barclays Capital  July 2009 - May 2013

Skills
Capital Markets, Financial Modeling, Investment Banking, Leadership, Investments, Financial Analysis, Strategy, Valuation, Microsoft Excel

Education
Princeton University

Ken Cox Ken Cox Toronto, Canada Area Details
Ken Cox's RBC Wealth Management Experience 1998 - 2000
Job Experienced Marketing/CRM Executive
Industry Financial Services
Experience
KHC Professional Services   2013 - Present
CAA South Central Ontario  2008 - 2012
Bell Canada  2002 - 2006
Oracle Corporation Canada  2000 - 2002
RBC Wealth Management   1998 - 2000
RBC Wealth Management   1996 - 1998
Scotiabank  1991 - 1996

Skills
Analytics, Segmentation, Customer Experience, Database Marketing, Business Intelligence, Vendor Management, Business Analysis, Telecommunications, CRM, Product Management, Team Leadership, Cross-functional Team..., Team Management, Business Strategy, Strategy, Mergers & Acquisitions, Customer Insight, Membership Growth, Membership Development, Direct Marketing, Marketing Strategy, Sales Management, Leadership, Integrated Marketing, Market Research, Management, Sales, Customer Satisfaction, Customer Retention, Business Planning, Program Management, Marketing, Enterprise Software, Project Management, Analysis, Budgets, Competitive Analysis, Loyalty Marketing, Campaign Management, Customer Acquisition, Loyalty Programs, Multi-channel Marketing, Email Marketing, E-commerce, Marketing Management, Digital Marketing, B2B Marketing, Lead Generation

Education
Queen's University
Master of Business Administration (MBA), Business Administration and Management, General

University of New Brunswick
Bachelor of Science (B.Sc.), Computer Science

Cindy Wilson, CFP® Cindy Wilson, CFP® Greater Atlanta Area Details
Cindy Wilson, CFP®'s RBC Wealth Management Experience December 2004 - October 2006
Job Financial Advisor at GV Financial Advisors
Industry Financial Services
Experience
GV Financial Advisors  September 2007 - Present
RBC Wealth Management   December 2004 - October 2006
Fegan and Associates   February 1999 - October 2004

Skills
Wealth Management, Insurance, Estate Planning, Strategic Financial..., Retirement Planning, Asset Allocation, Investments, Series 7, Asset Managment, Tax, Accounting, Financial Planners, Life Insurance, Sales

Education
Pepperdine University, The George L. Graziadio School of Business and Management   2003 — 2005
MBA, Finance

University of Southern California   1992 — 1996
BS, Kinesiology

Les Fox, CFA® Les Fox, CFA® Houston, Texas Details
Les Fox, CFA®'s RBC Wealth Management Experience October 1997 - Present
Job Managing Director Financial Advisor, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 1997 - Present
Banc One Investment Advisors  May 1984 - October 1997

Education
Northwestern University   1973 — 1978
Bachelor’s Degree, Computer Science

Washington University in St. Louis   1978 — 1980
Master of Business Administration (M.B.A.), Accounting and Finance

Liberty High School - Youngstown, Ohio   1970 — 1973
High School

Andrea Wren Andrea Wren Elk River, Minnesota Details
Andrea Wren's RBC Wealth Management Experience October 2014 - Present
Job at
Industry Banking
Experience
RBC Wealth Management   October 2014 - Present
RBC  January 2013 - October 2014
RBC Wealth Management   July 2011 - January 2013
Wells Fargo  February 2010 - July 2011
Target  February 2006 - February 2010

Skills
Customer Service, Team Leadership, Follow Through, Following Instructions, Close Attention to..., Communication Skills, Compliance, Dependable Team Player, Attention to Detail, Finance, Credit, Investments, Mortgage Lending, Relationship Management, Sales

Education
St. Cloud State University   2011 — 2013
Bachelor of Arts (B.A.), Elective Studies

North Hennepin Community College   2010 — 2012
Associate of Arts (A.A.), General Studies

Sindy LaNasa Sindy LaNasa Osseo, Minnesota Details
Sindy LaNasa's RBC Wealth Management Experience January 2013 - Present
Job Insurance Professional
Industry Insurance
Experience
RBC Wealth Management   January 2013 - Present
Allianz Life  2003 - 2012

Skills
Business Process..., Insurance, Business Analysis, Financial Services, Analysis, Process Improvement, Forecasting

Education
North Hennepin Community College

Jared D'Orazio Jared D'Orazio Richmond, Virginia Details
Jared D'Orazio's RBC Wealth Management Experience September 2015 - Present
Job Client Associate with The Ford Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2015 - Present
RBC Wealth Management   December 2013 - August 2015
Alpha Kappa Psi - Lambda Omicron Chapter   November 2013 - November 2014
AXA Advisors, LLC  March 2013 - May 2014
The Vitamin Shoppe, Inc.   June 2011 - January 2014

Education
North Carolina State University   2011 — 2015
B.S. Business Administration, Finance

Ellen McInerney Ellen McInerney Chicago, Illinois Details
Ellen McInerney's RBC Wealth Management Experience January 2009 - May 2010
Job Associate at Invoyent
Industry Management Consulting
Experience
Invoyent  August 2015 - Present
Optum  July 2011 - July 2014
Ameriprise Financial Services, Inc.   May 2010 - August 2010
RBC Wealth Management   January 2009 - May 2010

Skills
Financial Modeling, Analysis, Data Analysis, Analytics, Process Improvement, Access, Business Intelligence, Project Management, Financial Analysis, PowerPoint, Customer Service, Microsoft Excel, Management

Education
University of Minnesota - Carlson School of Management   2007 — 2011
Bachelor of Science in Business, Finance & Marketing

Queensland University of Technology   2011 — 2011

University of Pennsylvania - The Wharton School   2014 — 2014

Ned Tyree Ned Tyree Charlotte, North Carolina Details
Ned Tyree's RBC Wealth Management Experience January 2009 - Present
Job Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2009 - Present
Smith Barney  November 2001 - December 2008
Interstate/ Johnson Lane  January 1993 - November 2001

