RBC Wealth Management

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RBC Wealth Management Employees

Employee
Years
Job
Industry
John MacIsaac, CFA John MacIsaac, CFA Toronto, Canada Area Details
John MacIsaac, CFA's RBC Wealth Management Experience July 2014 - Present
Job Sr. Analyst at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   July 2014 - Present
SEI Investments  December 2008 - June 2014
OTPP  January 2005 - December 2008
RBC Royal Bank  2003 - 2004

Skills
Manager Research &..., Equities, Portfolio Management, Fixed Income, Derivatives, FX Options, Options, Bloomberg, Equity Derivatives, Trading, Currency, Commodity, Hedging, FX Hedging

Education
Ryerson University
B.Comm

CFA Institute
CFA Charter

Canadian Securities Institute
CSC

Donald Whiteman Donald Whiteman Chicago, Illinois Details
Donald Whiteman's RBC Wealth Management Experience September 1983 - Present
Job First Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 1983 - Present
FINRA Arbitration   October 1986 - Present
Northfield Police Pension Fund   2012 - Present
Chicago Marathon   2008 - Present
Northern Illinois DX Association   January 2011 - 2015
North Shore Senior Center  2006 - 2012
Northfield, IL   1997 - 2005
A.G. Becker Incorporated   1976 - 1983

Skills
Strategic Planning, Asset Allocation, Investments, Business Analysis, Small Business, Portfolio Management, Finance, Strategic Financial..., Financial Analysis, Asset Management, Investment Strategies, Managerial Finance, Mutual Funds, Risk Management, Securities, Wealth Management, Financial Modeling, Financial Planning, Nonprofits

Education
Vanderbilt University - Owen Graduate School of Management   1974 — 1976
Master of Business Administration (MBA), Finance, General

Sewanee-The University of the South   1970 — 1974
Bachelor's degree, Economics

Victor Quagliero Victor Quagliero United States Details
Victor Quagliero's RBC Wealth Management Experience March 2002 - September 2007
Job Senior Director, Business Development Manager at Oppenheimer & Co. Inc
Industry Financial Services
Experience
Oppenheimer & Co. Inc   October 2014 - Present
Pacer Financial Inc.   April 2012 - September 2014
Prime Sales Solutions Inc.   March 2011 - March 2012
Guggenheim Funds Distributors, Inc  September 2007 - January 2011
Claymore Securities  2007 - 2011
RBC Wealth Management   March 2002 - September 2007
Tucker Anthony/Sutro Co.   September 1999 - March 2002
Gibraltar Securities, Inc.   May 1988 - September 1999

Skills
Investments, Financial Services, Public Speaking, Management, Asset Allocation, Insurance, Business-Succession..., Deferred Compensation..., Financial Advisory, Fixed Income Strategies, Investment Strategies, Microsoft Office,..., Multigenerational..., Relationship Management, Retirement Plan..., Tax-Efficient Strategies, Wealth Management..., Wealth-Preservation..., Risk Management..., Estate Investment...

Education
Rutgers, The State University of New Jersey-Newark
Bachelor of Arts, Political Science

Dan Speirs Dan Speirs San Luis Obispo, California Area Details
Dan Speirs's RBC Wealth Management Experience January 2002 - October 2009
Job First Vice President Investments Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Goodwin & Speirs Investment Group of Wells Fargo Advisors   September 2009 - Present
RBC Wealth Management   January 2002 - October 2009
Valicert  February 2001 - January 2002
Epinions  November 1999 - January 2001
Quote.com  February 1998 - November 1999
Cemax-Icon  January 1996 - January 1998
Acuson  January 1992 - January 1996

Skills
Investment Strategies, Investments, Strategic Planning, Asset Allocation, Retirement Planning, Insurance

Education
San Jose State University   1994 — 1996
MBA, International Business

University of San Diego   1987 — 1991
BA, International Relations

Gonzaga University, Firenze, Italia   1989 — 1990
International Business

Dunn School   1982 — 1987

Aly Dharsee, CPA, CMA Aly Dharsee, CPA, CMA Toronto, Canada Area Details
Aly Dharsee, CPA, CMA's RBC Wealth Management Experience May 2014 - May 2015
Job Finance Professional, Focused in Financial Control, Reporting and Analysis
Industry Accounting
Experience
RBC  May 2015 - Present
RBC Wealth Management   May 2014 - May 2015
RBC Capital Markets  February 2012 - May 2014
Waseem Aslam, CGA   June 2011 - June 2012
Service Canada  June 2007 - March 2011

Skills
Financial Analysis, Accounting, Teamwork, Collaborative Problem..., Interpersonal..., Financial Statement..., Time Management, Leadership, Account Reconciliation, Analysis, Team Leadership, Auditing, Payroll, Microsoft Word, Finance, Microsoft Excel

Education
Chartered Professional Accountants of Ontario   2012 — 2014
Chartered Professional Accountant (CPA), Certified Management Accountant (CMA)

Ryerson University   2006 — 2011
Bachelors of Commerce, Accounting major, Law minor

Blake Cheeley, CRPC®, AAMS® Blake Cheeley, CRPC®, AAMS® Anoka, Minnesota Details
Blake Cheeley, CRPC®, AAMS®'s RBC Wealth Management Experience February 2007 - August 2010
Job Financial Advisor at Edward Jones
Industry Financial Services
Experience
Edward Jones  August 2010 - Present
RBC Wealth Management   February 2007 - August 2010

Education
St. John's University   2003 — 2006
Business/Management, Finance

Saint John's Prep   1999 — 2002

Harrison Burton Harrison Burton Minneapolis, Minnesota Details
Harrison Burton's RBC Wealth Management Experience May 2011 - August 2011
Job Financial Analyst at General Mills
Industry Consumer Goods
Experience
General Mills  June 2013 - Present
Carlson Consulting Enterprise  January 2013 - December 2013
Target  June 2012 - August 2012
RBC Wealth Management   May 2011 - August 2011

Skills
Innovation, Critical Thinking, Microsoft Office, Teamwork, Team Building, Leadership, Financial Analysis, Finance

Education
University of Minnesota - Carlson School of Management   2010 — 2014
BSB, Finance

Singapore Management University   2012 — 2012

Caroline Worthy Caroline Worthy Bethesda, Maryland Details
Caroline Worthy's RBC Wealth Management Experience August 2015 - Present
Job Client Associate at RBC Wealth Management – Private Banking
Industry Education Management
Experience
RBC Wealth Management   August 2015 - Present
RBC Wealth Management   May 2015 - Present
The Next Level  May 2013 - December 2014

Skills
Teaching, English, Teamwork, Team Leadership, Coaching

Education
Saint Joseph's University   2011 — 2015
Bachelor of Applied Science (B.A.Sc.), Elementary Education and Teaching

Brittany Genelin Brittany Genelin Greater Minneapolis-St. Paul Area Details
Brittany Genelin's RBC Wealth Management Experience January 2008 - May 2010
Job Category Strategy Lead Manager at Best Buy
Industry Management Consulting
Experience
Best Buy  December 2014 - Present
Deloitte  June 2013 - December 2014
Deloitte Consulting  June 2011 - August 2013
King's College Hospital - NHS Trust   February 2011 - April 2011
Minneapolis Regional Chamber of Commerce  September 2010 - December 2010
Target  June 2010 - August 2010
RBC Wealth Management   January 2008 - May 2010

Skills
Leadership, Strategy, Management, Competitive Analysis, Program Management, Marketing, Project Management, Marketing Communications, Public Speaking, Mergers & Acquisitions, New Business Development, Research, Management Consulting, Business Strategy, Strategic Planning, Press Releases, Process Improvement, Team Leadership, Consulting, Cross-functional Team..., Business Process..., Leadership Development, Recruiting, Team Building, Training, Microsoft Office

Education
University of Minnesota-Twin Cities   2007 — 2011
BSB, BSB Marketing

SDA Bocconi   2010 — 2010
Brand Management

Scott Huband, CFP Scott Huband, CFP Orange County, California Area Details
Scott Huband, CFP's RBC Wealth Management Experience February 2014 - September 2015
Job Senior Wealth Advisor at Wealth TEAMS Solutions
Industry Financial Services
Experience
Wealth TEAMS Solutions   September 2015 - Present
RBC Wealth Management   February 2014 - September 2015
Morgan Stanley Wealth Management  July 2010 - January 2014
The Ayco Company, L.P., a Goldman Sachs Company   August 2009 - July 2010
Family Office Services, Inc.   June 2007 - July 2009

Skills
Event Planning, Financial Planners, Income Tax, Marketing, Marketing Strategy, Microsoft Office, Project Planning, Public Speaking, Retirement, Customer Service, Management, Social Media, Team Building, Wealth Management...

Education
San Diego State University-California State University   2006 — 2008
B.S. Degree in Business Administration with a Major in Financial Services, Financial Services

Wheaton College

Chris Viere Chris Viere Greater Minneapolis-St. Paul Area Details
Chris Viere's RBC Wealth Management Experience July 2011 - January 2012
Job Project & Program Delivery
Industry Information Technology and Services
Experience
Cargill  April 2014 - Present
Synrgistix Consulting   2005 - Present
Best Buy  January 2012 - March 2014
RBC Wealth Management   July 2011 - January 2012
RBA Consulting  September 2010 - July 2011
Wells Fargo  September 2009 - July 2010
Ameriprise Financial Services, Inc.   April 2007 - November 2008
Follett Software  February 2005 - April 2007
ViewPoint Bank  2004 - 2005
BenNevis   2002 - 2004

Education
University of Minnesota-Twin Cities   2000 — 2009
PhD, ABD, Organization Development

Saint Mary's University of Minnesota   1997 — 1999
M.A., Psychology

St. Cloud State University   1993 — 1997
B.A., Psychology, Speech Communications

Jeanine Hansen Jeanine Hansen Greater Minneapolis-St. Paul Area Details
Jeanine Hansen's RBC Wealth Management Experience November 2014 - Present
Job Manager, HR Learning Solutions at RBC Wealth Management
Industry Professional Training & Coaching
Experience
RBC Wealth Management   November 2014 - Present
Cargill  August 2011 - December 2013
Compound Profit Advisors   July 2009 - July 2011
RSM McGladrey, Inc  May 2006 - March 2009
RSM McGladrey  July 1997 - May 2006
Blue Water Hospice   June 1996 - July 1997
Boornazian, Jensen & Garthe   December 1995 - July 1996

Skills
Talent Acquisition, Succession Planning, Organizational..., Change Management, Performance Management, Leadership Development, Organizational..., Process Improvement, Strategic Planning, Talent Management, Team Building, Onboarding, Project Management, Business Strategy, Business Process..., Business Planning, Management, Training, Leadership, Employee Relations, Budgets, Human Resources, Program Management, Executive Management, Strategy, Employee Training, Employee Engagement, Policy, Team Leadership, Cross-functional Team..., Six Sigma, Management Consulting, Coaching, Staff Development, Instructional Design

Education
University of Minnesota - Carlson School of Management   2004 — 2008
MBA, Strategy and Operations

St. Catherine University   1998 — 2000
BS, Business - Management/Marketing

The University of Chicago Booth School of Business   2000 — 2006
Executive Education, Advanced Business Advisor Program

Theresa Huntley Theresa Huntley Concord, New Hampshire Details
Theresa Huntley's RBC Wealth Management Experience April 2009 - Present
Job Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2009 - Present
Bank of America  December 1994 - April 2009

Education
Southern New Hampshire University
Bachelor's degree, Finance, General

Lindsay Spurrell Lindsay Spurrell Toronto, Canada Area Details
Lindsay Spurrell's RBC Wealth Management Experience October 2013 - Present
Job Private Banking Associate at RBC Wealth Management, BComm, IFC
Industry Banking
Experience
RBC Wealth Management   October 2013 - Present
Cloud 9 Fashion   September 2013 - Present
Royal Bank of Canada  June 2011 - October 2013
NovaWave Consulting   November 2011 - December 2012
Hudson's Bay Company  May 2010 - June 2011
Guess  July 2008 - January 2010
Canada's Wonderland  July 2006 - October 2006

Skills
Management, Leadership, Fundraising, Microsoft Office, Teamwork, Marketing, Marketing Strategy, Strategic Planning, Team Leadership, Microsoft Word, Customer Service, Entrepreneurship, Microsoft Excel, Time Management, Social Media, Sales, Inventory Management, Retail, Financial Analysis, Sales Management, Advertising, Social Networking, Market Research, PowerPoint, Marketing Communications, Data Analysis, Outlook, Finance, Financial Services, Event Planning

Education
Canadian Securities Institute   2013 — 2013
IFIC, Investment Funds

Ryerson University   2009 — 2012
BComm, Entrepreneurship

Wilfrid Laurier University   2007 — 2009
BBA, Finance and Economics

Nermene Simaika Nermene Simaika Westfield, New Jersey Details
Nermene Simaika's RBC Wealth Management Experience November 2010 - July 2011
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  July 2011 - Present
RBC Wealth Management   November 2010 - July 2011

