Christopher Rose Email & Phone Number
Wealth Relationship Manager @ Citi
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Christopher Rose Location
- North Palm Beach, FL, US
Christopher Rose Work
- Wealth Relationship Manager @ (March 2025 - Present)
- Financial Advisor | Investment Adviser Representative of Equity Services, Inc. @ (September 2024 - February 2025)
- Financial Advisor @ (January 2024 - September 2024)
- Senior Advisor @ (March 2023 - June 2023)
- VP and Investment Officer @ (June 2014 - January 2023)
- Vice President and Investment Officer @ Glens Falls National Bank & Trust. & Saratoga National Bank & Trust (October 2007 - May 2014)
- Portfolio Manager @ (July 1998 - January 2005)
- AVP - Portfolio Manager @ Fleet National Bank (July 1994 - July 1998)
- AVP - Portfolio Manager @ Norstar Bank (July 1988 - July 1994)
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 3 mobile phone numbers on RocketReach.
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