Education
North Carolina State University

Virgina Episcopal School

Lisa Gilbert Lisa Gilbert Austin, Texas Details
Lisa Gilbert's RBC Wealth Management Experience September 2002 - October 2006
Job Director, Education & Development
Industry Financial Services
Experience
NFP Advisor Services  February 2009 - Present
NFP Advisor Services  September 2009 - February 2011
NFP Advisor Services  December 2006 - September 2009
RBC Wealth Management   September 2002 - October 2006
Morgan Stanley  April 2000 - September 2002

Skills
Training, Adult Learning Theory, Instructional Design, Coaching, Relationship Management, Team Building, Customer Service, Management, Written & Oral..., Media Development, Organizational..., Development Of Employees, Employee Training, Vendor Management, Financial Services, Strategic Planning, Project Management, Marketing, Learning Management..., Analysis, Investment Advisory, Investments, Wealth Management, Instructor-led Training, E-Learning, Staff Development, Finance, Series 7, Blended Learning, Financial Advisory, Learning Management, Captivate, Securities, Distance Learning, ADDIE, CRM

Education
Purdue University   2012 — 2015
Candidate: Master of Science (MS), Learning Design and Technology, 3.6 GPA Current

The University of Texas at Dallas
Bachelor's degree, Economics and Finance

Adam Coopersmith Adam Coopersmith Randolph, New Jersey Details
Adam Coopersmith's RBC Wealth Management Experience June 2015 - Present
Job Student at Quinnipiac University
Industry Financial Services
Experience
Cushman & Wakefield  June 2015 - Present
RBC Wealth Management   June 2015 - Present
RBC Wealth Management   July 2014 - August 2014
Heymann and Fletcher Attorneys at Law   June 2013 - August 2013
Adath Shalom Pre School   2011 - 2013
Zeta Beta Tau Fraternity  September 2012 - December 2012
Zeta Beta Tau Fraternity  February 2012 - September 2012
Iroquois Springs  June 2010 - August 2012

Skills
Public Speaking, PowerPoint, Microsoft Office, Microsoft Word, Social Media, Facebook, Social Networking, Research, Legal Research, Event Planning, Customer Service, Fundraising, Teamwork

Education
Quinnipiac University   2014 — 2016
Master of Business Administration (MBA), Traditional MBA

Quinnipiac University   2011 — 2015
History, 3.133

Deke Gaeng Deke Gaeng Annapolis, Maryland Details
Deke Gaeng's RBC Wealth Management Experience July 2014 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2014 - Present
Wells Fargo Advisors  July 2013 - July 2014
Morgan Stanley Wealth Management  June 2011 - July 2013

Education
Roanoke College

David Dollarhide David Dollarhide Oklahoma City, Oklahoma Details
David Dollarhide's RBC Wealth Management Experience January 1993 - Present
Job First Vice President Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 1993 - Present

Education
Oklahoma State University
Bachelor’s Degree, English Language and Literature, General

Richelle Nichols Richelle Nichols Portland, Oregon Details
Richelle Nichols's RBC Wealth Management Experience February 2010 - October 2011
Job Senior Office Services Associate at NWEA
Industry Education Management
Experience
NWEA  October 2012 - Present
RBC Wealth Management   February 2010 - October 2011

Skills
Microsoft Office, Outlook, Leadership, Customer Service, Management, Editing, Program Management, Public Speaking, Project Management, Staff Development, Training, Process Improvement, Team Building, Research, Educational Technology, Microsoft Excel, Data Analysis, Event Planning, Marketing, Curriculum Development, Coaching, Teaching, Nonprofits, Project Planning

Education
Portland State University
Bachelor of Science (B.S.), Sociology

Portland State University - CEPE
Certification - Project Management

Zach Walters Zach Walters Greater Chicago Area Details
Zach Walters's RBC Wealth Management Experience October 2014 - Present
Job Senior Financial Associate, CFP® at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present
RBC Wealth Management   October 2012 - September 2014
RBC Wealth Management   October 2006 - September 2012
Ameriprise Financial Services, Inc.   June 2006 - October 2006

Education
Purdue University   2002 — 2006
Business Management, Minor in Finance

Michelle Grist Michelle Grist Clarendon Hills, Illinois Details
Michelle Grist's RBC Wealth Management Experience April 2012 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2012 - Present
Merrill Lynch  May 2005 - April 2012

Education
North Central College   2000 — 2005
Bachelor of Arts (B.A.), Psychology

Ed Esposto Ed Esposto Toronto, Canada Area Details
Ed Esposto's RBC Wealth Management Experience 1999 - 2007
Job Lawyer at Blaney McMurtry LLP and Adjunct Professor, Law of Trusts at Osgoode Hall Law School
Industry Law Practice
Experience
Osgoode Hall Law School  January 2012 - Present
Blaney McMurtry LLP  June 2009 - Present
Sole Practitioner  November 2007 - June 2009
RBC Wealth Management   1999 - 2007
Heenan Blaikie LLP  1995 - 1999
Fasken Martineau LLP  1991 - 1995

Skills
Estate Law, Legal Advice, Dispute Resolution, Litigation, Legal Research, Document Drafting, Trusts, Estate Planning, Dispute, Powers of Attorney, Financial Planners

Education
The University of Western Ontario   1986 — 1989
Bachelor of Laws (LL.B.)

