GROWTH & IMPACT WEEK SPEAKER LINEUP
The speakers at Growth and Impact Week are award-winning advisors, operators, and thought leaders who don’t just understand growth and impact, they execute it. Each speaker has been selected for their ability to translate methodology into real-world implementation, sharing how they’ve built in-demand practices through intentional, ROI-driven relationships with business owners. Expect candid perspectives, practical frameworks, and honest discussion around what works in today’s market, from client selection and trust-building to accountability, culture, and value creation. This is not a stage of theorists; it’s a room of practitioners committed to helping you apply what you learn and accelerate results in your firm.
WORKSHOP
Angie O'Leary
Head of Wealth Strategies and Solutions
In her role as head of wealth strategies and solutions for RBC Wealth Management – U.S., Angie focuses on helping clients live life with more clarity and confidence through goals-based planning delivered by skilled financial advisors. As a...
ABOUT ANGIE
In her role as head of wealth strategies and solutions for RBC Wealth
Management – U.S., Angie focuses on helping clients live life with more
clarity and confidence through goals-based planning delivered by skilled
financial advisors.
As a results-driven leader, 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.
Angie has more than 25-years of experience in the financial services industry
and sits on the RBC Wealth Management – U.S. Executive Committee. She
joined RBC in 2017 as the Head of Wealth Planning Solutions and was a driving
force behind the firm’s transformational shift to goals-based planning. She was
instrumental in the development and implementation of RBC WealthPlan® and
Total Wealth—two foundational tools that provide more value to clients while
driving significant business growth.
Prior to joining RBC, Angie was Head of Investment Solutions for U.S. Bank
Wealth Management and held leadership positions at UBS and Piper Jaffray.
In addition to her work with financial advisors and clients, Angie has a
passion for community involvement. She sits on several industry roundtables
and advisory boards and is often asked to contribute her knowledge and
experience. Angie has authored numerous white papers, published articles and
is active in the media and press. She has a passion for financial literacy and
is a strong advocate for women and their financial success. She is currently
active with Alzheimer’s Association, Make-A-Wish Foundation and Wayside
Women’s Treatment Center.
Angie earned a bachelor’s degree in business finance from San Jose State
University and has completed coursework toward a master’s in accounting
from Santa Clara University. When she’s not working, she enjoys spending time
traveling, reading, golfing and enjoying the water.