Devon Embery, Crpc®
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Devon Embery, Crpc® Email & Phone Number

Financial Advisor at RBC Wealth Management at RBC Wealth Management
Location: Greater Chicago Area, United States, United States 7 work roles 2 schools
1 work email found @morganstanley.com LinkedIn matched
4 data sources Profile completeness 100%

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Work email d****@morganstanley.com
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Current company
RBC Wealth Management
Role
Financial Advisor at RBC Wealth Management
Location
Greater Chicago Area, United States, United States
Company size
6359 employees

Who is Devon Embery, Crpc®? Overview

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Quick answer

Devon Embery, Crpc® is listed as Financial Advisor at RBC Wealth Management at RBC Wealth Management, a company with 6359 employees, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Devon Embery, Crpc®.

Devon Embery, Crpc® previously worked as Financial Advisor at Rbc Wealth Management and Financial Advisor at Morgan Stanley Wealth Management. Devon Embery, Crpc® holds Bachelor Of Science, Math/Computer Science from University Of Illinois.

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Email format at RBC Wealth Management

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*@morganstanley.com
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Profile bio

About Devon Embery, Crpc®

As a wealth management professional with 15 years of prior experience in data analytics consulting, I offer a diverse set of skills, knowledge and experience for the financially successful individuals, families and business leaders I proudly serve.I enjoy helping clients navigate the complexities associated with managing their wealth through a first-class concierge experience. I apply the advanced problem-solving and relationship skills I acquired in consulting to the world of finance, leveraging my insights to help clients achieve optimal financial outcomes. My areas of focus include retirement planning, operational efficiency and helping clients optimize RBC Wealth Management's state-of-the-art technology platforms.At The LTD Group at RBC Wealth Management, we believe professional success is measured in terms of client well-being and goal achievement. Together with my husband and our team, we receive great satisfaction knowing we are making a significant impact on the quality of our clients’ lives, and often, we become one of the most important relationships to their families for generations. We are a highly skilled team with a shared philosophy on wealth management and client service. We believe the diversity of our backgrounds enables us to deliver fresh ideas for today’s complex world, while creating a better overall client experience. We deliver a true team experience, leveraging each advisor’s strengths, knowledge and wisdom.Away from the office, I bring the same level of energy to my family and community. My eye for detail began at the age of four when I began ballet. I later spent four years on the University of Illinois Illinettes Dance Team and even taught dance after graduating. I have a passion for travel and learning the language of each country I visit. At home, my life revolves around my family: husband Andrew, daughter Emily, and dog Molly. Most of all, I love being a mom.https://us.rbcwealthmanagement.com/theltdgroup/

Listed skills include Business Objects, Microstrategy, Data Warehousing, Business Intelligence, and 16 others.

Current workplace

Devon Embery, Crpc®'s current company

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RBC Wealth Management
Rbc Wealth Management
Financial Advisor at RBC Wealth Management
toronto, ontario, canada
Website
rbcwealthmanagement.com
Employees
6359
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7 roles

Devon Embery, Crpc® work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Morgan Stanley Wealth Management

227 W. Monroe St. Suite 3400 Chicago, IL 60606

Upon earning my B.S. degree in Math and Computer Science at the University of Illinois, I embarked on a successful career in the technology industry, specifically in data analytics consulting. I worked at several firms in the Chicago area, honing my problem-solving skills as a subject matter expert in this industry. In 2018, I made a major life decision to.

Sep 2018 - May 2023

Consultant

Slalom Consulting

Business Intelligence architect and visualization expert. 13+ years experience in data warehousing: strategy/assessment, data modeling, ETL development, reporting architecture, and data visualization design/development. Also experienced in multi-application dashboard integration. Tools: Tableau, Cognos, Qlikview, SSRS, Esri.

Sep 2010 - Aug 2018

Senior Consultant

Jcb Partners

Consultant for insurance industry clients. Responsibilities included data consolidation and standardization of all nation-wide risk management branches, Cognos upgrade/report migration, and TM1 installation

Aug 2009 - Aug 2010

Report Development Team Lead

Echo Global Logistics

Responsible for managing a team of report developers which developed all internal and external reports company-wide via SQL stored procedures and SSRS. Daily tasks included business collaboration, report development, and project management. Also spearheaded data warehouse initiation project, SQL Server and SSRS 2005 to 2008 migration, ad-hoc data mart.