Skills
Series 7, Equities, Investments, Fixed Income, Trading, Series 63, Bloomberg

Education
Rutgers University-New Brunswick
Bachelor of Arts (B.A.), English Language and Literature, General

Chris Clarke Chris Clarke San Francisco Bay Area Details
Chris Clarke's RBC Wealth Management Experience May 2012 - August 2012
Job Account Executive at Randstad Technologies US
Industry Information Technology and Services
Experience
Randstad Technologies US  March 2015 - Present
Randstad Technologies US  August 2013 - Present
RBC Wealth Management   May 2012 - August 2012
Morgan Stanley Smith Barney  May 2007 - August 2011

Skills
Technical Recruiting, Screening, Recruiting, Morningstar, Bloomberg Terminal, Asset Allocation, Alternative Investments, Thompson One, Investments, Fixed Income, FINRA, Wealth Management, Mutual Funds, Retirement Planning, ETFs, Securities, Investment Strategies, Portfolio Management, Communication Skills, Sales Process, Interviews, Microsoft Office, Management, Customer Service, Temporary Placement, Sourcing, Microsoft Excel, SDLC

Education
Saint Mary's College of California   2011 — 2013
Bachelor’s Degree, Political Science

Muriel Botten Muriel Botten Greater Minneapolis-St. Paul Area Details
Muriel Botten's RBC Wealth Management Experience February 2013 - October 2013
Job Sr. Business Analyst/Architect Credit Card Product & Business Capabilities at TCF Bank
Industry Information Technology and Services
Experience
TCF Bank  April 2015 - Present
TCF Bank  December 2014 - April 2015
Best Buy  October 2013 - December 2014
RBC Wealth Management   February 2013 - October 2013
Teachers Retirement Association of Minnesota   September 2012 - February 2013
RBC Wealth Management   June 2011 - September 2012
Kroll Ontrack  January 2010 - June 2011
Kroll Ontrack  January 2010 - June 2011
Bremer Bank  January 2008 - January 2010
Bremer Bank  January 2008 - January 2010

Skills
Business Analysis, Requirements Gathering, Requirements Analysis, Business Requirements, SDLC, Visio, Business Intelligence, Software Documentation, Process Improvement, Business Process..., Vendor Management, Employer Branding, Quality Assurance, Recruitment Advertising, Integration, WinForms, Business Process, Management

Education
St. Catherine University   1990 — 1994
Bachelor’s Degree, International Relations with a Concentration in Economics and a Minor in Sociology

Project Management for IT Professionals, International Institute for Learning, Inc

ANIMESH BARUA , MBA ANIMESH BARUA , MBA Toronto, Canada Area Details
ANIMESH BARUA , MBA's RBC Wealth Management Experience November 2014 - Present
Job Financial Planning Specialist (CHRP,CFP,CFA,FCSI)
Industry Banking
Experience
RBC Wealth Management   November 2014 - Present
RBC  September 2013 - November 2014
Providence Healthcare  January 2012 - August 2013
TD  December 2011 - December 2012
TD  November 2009 - November 2011
TD  September 2007 - October 2008
Bank of America  January 2007 - August 2007

Skills
Recruiting, Performance Management, Human Resources, Customer Service, Change Management, Talent Management, Employee Relations, Job Descriptions, Organizational..., Policy, Training, Coaching, Employee Engagement, Succession Planning, Payroll, Team Building, Negotiation, Time Management, Leadership, HRIS, Management, Interviews, New Hire Orientations, HR Policies, Deferred Compensation, Employee Benefits, Microsoft Office

Education
University of Toronto   2013 — 2013
Master of Business Administration (MBA), Human Resources Management and Services

Seneca College of Applied Arts and Technology   2010 — 2011
PRE BUSINESS DEVELOPMENT, Business and Social Skills

delhi public school   2005 — 2007

University of North Alabama   2004 — 2007
Bachelor of Business Administration (B.B.A.), Human Resources Management and Services

centennail college

centennail college

J. Marie Valdivia J. Marie Valdivia San Francisco, California Details
J. Marie Valdivia's RBC Wealth Management Experience September 2001 - February 2009
Job Operations Manager at SocialChorus
Industry Photography
Experience
SocialChorus  June 2014 - Present
Various Galleries   2010 - Present
Accretive Solutions  October 2012 - September 2013
Ooyala  March 2011 - October 2012
Rayko Photo Center  January 2011 - December 2011
SF Camerawork  September 2010 - December 2011
San Jose State University  January 2009 - 2010
Shooting Stars Productions  August 2003 - December 2009
Beverly Rayner Summer 2009   June 2009 - August 2009
RBC Wealth Management   September 2001 - February 2009

Skills
PowerPoint, Microsoft Office, Microsoft Word, Outlook, Microsoft Excel, Customer Service, Photoshop, Photography, Office Management, File Management, Art, Finance, Brand Management, Google Apps, Executive..., Vendor Relationships, InDesign, Inter-personal, Community Outreach, Graphic Design, Illustrator, Adobe Creative Suite, Event Planning, Social Media Marketing, Marketing, Web Design, Social Media, Management

Education
San Jose State University
Bachelor of Fine Arts, Photography

Corey Nguyen Corey Nguyen Greater Minneapolis-St. Paul Area Details
Corey Nguyen's RBC Wealth Management Experience October 1997 - October 2009
Job Investment Operations Tech
Industry Financial Services
Experience
US Bancorp  April 2011 - Present
Ameriprise Financial Services, Inc.   January 2011 - April 2011
Wells Fargo Advisors  September 2010 - January 2011
RBC Wealth Management   October 1997 - October 2009

Skills
Access, Analysis, Credit, Credit Analysis, Research, Wealth Management

Education
Saint Mary's University of Minnesota

Chris Agostini Chris Agostini Rockford, Illinois Area Details
Chris Agostini's RBC Wealth Management Experience May 2014 - Present
Job Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 2014 - Present
Gwen Brooks State Farm Agency   October 2013 - May 2014
Seeking Next Opportunity  May 2013 - October 2013
State Farm  1990 - April 2013
State Farm  1990 - 2013

Skills
Organizational..., Support Management, Event Planning, Meeting Planning, Management, Customer Service, Communication Skills, Technical Support, Executive Support, Microsoft Office, CRM, Customer Satisfaction, Budgets

Education
Rock Valley College   1984 — 1986

Ramez Chwaf, CFP Ramez Chwaf, CFP Toronto, Canada Area Details
Ramez Chwaf, CFP's RBC Wealth Management Experience April 2015 - Present
Job Financial Planning Analyst at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   April 2015 - Present
CIBC  July 2013 - March 2015
HSBC Bank Canada  March 2010 - July 2013
HSBC Bank Canada  March 2010 - July 2012
Mashreqbank  February 2008 - September 2009
CIBC  November 2006 - November 2007

Skills
Portfolio Management, Cross Selling, Wealth Management, Credit, Loans, Commercial Banking, Strategic Financial..., Relationship Management, Trade Finance, Private Banking, Credit Risk, Investment Banking, Retail Banking, Mortgage Lending, Refinance, Branch Banking, Credit Analysis, Cashflow Analysis, Retirement Planning, Start-up Consulting, Banking, Making Connections, Mutual Funds, Consumer Lending, Financial Planning, Financial Services

Education
Sheridan College   2005 — 2006
Post-Graduate Certificate, Financial Planning - CFP

Sheridan College   2001 — 2004
Advanced Diploma, Business Admin - Finance

CGA

Curt Beyer Curt Beyer Escondido, California Details
Curt Beyer's RBC Wealth Management Experience July 2008 - Present
Job Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 2008 - Present
Merrill Lynch  August 1999 - July 2008
Boathouse Harbor Island   January 1994 - August 1999

Skills
Investments, Portfolio Management, Wealth Management, Financial Services, Mutual Funds, Retirement Planning, Finance, Financial Planning, Equities, Series 7, Securities, Financial Analysis, Asset Management, Loans, Fixed Income, Series 63, Asset Allocation, Retirement

Education
San Diego State University-California State University   1995 — 1999
Bachelor of Science (BS), Financial Planning and Services

Warren High School   1984 — 1987

Kymara Gregoire Kymara Gregoire Toronto, Canada Area Details
Kymara Gregoire's RBC Wealth Management Experience December 2014 - Present
Job Resolution Officer Accounts Payable
Industry Accounting
Experience
RBC Wealth Management   December 2014 - Present
MPAC  October 2010 - December 2010
Toyota Credit Canada   July 2010 - July 2010
Bell  January 2008 - August 2009
Optimal Communications   August 2007 - January 2008

Skills
Spreadsheets, Invoicing, Accounts Receivable, Data Entry, Office Administration, Communication Skills, Payroll, Accounts Payable, Customer Service, General Ledger, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, QuickBooks, Ceridian Payroll System, FoxPro, Simply Sage 50, Outlook, Accounting, Time Management

Education
Seneca College of Applied Arts and Technology   2012 — 2014
Diploma, Accounting and Payroll

Barbara Wiltshire Barbara Wiltshire Richmond, Virginia Details
Barbara Wiltshire's RBC Wealth Management Experience 1983 - December 2010
Job Financial Advisor of Morris, Wiltshire & Borghi Financial Consulting Group of Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors  December 2010 - Present
RBC Wealth Management   1983 - December 2010

Education
Salem College
Bachelor's Degree

Sonia Daniel, CFP, FMA Sonia Daniel, CFP, FMA Toronto, Canada Area Details
Sonia Daniel, CFP, FMA's RBC Wealth Management Experience February 2012 - August 2015
Job Financial Planning Professional
Industry Financial Services
Experience
RBC Wealth Management   February 2012 - August 2015
National Bank of Canada  January 2008 - January 2012
Altamira  September 2005 - January 2008
Scotiabank  November 2003 - September 2005

Skills
Financial Planning, Investment Advisory, Asset Allocation, Client Relationship..., Client Development, Developing Client..., Account Management, Professional..., Retirement Planning, Estate Planning, Strategic Financial..., Financial Services, Wealth Management, CRM, Mutual Funds, Investment Strategies, Portfolio Management

Education
Ryerson University   1998 — 2002
B. Comm, Finance and Accounting

Alex Agardi,PFP,FMA,FCSI Alex Agardi,PFP,FMA,FCSI Toronto, Canada Area Details
Alex Agardi,PFP,FMA,FCSI's RBC Wealth Management Experience January 2006 - October 2008
Job Manager Financial Planning at RBC Financial Planning
Industry Financial Services
Experience
RBC Financial Planning  February 2010 - Present
RBC  October 2008 - February 2010
RBC Wealth Management   January 2006 - October 2008
CIBC  June 1997 - November 2005
CIBC  June 1989 - June 1997

Skills
Strategic Financial..., PFP, FMA, FCSI, Sales Leadership..., Mutual Funds, Portfolio Management, Risk Management, Banking, Commercial Lending, Retirement Planning, Coaching, Wealth, Financial Advisory, Investments, Credit Analysis, Wealth Management, Wealth Management..., Financial Planners, Mortgage Lending, Asset Allocation, Asset Management, Retail Banking, Loans, High Net Worth..., Credit, Securities, Finance, Residential Mortgages, Lines Of Credit, Investment Strategies, Financial Services, Financial Planning, Relationship Management, Commercial Banking, Investment Advisory, Credit Risk, Retirement, Financial Analysis

Education
Sheridan College   1987 — 1990
Business Diploma, Business, Management, Marketing, and Related Support Services

Amanda Gill, CAMS Amanda Gill, CAMS Toronto, Canada Area Details
Amanda Gill, CAMS's RBC Wealth Management Experience April 2014 - Present
Job Assistant Manager, Client Services, International Private Banking at Royal Bank of Canada
Industry Banking
Experience
RBC Wealth Management   April 2014 - Present
RBC Wealth Management   June 2011 - April 2014
Royal Bank of Canada  January 2008 - June 2011
Royal Bank of Canada  January 2008 - November 2008
Royal Bank of Canada  January 2006 - December 2007

Skills
Banking, Anti Money Laundering, Credit, Risk Management, People Management, People Development, Customer Service, Time Management, Operational Risk, Due Diligence

Education
Ryerson University   2010 — 2011
Advanced Level Certificate, Public Administration and Governance

Ryerson University   2009 — 2010
Certificate, Public Administration and Governance

York University   2001 — 2005
Bachelor of Science, Psychology

Farima Sajadi Farima Sajadi Toronto, Canada Area Details
Farima Sajadi's RBC Wealth Management Experience December 2008 - August 2011
Job Montessori Teacher (Early Childhood Education)
Industry Education Management
Experience
Free Spirit Montessori   February 2012 - Present
RBC wealth Management   December 2008 - August 2011
CIBC Wealth Management  January 1991 - December 2008

