RBC Wealth Managment

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RBC Wealth Managment Employees

Employee
Years
Job
Industry
Dirk Andringa Dirk Andringa Denver, Colorado Details
Dirk Andringa's RBC Wealth Managment Experience February 2008 - May 2009
Job Urban Broker | Investment Specialist at Kentwood City Properties
Industry Real Estate
Experience
Kentwood City Properties  April 2012 - Present
Downtown Resource Group   May 2009 - May 2012
RBC Wealth Managment   February 2008 - May 2009
GNBA   January 2005 - October 2007

Skills
Investments, Real Estate, Leases, Condos, Urban, Series 7, Investors, REO, Contract Negotiation, Brokerage, Portfolio Management, Financial Planning, Short Sales, Investment Advisory, Residential, Selling, Investment Strategies, High Net Worth..., Strategic Planning, Securities, Real Estate Investment, Investment Properties, Residential Homes, Real Estate Transactions, Sellers, First Time Home Buyers, Real Estate Development, Buyers, Relocation, FHA, Sales

Education
Ryerson University   1998 — 1998

Jones College   1990 — 1990
Real Estate Brokers License

Fort Lewis College   1984 — 1988

Connie Bush Connie Bush Greater Minneapolis-St. Paul Area Details
Connie Bush's RBC Wealth Managment Experience March 1996 - February 1999
Job Accounting & Finance Operations Consultant
Industry Information Technology and Services
Experience
Four Point Partners, LLC  July 2014 - Present
ApeniMED, Inc.   July 2010 - July 2014
Green Tree Credit Solutions  December 2009 - July 2010
GMAC Residential Funding of Canada   April 2008 - September 2009
GMAC ResCap  December 2006 - April 2008
PLATO Learning  January 2006 - November 2006
Minnesota Chamber Business Services, Inc.   December 1999 - July 2005
Defined Contribution Advisors   March 1999 - November 1999
RBC Wealth Managment   March 1996 - February 1999
RBC Wealth Managment   July 1986 - February 1996

Skills
Capital Budgeting, Management, Start-ups, Project Management, Finance, Financial Analysis, Strategy, Program Management, Managerial Finance, Forecasting, Accounting, Auditing, Budgets, Mergers & Acquisitions, Leadership, Due Diligence, Human Resources, Strategic Planning

Education
Hamline University
BA

Meagan Bachmayer Meagan Bachmayer Greater Minneapolis-St. Paul Area Details
Meagan Bachmayer's RBC Wealth Managment Experience September 2009 - October 2009
Job Outreach Director, Office of U.S. Senator Amy Klobuchar
Industry Public Policy
Experience
United States Senate  July 2014 - Present
womenwinning  February 2011 - July 2014
House DFL Caucus  May 2010 - February 2011
Minnesota House of Representatives  January 2010 - May 2010
Minnesota House of Representatives  January 2009 - December 2009
RBC Wealth Managment   September 2009 - October 2009
Minnesota House of Representatives DFL Caucus   June 2008 - November 2008
Minnesota House of Representatives  February 2008 - May 2008
U.S Congressman Tim Walz   January 2008 - February 2008
United Family Medicine  July 2007 - September 2007

Skills
Public Policy, Politics, Legislative Relations, Community Outreach, Non-profits, Political Campaigns, Fundraising, Political Communication, Media Relations, Policy Analysis, Government, Legislation, Volunteer Management, Speech Writing, Grassroots Organizing, Policy, Coalitions, Social Media, Public Speaking

Education
Gustavus Adolphus College   2004 — 2008
Bachelor's Degree, Political Science

School for International Training (SIT)   2007 — 2007

Dan Munter Dan Munter Greater Los Angeles Area Details
Dan Munter's RBC Wealth Managment Experience November 1993 - November 2008
Job Business Broker with BizEx, Inc.
Industry Financial Services
Experience
BizEx Business Brokers   July 2009 - Present
RBC Wealth Management  November 1993 - February 2009
RBC Wealth Management  November 1993 - February 2009
RBC Wealth Managment   November 1993 - November 2008
Paine Webber  January 1990 - January 1993
Paine Webber  January 1990 - January 1993
E.F. HUTTON   January 1985 - January 1990
E.F. HUTTON   January 1985 - January 1990
BATEMAN EICHLER   January 1982 - January 1985
BATEMAN EICHLER   January 1982 - January 1985

Skills
Small Business, Finance, Business Brokerage, Real Estate Transactions, Entrepreneurship, Business Planning, Management Consulting, Real Estate, Mergers, Business Valuation, Business Strategy, Financial Analysis, Strategic Planning, Start-ups, Due Diligence, Negotiation, New Business Development, Nonprofits, Mergers & Acquisitions, Venture Capital, Selling, Investments, Strategy, Valuation, Strategic Financial..., Private Equity, Marketing, Business Development, Coaching, Portfolio Management, Executive Management, Business Acquisition, Corporate Finance, Business, Corporate Development, Restructuring, Management, Brokerage, Competitive Analysis, Strategic Partnerships, Acquisitions, Loans, Financial Modeling, Exit Strategies, Franchising, Strategic Consulting, Financial Advisory, Alternative Investments, Commercial Real Estate, Consulting

Education
Cornell University   1975 — 1977

Boston University

Baskar Gopalan Baskar Gopalan Greater Minneapolis-St. Paul Area Details
Baskar Gopalan's RBC Wealth Managment Experience October 2005 - October 2007
Job Tech Lead at UnitedHealth Group
Industry Information Technology and Services
Experience
UnitedHealth Group  January 2012 - Present
Express Scripts  August 2010 - December 2011
Carlson Marketing  January 2010 - August 2010
Express Scripts  September 2009 - December 2009
Great Lakes Higher Education  March 2009 - September 2009
Express Scripts  July 2008 - December 2008
Data Recognition Corporation  January 2008 - May 2008
RBC Wealth Managment   October 2005 - October 2007
Thomson West  May 2005 - October 2005
Carlson Marketing Group  December 2004 - May 2005

Skills
Mainframe, DB2, CICS, COBOL, SDLC, Data Warehousing, Requirements Gathering, Web Services, Visio, Informatica, JCL, Database Design, Oracle, ETL, SQL, Software Development, Requirements Analysis, Microsoft SQL Server, Systems Analysis, Software Project..., MVS, Databases, Data Modeling, SOA, XML, Business Analysis

