Rand Siegel
Managing Director & Partner
- Role
- Managing Director & Partner at Bison Wealth, Llc
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Rand Siegel
At Bison Wealth, I offer comprehensive and customized wealth management solutions for…
Experience
Managing Director & Partner
Apr 2024 — Present · Philadelphia, PA, US
Rand serves as Managing Director & Partner for Bison Wealth. In his role, he proactively advises his clients on customized investment strategies, estate, and retirement planning.Along with his partner Matt Creciun, they get to know you, your family, what’s important to you, and what you want to achieve. They then evaluate your entire wealth picture, including all of its individual components. Armed with the knowledge about you and your financial world, we then determine the most appropriate wealth strategies for you to consider, along with recommendations on how to pursue them.
Education
Penn State University
MBA, Business Administration and Management
1994 — 1996
The George Washington University
Bachelors, Political Science and Government
1988 — 1992
Cannon Financial Institute
Certified Wealth Strategist
2018 — 2019
Skills
- Credit
- Mortgage Lending
- Relationship Management
- Retail Banking
- Commercial Banking
- Portfolio Management
- Loans
- Small Business Lending
- Commercial Lending
- High Net Worth Individuals
- Banking
- Investments
- Financial Services
- Lines of Credit
- Consumer Lending
- Credit Analysis
- Wealth Management Services
- Private Banking
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