Skills
Investments, Financial Analysis, Financial Modeling, Fixed Income, Credit, Mutual Funds, Derivatives, Finance, Investment Strategies, Banking, Strategic Planning, Coaching, Customer Service, Management, Teamwork, Team Building, Negotiation, Public Speaking, Teaching, Knitting, Sewing, Baking, Program Development, Wealth Management, Portfolio Management, Communication, Child Development, Early Childhood..., Equities, Retirement Planning, Mortgage Lending, Leadership, Montessori

Education
The Canadian Montessori Teacher Education institute   2012 — 2012
Early Education Teacher Certificate, Teacher

CSI Global Educatuion Inc.   2000 — 2010
Professional Financial Planning

Ryerson University   1997 — 1999
Honors Diploma in Management Science, Management Science

Institute of Canadian Bankers
Honors Diploma, Management Science

Danielle Cirhan Danielle Cirhan Saint Paul, Minnesota Details
Danielle Cirhan's RBC Wealth Management Experience January 2011 - Present
Job Executive Assistant/Growth Initiatives Coordinator at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2011 - Present

Education
College of St. Catherine   1995 — 1998
Occupational Therapy/Therapist

Derham Hall High School   1981 — 1985

Rhia Amio Rhia Amio Toronto, Canada Area Details
Rhia Amio's RBC Wealth Management Experience September 2006 - September 2008
Job Makeup Artist + Hair Stylist, Freelance (www.artistrhi.com and www.rhiaamio.com)
Industry Cosmetics
Experience
Maybelline  March 2012 - Present
rhiaamio.com + artistrhi.com   2006 - Present
Corus Entertainment  February 2011 - Present
Shaftesbury Films Inc.  March 2012 - Present
artistrhi the blog   April 2005 - Present
Diet Coke + Joe Fresh Beauty Boost Campaign   May 2011 - July 2011
RBC Wealth Management   September 2006 - September 2008
Inglot Cosmetics   November 2006 - March 2008

Skills
Blogging, Fashion, Beauty Industry, Cosmetics, Microsoft Excel, Customer Service, Event Planning, PowerPoint, Social Media, Microsoft Office, Marketing, Public Speaking, Sales, Strategic Planning, Teamwork, Research, Outlook, Microsoft Word, Makeup Artistry, Management, Public Relations, Event Management, Television

Education
Ryerson University   2007 — 2008
Professional Certificate, Advanced Make-up Artistry

University of Waterloo   2000 — 2005
BA, Psychology

Rick Hegge Rick Hegge Greater Minneapolis-St. Paul Area Details
Rick Hegge's RBC Wealth Management Experience September 2008 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2008 - Present
Piper Jaffray  May 1994 - September 2008
Vermillion State Bank  January 1988 - May 1994

Education
University of Wisconsin-Madison - School of Business   1989 — 1992
Graduate, Banking

Southwest Minnesota State University   1979 — 1983
B.S, Agriculture/Economics

Marco Imbrogno Marco Imbrogno Toronto, Canada Area Details
Marco Imbrogno's RBC Wealth Management Experience December 2008 - Present
Job Financial Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   December 2008 - Present
RBC Royal Bank  April 2006 - December 2008
CIBC  January 1998 - April 2006

Skills
Estate Planning, Finance, Investment Advisory, Investments, Mutual Funds, Retirement, Retirement Planning, Strategic Financial..., High Net Worth..., Wealth Management..., Tax, Wealth, Portfolio Management, Personal Financial..., Personal Finance, Asset Allocation, Asset Management, Banking, Financial Advisory, Financial Planners, Financial Services, Investment Management, Investment Strategies, Relationship Management, Retail Banking, Fixed Income, Certified Financial..., Pensions, Canadian Securities..., Wealth Accumulation, Retirement Savings, Wealth Management, Holistic Financial..., Financial Planning

Education
Ryerson University   2005 — 2009
B.Comm, Accounting and Finance

Courtney Duphorne Courtney Duphorne San Antonio, Texas Details
Courtney Duphorne's RBC Wealth Management Experience May 1993 - Present
Job Wealth Management Consultant at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   May 1993 - Present

Education
SMU   1995 — 1997
Master of Business Administration (MBA), Business, Management, Marketing, and Related Support Services

SMU   1989 — 1991
Bachelor of Business Administration (BBA), Marketing

Tulane University   1987 — 1989

David DeSouza David DeSouza Toronto, Canada Area Details
David DeSouza's RBC Wealth Management Experience October 2013 - Present
Job at
Industry Financial Services
Experience
RBC Wealth Management   October 2013 - Present
RBC Wealth Management   February 2013 - October 2013
RBC Wealth Management   May 2012 - February 2013
RBC Wealth Management   February 2012 - May 2012

Skills
Risk Management, Bank Operations, AML, Microsoft Excel, Microsoft Word, Microsoft Office, Financial Services, Banking, Process Improvement, Leadership, Securities, Teamwork, Operations Management, Time Management, Investments, Fraud

Education
Ryerson University
Bachelor of Arts (B.A.), Criminal Justice

Jeffrey Lindsay Jeffrey Lindsay Toronto, Canada Area Details
Jeffrey Lindsay's RBC Wealth Management Experience May 2011 - April 2013
Job Associate Manager, Brand Integration at RBC
Industry Marketing and Advertising
Experience
RBC  January 2015 - Present
john st.  May 2014 - December 2014
RBC Wealth Management   May 2011 - April 2013
RBC Capital Markets  May 2010 - August 2010

Skills
Equities, Trading Systems, Bloomberg Terminal, Microsoft Office, ThomsonOne, Fidessa, Leadership, Trading, Retail Branding, Brand Management, Advertising, Management, Analysis, Social Media, Digital Marketing, Social Media Marketing, Time Management, Marketing Communications, Customer Service

Education
Seneca College of Applied Arts and Technology   2013 — 2014
BRAND MANAGEMENT GRADUATE PROGRAM, Marketing

The University of Western Ontario   2008 — 2012
Honours Bachelor of Management and Organizational Studies (BMOS), Finance Specialization

St. Michael's College School   2002 — 2008
High School Diploma, Honours

Ryan A. Horowitz Ryan A. Horowitz Greater New York City Area Details
Ryan A. Horowitz's RBC Wealth Management Experience November 2010 - January 2013
Job Account Executive at Shore Line Insurance Agency, Inc.
Industry Financial Services
Experience
Shore Line Insurance Agency, Inc.   August 2015 - Present
TD Ameritrade  April 2014 - August 2015
Shore Line Insurance Agency, Inc.   January 2013 - April 2014
RBC Wealth Management   November 2010 - January 2013
Chase  July 2010 - October 2010

Skills
Series 7, Series 63, Series 65, Licensed Life Insurance..., Estate Planning, Retirement Planning, Strategic Financial..., Investment Strategies, Investments, Wealth Management, Mutual Funds, Investment Advisory, Asset Allocation, Portfolio Management, USCG Captain, IRAs, Retirement, Financial Advisory, Wealth Management..., Uniform Combined State..., 401k, FINRA

Education
Roger Williams University   2006 — 2010
Bachelor of Science (BS), Finance, General

Robert M (Bob) Dillon, CPA Robert M (Bob) Dillon, CPA Tyler, Texas Area Details
Robert M (Bob) Dillon, CPA's RBC Wealth Management Experience September 2013 - January 2014
Job CPA/Computer Software/Hardware Professional
Industry Accounting
Experience
Robert M Dillon, CPA   January 2002 - Present
RBC WEALTH MANAGEMENT   September 2013 - January 2014
Tyler Museum of Art  June 2010 - October 2010
East Texas Food Bank   April 2007 - June 2010
First Wall Street Corp.   January 2001 - November 2001
First Union Securities  January 2000 - January 2001
Edward Jones Investments  January 1998 - January 2000
Robert M Dillon, CPA   January 1983 - January 1998
Harden & Tyson, CPA's   January 1982 - January 1983
Offshore Technology Conference   July 1980 - July 1982

Skills
CRM, Leadership, Management, Finance, Budgets, Payroll, IT Solutions and..., Computer Repair, Computer Hardware, Accounting, Vendor Management, Financial Analysis, Training, Time Management, Program Management, Public Speaking, Customer Service, Strategic Planning, Microsoft Office, Marketing, Public Relations, Team Building

Education
Southern Methodist University
BBA-Accounting, Accounting; Management

Highland Park High School
High School Diploma

John H Morrow, IV John H Morrow, IV Dallas, Texas Details
John H Morrow, IV's RBC Wealth Management Experience May 2012 - June 2012
Job Graduate Student pursuing MSA at SMU Cox
Industry Accounting
Experience
Southern Methodist University  August 2012 - Present
EY  January 2015 - March 2015
Baker Tilly Virchow Krause, LLP  October 2014 - December 2014
ParenteBeard LLC  August 2014 - October 2014
Andersen Tax  May 2014 - August 2014
RBC Wealth Management   May 2012 - June 2012

Skills
Communication, Organization, Leadership, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Social Networking, Networking

Education
Southern Methodist University   2015 — 2016
Master of Science (MS), Accounting

Southern Methodist University   2011 — 2015
Bachelor of Business Administration (BBA), Accounting

Cliff Gorman Cliff Gorman Burnsville, Minnesota Details
Cliff Gorman's RBC Wealth Management Experience August 2013 - Present
Job at
Industry Financial Services
Experience
U.S. Bank   October 2014 - Present
RBC Wealth Management   August 2013 - Present
Piper Jaffray  September 2006 - Present
Fairview Health Services  August 2000 - September 2006

Skills
Corporate Finance, Financial Analysis, Market Share Analysis, Proformas, Accounting, Microsoft Excel, Access, Revenue Analysis, Cost Planning, Strategic Planning, Operating Budgets, MBA, Crystal Reports, Hyperion Enterprise, Essbase, PowerPoint, Microsoft Word, Expense Management, Healthcare, Financial Reporting, Financial Modeling, Financial Services

Education
Carlson School of Management   2002 — 2006
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies

Southwest Minnesota State University   1996 — 2000
Bachelor of Science (BS), Business Administration and Management, General

Susan Brown Owens Susan Brown Owens Greater Chicago Area Details
Susan Brown Owens's RBC Wealth Management Experience May 1997 - February 2001
Job Financial Services Attorney
Industry Law Practice
Experience
Fire Solutions, Inc. - Finance Insurance Regulation Education   April 2013 - Present
Financial Industry Regulatory Authority  May 2011 - Present
RBC Wealth Management   May 1997 - February 2001
Principal Financial Securities  October 1996 - April 1997
Piper Jaffray  August 1995 - October 1996

Skills
Securities Regulation, Securities, FINRA, SEC, Series 24, Series 7, Mutual Funds

Education
Southern Methodist University
Bachelor of Science, Political Science

Southern Methodist University Dedman School of Law
Juris Doctorate

Linda Glover Linda Glover Toronto, Canada Area Details
Linda Glover's RBC Wealth Management Experience 1996 - 2003
Job Lifestyle Facilitator at Me and U
Industry Investment Management
Experience
Me and U   April 2003 - Present
RBC Wealth Management   1996 - 2003
RBC Capital Markets  1992 - 1996
Burns Fry  June 1985 - May 1992

Skills
Customer Experience, Team Building, Teaching, Creative Problem Solving, Organizational..., Multitasker, Analysis, Administration, IT Management, Scheduling, Leadership Development, Professional Development, Budgeting, Private Banking, Planned Giving, Coaching, Wealth Management, Budgets, Bonds

Education
University of Toronto   2013 — 2018
Bachelor of Fine Arts (B.F.A.), Drama/Theatre Arts and Stagecraft

CFA Institute   1989 — 1991
Chartered Financial Analyst, Investment Banking

Ryerson University   1983 — 1985
Bachelor of Business Management, Marketing and Finance

Sheridan College   1980 — 1983
Business, Marketing and Accounting

Krista Wozniak Krista Wozniak Madison, Wisconsin Area Details
Krista Wozniak's RBC Wealth Management Experience May 2010 - August 2010
Job Quality Assurance at Epic
Industry Computer Software
Experience
Epic  July 2012 - Present
Buffalo Brewing Co.   March 2011 - May 2012
Saint Louis University Continuing Medical Education   August 2009 - May 2012
RBC Wealth Management   May 2010 - August 2010

Skills
Microsoft Excel, Data Analysis, Microsoft Office

Education
Saint Louis University   2008 — 2012
BS, Health Information Management

Brookfield Academy   1997 — 2007

Anthony Loreti Anthony Loreti Dallas, Texas Details
Anthony Loreti's RBC Wealth Management Experience November 2014 - Present
Job Municipal Bond Trading
Industry Financial Services
Experience
RBC Wealth Management   November 2014 - Present
RBC Wealth Management   May 2013 - October 2014
RBC Wealth Management   June 2012 - May 2013
RBC Wealth Management   May 2011 - June 2012
LSBE Financial Markets Program  March 2010 - May 2011
JNBA Financial Advisors  March 2011 - March 2011