Education
University of St. Thomas   2002 — 2005
M.S, Software Engineering

Bharathidasan University   1992 — 1994
M.Sc, Computer Science

Les Ross Les Ross Toronto, Canada Area Details
Les Ross's RBC Wealth Managment Experience August 2009 - Present
Job Private Banker at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Managment   August 2009 - Present
BMO Capital Markets  October 2000 - December 2008
Bank of Montreal  January 1997 - October 2000
Bank of Montreal  February 1990 - December 1995

Skills
Equity Derivatives, Portfolio Management, Equities, Derivatives, Investments, Mutual Funds, Banking, Strategic Financial..., Credit, Risk Management, Financial Services, Investment Management, Capital Markets, Private Banking, Wealth Management, Wealth Management..., Relationship Management

Education
York University   1990 — 1992
MBA, strategy

Queen's University   1979 — 1983
B.Comm., Finance, Marketing

Jared Kloos Jared Kloos Greater Denver Area Details
Jared Kloos's RBC Wealth Managment Experience August 2003 - August 2006
Job Alternative Distribution Executive, Western Division at ALPS, A DST Company
Industry Financial Services
Experience
ALPS, A DST Company  May 2011 - Present
J.P. Morgan   January 2010 - April 2011
Claymore Securities (now Guggenheim Investments)   August 2006 - September 2009
RBC Wealth Managment   August 2003 - August 2006

Skills
Series 7, Series 63, Mutual Funds, Unit Investment Trusts, ETFs, Closed-end Funds, Asset Allocation, Sales

Education
Johnson & Wales University   2000 — 2003
B.S. Management, Management, Concentration in Financial Services

Jhett Marchel Jhett Marchel Greater Minneapolis-St. Paul Area Details
Jhett Marchel's RBC Wealth Managment Experience July 2009 - Present
Job Senior Associate Managed Accounts at RBC
Industry Sports
Experience
RBC  February 2014 - Present
RBC Wealth Managment   July 2009 - Present
Minnesota PGA   April 2008 - September 2008
Minneapolis Parks and Recreation  2007 - 2008
University of Minnesota Recreation Center  September 2005 - December 2007
St. Paul Saints  May 2007 - September 2007
Grand Forks Park District  2004 - 2006

Skills
Sports Management, Sports Marketing, Event Planning, Event Management, Sports

Education
University of Minnesota-Twin Cities   2004 — 2008
BS, Sport Management

Dan Charboneau, B.Sc. Eng, PFP Dan Charboneau, B.Sc. Eng, PFP Toronto, Canada Area Details
Dan Charboneau, B.Sc. Eng, PFP's RBC Wealth Managment Experience February 2007 - Present
Job Investment & Retirement Planner at RBC Wealth Managment
Industry Investment Banking
Experience
RBC Wealth Management  2008 - Present
RBC Wealth Managment   February 2007 - Present
RBC  August 2001 - January 2007

Skills
Wealth Management, Investments, Retirement Planning, Portfolio Management, Banking, Mutual Funds, Retail Banking, Financial Analysis, Strategic Financial..., Risk Management, Retirement, Asset Managment

Education
Queen's University   1997 — 2001
B.Sc. Eng

St. Joe's   1993 — 1997

Jeff Bartl Jeff Bartl Greater Minneapolis-St. Paul Area Details
Jeff Bartl's RBC Wealth Managment Experience 1999 - 2002
Job Accountant, Fund Administration at Wells Fargo Global Fund
Industry Accounting
Experience
Wells Fargo Global Fund Services  February 2011 - Present
US Bancorp Investments  July 2010 - September 2010
RBC Capital Markets  2002 - 2009
RBC Wealth Managment   1999 - 2002
Dain Rauscher  1997 - 1999

Skills
Geneva, Smartstream, Cognos, QuickBooks, IRIS, PeopleSoft, Hedge Funds, Fund Accounting, Financial Accounting, Microsoft Excel, Hedge Fund Accounting, Bloomberg Terminal, General Ledger, Accounting, Finance, Financial Services

Education
Metropolitan State University
B.A,, Accounting

Inver Hills Community College
A.A., Accounting/Finance

Brad D. Mol Brad D. Mol Toronto, Canada Area Details
Brad D. Mol's RBC Wealth Managment Experience 2005 - 2008
Job VP, Wealth Advisor at TriDelta Financial Partners
Industry Financial Services
Experience
TriDelta Financial   2008 - Present
RBC Wealth Managment   2005 - 2008
CIBC Imperial Service  2003 - 2005
Fidelity Investments  1999 - 2003

Education
York University   2000 — 2002
Economics

Sheridan College   1996 — 1999
BA, Accounting

Brian Beckmann Brian Beckmann Richmond, Virginia Details
Brian Beckmann's RBC Wealth Managment Experience June 2008 - August 2008
Job Financial Analyst at Southern States Cooperative
Industry Retail
Experience
Southern States Cooperative  September 2014 - Present
ChemTreat (Danaher Corporation)   May 2013 - August 2013
Virginia State Corporation Commission  July 2009 - January 2013
RBC Wealth Managment   June 2008 - August 2008

Skills
Research, Analysis, Data Analysis, Microsoft Office, Public Speaking, Government, Financial Analysis, Project Management, Microsoft Word, PowerPoint, Microsoft Excel, Nonprofits, Sales, Strategic Planning, Management, Change Management, Customer Service, Leadership, Non-profits, SEO, Digital Marketing, Digital Strategy, Utility Industry, Utility Regulation, Inbound Marketing, Finance, Financial Modeling, Corporate Finance, Managerial Finance, Tableau, Data Visualization, Big Data Analytics, Big Data

Education
University of Richmond   2012 — 2014
Master of Business Administration (M.B.A.)

