Aidan Reeve
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Aidan Reeve Email & Phone Number

Private Client Associate at RBC PH&N Investment Counsel at RBC PH&N Investment Counsel
Location: Waterloo, Ontario, Canada 5 work roles 1 school
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Current company
RBC PH&N Investment Counsel
Role
Private Client Associate at RBC PH&N Investment Counsel
Location
Waterloo, Ontario, Canada
Company size
220 employees

Who is Aidan Reeve? Overview

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Quick answer

Aidan Reeve is listed as Private Client Associate at RBC PH&N Investment Counsel at RBC PH&N Investment Counsel, a company with 220 employees, based in Waterloo, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Aidan Reeve.

Aidan Reeve previously worked as Private Client Associate at Rbc Ph&N Investment Counsel and Co-Founder and Vice-President at Guelph Economics Student Association. Aidan Reeve holds Bachelor Of Commerce - Bcom, Finance And Financial Management Services from Lang School Of Business And Economics - University Of Guelph.

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RBC PH&N Investment Counsel

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About Aidan Reeve

Aidan Reeve is a Private Client Associate at RBC PH&N Investment Counsel at RBC PH&N Investment Counsel.

Current workplace

Aidan Reeve's current company

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RBC PH&N Investment Counsel
Rbc Ph&N Investment Counsel
Private Client Associate at RBC PH&N Investment Counsel
toronto, ontario, canada
Website
rbcphnic.com
Employees
220
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5 roles

Aidan Reeve work experience

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Co-Founder And Vice-President

Guelph Economics Student Association

Guelph, Ontario, Canada

  • Founded Economics Club for students in relevant programs to discuss and conduct analysis on macro-economic trends and topics
Jan 2023 - Apr 2023

Advisor Channel Sales Analyst

Rbc Global Asset Management

Toronto, Ontario, Canada

  • Assign over $500 million in uncategorized transactions to the correct advisors to ensure assets are accurately allocated in the CRM system
  • Build sophisticated reports using Power Query, Dremio, Tableau CRM, and more to improve productivity and solve complex problems
  • Utilize Excel and Salesforce to run reports on mutual fund and ETF sales to support the advisor channel sales team’s initiatives and targets
Dec 2021 - Sep 2022

Dcs Summer Intern

Sun Life

Waterloo, Ontario, Canada

  • Enhanced my understanding of insurance and investment products through the day-to-day processing of release and assign forms
  • Created Python script to automate repetitive projects, improving efficiency from ~2-weeks to less than an hour
  • Collaborated with Sun Life advisors to solve various issues related to policies and commissions
May 2021 - Sep 2021

Business Data Analyst

Cowan Insurance Group
  • Conducting data analysis and building reports using Power Bi and SQL
  • Assisted in the migration of company operations to a new Broker Management System by fixing and rebuilding budgets and reports in the database
  • Manipulating and building Excel reports using VBA and macros
Aug 2020 - Dec 2020
Team & coworkers

Colleagues at RBC PH&N Investment Counsel

Other employees you can reach at rbcphnic.com. View company contacts for 220 employees →

IA Iveta Andreeva, Cfa, Cfp Iveta Andreeva, Cfa, Cfp Colleague at Rbc Ph&N Investment Counsel Calgary, Alberta, Canada, Canada View → XM Xiang(Sean) Ma, Cfa, Caia, Cfp, Mba Xiang(Sean) Ma, Cfa, Caia, Cfp, Mba Colleague at Rbc Ph&N Investment Counsel Toronto, Ontario, Canada, Canada View → QM Qi Miao Qi Miao Colleague at Rbc Ph&N Investment Counsel Vancouver, British Columbia, Canada, Canada View → RS Rebecca Setter Rebecca Setter Colleague at Rbc Ph&N Investment Counsel Canada, Canada View → AB Andrew Burns Andrew Burns Colleague at Rbc Ph&N Investment Counsel Halifax, Nova Scotia, Canada, Canada View → PW Patrick Wilson, Cfa, Cfp, Mba Patrick Wilson, Cfa, Cfp, Mba Colleague at Rbc Ph&N Investment Counsel Vancouver, British Columbia, Canada, Canada View → JV John Verdejo John Verdejo Colleague at Rbc Ph&N Investment Counsel Mississauga, Ontario, Canada, Canada View → MD Mathieu Doucet, Cfa, Frm Mathieu Doucet, Cfa, Frm Colleague at Rbc Ph&N Investment Counsel Capitale-Nationale, Quebec, Canada, Canada View → TW Taylor Woodward, Cfa, Cim Taylor Woodward, Cfa, Cim Colleague at Rbc Ph&N Investment Counsel Toronto, Ontario, Canada, Canada View → EA Errol Aguilera, Bsc, Msc, Oly Errol Aguilera, Bsc, Msc, Oly Colleague at Rbc Ph&N Investment Counsel North Vancouver, British Columbia, Canada, Canada View →
1 education record

Aidan Reeve education

FAQ

Frequently asked questions about Aidan Reeve

Quick answers generated from the profile data available on this page.

What company does Aidan Reeve work for?

Aidan Reeve works for RBC PH&N Investment Counsel.

What is Aidan Reeve's role at RBC PH&N Investment Counsel?

Aidan Reeve is listed as Private Client Associate at RBC PH&N Investment Counsel at RBC PH&N Investment Counsel.

Where is Aidan Reeve based?

Aidan Reeve is based in Waterloo, Ontario, Canada while working with RBC PH&N Investment Counsel.

What companies has Aidan Reeve worked for?

Aidan Reeve has worked for Rbc Ph&N Investment Counsel, Guelph Economics Student Association, Rbc Global Asset Management, Sun Life, and Cowan Insurance Group.

Who are Aidan Reeve's colleagues at RBC PH&N Investment Counsel?

Aidan Reeve's colleagues at RBC PH&N Investment Counsel include Iveta Andreeva, Cfa, Cfp, Xiang(Sean) Ma, Cfa, Caia, Cfp, Mba, Qi Miao, Rebecca Setter, and Andrew Burns.

How can I contact Aidan Reeve?

You can use AeroLeads to view verified contact signals for Aidan Reeve at RBC PH&N Investment Counsel, including work email, phone, and LinkedIn data when available.

What schools did Aidan Reeve attend?

Aidan Reeve holds Bachelor Of Commerce - Bcom, Finance And Financial Management Services from Lang School Of Business And Economics - University Of Guelph.

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