Christopher Rose Email & Phone Number
Wealth Relationship Manager @ Citi
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Christopher Rose Location
- North Palm Beach, FL, US
Christopher Rose Work
- 2025 -now Wealth Relationship Manager @
- 2024 -2025 Financial Advisor | Investment Adviser Representative of Equity Services, Inc. @
- 2024 -2024 Financial Advisor @
- 2023 -2023 Senior Advisor @
- 2014 -2023 VP and Investment Officer @
- 2007 -2014 Vice President and Investment Officer @ Glens Falls National Bank & Trust. & Saratoga National Bank & Trust
- 1998 -2005 Portfolio Manager @
- 1994 -1998 AVP - Portfolio Manager @ Fleet National Bank
- 1988 -1994 AVP - Portfolio Manager @ Norstar Bank
Christopher Rose Education
- The College of Saint Rose
MBA (Finance)
2000-2002 - St. Bonaventure University
BA (History)
1984-1988 - St. Bonaventure University
Christopher Rose Skills
- Advanced Excel
- Portfolio Management
- Investments
- Strategic Planning
- Insurance
- Asset Management
- Credit
- Asset Managment
- Banking
- Credit Analysis
- Finance
- Financial Analysis
- Financial Planning
- Leadership
- Loans
- Mortgage Lending
- Mutual Funds
- Real Estate
- Retirement
- Retirement Planning
- Series 7
- Strategic Financial Planning
- Wealth Management
- Sales
- Healthcare
- Nursing
- Project Management
- Capital
- Investment Management
- Hospitals
Christopher Rose Summary
- Christopher Rose, based in North Palm Beach, FL, US, is currently a Wealth Relationship Manager at Citi. Christopher Rose brings experience from previous roles at Integrated Financial Concepts, Prudential Financial, Neil Jesani Wealth Management, LLC and The Adirondack Trust Company. Christopher Rose holds a 2000 - 2002 MBA in Finance @ The College of Saint Rose. With a robust skill set that includes Advanced Excel, Portfolio Management, Investments, Strategic Planning, Insurance and more. Christopher Rose has 4 emails and 1 mobile phone numbers on RocketReach.
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Top Citi Employees
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