Jennifer J. Maneatis

Wealth Strategist @RBC Wealth Management

San Francisco, CA, US
EMAILS
j••••••••@rbc.com
MOBILE NUMBERS
+19•••••••57

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WORK HISTORY

Aug 2023 — Present

Wealth Strategist @RBC Wealth Management

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San Francisco, CA, US

EDUCATION

2012 — 2016

University of California, Davis

Bachelor of Arts (B.A.), Economics

2019 — 2020

UC Berkeley Extension

Certificate in Personal Financial Planning , Financial Planning

2012 — 2016

University of California, Davis

Bachelor of Arts - BA, Psychology

SKILLS

CommunicationEconomicsMicrosoft ExcelTeam BuildingMicrosoft OfficeCustomer ServiceTime ManagementTeam MotivationGreat OrganizerResearchMicrosoft Word

ABOUT JENNIFER J. MANEATIS

My name is Jennifer J. Maneatis (Jen). I am a CERTIFIED FINANCIAL PLANNER™ and a UC Davis Alumna with a Bachelor of Arts in Economics and Psychology. I am currently a Wealth Strategist with RBC Wealth Management\'s Wealth Planning Team. Our team partners with Financial Advisors and their clients and prospects on complex financial planning opportunities. I thoroughly enjoy working closely with people and educating clients. I love a fast paced and challenging work environment that supports my desire to continue to learn and grow!

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