Queen's University   1982 — 1986
Bachelor of Arts (B.A.), History and Economics

Fulya Bulur, PMP Fulya Bulur, PMP Toronto, Canada Area Details
Fulya Bulur, PMP's RBC Wealth Management Experience September 2013 - December 2013
Job Project Management Consultant at Ontario Teachers' Pension Plan
Industry Financial Services
Experience
Ontario Teachers' Pension Plan  March 2014 - January 2015
RBC Wealth Management   September 2013 - December 2013
RBC Wealth Management   August 2011 - July 2013
RBC Dexia Investor Services  May 2009 - May 2011
RBC Dexia Investor Services  November 2008 - May 2009
RBC Dexia Investor Services  April 2007 - May 2008
Bank of Montreal  June 2006 - April 2007
TMX Group  June 2004 - June 2006
CIBC Mellon  January 2004 - June 2004
CIBC Mellon  June 2002 - January 2004

Skills
Risk Management, Project Management, Equities, FX Hedging, FX trading, Capital Markets, Requirements Analysis, Requirements Gathering, Requirements Management, Testing, Business Analysis, Financial Risk, PMP, SDLC, Business Requirements, User Acceptance Testing, Business Process, MS Project, Portfolio Management, Integration, Software Project..., Wealth Management, FX Derivatives, Bonds, Operational Activities, Training, Business Systems..., Information Technology, Credit Risk, PMO, Project Portfolio..., Trading

Education
Bay 3000 Corporate Education- PMP Course   2010 — 2010

Professional Risk Managers' International Association- UK   2006 — 2006

Canadian Securities Institute   2001 — 2001

Middle East Technical University   1992 — 1996
BA

ted

Scott Shuryn Scott Shuryn New York, New York Details
Scott Shuryn's RBC Wealth Management Experience April 2015 - Present
Job Vice President, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2015 - Present
J.P. Morgan   February 2013 - April 2015
Morgan Stanley Smith Barney, Private Portfolio Group   January 2012 - January 2013
Morgan Stanley Smith Barney, Private Portfolio Group   September 2008 - January 2012
Citigroup Smith Barney  July 2007 - September 2008

Skills
Fixed Income, Equities, Investments, Trading, Securities, Series 7, Equity Trading, Portfolio Management, Bloomberg, Trade Management, Change Leadership, Series 63, Series 65

Education
Pace University - Lubin School of Business   2003 — 2007
BBA, Finance

FINRA
Series 7, Finance

NASAA
Series 66, Finance

Louis Ambrosio Louis Ambrosio Greater New York City Area Details
Louis Ambrosio's RBC Wealth Management Experience January 2006 - Present
Job SVP Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2006 - Present
Legg Mason  May 1997 - January 2006
Chase Manhattan Corporation  1989 - 1997

Skills
Separately Managed..., Series 7, Asset Allocation, Managed Accounts, Money Management, Retirement Planning, Wealth Management, Series 66, Trust Services, Investment Advisory, ETFs, FINRA, Investment Strategies, Series 63, Mutual Funds, Portfolios, High Net Worth..., Alternative Investments, Series 24, Retirement, Wealth, Fixed Income, Asset Management, Securities, Financial Advisory, Portfolio Management, 401k, Bonds, Investments, Financial Planning, Equities, Estate Planning, Stocks, Annuities, Private Banking, Options, Liquidity, Asset, Securitization, Hedging, Hedge Funds, Credit, Debt, Reporting & Analysis, Equity Trading, Cash Management, Mortgage, Brokerage, Currency, Capital Markets

Education
Queens College   1978 — 1985
BA, Communication and Media Studies

Karin Hanson Karin Hanson Hopkins, Minnesota Details
Karin Hanson's RBC Wealth Management Experience January 2014 - April 2014
Job Senior Project Manager at Ameriprise Financial Services, Inc.
Industry Financial Services
Experience
Ameriprise Financial Services, Inc.   September 2014 - Present
RBC Wealth Management   January 2014 - April 2014
Ameriprise Financial Services, Inc.   March 2009 - August 2013
Ameriprise Financial Services, Inc.   January 2006 - March 2009
Ameriprise Financial Services, Inc.   September 1999 - December 2005
Ameriprise Financial Services, Inc.   March 1997 - September 1999
MCI Corporation  September 1995 - February 1997
MCI Corporation  August 1993 - August 1995

Skills
Project Management, Vendor Management, Team Leadership, Customer Service, Process Improvement, Governance, Program Management, Risk Management, Business Analysis, Cross-functional Team..., SDLC, Business Process..., Change Management, Outsourcing, IT Strategy, ITIL

Education
University of Minnesota-Twin Cities   1990 — 1992
Bachelor of Arts (B.A.), Sociology

North Hennepin Community College   1989 — 1990
Associate of Arts (A.A.), Liberal Arts and Sciences/Liberal Studies

Mike Thigpen Mike Thigpen Washington, District Of Columbia Details
Mike Thigpen's RBC Wealth Management Experience November 2013 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2013 - Present
Opower  March 2011 - September 2013
U.S. House of Representatives   January 2011 - March 2011

Skills
Sales Operations, Sales, Energy, Business Development, Operations Management, Microsoft Office, Networking, People-oriented, Social Media, Public Speaking, Strategic Planning, Strategy, Management, Solution Selling, Microsoft Excel, Data Analysis, Leadership, Salesforce.com, SaaS, Enterprise Software, Consulting, Finance, Research, Energy Efficiency, Building Relationships, Start-ups, Competitive Analysis, Marketing, Program Management, Outstanding..., People Skills, Lead Generation, Strategic Partnerships, Analytics, Entrepreneurship

Education
Penn State University   2006 — 2010
Energy, Business, and Finance

Caitlin Meyer Caitlin Meyer Greater New York City Area Details
Caitlin Meyer's RBC Wealth Management Experience September 2009 - December 2009
Job Financial Services
Industry Financial Services
Experience
Providence College Economics Department   September 2009 - May 2010
RBC Wealth Management   September 2009 - December 2009
Maguire's Restaurant   May 2004 - September 2009

Education
Providence College   2006 — 2010
BA, Quantitative Economics

Colin Ochs Colin Ochs Greater Chicago Area Details
Colin Ochs's RBC Wealth Management Experience 2009 - 2012
Job Regional Consultant at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs  2013 - Present
RBC Wealth Management   2009 - 2012
Attucks Asset Management   2008 - 2009
Carpe Diem Capital Management   2006 - 2009

Skills
Series 7, Series 66, Financial Analysis, Financial Advisory, Personal Financial..., Investment Management, Hedge Funds, Venture Capital

