Sean Smith Email & Phone Number
Senior Vice President - Financial Advisor at RBC Wealth Management @ RBC Wealth Management
5 free lookup(s).
Sean Smith Location
- Seattle, WA, US
Sean Smith Work
- 2022 - now Senior Vice President - Financial Advisor at RBC Wealth Management @
- 2008 - 2022 Senior Financial Advisor - Senior Vice President @
Sean Smith Education
- California State University-Long Beach
Bachelor of Science - BS (Finance with a concentration on Investments)
1994 - 1997 - University of Connecticut 1992 - 1993
Sean Smith Skills
- Securities
- Wealth-Preservation Planning
- Retirement Planning
- Investment Planning
- Multigenerational Wealth Planning
- Risk Management
- Tax-Efficient Strategies
- Financial Advisory
Sean Smith Summary
- Sean Smith, based in Seattle, WA, US, is currently a Senior Vice President - Financial Advisor at RBC Wealth Management at RBC Wealth Management. Sean Smith brings experience from previous roles at Wells Fargo Advisors. Sean Smith holds a 1994 - 1997 Bachelor of Science - BS in Finance with a concentration on Investments @ California State University-Long Beach. With a robust skill set that includes Securities, Wealth-Preservation Planning, Retirement Planning, Investment Planning, Multigenerational Wealth Planning and more. Sean Smith has 2 emails and 1 mobile phone numbers on RocketReach.
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