Skills
Investments, Mutual Funds, Fixed Income, Financial Analysis, Equities, Finance, Equity Research, Financial Markets, Portfolio Management, Financial Modeling, Hedge Funds, Asset Management, Securities, Asset Managment, Microsoft Excel, Bloomberg, Series 7, Series 66, Series 52

Education
Southern Methodist University - Cox School of Business   2015 — 2016
Master of Business Administration (M.B.A.), Finance and Financial Management Services

University of Saint Thomas - Opus College of Business   2012 — 2014
Master, Business Administration

University of Minnesota   2006 — 2011
Bachelor, Business Administration; Financial Markets Finance

Shane Evong, B.Comm, CFP Shane Evong, B.Comm, CFP Calgary, Canada Area Details
Shane Evong, B.Comm, CFP's RBC Wealth Management Experience January 2006 - October 2013
Job Regional Sales Manager BMO InvestorLine BMO Private Client Group
Industry Financial Services
Experience
BMO Private Client Group   October 2013 - Present
RBC Wealth Management   January 2006 - October 2013

Skills
Wealth Management, Retirement Planning, Strategic Financial..., Investment Advisory, Personal Pensions, Investments, Pensions, Mutual Funds, Investment Strategies, Estate Planning, Asset Allocation, Portfolio Management, High Net Worth..., Financial Analysis, Mortgage Lending, Asset Management, Risk Management, Banking, Credit, Holistic Financial..., Securities, Financial Planning

Education
Canadian Securities Institute   2011 — 2013
Chartered Strategic Wealth Professional, CSWP, Financial Planning and Services

Canadian Institute of Financial Planning   2004 — 2006
Certified Financial Planner, CFP, Financial Planning and Services

Saint Mary's University   1998 — 2003
BCOMM, Acct/Fin

Dennis Silin Dennis Silin Toronto, Canada Area Details
Dennis Silin's RBC Wealth Management Experience September 2013 - May 2014
Job Web Application Developer at Avenza Systems Inc.
Industry Computer Software
Experience
Avenza Systems Inc.  May 2014 - Present
RBC Wealth Management   September 2013 - May 2014
IRESS Market Technology  September 2011 - January 2013
IRESS Market Technology  September 2009 - August 2011

Skills
Microsoft SQL Server, C#, Software Development, Windows Server, Active Directory, JavaScript, Microsoft Exchange, Python, Database Design, VB.NET, HTML5, CSS, Hyper-V, x86 Assembly, CentOS, TCP/IP stack, Apache 2, Hardware, Windows, Market Data, Electronic Trading, Troubleshooting, Data Center, Testing

Education
Ryerson University   2004 — 2009
BSc, Computer Science

Adam Phenow Adam Phenow Greater Minneapolis-St. Paul Area Details
Adam Phenow's RBC Wealth Management Experience June 2013 - Present
Job Business Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   June 2013 - Present
UnitedHealth Group  January 2012 - May 2013
St. Vincent de Paul Harvest Festival   2005 - 2013
Ameriprise Financial  November 2007 - December 2011
Ameriprise Financial  March 2006 - November 2007
American Express Financial Advisors  July 2005 - March 2006
American Express Financial Advisors  July 2002 - July 2005
American Express Financial Advisors  August 2001 - July 2002
Maple Grove Parks and Recreation   1997 - 2001

Skills
Software Documentation, Business Process, Visio, Six Sigma, Insurance, Process Improvement, Team Building, Project Management, Call Center, Requirements Gathering, Vendor Management, Training, Relationship Management, Financial Services, Change Management, Software Development, Requirements Analysis, Integration, Series 7, Business Requirements, SDLC, Strategic Planning, Leadership, Business Process..., User Acceptance Testing, Analysis, Fixed Annuities, SharePoint, PMO, Customer Service, Business Analysis

Education
Saint John's University   1997 — 2001
B.A., Political Science, Communication

Andrew Oushalem Andrew Oushalem San Francisco Bay Area Details
Andrew Oushalem's RBC Wealth Management Experience June 2010 - August 2010
Job Relationship Manager at SmartBiz
Industry Financial Services
Experience
SmartBiz.   May 2015 - Present
New Resource Bank  March 2014 - May 2015
Heritage Bank of Commerce  November 2012 - February 2014
Aviat Networks  November 2010 - May 2011
RBC Wealth Management   June 2010 - August 2010
Merrill Lynch  June 2009 - August 2009
Kumon Math & Reading Center  May 2007 - January 2009

Skills
Financial Analysis, Data Analysis, Commercial Banking, Cash Flow, Finance, Financial Modeling, PowerPoint, Financial Reporting, Accounting, Forecasting, Microsoft Office, Microsoft Excel, Microsoft Word, Portfolio Management, Banking

Education
Santa Clara University   2007 — 2011
Bachelor of Science, Commerce; Finance

Bellarmine College Preparatory   2003 — 2007
High School Diploma, General Studies

Blake Peterson Blake Peterson Greater Minneapolis-St. Paul Area Details
Blake Peterson's RBC Wealth Management Experience January 2009 - Present
Job Investment Representative at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2009 - Present
Pro Staff  July 2008 - November 2008
Stearns Bank  February 2006 - November 2007
TCF National Bank  May 1998 - February 2006

Education
St. Cloud State University   1993 — 1998
Bachelors of Science, Finance

Harding High School   1989 — 1992

Mary Ann Laudicina Mary Ann Laudicina Rockford, Illinois Details
Mary Ann Laudicina's RBC Wealth Management Experience December 2003 - February 2008
Job Senior Client Specialist at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co.   February 2004 - Present
Robert W. Baird & Co.   February 2004 - Present
RBC Wealth Management   December 2003 - February 2008

Skills
Series 7, Series 65, Investment Advisory, Wealth Management, Investments, Retirement, Retirement Planning, Variable Annuities, Life Insurance, Insurance, Portfolio Management, Estate Planning, Strategic Financial..., CRM

Education
Rockford College   1987 — 1991
Bachelor of Science (B.S.), Business with emphasis in Finance

Regent's College - London, England   1989 — 1989
Business

Jim Winner, CFP® Jim Winner, CFP® Bel Air, Maryland Details
Jim Winner, CFP®'s RBC Wealth Management Experience October 1998 - Present
Job Senior Vice President Financial Advisor, Branch Director at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 1998 - Present

Education
Rutgers University-New Brunswick   1978 — 1982
Accounting and Business/Management

Sajal Kohly Sajal Kohly Toronto, Canada Area Details
Sajal Kohly's RBC Wealth Management Experience May 2012 - August 2013
Job Materials Specialist at Toyota Motor Manufacturing Canada
Industry Logistics and Supply Chain
Experience
Toyota Motor Manufacturing Canada  June 2015 - Present
Wise Elephant Family Health Team   2012 - 2014
RBC Wealth Management   May 2012 - August 2013
Rogers Communications  2010 - 2011

Skills
Teamwork, Microsoft Office, Microsoft Word, Microsoft Excel, Team Leadership, Time Management, Research, Leadership, PowerPoint, Customer Service, Public Speaking, Data Analysis, SAP ERP, Data Management, Analysis, Management

Education
Seneca College of Applied Arts and Technology   2014 — 2015
Post-Graduate Certificate, Global Logistics and Supply Chain Management

University of Toronto   2010 — 2014
Honours Bachelor of Science, Biotechnology

Turner Fenton Secondary School   2006 — 2010
High School, International Baccalaureate Diploma

Susan Otto, CPA Susan Otto, CPA Greater Minneapolis-St. Paul Area Details
Susan Otto, CPA's RBC Wealth Management Experience September 2009 - December 2012
Job Risk and Control Advisor
Industry Financial Services
Experience
TCF Bank  April 2015 - Present
TCF Bank  February 2014 - May 2015
TCF Bank  December 2012 - February 2014
RBC Wealth Management   September 2009 - December 2012
RBC Wealth Management   January 2007 - September 2009
Morries Automotive Group  January 2006 - January 2007
Morries Automotive Group  October 2003 - January 2006
Morries Automotive Group  September 2001 - October 2003

Skills
Account Reconciliation, Accounting, PeopleSoft, Microsoft Office, Outlook, Smartstream, ADP/BPS, Microsoft Excel, Access, Internal Audit, Accruals, Month End Close, TeamMate, Passport, Auditing, Sarbanes-Oxley Act, Journal Entries, Process Improvement, Bank Reconciliation, General Ledger

Education
College of St. Catherine   2009 — 2012
BS, Accounting, Finance

College of St. Catherine   1999 — 2003
BS, Political Science

Francis Blaboe Francis Blaboe Toronto, Canada Area Details
Francis Blaboe's RBC Wealth Management Experience August 2010 - December 2011
Job Financial Advisor/Insurance Consultant
Industry Financial Services
Experience
Independent Broker  February 2015 - Present
Edward Jones  July 2012 - February 2015
3i Financial Group Inc.   October 2008 - July 2012
RBC Wealth Management   August 2010 - December 2011
RBC Wealth Management   2008 - August 2010
Combined Insurance United States  2007 - 2008
Primerica Financial Services  2007 - 2007

Skills
Wealth Management, Investments, Financial Planning, Retirement, Insurance, Retirement Planning, Risk Management, Estate Planning, Alternative Investments, Relationship Management, Mutual Funds, Financial Advisory, Portfolio Management, Sales Management, Product Development, Segregated Funds, Critical Illness, Program Management, Fund Analysis, Sales and Marketing, Disability Insurance, Life Insurance

Education
Seneca College of Applied Arts and Technology   2008 — 2009
Certificate, Financial Services Practitioner

University of Science &Technology   1993 — 1997
B.Sc, Physics

Carla Ramsey Carla Ramsey Rockford, Illinois Area Details
Carla Ramsey's RBC Wealth Management Experience March 2013 - Present
Job PCG Registered Client Associate at Gummow Wealth Advisory Services of Wells Fargo
Industry Investment Management
Experience
Gummow Wealth Advisory Services at Wells Fargo Advisors   September 2015 - Present
RBC Wealth Management   March 2013 - Present
Bates Securities, Inc.   February 2010 - March 2013
RSM McGladrey  July 2007 - February 2009
Ameriprise Financial  January 2005 - July 2007
Rockford Area Convention & Visitors Bureau  September 2002 - May 2004

Skills
Strategy, Research, Marketing, Asset Allocation, Investments, Finance, Portfolio Management, Project Planning, Financial Analysis, Insurance, Analysis

Education
Rockford College   2010 — 2013
Bachelor of Science, Management Studies, 3.81

Rock Valley College   1996 — 2000
AA, General Studies

Connor Lantz Connor Lantz Greater Minneapolis-St. Paul Area Details
Connor Lantz's RBC Wealth Management Experience May 2014 - Present
Job Securities Licensing Specialist at RBC Wealth Management
Industry Investment Banking
Experience
RBC Wealth Management   May 2014 - Present
SBI Financial Services   May 2013 - August 2013
Park Lodge Hotel   August 2012 - December 2012
Menasha Packaging  May 2012 - August 2012
Saint John's University  August 2011 - May 2012
Legends Golf Club  March 2011 - September 2011
YMCA of Boulder Valley  2009 - 2010

Skills
Project Management, Financial Analysis, PowerPoint, Microsoft Excel, Prezi, Research, Social Networking, Securities Regulation, Corporate Finance, Tactical Asset..., Investment Strategies, Customer Service

Education
Saint John's University   2010 — 2014
Bachelor's degree, Business Administration and Management, General

St. John's University   2010 — 2014
Business Administration and Management, General

Michael Leggatt Michael Leggatt Vancouver, Canada Area Details
Michael Leggatt's RBC Wealth Management Experience September 2003 - April 2009
Job Investment Counsellor, RBC Phillips, Hager & North Investment Counsel
Industry Investment Management
Experience
RBC Phillips, Hager & North Investment Counsel   May 2009 - Present
RBC Wealth Management   September 2003 - April 2009

Skills
Estate Planning, Trusts, Wealth Management, Investment Strategies, Investments, Strategic Financial..., Finance, Tax, Mutual Funds, Asset Allocation, Retirement Planning, Investment Management, Investment Advisory, Asset Management, Portfolio Management, High Net Worth..., Financial Advisory, Alternative Investments, Wealth Management..., Securities, Equities, Financial Planning

Education
CFA Institute   2006 — 2009
CFA, Finance

Segal Graduate School of Business   2006 — 2008
MBA, Finance

Simon Fraser University   1997 — 2002
BBA, Business Administration

Greg Youzwyshyn Greg Youzwyshyn Toronto, Canada Area Details
Greg Youzwyshyn's RBC Wealth Management Experience September 2011 - Present
Job Private Banking Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2011 - Present
GoodLife Fitness  October 2010 - September 2011
SIR Corp  April 2008 - May 2010
RBC  February 2006 - September 2007

