Vincent
Woo
Senior
Vice President - Branch Director, Private Client Group
(310) 785-4516
Vincent Woo currently serves as Senior Vice
President of the Woo Group at
RBC, as well as Branch Director – Private Client Group of RBC Wealth
Management’s Century City office. Additionally he serves as Relationship
Manager of the RBC
Wealth Management Institutional Middle Market Group. Mr. Woo has over
30 years of experience working with high net worth individuals, foundations and
businesses with asset management, structuring policies, and developing macro
portfolio strategies. Prior to joining RBC Wealth Management in 2011, he
served as Managing Director of Corporate Cash Management at Oppenheimer &
Co. for seven years, Director of the Corporate Client Group at Citigroup/Salomon
Smith Barney for ten years and as Sr. Vice President at Kidder Peabody &
Co. for thirteen years. His tenure in the financial industry has given
him the background and instinct required to help clients navigate through
virtually every market environment. Together with his team and home
office specialists in different areas, Mr. Woo offers clients services such as
portfolio development, retirement planning, education planning, estate planning
services, tax minimization, debt restructuring, corporate cash management,
banking, credit, insurance and long-term care needs. Mr. Woo earned a
Masters in Business Administration in finance from the University of Southern
California, graduating in the top 5% of his class. He received his
bachelor’s degree in economics from Harvard University, graduating Cum Laude in
1979. Raised in Boston, Massachusetts, Vinny currently lives in Palos
Verdes Estates. He enjoys golf, traveling and spending time with his wife
Karen and their two sons.
Dana L.
McDonald
Registered
Client Associate
949-720-8908
dana.mcdonald@rbc.com
dana.mcdonald@rbc.com
Dana McDonald has served as a Registered Client
Associate for the Woo
Group since 1998. Prior to that she served as a Sales Associate at
UBS for two years, handling the research and trading of fixed income
investments. Dana’s role within the Woo Group is to provide clients with
service solutions and strategies needed to help them create, preserve and
transfer their wealth. Dana believes in a disciplined approach to
investing that is founded on the time-tested guidance of a solid wealth
management plan, diversification and a long term strategy. Dana received
her Bachelor of Arts degree from the University of California, San Diego.
She currently lives in Orange County, California with her husband and their
three daughters. Her interests outside working and raising a family
include running, cooking and yoga.
Roobina
Yahya
Senior
Registered Client Associate
(310) 785-4528
Roobina Yahya brings over thirteen years of
financial services experience to the Woo Group. She began her career in 1999 at
Morgan Stanley, where she served as an Associate Financial Advisor for five
years, servicing accounts in the Wealth Advisory Group and handling
compliance. Roobina joined the Woo group in 2004 as a Senior Registered
Client Associate, where she is responsible for managing the day-to-day
operations of client accounts. Roobina received her Bachelor of Arts
degree from Darmstadt University in Darmstadt, Germany and immigrated to the
United States in 1989 with her family. She holds her Series 7 and 63
securities registrations.
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