Financial Advisor Associate Brokerage Services
RBC Dominion Securities is the brand used by Royal Bank of Canada for full service brokerage services primarily
in Canada. It forms part of RBC’s Wealth Management division.
• Designed and implemented a marketing campaign for advisors that consisted of a tier approach: Direct
Mailing, Cold Calling, and Educational Seminars
• Organized seminars for the advisors and coordinated speakers from affiliated fields that include CPAs,
Estate and tax attorneys.
• Gathered market intelligence about the industry, competitors and clients which led to a successful marketing
campaign focused on acquiring pharmacists and pharmacy owners.
Building a Generation nonprofit, Redlands, CA
Board of Directors Sustainability and Finance committee
Building A Generation serves children and parents by providing personalized education, support, and connections to
community resources, enabling them to become healthy and selfsufficient families
• Reviewed financial documents to ensure the organization was meeting its budget and made
recommendations to trim costs.
• Reviewed and authorized spending, and hiring decisions for a staff of .