AeroLeads people directory · profile

Sam Halverson, Cfa Email & Phone Number

Director - Fixed Income Advisory Trading Manager at RBC Wealth Management
Location: Rogers, Minnesota, United States 10 work roles 1 school
1 work email found @rbc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email s****@rbc.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
RBC Wealth Management
Role
Director - Fixed Income Advisory Trading Manager
Location
Rogers, Minnesota, United States
Company size
8199 employees

Who is Sam Halverson, Cfa? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Sam Halverson, Cfa is listed as Director - Fixed Income Advisory Trading Manager at RBC Wealth Management, a company with 8199 employees, based in Rogers, Minnesota, United States. AeroLeads shows a work email signal at rbc.com and a matched LinkedIn profile for Sam Halverson, Cfa.

Sam Halverson, Cfa previously worked as Fixed Income Trader at Rbc Wealth Management and President at Twin City Bond Club. Sam Halverson, Cfa holds Bachelor, Business Administration; Financial Markets, Finance from University Of Minnesota-Duluth.

Company email context

Email format at RBC Wealth Management

This section adds company-level context without repeating Sam Halverson, Cfa's masked contact details.

*@rbc.com
68% confidence

AeroLeads found 1 current-domain work email signal for Sam Halverson, Cfa. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Sam Halverson, Cfa

Sam Halverson, Cfa is a Director - Fixed Income Advisory Trading Manager at RBC Wealth Management. He possess expertise in leadership, portfolio management, investments, management, strategy and 16 more skills.

Listed skills include Leadership, Portfolio Management, Investments, Management, and 17 others.

Current workplace

Sam Halverson, Cfa's current company

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

RBC Wealth Management
Rbc Wealth Management
Director - Fixed Income Advisory Trading Manager
Anoka, MN, US
Website
rbcwealthmanagement.com
Employees
8199
AeroLeads page
Company profile
View company profile Email format
10 roles

Sam Halverson, Cfa work experience

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

Fixed Income Trader

Current
Rbc Wealth Management

Greater Minneapolis-St. Paul Area

  • Execute agency trades for fee-based accounts across all fixed income products
  • Formulate and market investment ideas for the Investment Advisor Group
  • Monitor trades to ensure we are compliant with FINRA and MSRB
  • Develop good relations with the broker dealer community in order to maximize best execution
Nov 2014 - Present

Iag/Cas Trade Liaison

Rbc Wealth Management

Greater Minneapolis-St. Paul Area

  • Support RBC clients with trade entry, quotes, and allocations.
  • Recommend new ideas to improve efficiency for RBC and its clients.
  • Resolve escalated issues brought to us by money managers, financial advisors, and correspondents.
  • Ensure trades meet regulatory requirements with FINRA and MSRB.
Jul 2013 - Oct 2014

Network Technician

Zayo Enterprise Networks
  • Repair problems related to voice, data, or networking within the customer’s network
  • Provide solutions tailored to customer needs and wants within their network
  • Install new phone systems based on analysis of customer’s needs
  • Train new employees to be able to successfully repair a problem that arises for a customer
Dec 2010 - Jul 2013

Annuity Service Specialist

The Hartford
  • Demonstrated quick resolution of agent and policy holders problems
  • Acted as a point-of-contact for agent and client inquiries
  • Provide excellent customer service to all Hartford customers (internal/external)
  • Work in a team-based environment as well as within established and measurable call center metrics
Sep 2010 - Dec 2010

Client Services Intern

Jnba Financial Advisors
  • Service client requests such as creating reports, spreadsheets, or providing other information needed
  • Provide ideas, research, rebalancing, and feedback for the Investment Team, regarding portfolio holdings and strategies
  • Complete financial planning projects to assist the financial advisors with their recommendations
  • Maintained strong relationships with clients through daily interactions
Jun 2010 - Aug 2010

