internal wealth management consultant at rbc wealth management@ RBC Wealth Management
Richfield, Minnesota, United States
Samuel Meidl
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Lakeville North High School
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FlashIntel GPTSamuel Meidl is an experienced Senior Associate with 13.4 years of work experience in the financial services industry. He is skilled in Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, and Critical Thinking. Samuel has a Bachelor of Science degree in Finance from St. Cloud State University. He has worked at RBC Wealth Management in Canada as a Portfolio Implementation Analyst and Cost Basis Specialist. He also has experience as a Senior Associate at Verizon Wireless Premium Retailer - Shock City Cellular and as a Student. Samuel is based in the United States.
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About
Experienced Senior Associate with a demonstrated history of working in the financial services industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Data Analysis, and Critical Thinking. Strong professional with a Bachelor of Science (BS) focused in Finance, General from St. Cloud State University.
Work Experience
internal wealth management consultant at rbc wealth management
Portfolio Implementation Analyst
Product Consultant
Cost Basis Specialist
Senior Associate
Financial Services
Samuel Meidl's Professional Milestones
- Portfolio Implementation Analyst (2017-09-12~): Successfully executed portfolio management strategies to optimize portfolio performance and drive sustainable growth.
- Cost Basis Specialist (2016-07-01~2017-09-01): Streamlined cost basis processes, increasing efficiency and accuracy in budgeting and maximizing resource utilization.
Education
Skill
Powerpoint
Microsoft Office
Microsoft Excel
Microsoft Word
Social Media
Research
Customer Service
Teamwork
Leadership
Critical Thinking
Higher Education
Time Management
Team Leadership
Data Analysis
Social Networking
Certification
Colleagues
David Schmitz
Product Owner
Mark Davidson
owner rbc wealth management
Darren Bank, CPA, CA
vice president business owner specialist high net worth planning services at rbc wealth management
Eva Bitri
Product Owner
Shaila Sachdev
Digital Product Owner at RBC Wealth Management | CSPO
Other Named Samuel Meidl
Frequently asked questions
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Samuel Meidl works for RBC Wealth Management
Samuel Meidl's role in RBC Wealth Management is internal wealth management consultant at rbc wealth management
Samuel Meidl works in the industry of Financial Services
Samuel Meidl's colleagues are David Schmitz,Mark Davidson,Darren Bank, CPA, CA
Samuel Meidl's latest job experience is internal wealth management consultant at rbc wealth management at RBC Wealth Management
Samuel Meidl's latest education in Lakeville North High School
