Thomas Nagle

Trust Consultant, RBC Wealth Management

Role: Trust Consultant at RBC Wealth Management
Location: Wilmington, DE, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

Experience

Trust Consultant
RBC Wealth Management
Jan 2006 — Present
Manage corporate and personal business relationships with Centers of Influence, including Financial Advisors, Attorneys, CPA\'s, etc.Develop new business/sales in assigned territories, includes extensive travelFacilitate and manage business acceptance and intake processAct as Coach/Mentor for more junior employees

Skills

New Business Development
Asset Allocation
Series 7
Financial Advisory
Strategic Planning
Estate Planning
Financial Services
Portfolio Management
Investment Advisory
Investments
Retirement Planning
High Net Worth Individuals
Private Banking
Finance
Trust Services
Mutual Funds
Wealth Management Services
Wealth Management

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