Skills
Customer Service, Service Delivery, Banking, Personal Finance, Mutual Funds, Marketing, Sales, Leadership, Communication Skills, Teamwork, Strategic Financial..., Wealth Management..., Time Management

Education
Ryerson University   2006 — 2010
Bachelor of Commerce (B.Com.), Hospitality and Tourism Management

CSI Global Education Inc.
Canadian Securities Industry

Jeremy J. Selecky Jeremy J. Selecky New York, New York Details
Jeremy J. Selecky's RBC Wealth Management Experience June 2013 - August 2013
Job Senior Internal Wholesaler at BNY Mellon
Industry Investment Management
Experience
BNY Mellon  September 2015 - Present
Morgan Stanley  July 2014 - September 2015
RBC Wealth Management   June 2013 - August 2013
RBC Wealth Management   June 2012 - August 2012

Skills
Wealth Management, Asset Allocation, Bloomberg Terminal, Portfolio Management, Municipal Bonds, Analysis, Mutual Funds, Investments, Leadership, Series 7, Communication, Sales, Networking, Fixed Income, Due Diligence, Alternative Investments, Securities, Futures, Strategic Financial..., Derivatives, Structured Products, Series 66

Education
Skidmore College   2010 — 2014
Bachelor of Arts (B.A.), Economics Major, Business Minor

St. Peter's Preparatory School   2007 — 2010
High School Diploma

Jen McGarry, MBA, CAMS Jen McGarry, MBA, CAMS Minneapolis, Minnesota Details
Jen McGarry, MBA, CAMS's RBC Wealth Management Experience January 2015 - Present
Job Manager, Centralized Compliance Services at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2015 - Present
RBC Wealth Management   October 2010 - January 2015
MoneyGram International  January 2010 - October 2010
MoneyGram International  December 2008 - January 2010
Commerce Bank & Trust  February 2004 - November 2008
Edward Jones  January 2003 - September 2003

Skills
AML, Compliance, Fraud, Credit, Investigations, Bank Secrecy Act, Analysis, Due Diligence, Banking, Securities, Risk Management, Financial Risk, Series 7, USA PATRIOT Act, Anti Money Laundering, KYC, Internal Controls

Education
University of St. Thomas - Opus College of Business   2009 — 2010

Rockhurst University   2005 — 2010
MBA, Emphasis in Accounting

University of Missouri-Columbia   1997 — 2002
BS, Personal Financial Planning

Kris Yi, CFA Kris Yi, CFA Miami, Florida Details
Kris Yi, CFA's RBC Wealth Management Experience June 2009 - August 2009
Job Associate | Rialto Capital Management
Industry Financial Services
Experience
Rialto Capital Management  May 2013 - Present
JGWPT Holdings, LLC  October 2011 - May 2013
Peachtree Financial Solutions  November 2009 - October 2011
RBC Wealth Management   June 2009 - August 2009
Stifel Financial Corp.  January 2009 - March 2009

Skills
Financial Modeling, Financial Analysis, Valuation, Bloomberg, Equity Research, Investments, Portfolio Management, Investment Banking, Equities, DCF, Corporate Finance, Asset Managment, Financial Services, Financial Markets, Risk Management, Business Analysis, Series 63, Due Diligence, Capital Markets, Equity Valuation, Asset Allocation, Wealth Management, Structured Finance, Private Equity, Financial Reporting, Mutual Funds, Alternative Investments, Asset Management, Relationship Management, Mergers & Acquisitions, Strategic Financial..., Fixed Income, Finance, M&A experience, Accounting, Quantitative Analytics, Hedge Funds, Analysis, Credit Analysis, Series 7, Insurance

Education
University of Illinois at Urbana-Champaign - College of Business   2008 — 2009
Masters of Science, Finance

Saint Louis University   2004 — 2008
Bachelors of Science, Finance

BVNW   2000 — 2004

Kornelija Podstreleni Kornelija Podstreleni Toronto, Canada Area Details
Kornelija Podstreleni's RBC Wealth Management Experience July 2014 - Present
Job Manager, Business Initiatives at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   July 2014 - Present
RBC Dominion Securities  January 2007 - June 2014
RBC Dominion Securities  January 2001 - January 2007

Skills
Asset Allocation, Wealth Management, Asset Managment, Equities, Portfolio Management, Investment Management, Fixed Income, Investments, Mutual Funds, ETFs, Investment Policy, Value Investing, Bonds, Wealth Management..., Retirement Planning

Education
Seneca College of Applied Arts and Technology
Bachelor of Science (BS), Accounting and Finance

Nicholas Paolizzi Nicholas Paolizzi Greater New York City Area Details
Nicholas Paolizzi's RBC Wealth Management Experience January 2014 - May 2014
Job TRAC Associate Global Marine Practice at Marsh
Industry Insurance
Experience
Marsh  July 2015 - Present
iCreate Web Design Studio   April 2009 - Present
Jesuit Commons: Higher Education at the Margins   January 2015 - June 2015
Marsh  June 2014 - August 2014
RBC Wealth Management   January 2014 - May 2014
Saint Joseph's University  April 2013 - April 2014
Lockheed Martin  May 2013 - August 2013
Saint Joseph's University  April 2012 - April 2013
Salem County Improvement Authority   May 2012 - January 2013
DGI Services, LLC  May 2011 - August 2011

Skills
Visionary, Public Speaking, Communications Strategy, Strategic Leadership, Teamwork, Entrepreneurship, Strategic Communications, Leadership, Financial Analysis, Analysis, Editing, Finance, Accounting, Market Research, Proposal Writing, Data Analysis, Social Media, Facebook, Marketing, Event Planning, PowerPoint

Education
Saint Joseph's University   2011 — 2015
Bachelor of Science (B.S.), Finance

Saint Joseph's University   2011 — 2015
Bachelor of Arts (B.A.), Economics

Becky Christopherson Becky Christopherson Minneapolis, Minnesota Details
Becky Christopherson's RBC Wealth Management Experience April 2008 - September 2008
Job Sourcing Analyst at Valspar
Industry Retail
Experience
Valspar  April 2015 - Present
Arthur Murray Dance Studio Minneapolis   January 2015 - May 2015
Target  August 2014 - April 2015
Target  June 2013 - August 2014
Target  April 2012 - June 2013
U.S. Bank   September 2008 - April 2012
Freeway Ford  September 2009 - June 2010
RBC Wealth Management   April 2008 - September 2008
Bealls  August 2007 - April 2008
Lupient Chevrolet  August 2002 - July 2007

Skills
Strategic Sourcing, Inventory Management, Sourcing, Merchandising, Global Sourcing, Cross-functional Team..., Retail, Inventory Control, Leadership, Microsoft Excel, Event Planning, Time Management, Microsoft Office, Social Media, Apparel, Sales, Customer Service

Education
College of St. Catherine   2003 — 2007
Bachelor of Science (BS), Fashion Merchandising

Washburn High School   1999 — 2003
High School Diploma, Generals, 3.75 GPA

Jason Sperber Jason Sperber Paramus, New Jersey Details
Jason Sperber's RBC Wealth Management Experience November 2009 - Present
Job Associate Vice President – Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2009 - Present
Wells Fargo  November 2007 - November 2009
Oppenheimer & Co. Inc.   January 2007 - November 2007

Education
Roger Williams University   2002 — 2006
Bachelors, Science of Financial Services

Brody (Julius) Smith Brody (Julius) Smith Kansas City, Missouri Details
Brody (Julius) Smith's RBC Wealth Management Experience May 2015 - August 2015
Job Analytical Financial Representative
Industry Financial Services
Experience
RBC Wealth Management   May 2015 - August 2015
Northwestern Mutual  December 2014 - April 2015
Cramer Capital Management LLC   December 2014 - March 2015
Salem in Ladue UMC   May 2014 - August 2014
Brock's Baseball Field Care and Concessions   March 2008 - August 2013
The Missouri Conference of the United Methodist Church   May 2010 - August 2012

Skills
Public Speaking, Team Building, Communication, Microsoft Office, Student Leadership, Leadership, Community Engagement, Public Relations, Encouragement, Volunteer Management, Customer Service, Microsoft Excel, Organizational..., Time Management, Microsoft Word, Analytics, Leading Meetings, Daily Operations, Production Efficiency, Video Editing, Video Production, Event Planning, Social Media, Management, Fundraising, Multivariable Calculus, PowerPoint, Social Networking, Audio Mixing, Event Planning and..., Sales Presentations, Teamwork, Research, Networking

Education
Saint Louis University   2013 — 2016
Bachelor of Science in Business Administration, Concentrations: Economics and Finance, Sophomore w/ Junior standing GPA Cum: 3.55 GPA Curr: 3.72

Park Hill South High School   2009 — 2013

Adam Ragusa Adam Ragusa Toronto, Canada Area Details
Adam Ragusa's RBC Wealth Management Experience October 2014 - Present
Job Private Banking Associate at RBC Wealth Management
Industry Management Consulting
Experience
RBC Wealth Management   October 2014 - Present
WVRST Restaurant   May 2013 - October 2014
Law and Business Student Association - Ryerson University   May 2013 - June 2014
The Twisted Kilt   August 2012 - June 2013
ZSA Legal Recruitment  December 2012 - February 2013
Starbucks  August 2011 - July 2012
Starbucks  February 2010 - August 2011

Skills
Customer Service, Microsoft Office, Social Media, Recruiting, Management, Marketing, Event Planning, Team Leadership, Retail, Time Management, Merchandising, Retail Sales, Loss Prevention, Teamwork, Leadership

Education
Ryerson University   2009 — 2014
Bachelor of Commerce (B.Com.), Business Law, Hon.

Christian Reuter Christian Reuter Greater San Diego Area Details
Christian Reuter's RBC Wealth Management Experience August 2012 - Present
Job Wealth Management Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   August 2012 - Present
Merrill Lynch  January 2006 - August 2012
Morgan Stanley  July 2003 - January 2006
Morgan Stanley  January 2000 - July 2003

Skills
Retirement Planning, Investments, Estate Planning, 401k, Investment Management, Wealth Management, Investment Advisory, Retirement, Series 7, Uniform Combined State..., Investment Strategies, Asset Allocation, Asset Managment, Financial Advisory, Wealth Accumulation, Fixed Annuities, Mutual Funds, Portfolio Management, Strategic Financial..., Wealth, Syndicate, IPO, Municipal Bonds, Private Equity, Hedge Funds, Long/Short Equity, Options Strategies, Employee Stock Options, Rule 144, Unit Investment Trusts, Foreign Currency, Prime Brokerage, Alternative Investments, Asset Management, Series 65, Series 63, Financial Services, Securities, Finance, Loans, Fixed Income, Risk Management, Financial Analysis, Insurance, Management

Education
San Diego State University-California State University   1998 — 2003
BS, Financial Services

Heather Hardee Heather Hardee Houston, Texas Details
Heather Hardee's RBC Wealth Management Experience September 2007 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   September 2007 - Present

Education
University of Houston   2008 — 2010
Masters of Science, Hotel and Restaurant Management

Sam Houston State University   2004 — 2007
Bachelor of Business Administration (BBA), Finance, General

Jennifer Lorz Jennifer Lorz Vancouver, Canada Area Details
Jennifer Lorz's RBC Wealth Management Experience September 2013 - Present
Job Financial Planner at RBC
Industry Financial Services
Experience
RBC Wealth Management   September 2013 - Present
RBC Dominion Securities  November 2003 - September 2013
RBC Private Counsel   March 1999 - November 2003

Skills
Customer Service, Strategic Planning, Strategic Financial..., Discretionary..., Personal Financial..., Investment Advisory, Estate Planning, Personal Tax Planning, Retirement Planning, Business Succession..., Wealth Management, Wealth Preservation..., Wealth Accumulation..., Intergenerational..., Legacy Planning, Client Service

Education
Canadian Securities Institute
Chartered Investment Manager (CIM®), Wealth Management

CFA Institute
Chartered Financial Analyst Program, Level I

Institute of Canadian Bankers
Professional Financial Planning (PFP) diploma

Canadian Securities Institute
Conduct and Practices Course (CPH)

Canadian Securities Institute
Canadian Securities Course (CSC)

Saint Mary's University   1992 — 1996
Bachelor of Commerce (B.Com.), Global Business Management

University of Colorado Colorado Springs
Bachelor of Commerce (B.Com.)

