Connect your integrations
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.
Finance Manager RBC Wealth Management
Finance Manager
RBC Wealth Management
London, United Kingdom
Finance Manager
Toronto, Canada
August 2016 - Present
We know what’s most important to you — attaining your personal goals, helping your family thrive, and leaving a meaningful legacy — so we help you manage your wealth in a way that reflects your unique values and aspirations. Because we believe, as you do, that the greatest returns are realized when you grow more than wealth. RBC Wealth Management has provided trusted advice and wealth management solutions to individuals, families and institutions for more than a century. As part of Royal Bank of Canada (RBC), Canada’s largest bank and a leading global bank, we serve the needs of high net worth and institutional clients worldwide through private banking, credit, investment management, asset management, estate and trust and other services. By offering the breadth of our global reach, our deep capabilities, and an integrated team of experts, we aim to bring the best possible solutions to our clients. RBC Wealth Management is a business name used by various affiliates of Royal Bank of Canada and in Canada, includes RBC Dominion Securities Inc.*, RBC Phillips, Hager & North Investment Counsel Inc., RBC Global Asset Management Inc., Royal Trust Corporation of Canada and The Royal Trust Company. *Member – Canadian Investor Protection Fund. Each of these companies, their affiliates and Royal Bank of Canada are separate corporate entities which are affiliated. In the United States, securities are offered through RBC Wealth Management, a division of RBC Capital Markets, LLC, a wholly owned subsidiary of the Royal Bank of Canada. Member NYSE/FINRA/SIPC. The information provided on this page is for general purposes only and does not constitute financial or legal advice. Please consult with your own professional advisor to discuss your specific financial needs. For information about our legal terms of use, please visit www.rbc.com/legal/#social_media
Group Accountant
London, United Kingdom
February 2011 - August 2016
Assistant Financial Accountant
London, United Kingdom
September 2009 - February 2011
Kaspr will display your prospect’s contact information the moment you visit their LinkedIn profile. Quick! Isn’t it?
Kaspr lets you send automated follow up messages to your leads. Send them on your chosen day and time.
Manage everything via one platform. Your team, your clients, your leads, everything – Using just the Dashboard.