RBC Wealth Management - Estate & Trust Services
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RBC Wealth Management - Estate & Trust Services Employees
RBC Wealth Management - Estate & Trust Services March 2014 - Present
Discovery House Family Violence Prevention Society June 2010 - Present
RBC Wealth Management November 2006 - February 2014
Real Estate Council of Alberta November 2005 - October 2006
Rath and Company Barristers & Solicitors January 2003 - October 2005
Skills
Corporate Governance, Legal Research, Litigation, Legal Writing, Corporate Law, Estate Planning, Mediation, Legal Advice, Trusts, Dispute Resolution, Wills, Community Engagement, Relationship Management, Document Drafting, Commercial Litigation, Wealth Management, Public Speaking, Management, Strategic Planning
Education
The University of Calgary
BA (Hons), LLB
RBC Wealth Management - Estate & Trust Services March 2015 - Present
RBC Dominion Securities July 2011 - March 2015
RBC Insurance November 2010 - July 2011
Koodo Mobile April 2010 - November 2010
Telus April 2007 - April 2010
Bell Canada September 2006 - April 2007
Bell Canada May 2005 - September 2006
Bell Mobility October 2003 - May 2005
Skills
Portfolio Management, Investments, Wealth Management, Equities, Mutual Funds, Telecommunications, Strategic Financial..., Fixed Income, Financial Analysis, Business Analysis, Risk Management, Team Leadership, Customer Service, Business Strategy, Coaching, Banking, Teamwork, Financial Modeling, Customer Relations, Team Management, Strategic Planning, Sales Management, Process Improvement, Change Management, Team Building, Asset Management, Business Intelligence, Time Management, New Business Development, Problem Solving, Analysis, Insurance, Excel, Business Planning, Planning, Word, PowerPoint, Financial Planning, Marketing Strategy, Options Strategies, Equity Trading, Equity Derivatives, Trading Strategies, ETFs, Investment Strategies, Financial Markets, Microsoft Excel, Project Planning, Management, Financial Services
Education
McGill University 2007 — 2008
Graduate Certificate, Finance
Concordia University 2004 — 2006
Bachelor, Marketing
Vanier College 2001 — 2003
DEC, Pure and Applied Science
RBC Wealth Management - Estate & Trust Services May 2013 - Present
Rye and Partners July 2012 - May 2013
Wilson & Partners LLP May 2011 - July 2011
Markham Auto Body May 2010 - August 2010
Markham Auto Body May 2009 - August 2009
PricewaterhouseCoopers Limited May 2008 - August 2008
PricewaterhouseCoopers Limited April 2007 - August 2007
Proud FM February 2007 - July 2007
PricewaterhouseCoopers Limited May 2006 - August 2006
Skills
Legal Research, Corporate Law, Legal Writing, Research, Legal Advice, Will drafting, Wills, Commercial Real Estate, Estate Planning, Real Estate Transactions, Estate Administration, Preparation of Wills, Trusts
Education
Queen's University 2009 — 2012
JD, Law
Ryerson University 2005 — 2009
B.A., Radio and Television Arts
RBC Wealth Management - Estate & Trust Services November 2014 - Present
RBC Wealth Management - Estate & Trust Services February 2014 - November 2014
RBC Wealth Management - Estate & Trust Services January 2012 - February 2014
People's Light & Theatre July 2006 - January 2012
Skills
Trust Services, Irrevocable Life..., Wealth Management, Wealth Management..., High Net Worth..., Proposal Writing, Research
Education
Villanova University 2003 — 2005
MA, Theatre
New York University 1993 — 1997
BFA, Theatre
RBC Wealth Management - Estate & Trust Services January 2014 - Present
American General Life Companies December 2007 - January 2014
PenaltyBoxx Productions November 2007 - June 2011
AIG American General June 2006 - December 2007
Delaware Shakespeare Festival April 2007 - October 2007