Tsinghua University   2013 — 2013
Master of Business Administration (MBA)

Virginia Commonwealth University - School of Business   2005 — 2009
BS, Economics

Diego Patterson Diego Patterson Washington D.C. Metro Area Details
Diego Patterson's RBC Wealth Managment Experience 2008 - 2008
Job Director, Account Operations at FedBid, Inc.
Industry Internet
Experience
FedBid, Inc.   December 2014 - Present
FedBid, Inc.   January 2013 - Present
FedBid  March 2012 - January 2013
FedBid  February 2011 - March 2012
Sterling Foundation Management   June 2009 - February 2011
Smith Barney  2008 - 2008
RBC Wealth Managment   2008 - 2008

Skills
New Business Development, Leadership, Risk Management, Marketing, Sales, Training, Public Speaking, Project Management, Business Strategy, Contract Negotiation, Entrepreneurship, Account Management, Microsoft Office, CRM, Business Development, Project Planning, Market Research, Spanish, Awesomeness, Process Improvement, Microsoft Excel, Social Media, Strategic Planning, Business Process..., Team Leadership, Team Building, Databases, Microsoft Word, Social Media Marketing, Marketing Strategy, Solution Selling, Program Management, Financial Analysis, Sales Management, Start-ups, Competitive Analysis, Strategy, E-commerce, Management Consulting, Time Management, Management, Analytics, Analysis, Business Analysis, Salesforce.com, Direct Sales, Data Analysis, Customer Service, Marketing Communications, Social Networking

Education
Georgetown University   2015 — 2015
Certificate, Business Administration and Management, General

Virginia Polytechnic Institute and State University   2006 — 2009
Business, Finance

Carole Jurick Carole Jurick Montreal, Canada Area Details
Carole Jurick's RBC Wealth Managment Experience October 2000 - Present
Job Private Banker, RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Managment   October 2000 - Present
RBC Wealth Managment   August 1998 - October 2000

Skills
Wealth Management, High Net Worth..., Investment Advisory, Wealth Management..., Banking, Mutual Funds, Strategic Financial..., Estate Planning, Succession Planning, Credit Analysis, Retirement Planning, Asset Allocation, Private Banking, Investments, Hedge Funds

Education
The University of British Columbia   2013 — 2013
Family Enterprise Advisor Program (FEA)

Canadian Securities Institute   2012 — 2012
Advanced Estate Planning & Trust Strategies (AETS)

Institut Québécois de Planification Financière (IQPF)   2000 — 2000
Accreditation in Financial Planning

Institute of Canadian Bankers   1998 — 2000
Diploma in Financial Planning

AnnMarie Brancato AnnMarie Brancato New York, New York Details
AnnMarie Brancato's RBC Wealth Managment Experience July 2006 - Present
Job VP Investments Financial Consultant at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   July 2006 - Present
Advest, Inc.   November 1984 - December 2005

Skills
Mutual Funds, Retirement, Securities, Investments, Equities, Commodity, Insurance, Retirement Planning, Wealth Management, Investment Advisory, Investment Strategies, Series 63, Fixed Annuities, Asset Allocation, Strategic Financial..., Stocks, series 66, Bonds

Education
Wharton School of Business   2007 — 2011
Investments and Securities Institute

Harvard University   2003 — 2005
Behavioral Finance

Saint John's University
BS, Management

Mary Kattner, CIMA® Mary Kattner, CIMA® Greater Minneapolis-St. Paul Area Details
Mary Kattner, CIMA®'s RBC Wealth Managment Experience September 2009 - December 2009
Job Senior Wealth Managment Professional
Industry Financial Services
Experience
US Bank  March 2011 - Present
Ameriprise Financial  March 2010 - March 2011
RBC Wealth Managment   September 2009 - December 2009
RBC Correspondent Services   February 2006 - November 2008
RBC Wealth Management  February 2003 - February 2006
Piper Jaffray  September 1998 - November 2002

Skills
Wealth Management, Mutual Funds, Equities, Investments, Portfolio Management, Strategy, Fixed Income

Education
University of Minnesota-Twin Cities
B.S., Business

Holly Renn Holly Renn United States Details
Holly Renn's RBC Wealth Managment Experience July 1996 - July 2001
Job Program Director, Bachelor of Science in Health Professions
Industry Program Development
Experience
University of Minnesota - Rochester  August 2008 - Present
Saint Mary's University of Minnesota  June 2006 - August 2008
Shjon Podein Children's Foundation   July 2001 - October 2007
RBC Wealth Managment   July 1996 - July 2001

Skills
Leadership Development, Strategic Planning, Coaching, Project Management, Team Building, Fundraising, Organizational..., Event Planning, Program Management, Research, Grant Writing, Social Media, Nonprofits, Management, Training, Project Planning, Community Outreach, Higher Education, Sales, Entrepreneurship, Data Analysis, Teaching, Team Leadership, Process Improvement, Staff Development, Interviews, Marketing, Business Strategy, Cross-functional Team..., Workshop Facilitation, Grants, Government, Volunteer Management, Policy, Strategy, Public Relations, Analysis, Marketing Strategy, Program Development

Education
University of Minnesota-Twin Cities   2013 — 2013
(PMP), Project Management Certificate

Saint Mary's University of Minnesota
Master of Arts, Management

Winona State University   1989 — 1991
Bachelor of Science, Business Management

University of Minnesota Rochester

leadership greater rochester

Jason Lunsford, MBA, AIF, CRPS, AAMS Jason Lunsford, MBA, AIF, CRPS, AAMS Charleston, West Virginia Area Details
Jason Lunsford, MBA, AIF, CRPS, AAMS's RBC Wealth Managment Experience April 2005 - March 2010
Job Retirement Plan Services Practice Leader / Advisor at Dixon Hughes Goodman Wealth Advisors LLC
Industry Investment Management
Experience
Dixon Hughes Goodman Wealth Advisors LLC  March 2013 - Present
Dixon Hughes Goodman Wealth Advisors LLC  March 2010 - Present
RBC Wealth Managment   April 2005 - March 2010
BB&T  1999 - 2005

Skills
Strategic Financial..., Financial Analysis, Financial Advisory, Financial Markets, Investments, Investment Advisory, Investment Strategies, Investment Management, Retirement, Retirement Planning, Retirement Plan..., Qualified Retirement..., Trusted Advisor, Investment Advisory..., Finance, Fixed Annuities, Pensions, Portfolio Management, Securities, Wealth Management, Financial Planners, Budgets, Estate Planning, Alternative Investments, Loans, Life Insurance, Series 7, Mutual Funds, Series 6, Series 65, Needs Analysis, Wealth Management..., Series 63, ETFs, Profit Sharing, Long Term Care Insurance, Long-term Care, Personal Finance, Tax, Credit, Mortgage Lending, Fixed Income, Uniform Combined State..., Banking, Insurance, IRAs, 401k, 401k Rollovers

