Heidi Stangl
Investment Associate at RBC Wealth Management
- Role
- Investment Associate at RBC Wealth Management
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Investment Associate
Mar 2024 — Present · Newport Beach, CA, US
Education
Mira Loma High School
International Baccalaureate Diploma Programme
2005 — 2009
College for Financial Planning
AAMS - Accredited Asset Management Specialist
2017
College for Financial Planning
ABFP - Accredited Behavioral Finance Professional
2022 — 2022
Cal Poly San Luis Obispo
Bachelor of Science (BS)
2009 — 2013
Skills
- Event Planning
- Social Networking
- Microsoft Word
- Project Planning
- Community Outreach
- Microsoft Office
- Sales
- Social Media
- Training
- Microsoft Excel
- Powerpoint
- Customer Service
- Marketing
- Public Relations
- Public Speaking
- Leadership
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