Branch Director@ RBC Dominion Securities
Toronto, Ontario, Canada
Caroline Kelly
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Queen's University Belfast
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FlashIntel GPTCaroline Kelly is an experienced Vice President Of Investment with 15.6 years of work experience in the investment management industry. She is skilled in branch management, financial planning, asset management, fixed annuities, and investment advisory. Caroline has worked at RBC Dominion Securities in Canada as a Branch Director in both the General Management and Other departments. She is a strong finance professional with a degree from Queen's University Belfast. Caroline is based in Toronto, Ontario, Canada.
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About
Experienced Vice President Of Investment with a demonstrated history of working in the investment management industry. Skilled in Branch Management, Financial Planning, Asset Management, Fixed Annuities, and Investment Advisory. Strong finance professional graduated from Queen's University Belfast.
Work Experience
Branch Director
Branch Director
Financial Services
Caroline Kelly's Professional Milestones
- Branch Director (2008-04-01~): Driving division growth through strategic planning and effective team management.
- Branch Director: Growing market share through strategic development and fostering strong client relationships.
Education
Social Science,
Masters
1988-1989Skill
Branch Management
Wealth Management
Investment Advisory
Financial Planning
Estate Planning
Asset Management
Annuities
Investments
Certification
Colleagues
Jackie Do
Wealth Management Associate | Small Business Owner | Financial Management
Mike Logashov
product owner at rbc dominion securities
Tom Hartford
Owner
Emmanuel Athanassakos, CIM®, CFP®
Investment And Wealth Advisor
Treshana (Trish) Walker, BBA, CFP®, CIM®
comprehensive wealth management │tax-saving strategies│ investment solutions│ executive & business owner planning│ retirement & estate planning
Other Named Caroline Kelly
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Caroline Kelly works for RBC Dominion Securities
Caroline Kelly's role in RBC Dominion Securities is Branch Director
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Caroline Kelly's colleagues are Jackie Do,Mike Logashov,Tom Hartford
Caroline Kelly's latest job experience is Branch Director at RBC Dominion Securities
Caroline Kelly's latest education in Queen's University Belfast
