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MEMBER PROFILE

 

Seamus Monschein

RBC Wealth Management

 

Member profile details

Membership level
Connecticut - Fairfield County
First name
Seamus
Second name/initial
M
Last name
Monschein
Title
Financial Advisor
Company
RBC Wealth Management
 

CONTACT INFORMATION

City
Norwalk
State
Connecticut
 

PROFILE INFORMATION

Call me when
You or your client would like advice on how to efficiently grow and diversify existing wealth, or to convert recently generated liquid assets into reliable current and future income streams.
Profession
  • Wealth Manager
Functional Expertise
  • Capital markets
  • ESOPs
  • Financial Modelling
  • Investments
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Software/Internet
  • Travel/Recreation/Leisure
Professional Certification(s)
CIMA
In Business Since
2004
How to contact
Business Focus
Our goal is to preserve our clients existing capital and grow it in a prudent manner by developing solutions tailored to their personal situations and understanding every facet of their economic life.
Client Results
We assist private business owners by helping them monetize and diversify their assets, while providing a vast array of lending and corporate services to executives and their employees.
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