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MEMBER PROFILE

 

Patrick Morrow

RBC Wealth Management

 

Member profile details

Membership level
Tri-State Individual Emerging Professional - Original
First name
Patrick
Last name
Morrow
Title
Senior Vice President
Company
RBC Wealth Management
 

CONTACT INFORMATION

City
Westport
State
Connecticut
 

PROFILE INFORMATION

Call me when
you simply need a second set of eyes on a solution or are looking to provide a creative holistic strategy to enhance the after tax value of a family enterprise
Profession
  • Consultant
  • Investor
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Business growth
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Due diligence
  • Employee benefits
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Human Resources
  • Intellectual property
  • Investments
  • Lending
  • Management succession
  • Mergers
  • Philanthropy
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Risk management
  • Strategic planning
  • Tax
  • Trusts
  • Venture capital
Client Industry(ies)
  • Financial Services
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
Professional Certification(s)
CRPS, C(k)P, QPFC, CDFA
In Business Since
2004
How to contact
2032216063
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