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Stephen M. Email & Phone Number
Wealth Management Banker
at
RBC Wealth Management
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth Management Banker
Location
Greater Boston, United States
Company size
Who is Stephen M.? Overview
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Quick answer
Stephen M. is listed as Wealth Management Banker at RBC Wealth Management, a with 8199 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Stephen M..
Stephen M. previously worked as Banking Advisor at Northern Trust Corporation and New England Regional Cash Management Specialist at Morgan Stanley. Stephen M. holds Charlton College Of Business from University Of Massachusetts Dartmouth.
Company email context
Email format at RBC Wealth Management
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RBC Wealth Management
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Profile bio
About Stephen M.
At Northern Trust Corporation, my expertise hinges on developing spoke private banking solutions for high-net-worth clients, business owners, foundations and endowments and private equity professionals. With a proven track record in relationship building and new business development, me and my partners are dedicated to understanding and meeting the intricate financial needs of our clientele.My role as a Banking Advisor involves strategizing with clients, ensuring their wealth sustains and grows according to their aspirations. Our team is committed to service excellence and is reflected in the dynamic financial strategies we deliver, aligning with the mission to enhance our clients' financial well-being.
Current workplace
Stephen M.'s current company
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Rbc Wealth Management
10 roles
Stephen M. work experience
A career timeline built from the work history available for this profile.
Banking Advisor
CurrentAs a market leader in wealth management services for high-net-worth individuals and families, we offer a full array of comprehensive solutions including financial planning, private banking, trust & estate services, philanthropy and family office services.
Sep 2023 - Present
New England Regional Cash Management Specialist
Jun 2014 - May 2023
Associate Private Banker
Jun 2014 - Nov 2015
Business Development Executive
Apr 2011 - May 2014
Vice President / Wealth Management Banker
Jan 2009 - Mar 2011
Vice President / Premier Banking Client Manager
Jan 2006 - Jan 2009
Banking Center Manager
Apr 2000 - Dec 2005
Agent / Investment Representative
Dec 1995 - Mar 2000
Golden Scales Advisor Service Agent
Jun 1993 - Dec 1995
Team & coworkers
Colleagues at RBC Wealth Management
Other employees you can reach at rbcwealthmanagement.com. View company contacts for 8199 employees →
JH
Julie Hanson
Colleague at Rbc Wealth ManagementGlenwood, Minnesota, United States
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RC
Rico Castelda, Caia, Cima®, Abfp®
Colleague at Rbc Wealth ManagementSpokane-Coeur D'Alene Area, United States
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BC
Bill Cariker, Cfp®, Cima®
Colleague at Rbc Wealth ManagementAustin, Texas Metropolitan Area, United States
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LC
Laura Clayton
Colleague at Rbc Wealth ManagementLondon, Ontario, Canada
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KN
Kunzelman Nowell
Colleague at Rbc Wealth ManagementBrandon, Manitoba, Canada
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EG
Eugene Gunting
Colleague at Rbc Wealth ManagementCalgary, Alberta, Canada
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RC
Ron Chapman
Colleague at Rbc Wealth ManagementFremont, California, United States
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JP
Joan Peterson
Colleague at Rbc Wealth ManagementGreater Minneapolis-St. Paul Area, United States
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KK
Karen Kruse
Colleague at Rbc Wealth ManagementBaltimore City County, Maryland, United States
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DM
Daniel Mccartney, Pfp®, Cim®, Fcsi®
Colleague at Rbc Wealth ManagementOakville, Ontario, Canada
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Julie Hanson
Colleague at Rbc Wealth ManagementGlenwood, Minnesota, United States
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RC
Rico Castelda, Caia, Cima®, Abfp®
Colleague at Rbc Wealth ManagementSpokane-Coeur D'Alene Area, United States
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BC
Bill Cariker, Cfp®, Cima®
Colleague at Rbc Wealth ManagementAustin, Texas Metropolitan Area, United States
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LC
Laura Clayton
Colleague at Rbc Wealth ManagementLondon, Ontario, Canada
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KN
Kunzelman Nowell
Colleague at Rbc Wealth ManagementBrandon, Manitoba, Canada
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EG
Eugene Gunting
Colleague at Rbc Wealth ManagementCalgary, Alberta, Canada
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RC
Ron Chapman
Colleague at Rbc Wealth ManagementFremont, California, United States
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JP
Joan Peterson
Colleague at Rbc Wealth ManagementGreater Minneapolis-St. Paul Area, United States
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KK
Karen Kruse
Colleague at Rbc Wealth ManagementBaltimore City County, Maryland, United States
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DM
Daniel Mccartney, Pfp®, Cim®, Fcsi®
Colleague at Rbc Wealth ManagementOakville, Ontario, Canada
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2 education records
Stephen M. education
Charlton College Of Business
Education record
FAQ
Frequently asked questions about Stephen M.
Quick answers generated from the profile data available on this page.
What company does Stephen M. work for?
Stephen M. works for RBC Wealth Management.
What is Stephen M.'s role at RBC Wealth Management?
Stephen M. is listed as Wealth Management Banker at RBC Wealth Management.
Where is Stephen M. based?
Stephen M. is based in Greater Boston, United States while working with RBC Wealth Management.
What companies has Stephen M. worked for?
Stephen M. has worked for Rbc Wealth Management, Northern Trust Corporation, Morgan Stanley, The Sylvia Group, and Merrill Lynch.
Who are Stephen M.'s colleagues at RBC Wealth Management?
Stephen M.'s colleagues at RBC Wealth Management include Julie Hanson, Rico Castelda, Caia, Cima®, Abfp®, Bill Cariker, Cfp®, Cima®, Laura Clayton, and Kunzelman Nowell.
How can I contact Stephen M.?
You can use AeroLeads to view verified contact signals for Stephen M. at RBC Wealth Management, including work email, phone, and LinkedIn data when available.
What schools did Stephen M. attend?
Stephen M. holds Charlton College Of Business from University Of Massachusetts Dartmouth.
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