Education
Marshall University   2001 — 2003
MBA, Finance

Concord University   1995 — 1999
BSBA, Finance

Sean P. Harding Sean P. Harding Edmonton, Canada Area Details
Sean P. Harding's RBC Wealth Managment Experience November 2004 - December 2007
Job Senior Financial Planning Consultant at ScotiaMcLeod
Industry Investment Management
Experience
ScotiaMcLeod  April 2013 - Present
RBC Wealth Management  December 2009 - April 2013
BMO Harris Private Banking  January 2008 - November 2008
RBC Wealth Managment   November 2004 - December 2007
RBC Wealth Management - Financial Planning   October 2003 - October 2004
RBC Dominion Securities  February 2003 - August 2003
RBC Wealth Management - Financial Planning   January 2002 - January 2003
RBC Royal Bank  September 1998 - December 2001

Skills
Financial Planning, Asset Management, Succession Planning, Wealth Transfer, Wealth Management, Estate Planning, Retirement Planning, Investments, Private Banking, Insurance Planning, Charitable Giving, Strategic Financial..., Financial Planners, Wealth, Mutual Funds, High Net Worth..., Portfolio Management, Investment Management, Investment Advisory, Finance

Education
Society of Trust and Estate Practitioners   2009 — 2012
TEP, Student Member

Canadian Securities Institute   2009 — 2009
LLQP (Full), Insurance

Canadian Securities Institute   2002 — 2002
Branch Mgrs Course, Investment Compliance and Ethics

Canadian Securities Institute   2000 — 2001
Canadian Investment Management (CIM) Program, Advanced Investment and Portfolio Management

Canadian Securities Institute   2000 — 2001
Financial Management Advisor Program (FMA), Advanced Financial Planning

Canadian Securities Institute   1998 — 1999
PFPC, Financial Planning

Canadian Securities Institute   1998 — 1998
CPH, Investments Compliance & Ethics

Canadian Secuities Institute   1996 — 1997
CSC, Investment

University of Ottawa   1990 — 1996
Sociology

Joe Kaplan Joe Kaplan Key West, Florida Details
Joe Kaplan's RBC Wealth Managment Experience July 2007 - January 2012
Job Managing Partner at Southernmost Pool Service
Industry Recreational Facilities and Services
Experience
Southernmost Pool Service   June 2015 - Present
EMPOWER Retirement (The combined DC businesses of Putnam, Great West & JP Morgan RPS)   October 2014 - March 2015
Putnam Investments  January 2012 - October 2014
RBC Wealth Managment   July 2007 - January 2012
ADP  April 2005 - July 2007
Communispond  2004 - 2005
Paychex  October 1999 - May 2004
NJ Department of Environmental Protection  1997 - 1999

Skills
401k, Retirement, Series 63, Defined Benefit, Mutual Funds, Series 6, ERISA, Employee Benefits, Salesforce.com, Retirement Planning, Retirement Plan..., Pensions, Investments, Wealth Management, Sales, Sales Process, New Business Development, Cold Calling, Alternative Investments, Estate Planning, Financial Advisory, Insurance, Fixed Income

Education
University of Maryland College Park   1991 — 1996
BS, Natural Resources Management and Policy

University of Maryland College Park

Bart Flentje Bart Flentje Greater Minneapolis-St. Paul Area Details
Bart Flentje's RBC Wealth Managment Experience January 2004 - October 2009
Job Technical Systems Analyst at RBC Wealth Management
Industry Information Technology and Services
Experience
RBC Wealth Management  November 2009 - Present
Church of St. Joseph, Rosemount Mn   January 1996 - Present
RBC Wealth Managment   January 2004 - October 2009
RBC Dain Rauscher  October 2000 - December 2003
Webb Information Systems   2000 - 2001
Target Corporation  1997 - 2000
Target Corporation  1995 - 1997

Skills
Distributed Development, Distributed Databases, SQL database design, .NET Development, VB.NET, C#, SQL, Windows Services, ETL, SSIS, WinForms, ASP, ASP.NET, .NET, Web Services, SSRS, Amazon Web Services..., Microsoft Technologies, Visual Studio, Active Reports, Infragistics, PaintShop Pro, Business Analysis, Database Design, Crystal Reports, HTML, IIS, Windows Server, Active Directory, Microsoft SQL Server, SDLC, Requirements Gathering

Education
University of Minnesota-Twin Cities   1992 — 1995
B.S., Chemistry

Normandale Community College   1990 — 1992

Travis Simon, CFA Travis Simon, CFA Greater Minneapolis-St. Paul Area Details
Travis Simon, CFA's RBC Wealth Managment Experience June 2009 - May 2011
Job Capital Markets Research Associate at Slocum
Industry Investment Management
Experience
Slocum  August 2015 - Present
Slocum  February 2013 - August 2015
Financial Efficiency, LLC   March 2011 - December 2013
Slocum  June 2011 - January 2013
RBC Wealth Managment   June 2009 - May 2011
TCF Bank  April 2008 - May 2009
First National Bank of Minnesota   January 2006 - January 2008

Skills
Portfolio Management, Financial Modeling, Valuation, Due Diligence, Accounting

Education
Minnesota State University, Mankato   2004 — 2009
Finance, Investments and Institutions

Rushford-Peterson High School

Geri Anderson Geri Anderson Greater Minneapolis-St. Paul Area Details
Geri Anderson's RBC Wealth Managment Experience May 2008 - May 2009
Job Partner at Howg & Anderson Law
Industry Law Practice
Experience
Howg & Anderson Law   October 2012 - Present
Law Office of Lyle Howg   December 2011 - October 2012
Midwest Disability, P.A.   January 2011 - September 2011
Lunds Food Holding, Inc.   September 1997 - July 2010
RBC Wealth Managment   May 2008 - May 2009

Skills
Legal Research, Legal Writing, Family Law, Litigation, Estate Planning, Public Speaking, Research, Non-profits, Estate Law, Trusts, Courts, Legal Assistance

Education
William Mitchell College of Law   2009 — 2012
JD, magna cum laude

University of Minnesota-Twin Cities   2005 — 2009
Bachelor of Arts (B.A.), Sociology

