Christie has been a member of the financial services industry since 1999. Prior to joining RBC Wealth Management, she worked with UBS Financial Services for 5 years and Morgan Stanley for 3 years. Christie joined RBC Wealth Management with Kenneth Dunn in September 2007. Christie serves as the Branch Service Manager (BSM) for the Tyler, TX office as well as a Senior Registered Client Associate. She has worked directly with Financial Advisors, Kenneth Dunn for 18 years and, Frank Barnett, for 10 years. She is both Series 7 and 66 registered, and is a Notary Public in the state of Texas.
As the Branch Service Manager Christie is responsible for day-to-day supervision of operational processes within the branch, ensuring adherence to RBC policies and compliance. Christie serves as the primary liaison between complex management and branch staff on operational matters and provides managerial support for Branch Director, Thomas Smith.
In addition to her role as BSM, Christie is an integral part of the businesses for FA’s, Ken Dunn and Frank Barnett. As a Senior Registered Client Associate, she is responsible for administrative and operational support to each of their client base as well as conducting transactional business. Her attention to detail and commitment to excellence & efficiency speak to her ability to provide the highest quality management to client’s needs as well as the needs of the financial advisors she supports.
Christie attended Tyler Junior College and The University of Texas at Tyler where she majored in Business Management. She and her husband, Don, who is a college professor, have been married for 14 years. They have three children between them – Donny, Victoria and Erin. Don and Christie enjoy spending time with their children, relaxing at the beach, and planning new travels.