Bill Cariker, CFP®, CIMA® Bill Cariker, CFP®, CIMA® Austin, Texas Area Details
Bill Cariker, CFP®, CIMA®'s RBC Wealth Management Experience March 2010 - Present
Job Senior VP / RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2010 - Present
Merrill Lynch  March 1987 - March 2010

Education
Texas A&M University - Mays Business School   1985 — 1986
M.B.A., Marketing, Finance

Southwestern University   1972 — 1975
B.S., Biology, Chemistry

Soodabeh Eshghi Soodabeh Eshghi Toronto, Canada Area Details
Soodabeh Eshghi's RBC Wealth Management Experience July 2002 - May 2005
Job IT Program Director, Business Banking Technology at CIBC
Industry Financial Services
Experience
CIBC  January 2015 - Present
RBC  January 2014 - December 2014
RBC  July 2011 - September 2014
RBC  January 2009 - June 2011
RBC Toronto   May 2007 - January 2009
RBC Investment   April 2005 - May 2007
RBC Wealth Management   July 2002 - May 2005
Lucent Technologies and Bell Lab   January 1996 - January 2002
CERN, European Organization for Nuclear Research Geneva   October 1990 - June 1994

Skills
SDLC, PMP, Requirements Analysis, Requirements Gathering, Business Analysis, Data Warehousing, Software Project..., Business Requirements, PMO, Enterprise Architecture, Agile Methodologies, User Acceptance Testing, Systems Analysis, Integration, Program Management, IT Strategy, Testing, Project Portfolio...

Education
University of Liverpool
Master of Philosophy (M.Phil.), Computing for Physics

Sharif University of Technology
B.Sc., Electronics Engineering

Project Management Institute
PMP

Canadian Securities Institute
CSC

Maria Capizzo Maria Capizzo Toronto, Canada Area Details
Maria Capizzo's RBC Wealth Management Experience November 2009 - Present
Job District Manager Investment Retirement Planners at RBC Wealth Management PFP FICB
Industry Financial Services
Experience
RBC Wealth Management   November 2009 - Present
RBC  April 2005 - October 2009

Skills
Strategic Financial..., Retirement, Investments, Strategy, Wealth Management, Mutual Funds, Banking, Credit, Mortgage Lending, Retail Banking, Portfolio Management, Retirement Planning, Investment Advisory, Relationship Management, Loans, Investment Strategies, Equities, Asset Management, Financial Analysis, Financial Advisory

Education
CSI   2000 — 2005
Certified Financial Planning Accreditation, Financial Planning and Services

Seneca College of Applied Arts and Technology   1976 — 1978
Retail Management Diploma, Retailing and Retail Operations

Richard Nystrom Richard Nystrom Dallas/Fort Worth Area Details
Richard Nystrom's RBC Wealth Management Experience March 2008 - March 2010
Job Institutional Equity Sales at Barclays
Industry Financial Services
Experience
Barclays  October 2013 - Present
Barclays Wealth and Investment Management  June 2012 - October 2013
Cogent Partners  April 2010 - May 2012
RBC Wealth Management   March 2008 - March 2010

Skills
FINRA Series 7, Securities, FINRA, Wealth Management, Investments, Bloomberg, Financial Modeling, Series 7, Valuation, Portfolio Management, Market Research, Equities, Asset Management, Corporate Finance, Asset Allocation, Bonds, Investment Strategies

Education
Southern Methodist University - Cox School of Business   2010 — 2012
MBA, Investments & Alternative Assets

Southern Methodist University - Cox School of Business   2001 — 2005
BBA, Finance

Southern Methodist University - Dedman College   2001 — 2005
BA, Economics

Jason Formo Jason Formo Greater Seattle Area Details
Jason Formo's RBC Wealth Management Experience September 2006 - Present
Job Financial Advisor at RBC Wealth Management
Industry Investment Management
Experience
RBC Wealth Management   September 2006 - Present
Northern California Marine Association   2003 - 2006
Aflac  2002 - 2003

Education
Santa Clara University   1998 — 2002

Brad Baron Brad Baron San Jose, California Details
Brad Baron's RBC Wealth Management Experience July 1993 - Present
Job Senior Vice President Financial Advisor/Accredited Wealth Manager RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 1993 - Present

Skills
Strategic Planning, Financial Analysis, Leadership, Strategy, Non-profits, Public Speaking, Program Management, Start-ups, Finance, Community Outreach, Entrepreneurship, Mergers & Acquisitions, Nonprofits, Small Business, Project Management, Marketing, Fundraising, Business Planning, Project Planning, Team Building, Business Development, Management Consulting, Business Strategy, Management, Risk Management, Executive Management, Leadership Development, Banking, Portfolio Management, Strategic Financial..., Retirement Planning, Asset Management, Wealth Management, Retirement

Education
San Jose State University   1976 — 1981
BS, Business Management

Bellarmine College Preparatory   1972 — 1976

Richard W. Kidd Richard W. Kidd Greater New York City Area Details
Richard W. Kidd's RBC Wealth Management Experience March 1997 - Present
Job Vice President, Financial Advisor, AWM at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 1997 - Present

Skills
Stocks, Bonds, Separately Managed..., Mutual Funds, Dividend Investing, IRA/401k Rollovers, Estate Planning, Life Insurance Reviews, Trust Services, Lines Of Credit, Retirement Income..., Annuities, Asset Allocation, Alternative Investments

Education
Southern New Hampshire University   1981 — 1985
Bachelor of Science (BS), Marketing

Pittsford Sutherland HS

Rana Mansour Rana Mansour Toronto, Canada Area Details
Rana Mansour's RBC Wealth Management Experience August 2013 - Present
Job Marketing and Communications Associate at RBC Wealth Management
Industry Marketing and Advertising
Experience
RBC Wealth Management   August 2013 - Present

Skills
Photoshop, PowerPoint, Microsoft Excel, InDesign, Marketing, Microsoft Word, Dreamweaver, Illustrator, Flash, Adobe Acrobat, Marketing Communications, Social Media Marketing, Social Media, Event Planning, Market Research

Education
University of Toronto at Mississauga - Erindale College   2006 — 2010
Bachelor of Arts (B.A.)

Sheridan College   2007 — 2010
Certificate

Allison Rassier Breyfogle Allison Rassier Breyfogle Sioux Falls, South Dakota Area Details
Allison Rassier Breyfogle's RBC Wealth Management Experience August 2009 - April 2010
Job HR Generalist at The Schwan Food Company
Industry Human Resources
Experience
The Schwan Food Company  February 2013 - Present
William Richard Associates   August 2011 - February 2013
Volt Workforce Solutions  May 2010 - August 2011
RBC Wealth Management   August 2009 - April 2010
C.H. Robinson Worldwide, Inc.   May 2008 - February 2009

Skills
Recruiting, Talent Acquisition, Human Resources, Executive Search

Education
University of Minnesota - Carlson School of Management   2007 — 2009
M.A., Human Resources and Industrial Relations

South Dakota State University   2003 — 2007
B.A., English

DeVon Mata DeVon Mata Dallas/Fort Worth Area Details
DeVon Mata's RBC Wealth Management Experience August 2007 - October 2010
Job Professional Development and Strategic Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Smith Barney  May 2011 - Present
RBC Wealth Management   August 2007 - October 2010
UBS Wealth Management  January 2000 - August 2007

Skills
Business Strategy, Asset Management, Investments, Risk Management, Strategic Financial...

Education
Southern Methodist University - Cox School of Business
BA

The University of Texas at Dallas
Emerging Media & Communication

Bryan LaFranchi Bryan LaFranchi Greater Seattle Area Details
Bryan LaFranchi's RBC Wealth Management Experience 2005 - 2007
Job Senior National Sales Executive at Zillow.com
Industry Internet
Experience
Zillow.com  April 2010 - Present
Paramount Equity  2007 - 2010
RBC Wealth Management   2005 - 2007

Skills
Lead Generation, PPC, Salesforce.com, Lead Management, Advertising, Advertising Sales, Sales, Google Analytics, Online Advertising, Entrepreneurship, Real Estate, Landing Page..., Marketing, Sales Process, Selling, Mobile Advertising, Online Marketing, Cold Calling, Marketing Strategy, CRM, Display Advertising, Strategic Partnerships, SEM, Email Marketing, Mobile Devices

Education
Seattle University   2002 — 2005
Bachelor of Arts, Finance

Thaddeus Heggeness Thaddeus Heggeness Newport Beach, California Details
Thaddeus Heggeness's RBC Wealth Management Experience April 2015 — Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2015 — Present
Morgan Stanley  August 2013 — September 2014
Straight Talk Productions   June 2006 — November 2011

Education
Southern Methodist University   2007 — 2011
Bachelor’s Degree, Economics

Ricardo Morais, CFP, TEP, AMLCA Ricardo Morais, CFP, TEP, AMLCA Miami, Florida Details
Ricardo Morais, CFP, TEP, AMLCA's RBC Wealth Management Experience October 2013 - February 2015
Job Associate Director, International Wealth Planning at CIBC Bank and Trust Company (Cayman) Limited
Industry Financial Services
Experience
CIBC Bank and Trust Company (Cayman) Limited   March 2015 - Present
RBC Wealth Management   October 2013 - February 2015
Royal Bank of Canada Trust Company (Cayman) Limited   January 2011 - September 2013
Independent Advisor  January 2009 - January 2011
Microeng Consultoria Planejamento e Corretora de Seguros Ltda.   February 2007 - December 2008
FK Partners   2006 - 2008
Prudential  August 2002 - January 2007
Microeng Assessoria, Planejamento e Manutenção Ltda.   1997 - 2002
Elucid   1997 - 2002
Grupo Unión Fenosa (Espanha) - Ibersis do Brasil Ltda   1996 - 1997

Skills
Insurance, Financial Planning, New Business Development, Administration, Sales Management, Retirement, Leadership Development, Negotiation, Wealth Management, Microsoft Office, Portuguese, Management Consulting, Trust Management, Spanish, Strategic Financial..., Business Planning, Trust Services, Investments, Retirement Planning, Finance, Investment Advisory, Financial Markets, Strategy, Mutual Funds, Wealth Management..., Portfolio Management, Asset Management, Banking

Education
ANBIMA - The Brazilian Association of Financial and Capital Markets

STEP - CLT   2013 — 2013

STEP / CLT   2012 — 2012

STEP/CLT   2011 — 2011

STEP / CLT

STEP/CLT   2010 — 2010

STEP/CLT   2010 — 2010

STEP/CLT   2009 — 2009

USP - Universidade de São Paulo
Especialização

San Diego State University   1996 — 1996
Especialização

Evan Krinis Evan Krinis Greater New York City Area Details
Evan Krinis's RBC Wealth Management Experience December 2008 - December 2013
Job Business
Industry Banking
Experience
Wells Fargo  March 2014 - Present
RBC Wealth Management   December 2008 - December 2013
Commerce Bank  October 2002 - February 2008

Skills
Credit Analysis, Banking, Credit, Loans, Underwriting, Portfolio Management, Due Diligence, Commercial Banking, Financial Analysis, Credit Risk, Premium Financing, Mortgage, Commercial Lending, Risk Management, Mortgage Lending, Financial Reporting, Excel, New Business Development, Compliance, Retail Banking, Small Business Lending, Asset Based Lending, Consumer Lending, Series 7, Microsoft Excel, Wealth Management, Financial Services, Financial Risk, Investments, Fixed Income, Private Banking, Cash Management

Education
Hunterdon Central Regional

Rutgers, The State University of New Jersey-New Brunswick
BA, Financial Economics/Labor Relations

Craig Kristof Craig Kristof Greater Minneapolis-St. Paul Area Details
Craig Kristof's RBC Wealth Management Experience October 2012 - Present
Job Technical Service Analyst of Host Operations Services at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management   October 2012 - Present
RBC Dain Rauscher  September 2007 - October 2012
rbc wealth management   August 2007 - October 2012
rbc dain rauscher  2005 - 2012
RBC Dain Rauscher  December 2005 - September 2007
Sears  August 2003 - July 2005
Best Buy  August 1998 - August 2000

Skills
Technical Support, System Administration, Software Installation, Help Desk Support, Sales, ITIL, Disaster Recovery, Active Directory, SharePoint, Visio, Citrix, Project Management, VMware, SQL, Process Improvement, Troubleshooting, Servers, Software Documentation

Education
Hennepin Technical College   2005 — 2011
AAS, LAN Administration

St. John's University   2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General

Maren Obermeyer, CMP Maren Obermeyer, CMP Greater Minneapolis-St. Paul Area Details
Maren Obermeyer, CMP's RBC Wealth Management Experience January 2008 - Present
Job Senior Meeting Planning Specialist at RBC Wealth Management
Industry Events Services
Experience
RBC Wealth Management   January 2008 - Present
College of St. Catherine  September 2005 - December 2007
Association of Health Care Journalists  2004 - 2007
PDP Programs   July 2000 - July 2004

Skills
Event Management, Event Planning, Corporate Events, Budgets, Meeting Planning, Contract Negotiation, Customer Service, Hospitality, Marketing, Marketing Communications, Strategic Planning, Leadership, Fundraising, Trade Shows, Social Media Marketing, Social Media, Management, Public Relations, Public Speaking, Sales, Volunteer Management

