Aaron Funk Email & Phone Number
Director, Growth Initiatives @ RBC Correspondent Services and RBC Advisor Services
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Aaron Funk Location
- Prior Lake, MN, US
Aaron Funk Work
- Director, Growth Initiatives @ (July 2026 - Present)
- Director of Wealth Strategies @ (April 2018 - July 2026)
- Senior Manager of Wealth Management Strategies @ RBC (November 2016 - Present)
- Vice President Senior Business Growth Consultant @ RBC (August 2013 - November 2016)
- Vice President Wealth Management Consultant @ RBC (February 2010 - August 2013)
- Primary Advisor Support Consultant @ RBC (February 2005 - February 2010)
- Dividends and Reorg Consultant @ RBC (February 2002 - February 2005)
- Travel Coordinator @ Carlson Marketing Group (January 1998 - January 2001)
Aaron Funk Education
- University of St. Thomas - Opus College of Business
Executive MBA
2025-2027 - Saint Mary's University of Minnesota
Bachelor of Science - BS (Marketing)
- Wharton Executive Education
Aaron Funk Skills
- Project Management
- Asset Allocation
- ETFs
- Equities
- Securities
- High Net Worth Individuals
- Banking
- Finance
- Investments
- Asset Management
- Retirement
- Fixed Income
- Retirement Planning
- Investment Advisory
- Strategic Financial Planning
- Series 7
- Investment Management
- Financial Advisory
- Management
- Fixed Annuities
- Portfolio Management
- Insurance
- Series 63
- Financial Services
- Mutual Funds
- Microsoft Excel
- Strategic Initiatives
- Wealth Management Services
- Wealth Management
- Public Speaking
- Investment Strategies
- Financial Planners
- Estate Planning
Aaron Funk Summary
- Aaron Funk, based in Prior Lake, MN, US, is currently a Director, Growth Initiatives at RBC Clearing & Custody. Aaron Funk brings experience from previous roles at RBC Clearing & Custody and RBC. Aaron Funk holds a 2025 - 2027 Executive MBA @ University of St. Thomas - Opus College of Business. With a robust skill set that includes Project Management, Asset Allocation, ETFs, Equities, Securities and more. Aaron Funk has 2 mobile phone numbers on RocketReach.
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