RBC Wealth Management – Private Banking

RBC Wealth Management – Private Banking List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at RBC Wealth Management – Private Banking. You can filter them based on skills, years of employment, job, education, department, and prior employment.

RBC Wealth Management – Private Banking Salaries. You can even request information on how much does RBC Wealth Management – Private Banking pay if you want to. Learn about salaries, pros and cons of working for RBC Wealth Management – Private Banking directly from the past employees.

Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!

21 RBC Wealth Management – Private Banking employees in database. Find out everything there's to know about RBC Wealth Management – Private Banking employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.

RBC Wealth Management – Private Banking Employees

Employee
Years
Job
Industry
Silvia Agresti Silvia Agresti Miami, Florida Details
Silvia Agresti's RBC Wealth Management – Private Banking Experience October 2002 - August 2015
Job Relationship Manager at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
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

Nicolas Therrien Nicolas Therrien Montreal, Canada Area Details
Nicolas Therrien's RBC Wealth Management – Private Banking Experience May 2014 - Present
Job Hec Msc Finance
Industry Financial Services
Experience
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

Joe Sharkey Joe Sharkey Greater Minneapolis-St. Paul Area Details
Joe Sharkey's RBC Wealth Management – Private Banking Experience June 2014 - July 2014
Job Business Analyst at United Health Group
Industry Insurance
Experience
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

Ritu Narayan, MBA, PFP Ritu Narayan, MBA, PFP Toronto, Canada Area Details
Ritu Narayan, MBA, PFP's RBC Wealth Management – Private Banking Experience November 2014 - Present
Job Senior Wealth Manager & Business Leader | 17+ years of experience with RBC
Industry Banking
Experience
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.)

Chris McCutcheon Chris McCutcheon New Bern, North Carolina Details
Chris McCutcheon's RBC Wealth Management – Private Banking Experience 2007 - 2009
Job Senior Business Relationship Manager at Wells Fargo
Industry Financial Services
Experience
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

Christina Gaudio Christina Gaudio Toronto, Canada Area Details
Christina Gaudio's RBC Wealth Management – Private Banking Experience April 2013 - Present
Job Case Manager at RBC Wealth Management
Industry Financial Services
Experience
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

Silvia Agresti Silvia Agresti Miami, Florida Details
Silvia Agresti's RBC Wealth Management – Private Banking Experience May 2008 - Present
Job Relationship Manager at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
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

Crystal Karam Crystal Karam Ottawa, Canada Area Details
Crystal Karam's RBC Wealth Management – Private Banking Experience May 2005 - September 2006
Job Owner at TireChangers.ca
Industry Automotive
Experience
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

David N. Savoie MBA, CPA, CMA, PFP David N. Savoie MBA, CPA, CMA, PFP Halifax, Canada Area Details
David N. Savoie MBA, CPA, CMA, PFP's RBC Wealth Management – Private Banking Experience August 2013 - Present
Job Manager Credit Structures at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
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

Ailyn Llopis Ailyn Llopis Miami, Florida Details
Ailyn Llopis's RBC Wealth Management – Private Banking Experience December 2013 - January 2015
Job Senior Client Service Associate at Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
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

Félix Mezei Guérin Félix Mezei Guérin Montreal, Canada Area Details
Félix Mezei Guérin's RBC Wealth Management – Private Banking Experience May 2014 - July 2015
Job Président et Cofondateur Groupe Datacab
Industry Information Technology and Services
Experience
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

Benjamin Winograd, BA, MBA Benjamin Winograd, BA, MBA Toronto, Canada Area Details
Benjamin Winograd, BA, MBA's RBC Wealth Management – Private Banking Experience July 2013 - Present
Job Senior Manager, Portfolio Management at RBC Wealth Management – Private Banking
Industry Financial Services
Experience
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

Genevieve Cloutier Genevieve Cloutier Raleigh-Durham, North Carolina Area Details
Genevieve Cloutier's RBC Wealth Management – Private Banking Experience October 2007 - November 2013
Job Director of Underwriting at RBC Bank
Industry Banking
Experience
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

Craig Drusbosky Craig Drusbosky Greater New York City Area Details
Craig Drusbosky's RBC Wealth Management – Private Banking Experience February 2009 - May 2009
Job Trader at T3 Trading Group
Industry Financial Services
Experience
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

Atoosa Farahi Atoosa Farahi Toronto, Canada Area Details
Atoosa Farahi's RBC Wealth Management – Private Banking Experience 2012 - Present
Job Operation Support OfficerPrivate Banking GTR at RBC Wealth Management – Private Banking
Industry Banking
Experience
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

Myrna Lee Myrna Lee Toronto, Canada Area Details
Myrna Lee's RBC Wealth Management – Private Banking Experience 1990 - June 1998
Job Sr. Operations Officer Audit at Royal Bank of Canada
Industry Capital Markets
Experience
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

Letitia Burca Letitia Burca Kitchener, Canada Area Details
Letitia Burca's RBC Wealth Management – Private Banking Experience November 2004 - Present
Job Private Banking Associate
Industry Banking
Experience
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

Chris-Yvett Morelos Chris-Yvett Morelos Toronto, Canada Area Details
Chris-Yvett Morelos's RBC Wealth Management – Private Banking Experience May 2015 - Present
Job PRIVATE BANKING
Industry Banking
Experience
RBC Wealth Management – Private Banking   May 2015 - Present
RBC  November 2011 - April 2015
RBC Bank  October 2006 - October 2011

Education
George Brown College
Business

Joseph Keating Joseph Keating Birmingham, Alabama Details
Joseph Keating's RBC Wealth Management – Private Banking Experience 2005 - 2010
Job Executive Vice President & Chief Investment Officer at CenterState Bank
Industry Investment Management
Experience
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