RBC WEALTH MANAGEMENT - Key Persons
Amanda's role as Client Associate is to be a point of contact for clients providing detailed attention to efficient account maintenance. Her routine duties include setting up new accounts, facilitating paperwork, executing bank functions and ACH requests.
She has worked in the investment industry since November 2018 getting back into the workforce after being a stay-at-home mom for many years and raising three children. Prior to that she worked in the banking industry - mostly small community banks. She believes in strong client relationships and strives to create a warm and inviting connection with clients dedicating herself to understanding the individual wants and needs of each client.
Amanda is a Kansas City native and currently lives in Adrian, MO with her husband, Russ, and two sons still living at home. Amanda enjoys spending time with her family and friends and planning family trips to explore new travel destinations.
Job Titles:
- Branch Director
- Senior Managing Director - Complex Director
Mark joined RBC Wealth Management as Branch Director in Leawood, Kansas 2008. Mark has over 20 years experience in the financial services industry including positions at two other major firms, Prudential Securities and H & R Block Financial Advisors. He is responsible for recruiting financial advisors and providing them with the coaching and tools they need to be successful.
According to Mark, having the ability at RBC Wealth Management to tap into experienced home office specialists helps clients choose the most appropriate strategies and solutions, offering an advantage to our financial advisors versus our competition. You will also find Mark and the Leawood Branch to have a culture that is conducive to community involvement.
A lifelong resident of the Kansas City area, Mark lives in Overland Park with his son. He serves on the Board of the Kansas City Crusaders, bringing PGA golf to Kansas City, while raising money for charity. Mark serves on the Board of the Kimball Educational Foundation providing scholarships to University of Kansas Students. Mark is a member of the Kansas City Securities Association.
Mark earned a Bachelor's of Business Administration from the University of Kansas and has continued his education at the Wharton School of Business in the Branch Manager Professional Development program.
Mark enjoys most outdoor activities, including snow skiing, mountain biking and boating while at the Lake of the Ozarks.
Job Titles:
- Senior Vice President - Financial Advisor, Senior Consulting Group