Education
St. Catherine University   2004 — 2007
MA, Holistic Health

St. Olaf College   1996 — 2000
BA, Psychology/Environmental Psychology

Shirin Mirzadegan Shirin Mirzadegan Austin, Texas Area Details
Shirin Mirzadegan's RBC Wealth Management Experience February 2008 - April 2010
Job Business Analyst at EZCorp US Financial Services
Industry Information Technology and Services
Experience
EZCORP  March 2015 - Present
TD Bank Wealth Management  November 2010 - December 2014
RBC Wealth Management   February 2008 - April 2010
IBM Toronto Lab  November 2007 - February 2008
IBM  November 2006 - February 2008
RBC- Wealth Management  February 2006 - November 2007
RBC  January 2004 - November 2006
Advan-Tech Computer Solutions, Toronto   February 2004 - February 2006
Advan-Tech Computer   February 2003 - February 2004

Skills
User Acceptance Testing, Test Strategy, SDLC, Test Planning, Quality Center, Test Cases, SQL, Team Leadership, Requirements Analysis, Agile Methodologies, Test Management, Regression Testing, Defect Tracking, Waterfall, QTP, System Testing, Business Process, Acceptance Testing, Testing, Business Acceptance..., Analytical skills, Strategic Intelligence, Time Management, Negotiation, Planning..., Define and manage..., Manage costs for..., Oversight all testing..., End to End validation..., JIRA, Scrum, Business Requirements, Business Analysis, HP Quality Center

Education
Seneca College of Applied Arts and Technology   1999 — 2002
Diploma, Computer Programming and System Analysis

Azad University   1995 — 1998
Bachelar, English Translation

Claire McFadden Claire McFadden San Francisco Bay Area Details
Claire McFadden's RBC Wealth Management Experience June 2005 - June 2009
Job Hospitality Consultant
Industry Hospitality
Experience
Hospitality Consultant  November 2008 - Present
RBC Wealth Management   June 2005 - June 2009
Heritage Hotel Grooup   September 1988 - June 2005

Skills
Customer Service, Management, Asset Management, Strategic Planning, Event Management, Event Planning, Team Building, Strategic Financial..., Wealth Management, Sales, Portfolio Management, Relationship Management, Investment Advisory, Budgets, Public Speaking, Mutual Funds, Marketing, Marketing Strategy, Risk Management, Social Media Marketing, Investments, Financial Services, New Business Development, Financial Modeling, Asset Managment, Financial Analysis, Hotels, Retirement Planning

Education
Saint Mary's College of California   1983 — 1988
BS, Business

Michael Beasley Jr. Michael Beasley Jr. Greater Minneapolis-St. Paul Area Details
Michael Beasley Jr.'s RBC Wealth Management Experience January 2003 - Present
Job Accountant/Financial Analyst at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2003 - Present

Skills
Strategic Financial..., Finance

Education
Santa Clara University   1998 — 2002

David Kor David Kor San Francisco Bay Area Details
David Kor's RBC Wealth Management Experience 2014 - Present
Job Entrepreneur
Industry Health, Wellness and Fitness
Experience
RBC Wealth Management   2014 - Present
All-star donuts and pastry   October 1994 - October 2014
Pacific Catch Fresh Fish Grill  December 2013 - August 2014
bankers life and casualty  April 2008 - June 2011

Skills
Foreign Languages, Life Insurance, Fitness, Sports, Sales, Customer Service, Microsoft Office, PowerPoint, Management, Microsoft Excel, Sales Management, Project Management, Microsoft Word

Education
San Francisco State University   2004 — 2006
Bachelors of Science, Business Administration and Management, General

Laszlo Nemesi Laszlo Nemesi Greater Minneapolis-St. Paul Area Details
Laszlo Nemesi's RBC Wealth Management Experience 2004 - 2005
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
RBC Wealth Management   2004 - 2005
Atari  1999 - 2001

Education
Saint Mary's University of Minnesota

Mark Tingle, PMP Mark Tingle, PMP Toronto, Canada Area Details
Mark Tingle, PMP's RBC Wealth Management Experience January 2013 - November 2013
Job Project Manager at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets  January 2015 - Present
CIBC Wealth Management  September 2014 - January 2015
Scotiabank  November 2013 - September 2014
RBC Wealth Management   January 2013 - November 2013
CIBC World Markets  May 2010 - February 2013
TD Canada Trust  January 2009 - January 2010
TD Canada Trust  January 2009 - January 2010
National Bank Correspondent Network   September 2006 - June 2008
National Bank Correspondent Network   September 2006 - June 2008
Scotiabank  October 2003 - September 2006

Skills
Financial Services, Project Management, Business Intelligence, Management, Wealth Management, Brokers, PMO, Business Analysis, Portfolio Management, Project Portfolio..., PMP, Vendor Management, Governance, Business Requirements, Integration

Education
Ryerson University   2008 — 2008
Project Management

Queen's University   1986 — 1990
Bachelor of Arts, Communications

Sheridan College   1985 — 1986
Business Administration Diploma, Accounting

Rhianna Stave Rhianna Stave Saint Paul, Minnesota Details
Rhianna Stave's RBC Wealth Management Experience August 2011 - January 2014
Job Managing Director Stave Family household
Industry Hospitality
Experience
RBC Wealth Management   August 2011 - January 2014
RBC Wealth Management   November 2005 - August 2011
RBC Wealth Management   June 2004 - November 2005
RBC Wealth Management   May 2002 - June 2004

Education
St. Catherine University   1997 — 2001
Business Management

Dave D'Arcangelo Dave D'Arcangelo Greater New York City Area Details
Dave D'Arcangelo's RBC Wealth Management Experience October 2002 - August 2005
Job National Sales Director, SmartTrust UIT at Hennion & Walsh
Industry Financial Services
Experience
Hennion & Walsh  November 2005 - Present
RBC Wealth Management   October 2002 - August 2005
Gibraltar Securities Co.   July 1982 - August 2002

Skills
Mutual Funds, Sales, FINRA, Fixed Income, Portfolio Management, Investment Advisory, Securities, Wealth Management, Asset Management, Financial Services, Alternative Investments, Investments, Asset Allocation, Sales Management, Series 63, Series 7, Retirement Planning, ETFs, Strategic Planning, Retirement

Education
Seton Hall University   1973 — 1977
BS, Accounting

GL

James Armour James Armour Greater Minneapolis-St. Paul Area Details
James Armour's RBC Wealth Management Experience September 1996 - July 2000
Job Managing Partner at Armour Capital
Industry Financial Services
Experience
Armour Capital   July 2000 - Present
Bakken Drilling Fund III LP   August 2013 - Present
Sabrient Systems  October 2000 - December 2003
RBC Wealth Management   September 1996 - July 2000
Paine Webber  May 1990 - August 1996
Armour Capital, LLC   January 1980 - 1991
Smith Barney  October 1986 - May 1990
OCOMCO   1976 - 1979

Education
University of Minnesota-Twin Cities   1974 — 1976
BA, Psychology & Business

St. John's University   1972 — 1974
Sciences/Business

Park Center High School   1971 — 1972

Osseo High School   1969 — 1971

Brady Buskirk Brady Buskirk Greater Seattle Area Details
Brady Buskirk's RBC Wealth Management Experience August 2010 - August 2012
Job Financial Advisor at CONCERT Wealth Management, Inc.
Industry Financial Services
Experience
CONCERT Wealth Management, Inc.   March 2015 - Present
Northwest Asset Management  August 2012 - March 2015
RBC Wealth Management   August 2010 - August 2012

Skills
Investments, Asset Allocation, Retirement Planning, Asset Management, Investment Management, Retirement, Investment Advisory, Strategic Financial..., Strategic Planning, Personal Finance, Wealth Management..., Portfolio Management, Investment Strategies, Personal Financial..., Wealth Management, Retirement Plan..., Finance, Mutual Funds, Equities, Financial Modeling, Strategy, High Net Worth..., Estate Planning, Securities, Financial Analysis, Fixed Annuities, Credit, Valuation, 401k, IRAs

Education
Seattle University   2008 — 2010
MBA, Finance

University of Washington   2002 — 2006
Bachelor of Arts

Patrick Tinucci Patrick Tinucci United States Details
Patrick Tinucci's RBC Wealth Management Experience October 2008 - Present
Job Senior Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management   October 2008 - Present
Piper Jaffray  February 1998 - August 2006

Education
Saint John's University   1981 — 1985
ECON

Edie Carroll Edie Carroll Greater Seattle Area Details
Edie Carroll's RBC Wealth Management Experience March 1987 - Present
Job Senior Financial Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 1987 - Present

Education
Spokane Community College
Associates, General Business

Mark D. Parrish, CFP Mark D. Parrish, CFP Toronto, Canada Area Details
Mark D. Parrish, CFP's RBC Wealth Management Experience February 2008 - Present
Job Investment/Retirement Planner
Industry Investment Management
Experience
RBC Wealth Management   February 2008 - Present
Edward Jones  October 2004 - February 2008

Education
Sheridan College   1991 — 1994
Business Finance, Finance

Tim Bruns Tim Bruns Greater Minneapolis-St. Paul Area Details
Tim Bruns's RBC Wealth Management Experience November 2009 - Present
Job Senior Overlay Trading Specialist at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2009 - Present
RBC Global Asset Management (U.S.) Inc.   November 2005 - November 2009
RBC Global Asset Management (U.S.) Inc.   May 2004 - November 2005

Education
Saint John's University   1995 — 1999
BA, Management

Dileep Manne Dileep Manne Greater St. Louis Area Details
Dileep Manne's RBC Wealth Management Experience August 2006 - November 2006
Job SAP HR Payroll consultant
Industry Information Technology and Services
Experience
Monsanto  April 2007 - Present
SAP AMERICA - Newton Square   December 2006 - March 2007
RBC Wealth Management   August 2006 - November 2006

Skills
SAP, SAP HR, Payroll, Project Implementation, HRIS, Management, Time Management, SAP R/3, SAP ERP, SAP Implementation, Business Process, ERP

Education
Sri Venkateswara University   1999 — 2003
B Tech, Industrial & Production

Narayana College   1997 — 1999
Intermediate, Maths, Physics, Chemistry

Roberto Pippo Roberto Pippo Vancouver, Canada Area Details
Roberto Pippo's RBC Wealth Management Experience April 2012 - Present
Job MBA Candidate, Financial Planner at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2012 - Present
HSBC  October 2010 - April 2012
Canaccord Capital  September 2008 - March 2009
RBC Royal Bank  2005 - 2008
CIBC  2004 - 2005
BMO Bank of Montreal  2003 - 2004
AreaBanca   2002 - 2003
Tabaccheria Pippo   2000 - 2003
VanCity Credit Union  2000 - 2001
Vancity Credit Union  1992 - 2000

Skills
Financial Planning, Wealth Management, Coaching, Sales Management, Investments, Mutual Funds, Portfolio Management, Banking, Mortgage, Negotiation, Strategic Financial..., Credit, Financial Advisory, Retirement, Risk Management, Finance, Wealth, Financial Services

Education
Royal Roads University   2014 — 2016
Master of Business Adminstration (MBA), Leadership

James Eller James Eller San Antonio, Texas Area Details
James Eller's RBC Wealth Management Experience September 1994 - October 2000
Job Senior Vice President Investments, Finacial Advisor Wells Fargo Adviors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  October 2000 - Present
RBC Wealth Management   September 1994 - October 2000

Skills
Alternative Investments, Retirement Planning, Investments, Mutual Funds, Separately Managed..., CMBS, Equities, Securities, Capital Markets, Investment Strategies, Private Equity, Hedge Funds, Retirement, Finance, Estate Planning, Financial Analysis

Education
The University of Texas at Austin   1979 — 1985
BBA, Finance

Boerne High School

Hampton Bays Elementary School

Rutgers University – Camden

Rutgers University – Camden

Phil Grella, CFP® Phil Grella, CFP® Greater New York City Area Details
Phil Grella, CFP®'s RBC Wealth Management Experience July 1994 - Present
Job Senior Vice President Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   July 1994 - Present
Patricia Ann Grella Memorial Fund (Benefitting Hospice)   June 1997 - Present

Education
Rutgers, The State University of New Jersey-Newark   1984 — 1988
B.S., Finance

Michael D'Aleo Michael D'Aleo Greater Boston Area Details
Michael D'Aleo's RBC Wealth Management Experience January 2013 - Present
Job Financial Advisor at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2013 - Present
BNY Mellon  July 2010 - January 2013
The Bank of New York Mellon  July 2008 - September 2011
Brown Brothers Harriman  September 2006 - June 2008

Skills
Fixed Income, Mutual Funds, Equities, Alternative Investments, Capital Markets, Retirement

Education
Skidmore College   2002 — 2006
BA, Management & Business

Brian Neault Brian Neault Greater San Diego Area Details
Brian Neault's RBC Wealth Management Experience November 2012 - Present
Job Associate Vice President at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2012 - Present
Morgan Stanley Smith Barney  May 2009 - November 2012

Skills
Asset Allocation, Mutual Funds, Retirement Planning, Series 7, Wealth Management

Education
San Diego State University-California State University   2007 — 2009
MSBA, Financial and Tax Planning

Santa Clara University - Leavey School of Business   2003 — 2007
BS, Finance

Marite Ashley Marite Ashley Greater New York City Area Details
Marite Ashley's RBC Wealth Management Experience April 2011 - Present
Job Registered Client Associate RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   April 2011 - Present
UBS Investment Bank  April 2010 - September 2010
US Chemicals LLC   September 2008 - August 2009
May Davis Group Inc   July 2001 - September 2001

Skills
Series 7, Series 63, Asset Management, Business Development, Customer Service, Equities, Financial Modeling, Financial Analysis, Investment Banking, Investments, Sales, Time Management, Trading, Wealth Management

Education
Sacred Heart University   2008 — 2010
Business Administration, Business and Finance.