Minnetonka High School   1997 — 2001

Helen Kohn Helen Kohn Greater Philadelphia Area Details
Helen Kohn's RBC Wealth Managment Experience Senior Trust officerRBC Trust Company
Job Senior Trust Officer at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   Senior Trust officerRBC Trust Company
Moore Stephens  June 2001 - February 2005
MRI Moores Rowland   2001 - 2001
Deutsche Bank ( ex. Bankers Trust )   1996 - 2000

Skills
Trusts, Wealth Management, Trust Services, High Net Worth..., Estate Planning

Education
Society of trust and estate practitioners (STEP)   2003 — 2003
International trust diploma

University of Lincoln   1993 — 1996
BA(Hons), Accountancy and Finance

Institute of chartered secretaries and administrators

Cal Ernst Cal Ernst Cedar Rapids, Iowa Area Details
Cal Ernst's RBC Wealth Managment Experience October 1996 - April 2009
Job Realtor, Coldwell Banker Hedges
Industry Outsourcing/Offshoring
Experience
Coldwell Banker Hedges  October 2010 - Present
Infinity Contact  April 2009 - October 2010
RBC Wealth Managment   October 1996 - April 2009
IBM  July 1976 - June 1987

Skills
Selling, New Business Development, Negotiation, Real Estate, Sales, Project Management, Investment Properties, Strategic Planning, Marketing, Marketing Strategy, Sales Management, Investments, Entrepreneurship, Management, Business Development, Team Building, Contract Negotiation, Account Management, Budgets, Customer Service, Online Marketing, Leadership

Education
University of Northern Iowa   1970 — 1973
BA

Springville High School

Lisa Bufler Lisa Bufler Fort Worth, Texas Details
Lisa Bufler's RBC Wealth Managment Experience June 2008 - April 2012
Job Senior Recruiter
Industry Oil & Energy
Experience
FTS International  April 2014 - Present
Key Energy Services  April 2012 - April 2014
RBC Wealth Managment   June 2008 - April 2012
Stage Stores/Bealls Department Store   April 1992 - June 2008
MAXIMUS  October 2005 - June 2007

Skills
Employee Relations, Talent Acquisition, Applicant Tracking..., Recruiting, Human Resources, Training, Supervisory Skills, Quality Assurance, Performance Management, Auditing, Talent Management, Microsoft Excel, HRIS, Onboarding, Employee Benefits, College Recruiting, Contract Recruitment, PeopleSoft, Technical Recruiting, Deferred Compensation, Interviews, Sourcing, Recruitment Advertising, HR Policies, Temporary Placement, Executive Search, Permanent Placement, Screening, Workforce Planning, Screening Resumes

Education
Texas Tech University   1991 — 1994
Accounting and Finance

Midland High School   1989 — 1991
High School Diploma, General Studies

Jennifer Seidler Jennifer Seidler San Francisco Bay Area Details
Jennifer Seidler's RBC Wealth Managment Experience March 2009 - March 2011
Job Director
Industry Financial Services
Experience
Commonfund  June 2013 - Present
Independent Consulting  May 2011 - May 2013
RBC Wealth Managment   March 2009 - March 2011
Credit Suisse  2007 - 2009
Banc Investment Group   2003 - 2006
Legg Mason  2002 - 2003
Banc of America Securities  1991 - 2001

Skills
Capital Markets, Business Relationship..., Financial Analysis, Customer Relations, Fixed Income Products, Loans, Banking, Credit Analysis, Treasury Management, project management, New Business Development, Portfolio Management

Education
University of San Francisco - Masagung Graduate School of Management   2008 — 2010
MBA, International Business and Finance

University of San Francisco   2005 — 2007
Masters of Science, Financial Analysis

Santa Clara University   1987 — 1990
Bachelor of Science, Economics

Lydia Shure Korff Lydia Shure Korff Miami, Florida Details
Lydia Shure Korff's RBC Wealth Managment Experience November 2007 - Present
Job Senior OfficerCredit at RBC Wealth Management
Industry Banking
Experience
RBC Wealth Managment   November 2007 - Present
Bloomberg LP  January 2001 - January 2007

Education
Georgetown University
BA

New York Law School
JD

PC

Stephanie Germani Stephanie Germani Greater Boston Area Details
Stephanie Germani's RBC Wealth Managment Experience June 2009 - Present
Job Senior Registered Client Associate at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   June 2009 - Present
First Investors Corporation  May 2006 - May 2009

Education
University of New Hampshire -- Peter T. Paul College of Business and Economics   2002 — 2006

Kenneth Levarek Kenneth Levarek Greater New York City Area Details
Kenneth Levarek's RBC Wealth Managment Experience May 2004 - February 2006
Job Managing Director at Levelocity
Industry Marketing and Advertising
Experience
Levelocity   January 2015 - Present
Level One Consulting Group LLC   November 2012 - Present
TT Underground Gallery   January 2007 - December 2013
Toytokyo.com   March 2007 - December 2012
Flex Marketing Group  January 2012 - November 2012
Flex Marketing Group  August 2010 - December 2011
Flex Marketing Group  February 2009 - August 2010
RBC Wealth Management  February 2006 - February 2009
RBC Wealth Managment   May 2004 - February 2006
CIBC Oppenheimer  May 2002 - March 2004

Skills
Web Development, Web Hosting, Email Marketing, Online Advertising, Advertising, Web Marketing, Social Media, Affiliate Marketing, Digital Marketing, Analytics, Lead Generation, Social Media Marketing, Direct Marketing, Digital Strategy, Marketing, Competitive Analysis, Digital Media, E-commerce, Entrepreneurship, Management, Marketing Strategy, Mobile Marketing, Online Marketing, PPC, SEM, SEO, Social Networking, Start-ups, Strategic Planning, Web Analytics, Strategic Partnerships, Online Lead Generation, Brand Development, Integrated Marketing

Education
New York University   2000 — 2004
B.A., Economics

Amity High School   1996 — 2000

Tom Eades Tom Eades Dallas/Fort Worth Area Details
Tom Eades's RBC Wealth Managment Experience July 1986 - Present
Job Senior VP at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Managment   July 1986 - Present
Rauscher Pierce Refsnes  1986 - 2000
Rotan Mosle  September 1979 - July 1986

Skills
Asset Management, Investments, Portfolio Management, Brokerage, Series 7, Alternative Investments, Asset Allocation, Separately Managed..., Wealth Management..., Series 63, Retirement Planning, Asset Managment, Investment Management, Financial Advisory, Equities

Education
Southern Methodist University   1975 — 1979
Bachelor of Business Administration (B.B.A.)

