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Devin Rose Location
Orlando, FL, US
Devin Rose Work
Director - Trading Services @ (March 2023 - Present)
Vice President - Trading Services @ (September 2016 - February 2023)
Projects and Reporting Analyst - Credit Services @ (July 2015 - August 2016)
Mutual Fund Supervisor @ (October 2013 - June 2015)
Mutual Fund Associate @ (February 2011 - September 2013)
Mutual Fund Representative @ (October 2007 - December 2010)
Financial Advisor Intern @ (May 2005 - September 2005)
Devin Rose Education
Augsburg University
Master of Business Administration
Augsburg University
Bachelor of Arts (Finance)
Devin Rose Skills
Mutual Funds
Customer Service
Leadership
Financial Services
Finance
Microsoft Office
Series 7
Risk Management
Investments
Wealth Management
Equities
Microsoft Excel
Financial Planning
Portfolio Management
Financial Advisory
Retirement Planning
FINRA
Asset Allocation
Financial Analysis
Securities
ETFs
Asset Management
Devin Rose Summary
Devin Rose, based in Orlando, FL, US, is currently a Director - Trading Services at BNY Pershing. Devin Rose brings experience from previous roles at BNY Mellon | Pershing. Devin Rose holds a Master of Business Administration @ Augsburg University. With a robust skill set that includes Mutual Funds, Customer Service, Leadership, Financial Services, Finance and more. Devin Rose has 4 emails and 2 mobile phone numbers on RocketReach.
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