ANGIE O'LEARY

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.

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.