Education
Northwestern University   2001 — 2005
Bachelor of Arts (B.A.), Economics

The University of Edinburgh   2004 — 2004
Study Abroad Program, Economics

Matt Krohn Matt Krohn Houston, Texas Area Details
Matt Krohn's RBC Wealth Management Experience May 2008 - Present
Job First Vice President – Financial Advisor, International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2008 - Present
UBS  December 1999 - December 2008
Merrill Lynch  December 1994 - December 1999
Kidder Peabody  December 1990 - December 1994
Donaldson, Lufkin & Jenrette   December 1988 - December 1990
Underwood, Neuhaus   1986 - 1988
CE Vetco Gray   February 1978 - August 1986
Cameron Iron Works  1976 - 1979

Education
The University of Texas at Austin   1972 — 1973
Bachelor of Arts, Humanities

Ohio University   1973 — 1974
International Relations

Coronado High School   1962 — 1969

Tim Gould Tim Gould Greater Minneapolis-St. Paul Area Details
Tim Gould's RBC Wealth Management Experience November 1988 - Present
Job Senior Vice President/Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 1988 - Present

Education
Regis University   1978 — 1982

Jason Marty Jason Marty Greater Minneapolis-St. Paul Area Details
Jason Marty's RBC Wealth Management Experience August 2014 - Present
Job Senior IT Project Manager Consultant at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   August 2014 - Present
Wells Fargo  March 2014 - July 2014
Aimia Inc  November 2012 - February 2014
Affinion Group  January 2009 - June 2012
Carlson Companies, Inc.   June 2006 - January 2009
Citigroup  1998 - 2006

Skills
Disaster Recovery, SDLC, System Administration, Vendor Management, Active Directory, Network Administration, Project Management..., Cross Functional Team..., Process Improvement, IT Audit, Compliance, Acquisition Integration, Technology Integration, Enterprise Architecture, Technology Assessment, VMware, Networking, SaaS, Technology Evaluation, CRM, Leadership, Project Management, Management, Enterprise Software, Business Analysis, ITIL, Program Management, Integration, Agile Methodologies, Cloud Computing, Infrastructure

Education
Northwestern Health Sciences University   1992 — 1996
BS in Human Biology, Doctor of Chiropractic, Physician

Valparaiso University   1990 — 1992
Pre-Med, Pre-Chiropractic

David Brown, CIMA® David Brown, CIMA® Richmond, Virginia Details
David Brown, CIMA®'s RBC Wealth Management Experience July 2012 - Present
Job Vice President Wealth Management Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2012 - Present
First Clearing/Wells Fargo Advisors   September 2004 - July 2012
Corporate Executive Board  August 2003 - September 2004
Scott and Stringfellow   January 2000 - August 2003
Wallace Computer Services  June 1998 - January 2000

Education
Randolph-Macon College   1994 — 1998
B.A., Business and Economics

Matt Rittenhouse Matt Rittenhouse Indianapolis, Indiana Area Details
Matt Rittenhouse's RBC Wealth Management Experience October 2014 - Present
Job CFP®, CRPC®, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2014 - Present
Merrill Lynch  November 2006 - October 2014
PricewaterhouseCoopers  March 2002 - November 2007
V4 Consulting  June 2001 - March 2002

Skills
Strategic Financial..., Financial Analysis, Financial Modeling, Investments

Education
Purdue University   1996 — 2001
Engineering, Electrical and Electronics Engineering

Center Grove   1993 — 1996

William Packard William Packard Chicago, Illinois Details
William Packard's RBC Wealth Management Experience February 2012 - Present
Job
Industry Financial Services
Experience
RBC Wealth Management   February 2012 - Present
RBC Wealth Management   April 2010 - January 2012
RBC Wealth Management   August 2008 - March 2010
Novak Construction  February 2008 - May 2008
Crescendo Realty Corporation   March 2007 - January 2008
Great Point Capital LLC  January 2005 - February 2007
Great Point Capital  July 2002 - July 2004

Education
Northwestern University   1997 — 2001
Bachelor of the Arts, Political Science

Noel Tiemann Noel Tiemann United States Details
Noel Tiemann's RBC Wealth Management Experience 2011 - Present
Job Operations Initiatives Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2011 - Present

Skills
Leadership, Project Management, Process Improvement

Education
University of Minnesota - Carlson School of Management   2007 — 2010
MBA

North Dakota State University   1993 — 1997
BS, Construction Engineering

Eric Siber Eric Siber Parsippany, New Jersey Details
Eric Siber's RBC Wealth Management Experience May 2006 - Present
Job Senior Managing Director Complex Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2006 - Present
JBHanauer & Co.   2006 - October 2009
Ryan Beck & Co.   2002 - 2006
Gruntal & Co  1997 - 2002
Drexel Burnham Lambert  1981 - 1989

Education
Pace University - Lubin School of Business   1981 — 1985
Master of Business Administration (M.B.A.), Finance and Marketing

City University of New York-Brooklyn College   1975 — 1979
Bachelor of Arts - Economics

Stephen Flanagan Stephen Flanagan Greater New York City Area Details
Stephen Flanagan's RBC Wealth Management Experience 1992 - 2002
Job SVP, Client Experience at Archer Investment Management Solutions
Industry Financial Services
Experience
Archer Investment Management Solution   June 2014 - Present
Innovest Systems  2009 - 2013
Fiserv  2002 - 2008
RBC Wealth Management   1992 - 2002
Smith Barney  1991 - 1992

Skills
CRM, Financial Services, Portfolio Management, Strategy, Program Management, Business Process, Management, Business Process..., Mutual Funds, Wealth Management, Asset Allocation, Relationship Management, Investments, Finance, Financial Analysis, Equities, Asset Management

Education
Pace University - Lubin School of Business
MBA, Financial Management

Siena College
BS, Finance

Ross Pankratz Ross Pankratz Fargo, North Dakota Details
Ross Pankratz's RBC Wealth Management Experience September 2006 - Present
Job Sr. Credit Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2006 - Present
Piper Jaffray  2002 - August 2006