Sandy Duerre Sandy Duerre Greater Minneapolis-St. Paul Area Details
Sandy Duerre's RBC Wealth Managment Experience 2004 - Present
Job VP, Director US Client Experience at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management  February 2004 - Present
RBC Wealth Managment   2004 - Present
American Express Financial Advisors  June 2002 - January 2004
RBC Dain Rauscher  February 1998 - June 2002
Piper Jaffray  August 1986 - January 1998

Education
University of St. Thomas - Opus College of Business   1999 — 2005
MBA, Finance

Bethel University   1982 — 1986
BA, Business Management

Shelly Meir-Spring Shelly Meir-Spring Toronto, Canada Area Details
Shelly Meir-Spring's RBC Wealth Managment Experience October 2014 - Present
Job Associate Manager, Credit Structures at RBC
Industry Banking
Experience
RBC Wealth Managment   October 2014 - Present

Skills
Customer Service, Banking, Financial Analysis, Credit, Mutual Funds, Investments, Risk Management, Credit Analysis, Loans

Education
York University - Joseph E. Atkinson Faculty of Liberal and Professional Studies   2007 — 2008
Accounting and Finance

Bar-Ilan University   2002 — 2005
BA, Economics & Political Science

Shimon Ben Tzvi

Michelle Hemstad Michelle Hemstad Greater Denver Area Details
Michelle Hemstad's RBC Wealth Managment Experience January 2009 - Present
Job Client Associate at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   January 2009 - Present

Education
University of Florida   2004 — 2008
BS in Business Administration, Finance

University of Florida - Warrington College of Business Administration   2004 — 2008
BS, Finance

Nikhil Bhasin Nikhil Bhasin Buffalo/Niagara, New York Area Details
Nikhil Bhasin's RBC Wealth Managment Experience January 2009 - Present
Job Financial Analyst Intern at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   January 2009 - Present
HEALTH SCIENCES LIBRARY  May 2008 - Present
City Smith Barney   May 2008 - August 2008

Education
State University of New York College at Buffalo   2006 — 2009

Janice Waytashek Janice Waytashek Greater Minneapolis-St. Paul Area Details
Janice Waytashek's RBC Wealth Managment Experience June 2009 - Present
Job Senior Billing Manager at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   June 2009 - Present
RBC Wealth Management  2009 - Present
RBC  2008 - Present
RBC Capital Markets  2009 - April 2009
NOVON Consulting  2008 - 2008
Piper Jaffray  1986 - 2006

Education
St. Cloud State University   1982 — 1986
BS, Fiance

Billy Hengen Billy Hengen Greater Minneapolis-St. Paul Area Details
Billy Hengen's RBC Wealth Managment Experience October 2007 - October 2008
Job Owner of Splayback
Industry Internet
Experience
Splayback.com   October 2008 - Present
RBC Wealth Managment   October 2007 - October 2008

Education
St. Cloud State University - Herberger Business School   2002 — 2006
Marketing

Lawrence Andrews Jr., CFP®, AWM Lawrence Andrews Jr., CFP®, AWM La Jolla, California Details
Lawrence Andrews Jr., CFP®, AWM's RBC Wealth Managment Experience July 2005 - Present
Job Senior Vice President Branch Director, Senior Portfolio Manager Portfolio Focus at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Managment   July 2005 - Present
Merrill Lynch  February 1985 - July 2005

Education
San Diego State University-California State University   1998 — 2000
Financial Planning, CFP

Oregon State University   1980 — 1981
BA, Finance

Dawn McCoy Dawn McCoy Washington D.C. Metro Area Details
Dawn McCoy's RBC Wealth Managment Experience December 2010 - Present
Job Client Associate at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   December 2010 - Present
Ferris, Baker Watts, LLC/ RBC Wealth Managment   March 2002 - July 2009
Ferris, Baker Watts Inc.   April 1993 - March 2002
Ferris, Baker Watts, Inc.   November 1991 - April 1993
Ferris, Baker Watts Inc.   October 1990 - September 1991
National Bank of Washington  July 1989 - September 1990

Education
Lincoln University   1985 — 1989
Bachelor of Arts

ABA Institute of Certified

Daniel Forman Daniel Forman Greater New York City Area Details
Daniel Forman's RBC Wealth Managment Experience June 2008 - August 2008
Job Senior Investment Analyst
Industry Investment Management
Experience
Centaurus Capital, LP   May 2012 - Present
RBS Global Banking & Markets  June 2011 - June 2012
Fitch Ratings  June 2010 - May 2011
The Bank of New York  June 2009 - May 2010
RBC Wealth Managment   June 2008 - August 2008
JPMorgan Chase  June 2007 - August 2007

Skills
Fixed Income, Structured Finance, Credit, Securitization, Alternative Investments, CMBS, Private Equity, Due Diligence, CLO, Valuation, Loan Origination, ABS

Education
The George Washington University - School of Business   2005 — 2009
Finance

Newark Academy

Newark Academy

Brian Blank Brian Blank Greater Chicago Area Details
Brian Blank's RBC Wealth Managment Experience February 2002 - 2004
Job Finance Manager (FP&A) Atlantic Trust
Industry Investment Management
Experience
Atlantic Trust  July 2005 - Present
RBC Capital Markets  2004 - June 2005
RBC Wealth Managment   February 2002 - 2004
Northwest Airlines  August 2001 - October 2001

Skills
Financial Modeling, Accounting, Valuation, Private Equity, Wealth Management, Strategic Financial..., Variance Analysis, Finance, Financial Reporting, Due Diligence, Financial Analysis, Strategic Planning, Cash Flow, Account Reconciliation, Managerial Finance, Analysis, Forecasting, Financial Planning

Education
University of Iowa   1996 — 2001
BBA

Peter Whitney Peter Whitney New York, New York Details
Peter Whitney's RBC Wealth Managment Experience June 2009 - October 2009
Job Analyst at Brown Advisory
Industry Financial Services
Experience
Brown Advisory  December 2011 - Present
Brown Advisory  October 2009 - December 2011
RBC Wealth Managment   June 2009 - October 2009
Smith Barney  June 2008 - August 2008

