Megan Gorman Email & Phone Number
Head, Private and Packaged Solutions @ RBC Wealth Management
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Megan Gorman Location
- Denver, CO, US
Megan Gorman Work
- 2023 - now Head, Private and Packaged Solutions @
- 2018 - 2023 Senior Product Manager, Ultra HNW Segment @
- 2022 - 2022 Director, Packaged Solutions @
- 2017 - 2018 Director of Client Service @
- 2016 - 2017 Investment Operations Manager @
- 2015 - 2016 Director - Mutual Fund and Retirement Solutions @
- 2012 - 2016 VP, Senior Product Manager, Retirement Solutions @
- 2008 - 2012 VP, Product Manager, Institutional and Alternative Investments @
- 2003 - 2007 Consultant @ Jeffrey Slocum & Associates
Megan Gorman Education
- University of Northern Iowa
Bachelor of Arts (BA) (Finance and Economics, With Honors)
1999 - 2003
Megan Gorman Skills
- Product Development
- Alternative Investments
- Financial Analysis
- Portfolio Management
- Securities
- Fixed Income
- Policy
- Reporting
- Microsoft Office
- Asset Allocation
- Private Equity
- Equities
- Investment Advisory
- Due Diligence
- Mutual Funds
- Reviews
- Managed Futures
- Investments
- Investment Management
- Hedge Funds
- Wealth Management
- Asset Management
- Retirement
- Institutional
Megan Gorman Summary
- Megan Gorman, based in Denver, CO, US, is currently a Head, Private and Packaged Solutions at RBC Wealth Management. Megan Gorman brings experience from previous roles at RBC Wealth Management, Perella Weinberg Partners and Carleton College. Megan Gorman holds a 1999 - 2003 Bachelor of Arts (BA) in Finance and Economics, With Honors @ University of Northern Iowa. With a robust skill set that includes Product Development, Alternative Investments, Financial Analysis, Portfolio Management, Securities and more. Megan Gorman has 2 emails and 3 mobile phone numbers on RocketReach.
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