Song Su Yi
Portefeuillebeheerder-Aandelen bij RBC Capital Markets LLC (Investment Management)
Profiel
Mr. Song Su Yi is a Senior Vice President, Financial Advisor & Senior Portfolio Manager at RBC Capital Markets LLC.
He specializes in managing clients' assets through the transition into retirement or for those who are currently retired.
He previously worked with both Johnston Lemon & Company and Janney Montgomery Scott, LLC before joining RBC Wealth Management.
He graduated from the University of Maryland in 1986.
In 2007, he received the Accredited Wealth Management Advisor certification from The College for Financial Planning in conjunction with The Wharton School of Business.
In 2009, he completed the Graduate Wealth Management Program with Wharton.
In 2012, he obtained the Retirement Income Planning Certification and in 2014 I attained the Charter Advisor in Philanthropy Designation.
Actieve functies van Song Su Yi
| Bedrijven | Functie | Begin |
|---|---|---|
RBC Capital Markets LLC (Investment Management)
 RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Portefeuillebeheerder-Aandelen | 01-12-2012 |
Opleiding van Song Su Yi
| University of Maryland | Undergraduate Degree |
Ervaring
Beklede functies
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Beursgenoteerde bedrijven
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Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
RBC Capital Markets LLC (Investment Management)
RBC Capital Markets LLC (Investment Management) Investment ManagersFinance RBC Capital Markets LLC (Investment Management) (RBC-IM) is the asset management division of RBC Capital Markets LLC, a broker/dealer headquartered in New York City. The firm is a subsidiary of RBC USA Holdco Corp., ultimately held by Royal Bank of Canada (NYSE, TSE: RY) in Canada. RBC-IM provides advisory services to individuals, foundations, endowments, employee benefit plans, trusts and estates, educational institutions, corporations, businesses, government entities and other entities. | Finance |
