Rob Siegmann Email & Phone Number
Managing Partner @ Carson Wealth
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Rob Siegmann Location
- Cincinnati, OH, US
Rob Siegmann Work
- 2025 -now Managing Partner @
- 2003 -now Business Owner @ SIG Properties
- 1994 -2025 Partner and COO @
Rob Siegmann Education
- 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 Managing Partner at Carson Wealth. Rob Siegmann brings experience from previous roles at SIG Properties and Total Wealth Planning, LLC. 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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