Skills
Credit Risk, Risk Management, Reporting & Analysis, Financial Analysis, Analytics, Process Improvement, Regulatory Compliance, Series 7, Securities, Investments, Equities, Wealth Management, Banking

Education
Northern State University
B.S., Mathematics

John M. Daly Jr. John M. Daly Jr. Greater Chicago Area Details
John M. Daly Jr.'s RBC Wealth Management Experience October 2007 - Present
Job Financial Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2007 - Present

Education
Purdue University   1993 — 1997

Leah Foreman-Keiser Leah Foreman-Keiser Greater Minneapolis-St. Paul Area Details
Leah Foreman-Keiser's RBC Wealth Management Experience September 2006 - October 2008
Job Program Manager at Group 3 Marketing
Industry Entertainment
Experience
Group 3 Marketing  June 2009 - Present
Brave New Workshop Comedy Theater  December 2008 - June 2009
RBC Wealth Management   September 2006 - October 2008
Minnesota Timberwolves  September 2001 - July 2006
Minnesota Timberwolves and Lynx  2000 - 2006
Minnesota Timberwolves  July 2000 - September 2001
Nike  September 1999 - May 2000

Skills
Assistant Swim Coach -..., Co-Head Dryland Coach &...

Education
Penn State University   1995 — 1999
B.A., Journalism

Brent Bizyak Brent Bizyak Raleigh-Durham, North Carolina Area Details
Brent Bizyak's RBC Wealth Management Experience June 2012 - Present
Job Director Global Real Estate Financing at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   June 2012 - Present
RBC Bank  January 2009 - May 2012
RBC Bank  June 2007 - February 2009
RBC Bank  October 2005 - May 2007
BBVA Compass  June 2004 - October 2005
BBVA Compass  July 2002 - May 2004
American Management Systems (AMS)   1999 - 2002
PNC Financial Services Group  1997 - 1998
First Union  1997 - 1997
PNC  1991 - 1997

Skills
Small Business Lending, Consumer Lending, Credit, Risk Management, Mortgage

Education
Robert Morris University   1993 — 1995
MBA, Finance

The College of Wooster   1986 — 1989
BA, Bus. Economics

Alana Awad Alana Awad Toronto, Canada Area Details
Alana Awad's RBC Wealth Management Experience July 2014 - Present
Job RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2014 - Present

Skills
Assurance, US GAAP, Canadian GAAP, Accounting, IFRS, Financial Analysis, Internal Controls, External Audit

Education
Queen's University   2005 — 2009
Bachelor of Commerce (BCom)

University Catholique de Louvain   2008 — 2008
Exchange Program, Commerce

Aleksandra Adamczyk Aleksandra Adamczyk Greater New York City Area Details
Aleksandra Adamczyk's RBC Wealth Management Experience March 2005 - Present
Job Senior Credit Officer at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   March 2005 - Present

Skills
Portfolio Management, Private Banking, Credit, Credit Analysis, Loans, Fixed Income, Commercial Banking, Banking, Credit Risk

Education
Pace University   2003 — 2005

Jodi Rehlander Jodi Rehlander Greater Minneapolis-St. Paul Area Details
Jodi Rehlander's RBC Wealth Management Experience November 2013 - Present
Job Business Initiatives Representative
Industry Financial Services
Experience
RBC Wealth Management   November 2013 - Present
Copygirl Productions LLC   February 2004 - Present
RBC Wealth Management   November 2012 - November 2013
RBC Capital Markets  August 2010 - November 2012
RBC Capital Markets  December 2007 - August 2010
Wachovia Securities  September 2002 - April 2004
St. Paul Pioneer Press  2000 - 2002

Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Project Management, Customer Service, Event Planning, Event Management, Research, Editing, Marketing, Series 7, Microsoft Access, Graphic Design, Print Consulting, Desktop Publishing, Sports Marketing, Sports Management, Copywriting, Coaching, Strategic Planning, Leadership, Photoshop, Problem Solving, Analysis, Visio, Process Improvement, FINRA, Business Analysis, Securities, Dreamweaver, Troubleshooting, Requirements Gathering, Investments, Series 24, Risk Management, Software Documentation, Mutual Funds, Training, Management, Time Management, Outlook, Change Management, Financial Services

Education
Winona State University   1994 — 1995
Journalism

Saint Mary's University of Minnesota   1992 — 1994
journalism, computer science

North Hennepin Community College
Associate of Arts (AA), Business Administration

James O'Neil James O'Neil Greater Seattle Area Details
James O'Neil's RBC Wealth Management Experience September 1998 - Present
Job Financial Consultant
Industry Investment Management
Experience
RBC Wealth Management   September 1998 - Present

Skills
Wealth Management, Retirement Planning, Asset Allocation, Securities, Investment Strategies, Series 7, Investments

Education
Willamette University   1979 — 1983
B.S., Political Science

Richmond, The American International University in London   1981 — 1981
Political Science

Kevin L. Williams, AAMS, AWM Kevin L. Williams, AAMS, AWM Greater Boston Area Details
Kevin L. Williams, AAMS, AWM's RBC Wealth Management Experience November 2006 - Present
Job Senior Vice President – Branch Director, Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2006 - Present
Advest  August 1998 - November 2006
Smith Barney  May 1986 - August 1998

Education
Quinnipiac University   1982 — 1986
Bachelor of Science, Finance

Richard Domsten Richard Domsten Greater Minneapolis-St. Paul Area Details
Richard Domsten's RBC Wealth Management Experience April 2007 - January 2009
Job Support Engineer at Infor
Industry Information Technology and Services
Experience
Infor  July 2012 - Present
Strategic Staffing Solutions  August 2010 - December 2011
Advanced Technologies Integration  March 2009 - August 2010
RBC Wealth Management   April 2007 - January 2009
St. Paul Travelers  July 2001 - April 2007
Modis  February 1997 - June 2001
MSI Insurance  January 1995 - February 1997
Analysts International  July 1994 - January 1995
MSI Insurance  June 1992 - July 1994
The Toro Company  April 1991 - June 1992