Skills
Equities, Asset Allocation

Education
Tufts University   2005 — 2009
BA, Economics, History

Friends School of Baltimore   2001 — 2005

Gavin Romm, CFA Gavin Romm, CFA Greater New York City Area Details
Gavin Romm, CFA's RBC Wealth Managment Experience 2008 - December 2009
Job Associate Portfolio Manager High Yield
Industry Financial Services
Experience
AllianceBernstein  November 2013 - Present
Bloomberg LP  August 2010 - November 2013
Bradley, Foster & Sargent, Inc.   January 2010 - May 2010
RBC Wealth Managment   2008 - December 2009

Education
Trinity College-Hartford   2006 — 2010
Bachelor of Arts (Honors), Economics, Formal Organizations & Entrepreneurship, Writing and Rhetoric

Tacy Call Tacy Call Greater Minneapolis-St. Paul Area Details
Tacy Call's RBC Wealth Managment Experience July 2007 - August 2008
Job Ring Master of Call Family Circus (aka mother of 4)
Industry Health, Wellness and Fitness
Experience
Call Family   May 2009 - Present
Take Shape For Life  August 2012 - June 2014
Mademoiselle Miel   November 2013 - February 2014
Kleinman Realty Co.  January 2010 - May 2011
A Better Way Health Center   July 2009 - September 2009
RBC Wealth Managment   July 2007 - August 2008
Outback Steakhouse  February 1999 - December 2005

Skills
Presentations, Organization, Conversation, Hardwork, Great Motivator, Microsoft Excel, Customer Service, Keen Listener, Networking, Microsoft Office, Gmail, Outlook, Microsoft Word, Social Networking

Education
University of Minnesota-Twin Cities   2008 — 2011
Nutrition, Nutrition and Dietetics, GPA 3.375

University of Wisconsin-La Crosse   2004 — 2005
Exercise and Sports Science

Anoka Ramsey Community College   2001 — 2004
AA, General Studies

Joseph Dickinson, CFA Joseph Dickinson, CFA Columbus, Ohio Area Details
Joseph Dickinson, CFA's RBC Wealth Managment Experience June 2007 - August 2007
Job Analyst at Rockbridge Capital
Industry Financial Services
Experience
Rockbridge Capital  July 2014 - Present
FactSet Research Systems  May 2013 - July 2014
FactSet Research Systems  May 2012 - May 2013
FactSet Research Systems  July 2010 - May 2012
Disney ABC Television Group  June 2009 - August 2009
Marsh  June 2008 - August 2008
RBC Wealth Managment   June 2007 - August 2007

Skills
Financial Modeling, Valuation, Financial Analysis, Equities, Investments

Education
University of Iowa - Henry B. Tippie College of Business   2006 — 2010
BBA, Finance, Economics

Wole Dedeke Wole Dedeke Montreal, Canada Area Details
Wole Dedeke's RBC Wealth Managment Experience March 2005 - Present
Job Financial Planner at RBC
Industry Financial Services
Experience
RBC Wealth Managment   March 2005 - Present
RBC Direct Investing Inc.   June 2003 - March 2005
RBC Direct Investing Inc.   November 2001 - June 2003

Skills
Investments, Wealth Management, Retirement Planning, Investment Strategies, Mutual Funds, Retirement, Investment Advisory, Portfolio Management, Loans, Sales, Wealth Management..., Financial Services, Financial Advisory, Finance, Wealth, Asset Allocation, Estate Planning, Retail Banking, Banking, Financial Planners, Credit Analysis, Mortgage Lending, Credit, Equities, Financial Planning, Securities, Private Banking, Asset Management, Relationship Management, Financial Risk, Insurance, Strategic Financial..., Personal Financial..., Financial Analysis, Financial Markets

Education
Concordia University
BComm, Finance

Paul Frohan Paul Frohan San Francisco Bay Area Details
Paul Frohan's RBC Wealth Managment Experience March 2002 - Present
Job VP at RBC Wealth Mangement
Industry Financial Services
Experience
RBC Wealth Managment   March 2002 - Present
Sutro and Company   September 1996 - March 2002
FINRA  March 1987 - August 1996

Skills
Investments, Mutual Funds, AML, Series 24, Series 7, Equities, FINRA, Series 63, Hedge Funds, Securities

Education
University of Illinois at Urbana-Champaign   1977 — 1981
BS, Finance

John O'Toole,CRPC John O'Toole,CRPC Hilton Head Island, South Carolina Details
John O'Toole,CRPC's RBC Wealth Managment Experience February 2009 - February 2013
Job Managing Director at Warren Financial
Industry Investment Management
Experience
Warren Financial   October 2014 - Present
Reebok CrossFit Coastal Carolina   March 2013 - Present
RBC Wealth Managment   February 2009 - February 2013
Smith Barney  July 1998 - February 2009

Skills
Portfolio Management, Equities, Strategic Financial..., Wealth Management, Mutual Funds, Investments, Financial Modeling, Fixed Income, Securities, Series 7, Financial Analysis, Asset Managment, Capital Markets, Due Diligence, Asset Allocation, Financial Planning, Asset Management

Education
St. Edward's University   1975 — 1979
BS, Finance

Curtis Richardson Curtis Richardson Raleigh-Durham, North Carolina Area Details
Curtis Richardson's RBC Wealth Managment Experience April 2008 - October 2009
Job High Speed Internet Access/Telecom Engineer at Bulk TV & Internet
Industry Telecommunications
Experience
Bulk TV & Internet  December 2013 - Present
DeVry University  May 2011 - Present
Bulk TV & Internet  February 2012 - December 2013
RBC Wealth Managment   April 2008 - October 2009
Ferris, Baker Watts, Inc.   May 2005 - April 2008
Ferris, Baker Watts, Inc.   May 2001 - May 2005
Ferris, Baker Watts, Inc.   May 1998 - May 2001
Ferris, Baker Watts, Inc.   June 1997 - May 1998

Skills
Team Leadership, Networking, Troubleshooting, Cisco Technologies, VoIP, Customer Service, Network Administration, Risk Management, Leadership, SAP, Project Management, Mitel 3300, SIP Trunking, Avaya Site..., Avaya Communication..., Avaya IP Telephony, Satellite TV, Digital TV, RF design, Salesforce Training, Pro:idiom encryption, Integration of off-air..., Telecommunications, Wireless Networking, VPN, Cabling, Computer Hardware, Switches, Integration, Technical Support, Management

