J. Sean Withrow
Managing Director, Senior Investment Consultant @Rbc Rochdale
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WORK HISTORY
Managing Director, Senior Investment Consultant @Rbc Rochdale
Denver, CO, US
Client and Financial Advisor/CPA facing consultative sales role encompassing all aspects of sophisticated investment management for clients in the High Net Worth (HNW) demographic in Colorado, Kansas, Utah, Wyoming, Montana and Idaho. Work with the firm\'s portfolio managers and their teams to design and present investment portfolios designed to achieve client risk-adjusted expectations. Routinely make presentations to large groups. Work with CPAs, attorneys, and financial advisors to serve the needs of HNW clients and institutions.
EDUCATION
Auburn University
BS
Harvard Business School
MBA
SKILLS
ABOUT J. SEAN WITHROW
For over 13 years, I have been a Managing Director and Senior Investment Consultant at City National Rochdale, a premier wealth management firm that serves high net worth clients and institutions. I hold the prestigious CFA credential and specialize in designing and presenting sophisticated investment portfolios that achieve client risk-adjusted expectations. I excel at building consultative relationships with financial advisors, CPAs, attorneys, and other professionals who serve the needs of affluent investors. I leverage my strong business acumen, dynamic presentation skills, and deep knowledge of various investment products and strategies to position solutions, persuade audiences, and drive production. I have raised over $2.5 billion with independent financial advisors and contributed to the firm\'s consistent growth and asset retention.
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