Senior Vice President - Branch Director, Private Client Group
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
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.
Senior Registered Client Associate
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.