Program Participant

Lsbe Financial Markets
  • Actively manage a portable alpha strategy on an active NAV $200,000 portfolio
  • Co-manage long/short equity position within the Healthcare sector of the S&P 500
  • Apply Fundamental, Technical, and Quantitative Analysis to in the investment process
  • Present formal recommendations to the program’s Investment Oversight Committee
May 2009 - May 2010

Financial Representative Intern

Northwestern Mutual
  • Understand clients’ goals and vision in order to uncover financial solutions that put them on a path to success
  • Recommend the best possible financial solutions to help the clients complete their goals
  • Create an ongoing relationship with the client to ensure they are receiving the best advice and solutions
  • Build my practice through client referrals
May 2009 - Nov 2009
Team & coworkers

Colleagues at RBC Wealth Management

Other employees you can reach at rbcwealthmanagement.com. View company contacts for 8199 employees →

AS Allie Suedbeck Allie Suedbeck Colleague at Rbc Wealth Management Minneapolis, Minnesota, United States, United States View → RB Rana Bouz Rana Bouz Colleague at Rbc Wealth Management Toronto, Ontario, Canada, Canada View → BF Ben Freeman Ben Freeman Colleague at Rbc Wealth Management Wayzata, Minnesota, United States, United States View → MC Mark Capomaccio Mark Capomaccio Colleague at Rbc Wealth Management De Pere, Wisconsin, United States, United States View → SJ Sherri Johnson Sherri Johnson Colleague at Rbc Wealth Management Minneapolis, Minnesota, United States, United States View → EC Emilia Cristina Craciun Emilia Cristina Craciun Colleague at Rbc Wealth Management Canada, Canada View → MR Mark Rabbe Mark Rabbe Colleague at Rbc Wealth Management Portsmouth, New Hampshire, United States, United States View → AR Aké R. A Aké R. A Colleague at Rbc Wealth Management United Kingdom, United Kingdom View → SC Saskia Colon Saskia Colon Colleague at Rbc Wealth Management College Station-Bryan Area, United States View → JS James S. Lin, Mba, Crpc®, Cpfa James S. Lin, Mba, Crpc®, Cpfa Colleague at Rbc Wealth Management San Francisco Bay Area, United States View →
1 education record

Sam Halverson, Cfa education

FAQ

Frequently asked questions about Sam Halverson, Cfa

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

What company does Sam Halverson, Cfa work for?

Sam Halverson, Cfa works for RBC Wealth Management.

What is Sam Halverson, Cfa's role at RBC Wealth Management?

Sam Halverson, Cfa is listed as Director - Fixed Income Advisory Trading Manager at RBC Wealth Management.

What is Sam Halverson, Cfa's email address?

AeroLeads has found 1 work email signal at @rbc.com for Sam Halverson, Cfa at RBC Wealth Management.

Where is Sam Halverson, Cfa based?

Sam Halverson, Cfa is based in Rogers, Minnesota, United States while working with RBC Wealth Management.

What companies has Sam Halverson, Cfa worked for?

Sam Halverson, Cfa has worked for Rbc Wealth Management, Twin City Bond Club, Zayo Enterprise Networks, The Hartford, and Jnba Financial Advisors.

Who are Sam Halverson, Cfa's colleagues at RBC Wealth Management?

Sam Halverson, Cfa's colleagues at RBC Wealth Management include Allie Suedbeck, Rana Bouz, Ben Freeman, Mark Capomaccio, and Sherri Johnson.

How can I contact Sam Halverson, Cfa?

You can use AeroLeads to view verified contact signals for Sam Halverson, Cfa at RBC Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Sam Halverson, Cfa attend?

Sam Halverson, Cfa holds Bachelor, Business Administration; Financial Markets, Finance from University Of Minnesota-Duluth.

What skills is Sam Halverson, Cfa known for?

Sam Halverson, Cfa is listed with skills including Leadership, Portfolio Management, Investments, Management, Strategy, Training, Analysis, and Customer Service.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.