RBC Wealth Managment
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RBC Wealth Managment Employees
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
RBC Wealth Managment November 2007 - Present
Bloomberg LP January 2001 - January 2007
Education
Georgetown University
BA
New York Law School
JD
PC
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
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
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.)
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
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
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
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
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
Splayback.com October 2008 - Present
RBC Wealth Managment October 2007 - October 2008
Education
St. Cloud State University - Herberger Business School 2002 — 2006
Marketing
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
RBC Wealth Managment Financial Advisor VPRBC Wealth Management1998 - 2010
Education
Emory University 1970 — 1974
BA, History of Art
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
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
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
RBC Wealth Managment FIRST VICE PRESIDENTRBC WEALTH MANAGEMENTApril 1981 - Present
Education
Adams State University 1976 — 1980
Bachelor's, business administration