Skills
COBOL, DB2, Requirements Analysis, Visio, SOA, JCL, Requirements Gathering, XML, CICS, Oracle, SharePoint, Software Documentation, Easytrieve, Business Analysis, Websphere, Mainframe, VSAM, Java, Java Enterprise Edition, IMS DB/DC

Education
Northwestern College   1983 — 1987
BS, Accounting, Bible, Computer Information Systems

Marc Goode Marc Goode Greater Seattle Area Details
Marc Goode's RBC Wealth Management Experience January 2007 - Present
Job Senior Credit Officer at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   January 2007 - Present
UBS Wealth Management  September 2005 - May 2006
Ford Motor Credit Company  June 1988 - March 2005

Education
Oklahoma City University   1990 — 1992
MBA, Finance

University of Oklahoma   1983 — 1988
BBA, Finance

Rod Leezer Rod Leezer Rockford, Illinois Area Details
Rod Leezer's RBC Wealth Management Experience June 2007 - Present
Job VP Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2007 - Present
Wachovia Securities,LLC   September 1991 - June 2007
WIFR- TV  September 1989 - September 1991
WTVO-TV Broadcasting   January 1972 - August 1989

Skills
Retirement Planning &..., Series 7, Wealth Management, Asset Allocation, Portfolio Management, Investments, Tax deferred Annuities

Education
Northern Illinois University   1970 — 1972
BS, Business, Marketing, Communication

Robert Petrie Robert Petrie Chicago, Illinois Details
Robert Petrie's RBC Wealth Management Experience May 2004 - December 2009
Job Retired
Industry Management Consulting
Experience
The Private Syndicate   January 2010 - Present
RBC Wealth Management   May 2004 - December 2009
Wachovia Securities  April 1992 - May 2004

Skills
Customer Service, Training, SEO, Online Advertising, Social Media Marketing, Affiliate Marketing, E-commerce, Email Marketing, Lead Generation, Social Media, Small Business, SEM, Social Networking, Web Marketing, Blogging, Marketing, PPC, Facebook, Trading, Options, Futures, Investment Banking, Mergers & Acquisitions, Raising Capital, Portfolio Management, Online Marketing, Strategy, Management, Entrepreneurship, Finance, Sales, Banking, Start-ups, Advertising, Public Relations, Market Research, Investments, Financial Services, Digital Marketing, Marketing Strategy, Business Development, Leadership, New Business Development, Mobile Marketing, Capital Allocation, Valuation, Management Consulting, Business Planning, Business Strategy

Education
Prairie State College

Randy Peteros Randy Peteros Hartford, Connecticut Area Details
Randy Peteros's RBC Wealth Management Experience June 1994 - Present
Job Professor of Practice at Rensselaer Polytechnic Institute
Industry Education Management
Experience
Rensselaer Polytechnic Institute  2011 - Present
Rensselaer Polytechnic Institute  2011 - Present
RBC Wealth Management   June 1994 - Present
Rensselaer Polytechnic Institute  2007 - 2011
Rensselaer Polytechnic Institute  2001 - 2006

Skills
Statistics, Teaching, Student Affairs, Data Analysis, Public Speaking, Non-profits, Econometrics, Microsoft Office, Strategic Planning, Analysis, Microsoft Excel, Regression Analysis, Event Planning, Matlab, Program Evaluation, Financial Modeling, Management Consulting, Research, Higher Education, Entrepreneurship, Economics, Finance, Strategy, Investments, Management, Nonprofits, Leadership, Team Leadership, Organizational..., Program Management, Leadership Development, Policy, Proposal Writing, Staff Development, University Teaching

Education
Rensselaer Polytechnic Institute at Hartford   1983 — 1986
MBA, Investments, Finance

Northeastern University
Bachelor of Science (B.S.), Political Science & Economics

Western New England College School of Law
JD, Tax, Business Law

Leanne Kaufman Leanne Kaufman Toronto, Canada Area Details
Leanne Kaufman's RBC Wealth Management Experience March 2012 - Present
Job VicePresident, Professional Practice Group and Head, Aboriginal Services Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2012 - Present
RBC  May 1999 - Present
Osgoode Hall Law School  2010 - 2010
Shibley Righton LLP  1998 - 1999

Education
York University - Osgoode Hall Law School
LLM, Trust

Queen's University   1993 — 1996
LLB

Western University   1990 — 1993
BA, Politics

Lisa W. Fouraker Lisa W. Fouraker Greater Philadelphia Area Details
Lisa W. Fouraker's RBC Wealth Management Experience April 2009 - Present
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2009 - Present
Merrill Lynch  July 2006 - April 2009
Smith Barney  September 1997 - June 2006
DecisionOne  1996 - 1997
Unisys  1992 - 1996
Digital Equipment Corporation  1980 - 1992
FourPhase Systems   1978 - 1980
BCL America   1978 - 1979

Skills
Retirement Planning, Financial Analysis, Strategic Financial..., Portfolio Management, Investments, Asset Managment, Series 65, Equities, Series 7, Financial Services, Uniform Combined State..., Asset Allocation

Education
Widener University   1998 — 2005
Masters in Taxation and Financial Planning, Finance

West Chester University of Pennsylvania   1975 — 1977
Bachelor of Arts, Communications

Penn State University   1973 — 1975
Associates Degree, Liberal Arts

Brian Ehlis Brian Ehlis Greater New York City Area Details
Brian Ehlis's RBC Wealth Management Experience June 2007 - August 2007
Job Equities Market Risk Manager
Industry Financial Services
Experience
BMO Financial Group  April 2015 - Present
UBS Investment Bank  February 2015 - March 2015
UBS Investment Bank  July 2012 - February 2015
Morgan Stanley  February 2011 - July 2012
Morgan Stanley  June 2009 - February 2011
Citigroup  June 2008 - August 2008
RBC Wealth Management   June 2007 - August 2007