Jun 2008 - Jul 2009

Consultant

Knightsbridge Solutions, Llc/Hewlett-Packard

Certified in Business Objects, Microstrategy, and Ab Initio. As an Information Delivery consultant, exposed to multiple platforms, industries, and data warehousing tools. Responsibilities included Business Intelligence development, dashboard development, ETL development, project management, and business analysis. Industries: high technology, healthcare.

Oct 2004 - May 2008

Project Manager

University Of Illinois - Library Research Center

Responsible for daily project flow, staff management, data cleansing, support to public libraries, overseeing coding and processing of IPLAR survey data, conducting annual survey and preparing the report for the American Library Index of Circulation and Expenditures, providing statistical services to the Illinois State Library, and overseeing all Illinois.

Aug 2002 - Sep 2004
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 6359 employees →

SR Sam Reese Sam Reese Colleague at Rbc Wealth Management Greenville-Spartanburg-Anderson, South Carolina Area, United States View → NA Nona Agbo Crpc Nona Agbo Crpc Colleague at Rbc Wealth Management Beverly Hills, California, United States, United States View → TD Tony De Gouveia Tony De Gouveia Colleague at Rbc Wealth Management St. Helier, St. Helier, Jersey, Jersey View → AE Andy Evans Andy Evans Colleague at Rbc Wealth Management Little Elm, Texas, United States, United States View → SB Stephanie Bottino Stephanie Bottino Colleague at Rbc Wealth Management West Hartford, Connecticut, United States, United States View → SC Suzie Cross Suzie Cross Colleague at Rbc Wealth Management St. Helier, St. Helier, Jersey, Jersey View → AT Amy Tucker Amy Tucker Colleague at Rbc Wealth Management Burnaby, British Columbia, Canada, Canada View → BB Becky Bunkholt Becky Bunkholt Colleague at Rbc Wealth Management St Paul, Minnesota, United States, United States View → TC Tim Crawford Tim Crawford Colleague at Rbc Wealth Management Houston, Texas, United States, United States View → MB Michael Bianchi Michael Bianchi Colleague at Rbc Wealth Management Rochester, New York Metropolitan Area, United States View →
2 education records

Devon Embery, Crpc® education

Bachelor Of Science, Math/Computer Science

University Of Illinois

Master'S Degree, Business Administration (Classes Attended)

Eastern Illinois University
FAQ

Frequently asked questions about Devon Embery, Crpc®

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

What company does Devon Embery, Crpc® work for?

Devon Embery, Crpc® works for RBC Wealth Management.

What is Devon Embery, Crpc®'s role at RBC Wealth Management?

Devon Embery, Crpc® is listed as Financial Advisor at RBC Wealth Management at RBC Wealth Management.

What is Devon Embery, Crpc®'s email address?

AeroLeads has found 1 work email signal at @morganstanley.com for Devon Embery, Crpc® at RBC Wealth Management.

Where is Devon Embery, Crpc® based?

Devon Embery, Crpc® is based in Greater Chicago Area, United States, United States while working with RBC Wealth Management.

What companies has Devon Embery, Crpc® worked for?

Devon Embery, Crpc® has worked for Rbc Wealth Management, Morgan Stanley Wealth Management, Slalom Consulting, Jcb Partners, and Echo Global Logistics.

Who are Devon Embery, Crpc®'s colleagues at RBC Wealth Management?

Devon Embery, Crpc®'s colleagues at RBC Wealth Management include Sam Reese, Nona Agbo Crpc, Tony De Gouveia, Andy Evans, and Stephanie Bottino.

How can I contact Devon Embery, Crpc®?

You can use AeroLeads to view verified contact signals for Devon Embery, Crpc® at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Devon Embery, Crpc® attend?

Devon Embery, Crpc® holds Bachelor Of Science, Math/Computer Science from University Of Illinois.

What skills is Devon Embery, Crpc® known for?

Devon Embery, Crpc® is listed with skills including Business Objects, Microstrategy, Data Warehousing, Business Intelligence, Etl, Data Modeling, Cognos, and Enterprise Architecture.

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