Education
DeVry University
BS, Network Communications Management

Sherwood High School

Lisa Sorenson Lisa Sorenson Greater Minneapolis-St. Paul Area Details
Lisa Sorenson's RBC Wealth Managment Experience Head, Human Resources Wealth Management US and Global Wealth ServicesRBC Wealth ManagementJanuary 2007 - Present
Job Head, HR RBC Wealth Management U.S. and Global Wealth Services
Industry Investment Management
Experience
RBC Wealth Managment   Head, Human Resources Wealth Management US and Global Wealth ServicesRBC Wealth ManagementJanuary 2007 - Present
Travelers Insurance  June 1999 - January 2007
US Bank  1991 - 2000

Skills
Onboarding, Human Resources, Succession Planning, Employee Engagement, Employee Relations, Talent Management, Performance Management, Employee Benefits, Talent Acquisition, Deferred Compensation, Benefits Administration

Education
University of Minnesota - Carlson School of Management   1999 — 2004
Masters, Human Resources Industrial Relations

University of Denver   1980 — 1984
BA, Public Affairs/Potical Science

Rick Bergfalk Rick Bergfalk Greater Minneapolis-St. Paul Area Details
Rick Bergfalk's RBC Wealth Managment Experience May 2007 - August 2008
Job BI Developer / DBA / Client Implementation Manager / Wearer of Many Hats at Modern Survey
Industry Logistics and Supply Chain
Experience
Modern Survey  January 2014 - Present
Modern Survey  January 2012 - January 2014
3PD, Inc.   May 2010 - January 2012
BAE Systems  November 2008 - May 2010
RBC Wealth Managment   May 2007 - August 2008

Skills
Microsoft SQL Server, SSRS, Systems Analysis, Requirements Gathering, Visual Basic, SQL, Business Objects, Data Analysis, XML, Databases, ASP.NET MVC, Agile Methodologies, Business Intelligence, Data Warehousing

Education
University of Minnesota Duluth   2005 — 2008
Bachelor's degree, Management Information Systems, General

Kelly Hale Kelly Hale Portland, Oregon Area Details
Kelly Hale's RBC Wealth Managment Experience 1980 - Present
Job Senior Vice President at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   1980 - Present

Skills
Wealth Management, Series 7, Portfolio Management, Investments, Mutual Funds, Retirement Planning, Asset Allocation, Securities, Equities, Series 63, Banking, Fixed Income, Investment Advisory, Asset Management, Alternative Investments

Education
University of Oregon - Charles H. Lundquist College of Business   1973 — 1978

Brenda Savage Meldrum Brenda Savage Meldrum Greater Philadelphia Area Details
Brenda Savage Meldrum's RBC Wealth Managment Experience Financial Advisor VPRBC Wealth Management1998 - 2010
Job Financial Advisor VP at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   Financial Advisor VPRBC Wealth Management1998 - 2010

Education
Emory University   1970 — 1974
BA, History of Art

Stephen J Dunn Stephen J Dunn Bellevue, Washington Details
Stephen J Dunn's RBC Wealth Managment Experience January 2001 - August 2005
Job Client Relationship Manager/Principal
Industry Investment Management
Experience
Evergreen Capital LLC   August 2006 - Present
YMCA  2000 - Present
RBC Wealth Management  2000 - 2006
RBC Wealth Managment   January 2001 - August 2005
Nordstrom  1982 - 1997

Skills
Wealth Management, Investments, Portfolio Management, Retirement Planning, Finance, CRM, Strategic Planning, Management, Banking, Financial Services, Asset Management, Mutual Funds, Relationship Management, Strategic Financial..., Risk Management

Education
Shoreline Community College   1997 — 1998
Business

Framingham State University   1979 — 1981
Economics

David Vasichek David Vasichek Greater Minneapolis-St. Paul Area Details
David Vasichek's RBC Wealth Managment Experience December 2003 - June 2006
Job Sr. Portfolio Administrator at RBC Global Asset Management
Industry Investment Management
Experience
RBC Global Asset Management (U.S.) Inc.   June 2006 - Present
RBC Wealth Managment   December 2003 - June 2006

Education
University of Minnesota - Carlson School of Management   2006 — 2009
MBA, Finance, Strategy

The University of North Dakota   1995 — 2000
BA, Finance, Spanish

J. Marc Bellefeuille MBA,CFA, FRM, CFP, FMA, CIM J. Marc Bellefeuille MBA,CFA, FRM, CFP, FMA, CIM Toronto, Canada Area Details
J. Marc Bellefeuille MBA,CFA, FRM, CFP, FMA, CIM's RBC Wealth Managment Experience January 2007 - June 2013
Job at
Industry Financial Services
Experience
Manulife Private Wealth   September 2014 - Present
RBC Wealth Management  June 2013 - September 2014
RBC Wealth Managment   January 2007 - June 2013
MonsterInsurance and Financial Planning   August 2003 - January 2007
BMO  January 1999 - August 2003

Skills
CFA, CFP, CIM, Wealth Management, Mutual Funds, Investments, Investment Advisory, Strategic Financial..., Retirement Planning, Portfolio Management, Investment Strategies, ETFs, Estate Planning, Wealth, Financial Advisory, Financial Risk..., Certifed Financial Risk..., FRM, Asset Allocation, Securities, Investment Management, Financial Planners, Residential Mortgages, Certified Financial..., Bonds, High Net Worth..., Hedge Funds, Equities, Fixed Income, Retirement, Wealth Management..., Finance, Alternative Investments, Options, Chartered Financial..., Personal Financial..., Banking, Pensions, Relationship Management, Mortgage Lending, Private Banking, Financial Services, Asset Management

Education
The University of Western Ontario - Richard Ivey School of Business   2012 — 2014
Master of Business Administration (MBA)

University of Ottawa / Université d'Ottawa

John Roder John Roder Greater Denver Area Details
John Roder's RBC Wealth Managment Experience FIRST VICE PRESIDENTRBC WEALTH MANAGEMENTApril 1981 - Present
Job First Vice PresidentFinancial Consultant at RBC Wealth Managment
Industry Financial Services
Experience
RBC Wealth Managment   FIRST VICE PRESIDENTRBC WEALTH MANAGEMENTApril 1981 - Present

Education
Adams State University   1976 — 1980
Bachelor's, business administration