Delaware Shakespeare Festival June 2006 - April 2007
Delaware Shakespeare Festival June 2005 - August 2005
Skills
Microsoft Office, Proofreading, Social Media, Public Speaking, Customer Service, Community Relations, Partner Relationship..., Event Planning, Event Management, Internal Communications, Theatre, Public Relations, Business Strategy
Education
West Chester University of Pennsylvania 2002 — 2005
BA Theatre Arts
Marymount Manhattan College 2000 — 2001
JP Morgan Chase June 2015 - Present
RBC Wealth Management - Estate & Trust Services January 2015 - May 2015
JPMorgan Chase October 2006 - April 2008
JPMorgan Chase April 2004 - September 2006
Dupont Capital Management June 2003 - August 2003
Skills
Fixed Income products..., Loan Settlement day to..., Trading separately..., Private Equity, Project Management, Microsoft Office
Education
University of Delaware
Bachelor of Science (BS), Finance, Summa Cum Laude GPA 3.9
BNY Mellon March 2015 - Present
Newpoint Behavioral Health November 2010 - March 2015
RBC Wealth Management - Estate & Trust Services December 2009 - May 2010
EMSL Analytical, Inc November 2008 - February 2009
State Street, Inc. August 2007 - November 2008
Boyds in Philadelphia March 2005 - July 2007
PFPC March 2000 - March 2005
Skills
Microsoft Excel, Microsoft Word, Adding Machine, Outlook, Accounting, Invoicing, Payroll, Account Reconciliation, Financial Statements, Journal Entries, Time Management, Investments, Mutual Funds, Credit, Auditing
Education
University of Phoenix
Master of Science (M.S.), Accountancy, 3.36
Holy Family University 1989 — 1995
Bachelor of Arts (B.A.), Criminal Justice
Community College of Philadelphia 1997 — 1999
Accounting, 3.5
RBC Wealth Management - Estate & Trust Services April 2014 - Present
RBC Wealth Management - Estate and Trust Services July 2010 - March 2014
People's Light & Theatre February 2009 - July 2010
UBS September 2008 - February 2009
York County Heritage Trust December 2006 - August 2008
Chemical Heritage Foundation June 2005 - September 2006
Skills
Trust Services, Project Management, Wealth Management, Wealth Management..., High Net Worth..., Trusts, Estate Planning, Trust Management, Event Management, Management, Portfolio Management, managerial reporting, Investments, Asset Allocation, Fundraising, Financial Services, Fiduciary Services, Wealth, Animal Welfare
Education
University of North Carolina at Greensboro 2003 — 2005
Master of Arts (M.A.), American History and Museum Studies
University of Delaware 1999 — 2003
Bachelor of Arts (B.A.), American History (United States)
RBC Wealth Management - Estate & Trust Services June 2014 - Present
Gilbert Kirby Stringer LLP January 2013 - May 2014
Brown Beattie O'Donovan LLP July 2011 - May 2012
Durham Regional Police Service 2009 - 2009
Great Lakes Manufacturing Council 2009 - 2009
Chubb Insurance Company of Canada 2003 - 2008
Language Studies Canada 2000 - 2003
Skills
Legal Research, Legal Writing, Insurance Law, Litigation, Civil Litigation, Courts, Corporate Law, Professional Liability, Liability, Wills, Estate Planning, Powers of Attorney, Estate Administration, Research, Legal Advice
Education
Queen's University
Bachelor of Arts, Psychology
The Insurance Institute of Canada
Chartered Insurance Professional (CIP)
The University of Western Ontario
Juris Doctor, Law
RBC Wealth Management - Estate & Trust Services November 2014 - Present
RBC Wealth Management (Trust & Estates) May 2013 - November 2014
Dassault Systemes September 2012 - May 2013
Caputo Machico Valvano - Avocats July 2011 - December 2011
Education
Université de Montréal 2010 — 2011
J.D., Common Law
Ecole du Barreau du Québec 2009 — 2010
Quebec Bar
Université de Montréal 2006 — 2009
LL.B., Civil Law
Dawson College 2004 — 2006
DEC