Ryan Rogneby, CPFA
Portfolio Implementation Analyst - Discretionary Strategies | Advice & Solutions Group at RBC Wealth Management- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Minneapolis, Minnesota, United States, US
Languages
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English -
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Bio
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Credentials
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Certified Plan Fiduciary Advisor (CPFA)
American Retirement AssociationAug, 2020- Sep, 2024 -
Series 66 - Uniform Combined State Law Exam (Combined Securities Agent/Investment Adviser Representative Exam)
FINRA (Financial Industry Regulatory Authority)Dec, 2017- Sep, 2024 -
Series 7 - General Securities Representative Exam
FINRA (Financial Industry Regulatory Authority)Nov, 2017- Sep, 2024
Experience
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RBC Wealth Management
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Canada
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Financial Services
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700 & Above Employee
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Portfolio Implementation Analyst - Discretionary Strategies | Advice & Solutions Group
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Nov 2019 - Present
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Product Associate - Discretionary Strategies | Advice & Solutions Group
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Dec 2016 - Nov 2019
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Product Associate | Investment Advisor Group
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Dec 2015 - Dec 2016
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Intern | Investment Advisor Group
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Jun 2015 - Dec 2015
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Education
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2020 -
Creighton University's Heider College of Business
Master of Investment Management and Financial Analysis (In Progress) -
2012 - 2015
University of Minnesota
Bachelor of Science (BS), Finance & Economics; Psychology Minor -
CFA Institute
Level II candidate in the CFA Program
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