著者紹介を⾒る
In her role as head of wealth strategies and solutions for RBC Wealth Management–U.S., Angie O’Leary focuses on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors. Angie and her team play a critical role in guiding all aspects of wealth planning including retirement solutions, insurance, annuities and trust, advisory programs and private and packaged solutions. A 30-year veteran of the financial industry, Angie held leadership roles at U.S. Bank, UBS and Piper Jaffray before joining RBC Wealth Management in 2017. Angie is a fierce advocate for women and their financial success. She created the Women and Wealth Workbook, a practical guide to help women think comprehensively about their financial health. She is a sought-after presenter at national industry conferences and a regular contributor to publications like MarketWatch and Financial Planning. She has authored several white papers and special reports on topics such as Women and Wealth, Cognitive Decline, High Net Worth Millennials and Charitable Giving.