RBC Wealth Management – Private Banking
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RBC Wealth Management – Private Banking Employees
RBC Wealth Management – Private Banking October 2002 - August 2015
Dresdner Bank Lateinamerika March 1994 - June 2002
Pacific National Bank February 1989 - February 1994
Skills
Portfolio Management, Banking, Commercial Banking, Credit, Private Banking, Risk Management, Mutual Funds, Loans, Credit Risk, Wealth Management, Financial Risk, Investments, Securities, Financial Services, Equities
Education
Barry University 2006 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Miami Dade College 2000 — 2005
Associate of Arts and Sciences (A.A.S.), Business Administration and Financial Services
RBC Wealth Management – Private Banking May 2014 - Present
MD Financial Management Gestion financière MD January 2015 - April 2015
University of Ottawa September 2014 - January 2015
RBC May 2013 - August 2013
St. Louis Blues August 2011 - September 2011
Chicoutimi Saguenéens August 2008 - April 2011
Skills
Corporate Finance, Wealth Management, Investments, Microsoft Office, Fixed Income
Education
HEC Montréal 2015 — 2016
Master's degree, Finance
University of Ottawa / Université d'Ottawa 2013 — 2015
Bachelor of Commerce (B.Com.), Finance
McGill University 2011 — 2013
Bachelor of Commerce (B.Com.), Accounting and Finance
Cégep de Chicoutimi 2008 — 2011
DEC sciences humaines, Économie et Gestion
Level II Candidate in the CFA Program
United Health Group February 2015 - Present
RBC Wealth Management – Private Banking June 2014 - July 2014
Xcel Energy September 2013 - March 2014
Hennepin County 2014 - 2014
Cargill January 2007 - May 2013
Target March 2004 - March 2005
Skills
System Center 2012..., ITIL v3 Foundations..., Desktop Architecture, Project Coordination, Windows 7 Migration, Managed Print Services, VMware, Governance, Infrastructure
Education
Nicolet Area Technical College 1997 — 1999
Computer science, Computer and Information Sciences, General
Rhinelander High School 1993 — 1997
RBC Wealth Management – Private Banking November 2014 - Present
RBC Wealth Management – Private Banking February 2007 - October 2014
RBC Wealth Management November 2004 - October 2007
Skills
Private Banking, Wealth Management, Business Development, High Net Worth..., New Business Development, Strategy, Financial Risk, Credit, Investment Advisory, Start-ups, Investments, Fixed Income, Banking, Private client..., Business Growth..., Strategy Execution, Market management, Cross Selling, International Sales, Wealth Preservation..., International Trusts..., Profit and Loss..., Revenue Generation, Portfolio Management, Establishing Strategic..., Strategic Planning, Client Relations, Networking, Stakeholder Management, Team Leadership, Consensus Building, Integrated Wealth..., Needs Analysis, Requirements Gathering, Problem Solving, Global Cross-Functional..., Cross-platform..., Critical Thinking
Education
Institute of Canadian Bankers, Toronto
Professional Financial Planner Designation (PFP)
Institute of Canadian Securities
Canadian Securities Course, Canadian Securities Examination (CSE)
University of Leicester
Master of Business Administration (M.B.A.)