Sacred Heart University, John F. Welch College of Business
BS, Business Administration; International Business

Jonathan Kershner Jonathan Kershner Greater New York City Area Details
Jonathan Kershner's RBC Wealth Management Experience May 2007 - August 2007
Job Account Manager at Verve Mobile
Industry Broadcast Media
Experience
Verve Mobile  July 2015 - Present
MetaVision Media  February 2015 - June 2015
Mindshare  April 2013 - February 2015
Mindshare  April 2011 - April 2012
Veterans Affairs Hospital  May 2008 - August 2008
RBC Wealth Management   May 2007 - August 2007

Skills
Microsoft Excel, PowerPoint, Microsoft Word, Stewardship, Presentation Skills, Strategic Communications, Social Media, Social Networking, Advertising, Social Media Marketing, Marketing, Applicant Tracking..., Recruiting, Talent Acquisition

Education
Rutgers University-New Brunswick   2005 — 2009
B.A., Economics

Rutgers University-New Brunswick

Meghan Dockery Meghan Dockery Greater New York City Area Details
Meghan Dockery's RBC Wealth Management Experience 2005 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Wolfe Research   March 2010 - Present
RBC Capital Markets Corp.   2007 - 2009
RBC Wealth Management   2005 - 2007
Morgan Stanley  2005 - 2005

Education
Roger Williams University   2001 — 2005
Bachelor's degree, Finance and Political Science, Summa Cum Laude

Baldwin Senior High School

Robert Scaife Robert Scaife Toronto, Canada Area Details
Robert Scaife's RBC Wealth Management Experience October 1999 - May 2005
Job Sr Planning Manager RBC
Industry Information Technology and Services
Experience
RBC  2011 - Present
RBC  May 2005 - October 2011
RBC Wealth Management   October 1999 - May 2005
RBC Wealth Management   February 1998 - October 1999
RBC Investor Services  March 1997 - February 1998
RBC Wealth Management   January 1990 - March 1997
RBC Wealth Management   January 1985 - January 1990

Skills
Vendor Management, Employee Engagement, Financial Services, Leadership, Training, Human Resources, Portfolio Management, Strategy, Business Process...

Education
Ryerson University   1980 — 1984
Bachelor of Arts (B.A.), Geography, 4 Year Honors

Wes Butler Wes Butler Greensboro/Winston-Salem, North Carolina Area Details
Wes Butler's RBC Wealth Management Experience January 2009 - May 2011
Job Business Teacher/Coach at South Davidson High School
Industry Education Management
Experience
South Davidson High School   January 2013 - Present
Wells Fargo Bank  May 2011 - January 2013
RBC Wealth Management   January 2009 - May 2011
Wachovia Bank/Wachovia Securities  September 2005 - January 2009
Enterprise Rent-A-Car  October 2001 - September 2005
Mary Persons High School   July 2000 - August 2001

Skills
Credit Analysis, Credit, Small Business Lending, Consumer Lending, Series 7, Series 63, Commercial Lending, Loans, Retail Banking, Investments, Commercial Banking, Banking, Portfolio Management, Management, Relationship Management, Wealth Management, Mortgage Lending

Education
Sewanee-The University of the South   1996 — 2000
Bachelor of Arts (B.A.), History

Tattnall Square Academy

Adam Zamjahn Adam Zamjahn Greater Minneapolis-St. Paul Area Details
Adam Zamjahn's RBC Wealth Management Experience January 2014 - Present
Job Supervisor, Investment Advisor Operations Performance and Reconciliation at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   January 2014 - Present
RBC Wealth Management   June 2012 - January 2014
RBC Wealth Management   June 2011 - June 2012
Wells Fargo Home Mortgage  February 2010 - June 2011

Education
Saint John's University   2005 — 2009
Bachelors of Arts, Biology

Sylvia Alfonso Sylvia Alfonso Toronto, Canada Area Details
Sylvia Alfonso's RBC Wealth Management Experience February 1994 - August 1999
Job Senior Manager, CWM Professional Services at RBC
Industry Banking
Experience
RBC  November 2013 - Present
RBC  May 2013 - November 2013
RBC  May 2010 - May 2013
RBC  January 2008 - April 2010
RBC  April 2004 - January 2010
RBC  April 2001 - March 2004
Squeeze Intermedia   June 2000 - April 2001
RBC Wealth Management   February 1994 - August 1999
The Second Cup   November 1988 - February 1994

Skills
Relationship Management, Project Portfolio..., Banking, Strategic Planning, Vendor Management, Business Analysis, PMO, Change Management, Portfolio Management, Project Planning, Management, Governance, Project Delivery, Requirements Analysis

Education
University of Liverpool   2007 — 2010
MBA, Business Administration

Seneca College of Applied Arts and Technology   1999 — 2000
Post Diploma Certificate, Internet & ECommerce

University of Toronto - University of St. Michael's College   1980 — 1984

Jillian Aziz Jillian Aziz Toronto, Canada Area Details
Jillian Aziz's RBC Wealth Management Experience April 2015 - Present
Job Private Banking Associate, RBC Wealth Management
Industry Banking
Experience
RBC Wealth Management   April 2015 - Present
BlueTree Advisors   May 2013 - April 2015
OMERS  May 2012 - August 2012
Stikeman Elliott LLP  May 2011 - August 2011
M. Nash Consulting   February 2009 - September 2009
ElderCare Expo Inc.   2007 - 2009

Skills
Research, Social Media, Event Planning, Microsoft Office, Event Management, Marketing, Fundraising, PowerPoint, Time Management, Sales, Social Networking, Management, Editing, Media Relations, Microsoft Word, Social Media Marketing, Marketing Communications

Education
Canadian Securities Institute
Certificate, Canadian Securities Course

Sheridan College   2012 — 2013
Graduate Certificate, Financial Planning, Business

The University of Western Ontario   2008 — 2012
B.A., Major in Sociology

Oakville Trafalgar High School   2004 — 2008
OSSD, Ontario Scholar

MEI International Academy   2007 — 2007
English, History

William Look, CFP William Look, CFP Vancouver, Canada Area Details
William Look, CFP's RBC Wealth Management Experience March 2015 - Present
Job Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 2015 - Present
RBC Financial Planning  January 1990 - Present

Education
Simon Fraser University
Arts, Economics

Miloslavskaya Liudmila Miloslavskaya Liudmila Toronto, Canada Area Details
Miloslavskaya Liudmila's RBC Wealth Management Experience November 2013 - Present
Job Operations Administrator at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   November 2013 - Present
RBC  November 2009 - November 2013
GE  September 2007 - April 2009

Education
Seneca College of Applied Arts and Technology   2009 — 2010
Associate's Degree, Accounting and Finance

TGU Russia   1998 — 2003
Bachelor, Business and management

John DiLoreto John DiLoreto Greater Seattle Area Details
John DiLoreto's RBC Wealth Management Experience January 1995 - January 2010
Job
Industry Farming
Experience
Palo Alto Orchard   January 1996 - Present
RBC Wealth Management   January 1995 - January 2010
Democrat and Chronicle  January 1949 - January 1953

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking

Education
Seattle University   1986 — 1989
Master of Business Administration (M.B.A.), Finance, General

University of Kansas   1962 — 1964
Bachelor's degree, Mathematics

Robert Holcomb Robert Holcomb Greater Boston Area Details
Robert Holcomb's RBC Wealth Management Experience September 2006 - Present
Job Senior Vice President Financial Advisor
Industry Financial Services
Experience
RBC Wealth Management   September 2006 - Present

Education
San Jose State University
Bachelor of Business Administration (BBA)

Claudia Sun Claudia Sun San Francisco, California Details
Claudia Sun's RBC Wealth Management Experience 2007 - 2011
Job Financial Services Professional
Industry Financial Services
Experience
RBC Wealth Management   2007 - 2011
1st Discount Brokerage  September 2000 - May 2007

Skills
Customer Service, Check Processing, Research

Education
San Francisco State University
Bachelors, Business Administration

Elda deFaria Elda deFaria Toronto, Canada Area Details
Elda deFaria's RBC Wealth Management Experience May 2000 - October 2011
Job Administrator, RBC Group
Industry Financial Services
Experience
RBC Wealth Management   May 2000 - October 2011
RBC  1998 - 2000
RBC  1996 - 1998

Skills
Word, Excel, Microsoft Excel

Education
Sheridan College   1994 — 1998
Business Administration Diploma

Tramayne Mills Tramayne Mills Minneapolis, Minnesota Details
Tramayne Mills's RBC Wealth Management Experience March 2009 - April 2012
Job Bank Examiner at Federal Reserve Bank of Minneapolis
Industry Banking
Experience
Federal Reserve Bank of Minneapolis  April 2012 - Present
Walser Automotive Group  April 2011 - April 2012
RBC Wealth Management   March 2009 - April 2012
Allianz Life  August 2004 - March 2009
City of Fort Walton Beach  July 1999 - July 2004

Skills
Finance, Financial Analysis, Credit, Credit Analysis, Banking, Loans, Financial Reporting, Internal Audit, Analysis, Risk Management, Financial Risk, Auditing, Process Improvement, Accounting, Financial Accounting, Access, Business Analysis, Enterprise Risk..., Market Risk, Liquidity Risk, Credit Risk, Treasury, Capital Markets, Regulatory Capital

Education
Saint Mary's University of Minnesota
Bachelor of Science (B.S.), Accounting and Business

Paul Tropea, CFP®, AWM™ Paul Tropea, CFP®, AWM™ Mullica Hill, New Jersey Details
Paul Tropea, CFP®, AWM™'s RBC Wealth Management Experience January 2010 - Present
Job First VP Investments at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   January 2010 - Present
Janney Montgomery Scott  January 2004 - October 2008

Skills
Equities, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Asset Allocation, Portfolio Management, Alternative Investments, Investments, Series 63, Series 7

Education
St. Joseph's University   1991 — 1994
Bachelor of Science (BS), Finance and Financial Management Services

Teddie Ruchalski Teddie Ruchalski Clifton Park, New York Details
Teddie Ruchalski's RBC Wealth Management Experience March 1986 - Present
Job Sr Investment Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   March 1986 - Present

Education
Schenectady County Community College   1979 — 1980

Suzanne Plain-Ward Suzanne Plain-Ward Rochester, New York Details
Suzanne Plain-Ward's RBC Wealth Management Experience October 2012 - Present
Job Senior Client Associate at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management   October 2012 - Present
Livonia Central School  September 2009 - September 2012
Smith Barney  June 2000 - March 2007
Prudential Securities  June 1994 - June 2000
Shearson Lehman Brothers  May 1987 - June 1994

Skills
Series 7, Series 66

Education
Rochester Institute of Technology

Paulina Gojski Paulina Gojski Toronto, Canada Area Details
Paulina Gojski's RBC Wealth Management Experience November 2010 - Present
Job Project Manager at RBC Global Wealth Management Technology
Industry Financial Services
Experience
RBC Wealth Management   November 2010 - Present

Education
Ryerson University   2002 — 2006
Bachelor of Commerce (B.Com.)

University of Toronto   2001 — 2002

Bonafe De Mayo Bonafe De Mayo San Francisco Bay Area Details
Bonafe De Mayo's RBC Wealth Management Experience April 2009 - August 2013
Job E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial  August 2013 - Present
RBC Wealth Management   April 2009 - August 2013
Credit Suisse  September 2007 - April 2009
Smith Barney  October 2006 - May 2007
Bank of America  September 2004 - August 2006

Education
San Jose State University
Bachelor of Science (BS), Business Administration - Management Information Systems

MARK L. GUARINO III MARK L. GUARINO III Holmdel, New Jersey Details
MARK L. GUARINO III's RBC Wealth Management Experience January 1990 - June 2007
Job First Vice President Investments at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2007 - Present
RBC Wealth Management   January 1990 - June 2007

Skills
Investments, Securities, Financial Advisory, Investment Strategies, Financial Services, Portfolio Management, Finance, Uniform Combined State...

Education
Seton Hall University   1979 — 1983
Bachelor's Degree, Economics

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