RBC Clearing & Custody
Alexandra Wheeler has extensive work experience in various roles and industries. Alexandra is currently working as a Principal Technology Product Manager at RBC Clearing & Custody since December 2022. Prior to this, they worked as a Senior Business Initiative Manager at the same company from May 2019 to December 2022, where they managed, reported, and prioritized a portfolio of projects.
Before joining RBC Clearing & Custody, Alexandra worked at RBC Wealth Management as a Senior Application Manager from March 2017 to April 2019. In this role, they were responsible for delivering and driving Mid Tier Integration and Web Access Service Management initiatives and managing a global agile team.
Earlier in their career, they worked as a Senior Project Manager at Allianz Life from September 2016 to March 2017, where they executed project management tasks for Fixed and Life Insurance projects.
Alexandra's work experience also includes roles at RBC Wealth Management, where they served as a Project Manager from March 2013 to August 2016 and as a Workflow Project Coordinator from December 2011 to March 2013.
Alexandra began their career as a Retail Assistant Manager at the University of Winchester from September 2009 to July 2011. Prior to that, they worked as a Personal Assistant at Wachovia Securities from June 2007 to December 2008, where they handled client correspondence, managed calendars, and provided excellent service to internal and external guests.
Alexandra Wheeler holds a BA in Geography and International Relations from the University of Plymouth, which they received from 2008 to 2009. Prior to this, they attended the University of Wisconsin-Eau Claire from 2005 to 2008, where they studied Geography and Political Science. Alexandra completed their high school education at St. Anthony Village High School from 2001 to 2005. Alexandra also has a MA in Managing Contemporary Global Issues from the University of Winchester from 2010 to 2011. In addition to their degrees, they have obtained several certifications including Series 99 from FINRA in 2018, Change Management Certification from Prosci in 2017, and PMP from the Project Management Institute in 2016.
RBC Clearing & Custody
RBC Clearing & Custody provides comprehensive clearing, custody and execution services to a variety of broker-dealers, including full-service wealth management firms, traditional retail brokerages, insurance companies, institutional-based firms and FinTech businesses. We also provide comprehensive custody and brokerage services to a variety of registered investment advisors, including “break-away” brokers, wealth management firms, institutional-based firms and dually registered firms. We go way beyond helping our clients with the operational side of their business. At RBC Clearing & Custody we deliver the products and services necessary to support financial professionals. We offer the following capabilities to help our clients grow and protect their business: • Retail client wealth management expertise and insight • World-class resources and access to capital markets • Wealth management and business expansion capabilities • Innovative and customizable technology platforms • Professional marketing resources A leader in the U.S. brokerage industry since 1909 and a custody and clearing leader since 1979, RBC Clearing & Custody is proud to be a values based organization that shares the same stewardship principles as our parent company, RBC. Our clients enjoy greater confidence knowing their dedicated clearing and custody partner is part of a respected institution distinguished by a long heritage of financial strength and steadfast dedication to clients. Our firm is a division of RBC Capital Markets, LLC, a wholly owned subsidiary of, and separate legal entity from, Royal Bank of Canada. Member NYSE/FINRA/SIPC. For more information, please visit www.rbcclearingandcustody.com. The information provided on this page is for general purposes only and does not constitute personal financial advice. For more information about our legal terms of use, please visit www.rbc.com/legal/#social_media.