Wells Fargo Bank 2009 - Present
RBC Wealth Management – Private Banking 2007 - 2009
Wachovia Bank 2004 - 2007
Creative Neon, Inc 1995 - 2003
Skills
Credit Risk, Credit Analysis, Treasury Management, Sales, Risk Management, Project Management, Strategic Planning, Banking, Commercial Banking, Commercial Lending, Credit, Finance, Financial Analysis, Loans, Management, Small Business Lending, Portfolio Management, Strategy, Underwriting
Education
UNC Chapel Hill 1986 — 1990
BA, Economics
RBC Wealth Management August 2015 - Present
RBC Wealth Management – Private Banking April 2013 - Present
RBC January 2010 - March 2013
RBC January 2010 - March 2013
RBC January 2011 - March 2012
IKEA November 2004 - March 2011
Skills
English, Finance, File Management, Customer Service, Public Relations, Advertising, Retail, Data Entry, Teamwork, Time Management, Cashiering, Inventory Management, Retail Sales, Microsoft Office, Outlook, Management, Media Relations, Marketing
Education
Humber College 2012 — 2014
Corporate Communications Certificate, Public Relations, Advertising, and Applied Communication
York University 2004 — 2008
Honours B.A, English and French Studies
Father Bressani Catholic High School 2000 — 2004
Diploma, High School/Secondary Diplomas and Certificates
RBC Wealth Management – Private Banking May 2008 - Present
RBC Wealth Management October 2002 - April 2008
Dresdner Bank Lateinamerika AG March 1994 - June 2002
Skills
Portfolio Management, Banking, Credit Analysis, Retail Banking, Risk Management, Commercial Banking, Credit Risk, Financial Risk, Credit, Finance, Financial Services
Education
Barry University 2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Miami Dade College 2000 — 2005
Associate of Arts and Sciences (AAS), Business Administration & Financial Services
TireChangers.ca March 2011 - Present
Barry Padolsky Architects Inc. September 2006 - March 2009
RBC Wealth Management – Private Banking May 2005 - September 2006
Skills
Project Management, Marketing Strategy, Strategic Planning, Non-profits, Microsoft Office, Customer Service, New Business Development, Advertising, Business Strategy, Marketing, Social Media Marketing, Sales
Education
Carleton University 2002 — 2006
BAS, Architecture
RBC Wealth Management – Private Banking August 2013 - Present
RBC Financial Planning January 2010 - July 2013
Investors Group Financial Services Inc. August 2004 - January 2010
Bank of Montreal August 2003 - August 2004
Bank of Montreal Private Client Group February 2000 - August 2003
BMO Harris Private Banking February 1996 - February 2000
Skills
Investments, Mortgage Lending, Retirement Planning, Financial Planning, Optimize Cash Flow, Borrowing and Debt..., Tax Planning, Transitioning Into..., Estate Planning, Investment Planning, Risk Management, Retirement Income..., Strategic Financial..., Insurance, Financial Planners, Finance, Financial Services, Wealth, Credit, Financial Risk
Education
CMA Nova Scotia 2012 — 2015
Certified Management Accountant, Management Accounting
Dalhousie University 2009 — 2012
MBA, Financial Services Wealth Management Stream
Institute of Canadian Bankers 1997 — 1999
PFP, Personal Financial Planning
Dalhousie University 1988 — 1993
BSc, Mathematics
Morgan Stanley Private Wealth Management February 2015 - Present
RBC Wealth Management – Private Banking December 2013 - January 2015
RBC Wealth Management – Private Banking July 2011 - December 2014
RBC Wealth Management - Private Banking July 2006 - July 2011
Skills
Commodity, Operational Risk, Wealth, Asset Allocation, Business Acquisition, Banking, Wealth Management, Payments, Credit, Private Banking, Loans, Investments, Portfolio Management, Financial Services, Microsoft Excel, Customer Service
Education
Florida International University 2011 — 2013
Bachelor of Business Administration (B.B.A.), Major: International Business, Graduated with Honors
Miami Dade College 2008 — 2010
Associate of Arts (A.A.), Business Administration
Groupe Datacab November 2011 - Present
RBC Wealth Management – Private Banking May 2014 - July 2015
Skills
Réseaux sociaux, Leadership, Travail d'équipe, Microsoft Office, Service client, Microsoft Excel, PowerPoint, Relations publiques, Marketing, Microsoft Word
Education
Concordia University 2012 — 2014
Collège Jean-de-Brébeuf 2008 — 2010
DEC, Sciences Humaines Profil International
Collège Sainte-Anne
RBC Wealth Management – Private Banking July 2013 - Present
Sunnybrook Next Generation June 2013 - Present
RBC May 2012 - July 2013
University Health Network May 2011 - September 2011
St. Michael's Research and Ethics Board 2009 - 2011
Royal Bank of Canada November 2009 - August 2010
Royal Bank of Canada August 2007 - October 2009
