Branch Service Manager | Investment Associate@ RBC Wealth Management
Seattle, Washington, United States
Nicole Knechtel
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Everett Community College
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Tell me more about Nicole Knechtel?
FlashIntel GPTNicole Knechtel is a highly experienced professional with 23 years of work experience in retirement planning, investments, and portfolio management. She has a strong background in uniform combined state law and securities. Currently, she serves as the Branch Service Manager, Investment Associate at Rbc Wealth Management in Seattle, Washington. With a focus on investment advisory and strategies, Nicole has worked at RBC Wealth Management in various roles, including Senior Registered Client Associate and Senior Operations Associate. She is skilled in providing investment banking, portfolio management, and retirement planning services to high net worth individuals, families offices, corporations, and institutional investors.
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About
Branch Service Manager, Investment Associate at Rbc Wealth Management
Work Experience
Branch Service Manager | Investment Associate
Senior Registered Client Associate
Senior Operations Associate
Financial Services
Nicole Knechtel's Professional Milestones
- Senior Registered Client Associate (2005-08-01~2013-05-01): Successfully increased client retention rates and increased sales through exceptional service and tailored solutions.
- Senior Operations Associate (2000-10-01~2005-08-01): Optimized operational efficiency through strategic planning, maximizing productivity and streamlining processes.
Education
Business Administration,
Management,
Business Administration And Management,
Associates,
Associate Of Arts
Skill
Retirement Planning
Series 63
Investments
Portfolio Management
Uniform Combined State Law
Series 7
Securities
Asset Allocation
Wealth Management
Mutual Funds
Investment Advisory
Investment Strategies
Retirement
Wealth Management Services
Finra
Certification
Colleagues
Rey Eduvas
Business Process Leader | Product Owner Consultant
Curtis Perez
Product Owner | RBBC Wealth Management
Eva Bitri
Product Owner
Darrin Thomas
quality analyst at rbc dain rauscher and owner appraisal company
Curtis Perez
Product Owner | RBBC Wealth Management
Other Named Nicole Knechtel
Frequently asked questions
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We found 1 Nicole Knechtel's phone numbers
Nicole Knechtel's social media include: Linkedin,
Nicole Knechtel works for RBC Wealth Management
Nicole Knechtel's role in RBC Wealth Management is Branch Service Manager | Investment Associate
Nicole Knechtel works in the industry of Financial Services
Nicole Knechtel's colleagues are Rey Eduvas,Curtis Perez,Eva Bitri
Nicole Knechtel's latest job experience is Branch Service Manager | Investment Associate at RBC Wealth Management
Nicole Knechtel's latest education in Everett Community College
