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
- Vice President | Private Wealth Advisor @ (January 2025 - Present)
- Private Wealth Advisor @ (July 2022 - February 2025)
- Financial Advisor @ (June 2019 - July 2022)
- Wealth Management Intern @ (June 2018 - August 2018)
- Analyst @ (June 2017 - July 2017)
- Sales Associate @ (May 2015 - August 2015)
- Construction Employee @ (June 2014 - August 2014)
Alexander Roesner Education
- University of Pennsylvania
Bachelor's Degree (Political Economy)
2015-2019 - The London School of Economics and Political Science (LSE)
Summer Study Abroad Program
2017-2018 - Loyola Blakefield
High School
2011-2015 - Calvert School
Middle School
2007-2011
Alexander Roesner Skills
- Alternative Investments
- Business Development
- Business Exit Planning
- Business Exit Strategies
- Client Relationships
- Commodities
- Derivatives
- Endowment Funds
- Estate Planning Strategies and Wealth Transfer
- Family Offices
- Finance
- Financial Advisory
- Financial Analysis
- Foundations and Trusts
- Hedge Funds
- High Net Worth Portfolio Management
- High Net-Worth Wealth Planning
- Income Planning
- Investment Advisory
- Investment Management
- Legacy Planning
- Management
- Multi-generational wealth transfer
- Networking
- Pension Funds
- Pre- and Post- Liquidity Strategies
- Private Equity
- Real Estate
- Sovereign wealth
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 Bachelor's Degree in Political Economy @ University of Pennsylvania. With a robust skill set that includes Alternative Investments, Business Development, Business Exit Planning, Business Exit Strategies, Client Relationships and more. Alexander Roesner has 1 emails and 3 mobile phone numbers on RocketReach.
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