Dave Burch Email & Phone Number
Associate Director, Transfer Agency Client Success @ RBC Investor Services
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Dave Burch Location
- Canada
Dave Burch Work
- 2023 -now Associate Director, Transfer Agency Client Success @
- 2022 -2023 Associate Director, Projects and Development, Shareholder Services @
- 2020 -2022 Associate Director, Client Design and Execution @
- 2017 -2020 AVP, Client Services, Recordkeeping @
- 2010 -2017 Senior Manager, Product Management Information Delivery @
- 2007 -2010 Manager, Application Support @
- 2005 -2007 Business Analyst @
Dave Burch Education
- University of Toronto Scarborough
B.Sc.
Dave Burch Skills
- Relationship Management
- Vendor Management
- Risk Management
- Product Management
- Financial Services
- Business Process Improvement
- Strategic Planning
- Project Delivery
- Change Management
- Software Project Management
- Mutual Funds
- IT Strategy
- SDLC
- Business Analysis
- Business Process
- Business Requirements
- Strategy
- Requirements Gathering
- Database Design
- Requirements Analysis
- User Acceptance Testing
- Systems Analysis
- Analysis
- PMO
- PMP
- Cost Management
- Accounting
- Project Management
- Customer Relationship Management (CRM)
- Finance
- Microsoft Access
- SharePoint
- Leadership
- Employee Engagement
- Client Relations
- Critical Thinking
- Team Building
- Communication
- Stakeholder Engagement
- Problem Solving
- Client Services
- Process Improvement
- Client Prospecting
- Query Writing
- Record Keeping
- Transfer Agency
- Unitrax
- FundSERV
- Coaching & Mentoring
Dave Burch Summary
- Dave Burch, based in Canada, is currently a Associate Director, Transfer Agency Client Success at RBC Investor Services. Dave Burch brings experience from previous roles at RBC Investor & Treasury Services and CIBC Mellon. Dave Burch holds a B.Sc. @ University of Toronto Scarborough. With a robust skill set that includes Relationship Management, Vendor Management, Risk Management, Product Management, Financial Services and more. Dave Burch has 2 emails on RocketReach.
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