RBC Wealth Management - Estate & Trust Services

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RBC Wealth Management - Estate & Trust Services Employees

Employee
Years
Job
Industry
Jemison Jackson Jemison Jackson Calgary, Canada Area Details
Jemison Jackson's RBC Wealth Management - Estate & Trust Services Experience March 2014 - Present
Job Vice President, Aboriginal Trust Services at RBC Wealth Management Estate & Trust Services
Industry Financial Services
Experience
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

Joseph Lutfi, CFA, CIM Joseph Lutfi, CFA, CIM Montreal, Canada Area Details
Joseph Lutfi, CFA, CIM's RBC Wealth Management - Estate & Trust Services Experience March 2015 - Present
Job Investment Counsellor at RBC Wealth Management
Industry Investment Management
Experience
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

Donna Rai Donna Rai Toronto, Canada Area Details
Donna Rai's RBC Wealth Management - Estate & Trust Services Experience May 2013 - Present
Job Assistant Manager, Wills & Trusts Resource Group, RBC Wealth Management Estate & Trust Services
Industry Legal Services
Experience
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

Elizabeth Snyder Elizabeth Snyder Wilmington, Delaware Details
Elizabeth Snyder's RBC Wealth Management - Estate & Trust Services Experience November 2014 - Present
Job Trust Officer at RBC Wealth Management Estate & Trust Services
Industry Banking
Experience
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

Katie Brady Robleto Katie Brady Robleto Greater Philadelphia Area Details
Katie Brady Robleto's RBC Wealth Management - Estate & Trust Services Experience January 2014 - Present
Job Independent Performing Arts Professional / Administrative Professional
Industry Entertainment
Experience
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

Jenny Sabol Jenny Sabol Newark, Delaware Details
Jenny Sabol's RBC Wealth Management - Estate & Trust Services Experience January 2015 - May 2015
Job Portfolio Manager at JP Morgan Chase
Industry Financial Services
Experience
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

Charles J. (Chuck) Heineman, MS Charles J. (Chuck) Heineman, MS Greater Philadelphia Area Details
Charles J. (Chuck) Heineman, MS's RBC Wealth Management - Estate & Trust Services Experience December 2009 - May 2010
Job Experienced Fund / Investment Accountant
Industry Accounting
Experience
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

Sarah Selvaggio Sarah Selvaggio Wilmington, Delaware Details
Sarah Selvaggio's RBC Wealth Management - Estate & Trust Services Experience April 2014 - Present
Job Managerial Reporting and Project Manager at RBC Wealth Management Estate & Trust Services
Industry Investment Management
Experience
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)

Elizabeth Church Elizabeth Church Toronto, Canada Area Details
Elizabeth Church's RBC Wealth Management - Estate & Trust Services Experience June 2014 - Present
Job Will and Estate Advisor at RBC Wealth Management Estate & Trust Services
Industry Law Practice
Experience
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

Sabrina Silvano Sabrina Silvano Montreal, Canada Area Details
Sabrina Silvano's RBC Wealth Management - Estate & Trust Services Experience November 2014 - Present
Job Lawyer
Industry Law Practice
Experience
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