Skills
Excel, SQL, Equity Derivatives, VAR, Financial Analysis, Corporate Finance, Risk Management, Bloomberg, VBA, Time Series Analysis, Statistical Arbitrage, Exotic Derivatives, Market Risk, Matlab

Education
Oklahoma State University   2007 — 2009
Masters, Quantitative Finance

Oklahoma State University   2003 — 2007
Bachelors of Science, Finance

Mark Fell Mark Fell Toronto, Canada Area Details
Mark Fell's RBC Wealth Management Experience 2011 - Present
Job Head of Global Ultra High Net Worth Services at RBC
Industry Financial Services
Experience
RBC  December 2013 - Present
RBC Wealth Management   2011 - Present
RBC Royal Bank  2004 - 2008
LIFFE   1994 - 1996

Education
University of Oxford   1991 — 1994
MA, Law

Queen's University   1987 — 1991
BA Hons, Political Science

St. Andrew's College   1982 — 1987

Lee Metz Lee Metz Edmonton, Canada Area Details
Lee Metz's RBC Wealth Management Experience January 2014 - Present
Job Manager Financial Planning
Industry Banking
Experience
RBC Wealth Management   January 2014 - Present
RBC  February 2010 - January 2014
RBC Wealth Management   June 2006 - February 2010
Clarica  March 2002 - June 2006
CIBC  September 1990 - February 2002

Skills
Wealth Management, Investments, Retirement Planning, Retail Banking, Mutual Funds, Disability Insurance, Strategic Financial..., Finance, Wealth Management..., Commercial Banking, Loans, Retirement, Financial Planning, Insurance, Mortgage Lending, Residential Mortgages, Small Business

Education
Northern Alberta Institute of Technology   1990 — 1992
Finance, Business/Commerce, General

Ryan Lother Ryan Lother Edmonton, Canada Area Details
Ryan Lother's RBC Wealth Management Experience 2012 - Present
Job Regional Manager, Investment & Retirement Planning at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   2012 - Present
TD Waterhouse  2008 - 2011
TD Waterhouse  2008 - 2008
TD Waterhouse  2006 - 2008

Skills
Securities, Portfolio Management, Investments, Mutual Funds, Wealth Management, Banking, Retirement Planning, Financial Analysis, Fixed Income, Investment Strategies, Risk Management, Equities, Credit, Credit Analysis, Customer Service, Investment Advisory, Options, Derivatives, Bloomberg, Bonds, Relationship Management, Strategic Financial...

Education
Queen's University
Master of Business Administration (M.B.A.)

Canadian Securities Institute
Fellow of the Canadian Securities Institute, Personal Financial Planner

Northern Alberta Institute of Technology / NAIT
Business Diploma, Honors Finance

The University of Lethbridge
Bachelor of Management, Finance

T.J. Piggott T.J. Piggott Washington D.C. Metro Area Details
T.J. Piggott's RBC Wealth Management Experience February 2012 - December 2014
Job Senior Investment Management
Industry Investment Management
Experience
Motley Fool Wealth Management   December 2014 - Present
RBC Wealth Management   February 2012 - December 2014
Morgan Stanley Smith Barney  April 2010 - August 2011
Morgan Stanley Smith Barney  September 2008 - April 2010
Citigroup Smith Barney  April 2006 - September 2008

Skills
Series 7, Series 66, Variable Annuities, Portfolio Management, Equity Research Analysis, Life & Health Insurance..., Mutual Funds, Financial Analysis, Sales, Financial Services

Education
Roanoke College   2002 — 2005
BBA, Business Administration

Mark Wielinga Mark Wielinga United States Details
Mark Wielinga's RBC Wealth Management Experience January 2008 - Present
Job Senior Vice PresidentInvestments, President's Council, RBC Wealth Management
Industry
Experience
RBC Wealth Management   January 2008 - Present
Wells Fargo  March 1992 - January 2008

Education
Northern Illinois University   1987 — 1991
BS, Finance and Accounting

Chicago Christian High School

chris dunmore chris dunmore Cleveland/Akron, Ohio Area Details
chris dunmore's RBC Wealth Management Experience 2003 - Present
Job financial consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   2003 - Present

Education
Ohio University   1973 — 1977
bgs, philosophy of self

Lori A. Salerno Lori A. Salerno Morristown, New Jersey Details
Lori A. Salerno's RBC Wealth Management Experience 1996 - 2008
Job VPClient Relations at Red Hook Management
Industry Investment Management
Experience
Red Hook Management   2008 - Present
RBC Wealth Management   1996 - 2008

Skills
Portfolio Management, Investments, Fixed Income, Securities, Asset Allocation

Education
Ramapo College of New Jersey   1990 — 1994

Richard Domsten Richard Domsten Greater Minneapolis-St. Paul Area Details
Richard Domsten's RBC Wealth Management Experience April 2007 - January 2009
Job Support Engineer at Infor
Industry Computer Software
Experience
Infor  July 2012 - Present
Strategic Staffing Solutions  August 2010 - December 2011
Advanced Technologies Integration  March 2009 - August 2010
RBC Wealth Management   April 2007 - January 2009
The St. Paul Companies/Travelers   July 2001 - April 2007
Modis  February 1997 - July 2001
MSI Insurance  January 1995 - February 1997
Analysts International Corporation (AIC)   July 1994 - January 1995
MSI Insurance  June 1992 - July 1994
The Toro Company  April 1991 - June 1992

Skills
DB2, Software Engineering, SDLC, Integration, Databases, COBOL, Requirements Gathering, Microsoft SQL Server, XML, Requirements Analysis, Testing, CICS, Software Development, Data Warehousing, Software Documentation, Business Analysis, Visio, Software Project..., Process Improvement

Education
Northwestern College   1983 — 1988
Bachelor's of Science, Accounting, Bible, Computer Information Systems

