Roberto Andrade, Cfa
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Roberto Andrade, Cfa Email & Phone Number

National Accounts Manager at RBC Global Asset Management
Location: United States, United States, United States 7 work roles 2 schools
1 work email found @rbc.com 1 phone found area 403 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email r****@rbc.com
Direct phone (403) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RBC Global Asset Management
Role
National Accounts Manager
Location
United States, United States, United States
Company size
768 employees

Who is Roberto Andrade, Cfa? Overview

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Quick answer

Roberto Andrade, Cfa is listed as National Accounts Manager at RBC Global Asset Management, a company with 768 employees, based in United States, United States, United States. AeroLeads shows a work email signal at rbc.com, phone signal with area code 403, and a matched LinkedIn profile for Roberto Andrade, Cfa.

Roberto Andrade, Cfa previously worked as National Account Manager at Rbc Global Asset Management and Senior Sales Analyst at Rbc Global Asset Management. Roberto Andrade, Cfa holds Master Of Business Administration - Mba from Ivey Business School At Western University.

Company email context

Email format at RBC Global Asset Management

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*@rbc.com
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AeroLeads found 1 current-domain work email signal for Roberto Andrade, Cfa. Compare company email patterns before reaching out.

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Profile bio

About Roberto Andrade, Cfa

Roberto Andrade, Cfa is a National Accounts Manager at RBC Global Asset Management. He possess expertise in microsoft office, microsoft excel, customer service, outlook, budgets and 10 more skills.

Listed skills include Microsoft Office, Microsoft Excel, Customer Service, Outlook, and 11 others.

Current workplace

Roberto Andrade, Cfa's current company

Company context helps verify the profile and gives searchers a useful next step.

RBC Global Asset Management
Rbc Global Asset Management
National Accounts Manager
toronto, ontario, canada
Website
rbcgam.com
Employees
768
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Company profile
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7 roles

Roberto Andrade, Cfa work experience

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

Associate, Generalist Program

Rbc Wealth Management

Toronto, Ontario, Canada

  • First rotation: Equity Portfolio Advisory Group, RBC Dominion Securities
  • Developed the first ESG audit for securities within the US & CAD Focus Lists.
  • Assisted with the review of equity portfolios for advisors via stock commentary and provided guidance to ensure risk tolerance and return objectives of individual clients were met.
  • Reviewed and synthesized RBCCM investment thesis for Portfolio Managers to aid in portfolio decision making and client recommendations.
  • Published and presented feature commentary for the DS morning call alongside Portfolio Managers.Second rotation: Fixed Income Portfolio Advisory Group, RBC Dominion Securities
  • Assisted the strategy team generating fixed income insights to the field with the goal to support advisors to better communicate fixed income strategy and implement strong fixed income portfolios for their clients
Apr 2021 - Mar 2023

Financial Advisor

Atb Financial

Calgary, Canada Area

  • Constructed appropriate portfolio strategies by analyzing investment objectives of retail investors in order to help clients reach their financial goals
  • Built and engaged a diverse client base by providing goal based advice though virtual and face-to-face interactions, ultimately adding 285 clients to the firm and exceeding the 4 million dollar long-term assets.
  • Served as a subject matter expert in digital financial advice to the ATB Prosper project team in order to grow the first digital wealth management platform in Alberta to $80 million assets under management.
Dec 2017 - Jan 2020

Financial Advisor Associate

Atb Financial

Calgary, Alberta, Canada

  • Ensured asset allocation models remained on target by completing rebalancing and efficient securities trading at market open on a daily basis, in order to maintain the strategic asset allocation in accounts based on.
  • Supported a team of senior financial advisors in administrative and analytical tasks by leveraging technology and financial reporting in order to provide insights for proactive discovery of client needs.
Aug 2015 - Nov 2017

New Accounts Administrator

Atb Financial Investor Services

Calgary, Canada Area

  • Verified accuracy and resolved inconsistencies of all new client documentation through a systematic and efficient review in order to exceed service level agreements of the firm.
Aug 2014 - Jul 2015

Loan Service Officer

Atb Financial

Calgary, Canada Area

  • Generated fee consolidation reports by reconciling discharged land titles and paid out mortgages in order to analyze interest margin reports.
Apr 2012 - Jul 2014
Team & coworkers

Colleagues at RBC Global Asset Management

Other employees you can reach at rbcgam.com. View company contacts for 768 employees →

MS Michael Schantz Michael Schantz Colleague at Rbc Global Asset Management Boston, Massachusetts, United States, United States View → RH Ramil Haider Malik Ramil Haider Malik Colleague at Rbc Global Asset Management Canada, Canada View → BC Balaji C. Balaji C. Colleague at Rbc Global Asset Management Canada, Canada View → CT Craig Tennier Craig Tennier Colleague at Rbc Global Asset Management London, England, United Kingdom, United Kingdom View → DC Dmitry Cherkasov, Cfa, Caia, Cipm Dmitry Cherkasov, Cfa, Caia, Cipm Colleague at Rbc Global Asset Management Greater Toronto Area, Canada, Canada View → RR Rob Roy Rob Roy Colleague at Rbc Global Asset Management Greater Toronto Area, Canada, Canada View → BJ Bethany Jessen Bethany Jessen Colleague at Rbc Global Asset Management Minneapolis, Minnesota, United States, United States View → NS Norman So Norman So Colleague at Rbc Global Asset Management Vancouver, British Columbia, Canada, Canada View → KU Karnveer Ubhi Karnveer Ubhi Colleague at Rbc Global Asset Management Brampton, Ontario, Canada, Canada View → DN Duy Nguyen Duy Nguyen Colleague at Rbc Global Asset Management Canada, Canada View →
2 education records

Roberto Andrade, Cfa education

FAQ

Frequently asked questions about Roberto Andrade, Cfa

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

What company does Roberto Andrade, Cfa work for?

Roberto Andrade, Cfa works for RBC Global Asset Management.

What is Roberto Andrade, Cfa's role at RBC Global Asset Management?

Roberto Andrade, Cfa is listed as National Accounts Manager at RBC Global Asset Management.

What is Roberto Andrade, Cfa's email address?

AeroLeads has found 1 work email signal at @rbc.com for Roberto Andrade, Cfa at RBC Global Asset Management.

What is Roberto Andrade, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 403 for Roberto Andrade, Cfa at RBC Global Asset Management.

Where is Roberto Andrade, Cfa based?

Roberto Andrade, Cfa is based in United States, United States, United States while working with RBC Global Asset Management.

What companies has Roberto Andrade, Cfa worked for?

Roberto Andrade, Cfa has worked for Rbc Global Asset Management, Rbc Wealth Management, Atb Financial, and Atb Financial Investor Services.

Who are Roberto Andrade, Cfa's colleagues at RBC Global Asset Management?

Roberto Andrade, Cfa's colleagues at RBC Global Asset Management include Michael Schantz, Ramil Haider Malik, Balaji C., Craig Tennier, and Dmitry Cherkasov, Cfa, Caia, Cipm.

How can I contact Roberto Andrade, Cfa?

You can use AeroLeads to view verified contact signals for Roberto Andrade, Cfa at RBC Global Asset Management, including work email, phone, and LinkedIn data when available.

What schools did Roberto Andrade, Cfa attend?

Roberto Andrade, Cfa holds Master Of Business Administration - Mba from Ivey Business School At Western University.

What skills is Roberto Andrade, Cfa known for?

Roberto Andrade, Cfa is listed with skills including Microsoft Office, Microsoft Excel, Customer Service, Outlook, Budgets, Public Speaking, Strategic Planning, and Financial Analysis.

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