Xavier University - School of Business Administration
MBA (Business)
2009
-
2012
Xavier University
BS (Finance)
2003
-
2008
University of Cincinnati
Associate (Business Administration)
2000
-
2003
Lakota HS
Rob Siegmann Skills
Investment Management
Financial Planning
Rental Properties
Investments
Compliance
Portfolio Management
Insurance
Retirement Planning
Asset Allocation
Wealth Management
Investment Strategies
Strategic Financial Planning
Financial Advisory
Finance
Strategy
Small Business
Business Planning
Strategic Planning
Leadership
Customer Service
Marketing
Financial Analysis
Asset Management
Real Estate
Database Administration
Google Analytics
Quicken
QuickBooks
Junxure
Orion
Lacerte
Tax Preparation
Personal Tax Planning
529 Plans
LastPass
Microsoft Exchange
iMovie
Financial Statement Analysis
Rob Siegmann Summary
Rob Siegmann, based in Cincinnati, OH, US, is currently a Partner and COO at Total Wealth Planning, LLC. Rob Siegmann brings experience from previous roles at SIG Properties. Rob Siegmann holds a 2009 - 2012 MBA in Business @ Xavier University - School of Business Administration. With a robust skill set that includes Investment Management, Financial Planning, Rental Properties, Investments, Compliance and more. Rob Siegmann has 2 emails and 2 mobile phone numbers on RocketReach.
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