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David Rose Location
New York, NY, US
David Rose Work
2026 -now 2026 Fellow @
2024 -now Corporate Strategy @
2022 -2024 Chief of Staff, Head of U.S. Wealth Management @
2021 -2022 Associate Director, Business Manager @
2019 -2021 Manager @
2016 -2019 Senior Consultant @
2015 -2016 Consultant @
2014 -2014 Equity Derivative Client Service @
2013 -2014 Equity Derivative Analyst @
2013 -2013 Portfolio Management Associate @
David Rose Education
University of Scranton
(Finance)
2009-2013
David Rose Skills
Microsoft Office
Microsoft Excel
PowerPoint
Access
Financial Analysis
Portfolio Management
Insurance
Finance
Securities
Alternative Investments
Mutual Funds
Wealth Management
Asset Allocation
Derivatives
Financial Advisory
Asset Management
Life Insurance
Equities
David Rose Summary
David Rose, based in New York, NY, US, is currently a 2026 Fellow at The Economic Club of New York. David Rose brings experience from previous roles at TD, Yieldstreet and Deloitte. David Rose holds a 2009 - 2013 University of Scranton. With a robust skill set that includes Microsoft Office, Microsoft Excel, PowerPoint, Access, Financial Analysis and more. David Rose has 2 emails and 6 mobile phone numbers on RocketReach.
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