J. Sean Withrow, Cfa, Cepa,Cpwa Email & Phone Number

For over 11 years, I have been a Managing Director and Senior Investment Consultant at City National Rochdale, a premier wealth management firm that serves high net worth clients and institutions. I hold the prestigious CFA credential and specialize in designing and presenting sophisticated investment portfolios that achieve client risk-adjusted expectations. I excel at building consultative relationships with financial advisors, CPAs, attorneys, and other professionals who serve the needs of affluent investors. I leverage my strong business acumen, dynamic presentation skills, and deep knowledge of various investment products and strategies to position solutions, persuade audiences, and drive production. I have raised over $2 billion with independent financial advisors and contributed to the firm's consistent growth and asset retention.

Listed skills include Business Development, Investments, Sales, Financial Advisory, and 15 others.