Your Denver team

Outside of your branch director and local office support, you have an experienced team of professionals based out of Denver helping remove obstacles and ensuring you can efficiently service your clients.


 

Daniel H. Ball

Senior Managing Director - Complex Director, Private Client Group

303-595-1106 | Email |

Reagan Shopp

Complex Marketing Director

303-595-1174 | Email

Kathleen Fritz

Administrative Assistant

303-595-1144 | Email

Assistant Complex Managers

The assistant complex managers are responsible for supervising the daily business activities performed by financial advisors and support staff in all branches in the complex, with the exception of those handled by the complex’s branch directors. In performing such supervision, they are expected to use all available tools and resources to ensure that regulatory, firm, complex and branch procedures are adhered to, and that any issues or concerns are resolved in a timely, efficient and appropriate manner.


 

Kim Rains

Vice President - Assistant Complex Manager, Private Client Group

303-595-1140 | Email

Kat Robbie

Assistant Complex Manager

303-595-1172 | Email

Administrative Complex Managers

The administrative complex managers oversee the operations of the complex and manage the support staff for all branches in the complex. Ensuring that all complex and branch operational policies and procedures are adhered to and exceptional levels of service are provided to clients, they also assist the complex director with budget and expense control and other administrative duties as requested.


 

Travis Bristow

Administrative Complex Manager

303-595-1117 | Email

Mary Helen Jacobus

Associate Vice President, Administrative Complex Manager

303-595-1148 | Email

Complex Operations Manager

The complex operations manager is responsible for the coaching and supervising of all complex operations staff and for ensuring all complex operations functions are executed in accordance with relevant branch, firm and regulatory policies and procedures.


 

Client Strategies Team

With individual specializations across a variety of financial disciplines, the Client Strategies Team serves as a unique resource to RBC Wealth Management financial advisors. Our clients and advisors both benefit from the collective expertise of this team, and their ability to help enhance the effectiveness of wealth management strategies—from recommendations through delivery of solutions.

advisor

Wealth Management Consultant


advisor

Wealth Strategist


advisor

Wealth Planning Consultant


advisor

Trust Consultant


advisor

Credit Consultant


advisor

Divisional Retirement Plan Consultant


advisor

Divisional Annuity Consultant


advisor

Wealth Planning Associate


advisor

Insurance Consultant


Audrey Porritt – Sr. Training Consultant

Audrey joined the training team in May of 2017 and is based from our Denver branch. She was previously Service Quality Manager within our RBC Infrastructure supporting our field and acting as a Technical Project Manager. Previous to working at RBC, Audrey held various roles in event management, communications, and coordination. She has a Bachelor of Arts in English Writing and Spanish from DePauw University and holds the following certifications: PMP, Scrum Master, Certified Lean Six Sigma Yellow Belt, and ITIL Foundations. She has also passed the Series 7 exam.