Nathan Freeman

Managed Solutions Consultant @RBC Dominion Securities

Toronto, ON, CA

Support all of RBC Dominion Securities (DS) regarding Managed Solutions Group (MSG) fee-based programs (Private InvestmentManagement, Advisor, A+)• Assist incoming DS Investment Advisors and Associates queries through emails, calls, and virtual educational sessions on MSG programs• Participate in virtual meetings to enhance and drive growth in fee-based programs• Provide exceptions on a daily basis within respective DS groups and accounts to help build their books and maintain client relationships• Create new and update brochures for all of DS on an ad-hoc basis• Coordinate with the Research, Portfolio Overlay, and Fee-Based Operations teams on complex situations to avoid client complaints/ escalations for internal partners• Utilize macros on excel to ensure reports are completed flawlessly

Queen's University

Business/Commerce, General

Smith School of Business at Queen's University

Bachelor of Commerce - BCom

Hillfield Strathallan College

High School Diploma

Università Bocconi

Business/Commerce, General