Alexander Roesner Email & Phone Number
Vice President | Private Wealth Advisor @ Black Diamond Financial, LLC
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Alexander Roesner Location
- Towson, MD, US
Alexander Roesner Work
- 2025 -now Vice President | Private Wealth Advisor @
- 2022 -2025 Private Wealth Advisor @
- 2019 -2022 Financial Advisor @
- 2018 -2018 Wealth Management Intern @
- 2017 -2017 Analyst @
- 2015 -2015 Sales Associate @
- 2014 -2014 Construction Employee @
Alexander Roesner Education
- University of Pennsylvania 2015-2019
- The London School of Economics and Political Science (LSE) 2017-2018
- Loyola Blakefield 2011-2015
- Calvert School 2007-2011
Alexander Roesner Skills
- Alternative Investments
- Private Equity
- Real Estate
- Derivatives
- Hedge Funds
- Commodities
- Family Offices
- Sovereign wealth
- Pension Funds
- Endowment Funds
- Financial Analysis
- Finance
- Financial Advisory
- Investment Advisory
- High Net Worth Portfolio Management
- High Net-Worth Wealth Planning
- Foundations and Trusts
- Estate Planning Strategies and Wealth Transfer
- Income Planning
- Business Development
- Networking
- Investment Management
- Client Relationships
- Business Exit Planning
- Pre- and Post- Liquidity Strategies
- Business Exit Strategies
Alexander Roesner Summary
- Alexander Roesner, based in Towson, MD, US, is currently a Vice President | Private Wealth Advisor at Black Diamond Financial, LLC. Alexander Roesner brings experience from previous roles at Black Diamond Financial, LLC, Merrill Lynch Wealth Management, RMB Capital Wealth Management and Alexsar Capital LLC. Alexander Roesner holds a 2015 - 2019 University of Pennsylvania. With a robust skill set that includes Alternative Investments, Private Equity, Real Estate, Derivatives, Hedge Funds and more. Alexander Roesner has 2 emails and 3 mobile phone numbers on RocketReach.
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