Adam MacDonald Email & Phone Number
Managing Director @ RBC Wealth Management
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Adam MacDonald Location
- Irvine, CA, US
Adam MacDonald Work
- 2023 -now Managing Director @
- 2018 -2023 Managing Director @
- 2007 -2018 Senior Vice President - Investment Officer @
- 2006 -2006 Booking Agent @ Epitome Models Management
- 2003 -2004 Teacher and Sales Representative @
- 2000 -2000 Financial Analyst @
Adam MacDonald Education
- Boston University
B.A. (Journalism)
2001-2003 - Yale University
N/A
2002-2002 - University of St Andrews
Finance (Economics)
1999-2000 - Phillips Academy
high school
1995-1999
Adam MacDonald Skills
- Leadership
- Estate Planning
- Financial Advisory
- Series 63
- Public Speaking
- Accounting
- Economics
- Insurance
- Retirement Planning
- Financial Planning
- Portfolio Management
- IRAs
- Investments
- Mortgage Lending
- Finance
- Strategic Planning
- Life Insurance
- Mutual Funds
- FINRA
- Strategic Financial Planning
- Investment Strategies
- Microsoft Excel
- Customer Service
- Financial Analysis
- Research
- Series 7
- Philanthropy
Adam MacDonald Summary
- Adam MacDonald, based in Irvine, CA, US, is currently a Managing Director at RBC Wealth Management. Adam MacDonald brings experience from previous roles at First Republic Private Wealth Management, Wells Fargo Advisors, Epitome Models Management and Kaplan Test Prep and Admissions. Adam MacDonald holds a 2001 - 2003 B.A. in Journalism @ Boston University. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Series 63, Public Speaking and more. Adam MacDonald has 3 emails and 2 mobile phone numbers on RocketReach.
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