Allison Marshall Email
Head, UHNW @ RBC Wealth Management
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Allison Marshall Location
- Toronto, ON, CA
Allison Marshall Work
- 2026 - now Head, UHNW @
- 2013 - now VP, High Net Worth Planning Services and Financial Advisory Support @
- 2011 - 2013 VP, Financial Advisory Support @
- 2006 - 2011 Financial Advisory Consultant @
- 2000 - 2006 Manager @
Allison Marshall Education
- University of Toronto - Rotman School of Management
Master of Management and Professional Accounting (Accounting and Management)
1999 - 2001 - Western University
BA (Administrative and Commercial Studies)
1996 - 1999 - Canadian Institute of Chartered Accountants
CA
Allison Marshall Skills
- Support
- Microsoft Office
- Mutual Funds
- Securities
- Financial Analysis
- Advisory
- Accounting
- Financial Services
- Strategic Financial Planning
- Services
- Financial Planning
- Team Building
- Marketing
- Financial Advisory
- Planning
- Asset Management
- Asset Managment
- Net
- Investments
- Investment Advisory
- Wealth Management
- Management
- Retirement Planning
- Investment Strategies
- High Net Worth Individuals
Allison Marshall Summary
- Allison Marshall, based in Toronto, ON, CA, is currently a Head, UHNW at RBC Wealth Management. Allison Marshall brings experience from previous roles at RBC Wealth Management and Ernst & Young. Allison Marshall holds a 1999 - 2001 Master of Management and Professional Accounting in Accounting and Management @ University of Toronto - Rotman School of Management. With a robust skill set that includes Support, Microsoft Office, Mutual Funds, Securities, Financial Analysis and more. Allison Marshall has 2 emails on RocketReach.
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Murray Shapiro
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