Olga Benett Olga Benett Toronto, Canada Area Details
Olga Benett's RBC Wealth Management Experience April 2010 - April 2012
Job IT Consultant
Industry Information Technology and Services
Experience
Giesecke & Devrient  November 2012 - December 2013
CIBC  May 2012 - November 2012
RBC Wealth Management   April 2010 - April 2012
G&D Software Solutions   October 2008 - April 2010

Skills
Quality Center, SDLC, Test Planning, Agile Methodologies, Software Quality..., Business Analysis, Requirements Analysis, Quality Assurance, Business Requirements, User Acceptance Testing, Test Cases, Waterfall, Testing

Education
University of Toronto   2011 — 2012
Cerificate, Business Analysis

Seneca College of Applied Arts and Technology   2003 — 2005
Diploma with Honors, Accounting and Finance

Odessa State Polytechnic University
Bachelor Degree, Engineering

Chris Puscian Chris Puscian United States Details
Chris Puscian's RBC Wealth Management Experience December 2005 - Present
Job Vice President at RBC Wealth Management
Industry
Experience
RBC Wealth Management   December 2005 - Present

Education
Penn State University
BA, Architecture & Art History

Josh Mandel Josh Mandel Greater Minneapolis-St. Paul Area Details
Josh Mandel's RBC Wealth Management Experience October 2013 - Present
Job Department Trainer Margins at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2013 - Present
RBC Wealth Management   September 2010 - October 2013
Capital Group  April 2008 - July 2009
Capital Group  January 2005 - March 2008

Skills
Mutual Funds, Retirement Planning, Investment Management, Investment Strategies, Wealth Management, Investments, Training, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Team Building

Education
Radford University   1999 — 2003
BS, Political Science and Government

Christen Sherman Christen Sherman Providence, Rhode Island Area Details
Christen Sherman's RBC Wealth Management Experience October 2013 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2013 - Present
eBay Inc  June 2013 - September 2013
RBC Wealth Management   April 2013 - June 2013
Fidelity Investments  October 2008 - April 2010

Skills
Investments, Risk Management, Mutual Funds, Wealth Management, Customer Service, Equities, Strategic Financial..., Fixed Income, Trading, Retirement Planning, Options, Securities, Bonds, Bloomberg, Financial Markets, Relationship Management, Management, Microsoft Office, Public Speaking

Education
Rhode Island College   1993 — 1996
Nursing

University of Rhode Island   1990 — 1993
Chemical Engineering

Jacqueline Decker Jacqueline Decker Phoenix, Arizona Area Details
Jacqueline Decker's RBC Wealth Management Experience June 2012 - Present
Job Branch Service Manager at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2012 - Present
Robert W. Baird & Co.   October 2008 - June 2012

Skills
Uniform Combined State..., Retirement Planning, Series 65, Wealth Management, Asset Allocation, Mutual Funds, Investments, 401k Rollovers, FINRA

Education
Tottenville High School   1978 — 1982

Paradise Valley Community College
Certificate, Business Administration and Management, General

Paula Smude Paula Smude Circle Pines, Minnesota Details
Paula Smude's RBC Wealth Management Experience August 1995 - October 1999
Job Financial Services Professional
Industry Financial Services
Experience
Edward Jones  October 2012 - Present
The Hartford  2001 - 2012
RBC Wealth Management   August 1995 - October 1999

Skills
Sales, Mutual Funds, Retirement Planning, Retirement, Fixed Annuities, Wealth Management, Investments

Education
The American College   1998 — 2007
ChFC, Financial Planning and Services

Northwestern University   1985 — 1989
Bachelor's degree, Human Development Social Policy

David Giovanini David Giovanini Ridgway, Pennsylvania Details
David Giovanini's RBC Wealth Management Experience June 1998 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 1998 - Present
Cenni's Distributor   June 1978 - May 1998
Ridgway National Bank   June 1971 - June 1978

Education
Penn State University   1968 — 1971
Bachelor's degree, Accounting

Mirko Petrovic Mirko Petrovic Toronto, Canada Area Details
Mirko Petrovic's RBC Wealth Management Experience August 2014 - Present
Job Program Control Officer at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2014 - Present
RBC  July 2013 - May 2014
RBC Wealth Management   May 2012 - September 2012
RBC  July 2011 - September 2011
Ontario Place  July 2010 - September 2010
Shoppers Drug Mart  2007 - 2008

Skills
Microsoft Excel, Data Analysis, Microsoft Office, Program Management, Project Management, Management Consulting, Team Leadership, Business Analysis, Leadership, Project Planning, Access, Process Improvement, Research, Public Speaking

Education
University of Toronto   2014 — 2015
Certificate, Project Management

Queen's University   2008 — 2012
BA Honours, Economics

Dave Dupont Dave Dupont Wilmington, North Carolina Area Details
Dave Dupont's RBC Wealth Management Experience February 1994 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   February 1994 - Present

Education
North Carolina State University
Bachelor of Arts (BA), Business/Managerial Economics

Chris Holstad Chris Holstad West Fargo, North Dakota Details
Chris Holstad's RBC Wealth Management Experience June 2003 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2003 - Present

Education
North Dakota State University   1997 — 2002
Political Science and Government

Shawn O'Reilly, AWM Shawn O'Reilly, AWM Washington, District Of Columbia Details
Shawn O'Reilly, AWM's RBC Wealth Management Experience May 1995 - Present
Job Senior Vice President Financial Advisor, Senior Consulting Group at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 1995 - Present

Education
Penn State University   1987 — 1991

Dave Dion Dave Dion Yakima, Washington Details
Dave Dion's RBC Wealth Management Experience Executive DirectorPerry Tech FoundationNovember 1994 - June 1997
Job Sr Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   Executive DirectorPerry Tech FoundationNovember 1994 - June 1997
Pacific Northwest Bell  October 1976 - October 1994

Education
University of Washington   1989 — 1991
Master of Business Administration (MBA)

Seattle University   1971 — 1975
Masters of Education, Counseling Therapy

Pacific Lutheran University
Bachelor of Architecture (BArch), Speech education

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