Royal Bank of Canada May 2005 - August 2007
Skills
Strategic Planning, Financial Planning, Excel, Strategic Financial..., Business Planning, Microsoft Excel, New Business Development, Process Improvement, Strategy, Risk Management, Financial Analysis, Business Strategy, Business Analysis, Change Management, Analysis, Project Management, Data Analysis, Cross-functional Team..., Banking, Team Leadership, Project Planning, Market Research, Financial Modeling, Management, Portfolio Management, Investments, Capital Markets, Credit, Leadership
Education
University of Toronto - Rotman School of Management 2010 — 2012
MBA, Full-time MBA
Canadian Securities Institute 2008 — 2008
PFPC, Professional Financial Planning Course
Canadian Securities Institute 2007 — 2007
CSC, Canadian Securities Course
The Hebrew University 2007 — 2007
BA, Political Science and English
The University of British Columbia 2003 — 2007
BA, Political Science and English
RBC Bank July 2015 - Present
RBC Royal Bank, Commercial Advisory Group November 2013 - June 2015
RBC Wealth Management – Private Banking October 2007 - November 2013
RBC October 2002 - December 2007
Skills
Organization, Financial Analysis, Negotiation, Sales, Customer Service, Relationship Mgmt, Relationship..., Training, Wealth Management, Investments, Mutual Funds, Strategic Financial..., Portfolio Management, Finance, Credit, Credit Analysis, Credit Risk, Analysis, Banking, Investment Strategies, Asset Allocation, Wealth, Wealth Management..., Loans, Private Banking, Mortgage Lending, High Net Worth..., Retirement Planning, Pricing, Fixed Income, Risk Management, Relationship Management, Financial Advisory, Retirement, Residential Mortgages, Financial Services, Small Business Lending, Asset Management
Education
McGill University 1998 — 2002
Bachelor of Commerce (B.Com.), Finance
Institute of Canadian Bankers (ICB) 2002 — 2007
Diploma in Personal Finance, Financial Planning and Services
Canadian Securities Course 2002 — 2002
CSC, Finance, General
T3 Trading Group, LLC July 2012 - Present
Ipreo June 2011 - May 2012
Weeden & Co. June 2010 - August 2010
Landmark Partners February 2009 - May 2009
RBC Wealth Management – Private Banking February 2009 - May 2009
Skills
Bloomberg, Trading, Economics, Bloomberg Terminal, Investments, Securities, Equity Trading, Portfolio Management
Education
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Economics
Trinity College-Hartford 2007 — 2011
Bachelor of Science (BS), Economics
RBC Wealth Management July 2014 - Present
RBC Wealth Management – Private Banking 2012 - Present
RBC 2008 - 2012
Sazeh consultant Inc. 2002 - 2004
Skills
Credit, Banking, Mortgage Lending, Project Management, Loans, Commercial Banking, Finance, Financial Analysis, Mutual Funds, Lines Of Credit, Portfolio Management, Relationship Management, Retail Banking, Wealth Management, Risk Management
Education
Athabasca University 2013 — 2014
Bachelor of Business Administration (B.B.A.)
Centennial College 2005 — 2008
Human Resources Management/Personnel Administration, General
Royal Bank of Canada January 2000 - Present
Royal Bank of Canada 1998 - 2000
RBC Wealth Management – Private Banking 1990 - June 1998
Peter Van Ross Accounting Firm October 1976 - May 1977
Skills
Banking, Leadership, Analysis, Auditing, Accounting
Education
Ryerson University
Business, Management
The Institute of Canadian Bankers
Investment Fund in Canada
The Institute of Canadian Bankers
Management Science
The Philippine Women's University
Business Administration, Secretarial Management
RBC Wealth Management – Private Banking November 2004 - Present
Skills
Corporate Finance, Investment Advisory, Customer Service, Banking, Wealth Management, Credit, Wealth Management..., Portfolio Management, Commercial Banking, Wealth, Investments, Investment Strategies, Financial Modeling, Mutual Funds, Finance, Loans, Estate Planning, High Net Worth..., Strategic Financial..., Credit Analysis, Mortgage Lending, Retail Banking, Asset Allocation, Credit Risk, Retirement Planning, Risk Management, Fixed Income, Asset Management, Team Building, Financial Analysis, Commercial Lending, Management, Financial Advisory, Relationship Management, Financial Services
Education
Conestoga College
CenterState Bank 2010 - Present
CenterState Bank 2010 - Present
NBCS Asset Management 2010 - Present
RBC Wealth Management – Private Banking 2005 - 2010
AmSouth Asset Management 2001 - 2005
Old Kent Financial 1987 - 2001
American National Bank & Trust Company 1979 - 1987
Federal Reserve Bank of Chicago 1976 - 1979
Education
University of Illinois at Urbana-Champaign
Master of Science (MS), Economics
DePaul University
Bachelor of Science (BS), Economics, Highest Honors