Rico Castelda

VP - Sr. Consultant, Practice & Teams Management

Role: Vice President - Senior Practice Management and Teams Consultant at RBC Wealth Management
Location: Spokane-Coeur d\'Alene, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Rico Castelda

We help families and entrepreneurs protect what matters most – building a legacy that…

Experience

Vice President - Senior Practice Management and Teams Consultant
RBC Wealth Management
Mar 2018 — Present · Spokane, WA, US

Education

Washington State University
Bachelor of Arts (B.A.)

Skills

Retirement Planning
Portfolio Management
Microsoft Office
Sales
Asset Allocation
Banking
Mutual Funds
Risk Management
Investments
Strategic Financial Planning
Microsoft Word
Insurance
Wealth Management
Uniform Combined State Law
Portfolio Assessment
Fixed Annuities
Powerpoint
Microsoft Excel
Etfs
Financial Analysis
Financial Planning
Customer Service

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