Starting in November of 2019, Pete took on the role of Branch Director for the Cheyenne RBC office. He has been in the financial services industry since 2012. During his career, Pete has worked in brokerage trading, sales, insurance, wealth planning, and management. Pete earned his CERTIFIED FINANCIAL PLANNER™ designation in 2016 after completing comprehensive examinations in all areas of financial planning including investments, taxes, insurance, estate and retirement planning. In addition to his securities licenses, Pete has passed the Series 9 and 10 Sales Supervisor exams.
Pete holds a Bachelor of Arts degree in Exercise Science from Willamette University in Salem, Oregon. In addition, Pete received his MBA in Finance and Entrepreneurship, with honors, from the Atkinson Graduate School of Management at Willamette University.
Pete is focused on helping the Cheyenne RBC branch promote and enhance the Cheyenne community. Specifically he is involved with the Cheyenne Chamber of Commerce, Cheyenne Professional Network, and is a 2018 graduate of Leadership Cheyenne. In addition, Pete is a member of the Southeast Wyoming Estate Planning Council, which collaborates on progressive estate planning techniques.
Branch Service Mgr/Sr Registered Client Assoc
Cassandra began her career at RBC Wealth Management in November 2004, as the Branch Operations Associate after working at American Express Financial Advisors for several years. In 2009, she successfully passed the Series 7 and 66 exams and began working as a Registered Client Associate providing support to two financial advisors. Cassandra became the Branch Service Manager in 2018 and continues as a Senior Registered Client Associate as well, providing assistance to the Branch Director and two other financial advisors in the office.
Audio commentary: Checking in on U.S. bank stocks – A conversation with Gerard Cassidy
A conversation with Gerard Cassidy, Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, RBC Capital Markets