andrew trumper

investment counsellor

About

Andrew Trumper joined RBC PH&N Investment Counsel in 2017. Based in London, as an Associate Investment Counsellor, I have the privilege of working with a select number of clients throughout Southwestern Ontario. Prior to joining RBC PH&N Investment Counsel, I worked as a Commercial Account Manager in South West Ontario since 2010. Andrew received his CFA designation to complement his experience and exposure gained dealing with business owners and farmers. By bring the vast resources of RBC and RBC PH&N Investment Counsel, we have a framework and discipline to grow, manage and preserve your wealth and be a steward in your family’s financial success to maintain your desired lifestyle and simplify your financial affairs. Andrew is a graduate of Massey University in his native country of New Zealand. After meeting his wife on holiday, Andrew moved to Ontario in 2009, where he, his wife, their five year old daughter and their two year old son live today. Outside of work, Andrew is an avid golfer and enjoys spending time with his family.

Country

canada

City

london

Industry

banking

Skill

credit, banking, management, portfolio management, agriculture, sales process, risk, risk management, financial analysis, customer relations, moody's analytics, business discovery, relationship management, agribusiness, agricultural economics, commercial mortgages, financial risk, loans, business relationship management, commercial banking

Experience

investment counsellor

rbc

rural manager - formerly anz national bank

anz

2007-2 - 2009-2 · 2 yrs 1 mo

commercial account manager

rbc

2010-6 - 2013-10 · 3 yrs 5 mos

associate investment counsellor

rbc ph&n investment counsel

2017-6 - 2018-7 · 1 yr 2 mos

relationship manager

farm credit canada / financement agricole canada

2009-6 - 2010-5 · 1 yr

* Responsibilities * Manage a portfolio of small to medium farming operations in Wellington County * Built a network of COIs and prospects to grow the portfolio. * Ensure existing portfolio of loans performs as agreed upon. * Complete FCC training courses on credit management, negotiations and relationship sales * Achievements: * Learned standard lending practices of Canadian based businesses and an understanding of security items such as collateral mortgages and registration under the PPSA. * Underwriting and disbursement of government secured loans for trouble industries. * Completion of sale and credit management courses. * Learned the ability to deal with nonperforming loans and negotiating solutions between the client and risk management to restructure debt to meet party’s objectives.

commercial account manager - rbc

rbc

2013-10 - 2017-6 · 3 yrs 9 mos

Royal Bank of Canada is Canada's largest bank, and one of the largest banks in the world, based on market capitalization. We are one of North America's leading diversified financial services companies, and provide personal and commercial banking, wealth management, insurance, investor services and capital markets products and services on a global basis. We have over 80,000 full- and part-time employees who serve more than 16 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 36 other countries. For more information, please visit rbc.com.‎ RBC helps communities prosper, supporting a broad range of community initiatives through donations, community investments, sponsorships and employee volunteer activities. In 2015, we contributed more than $121 million to causes around the world.For information on our legal terms of use visit http://www.rbc.com/legal/#social_media