Jack Rogers Email & Phone Number
Financial Planner @ TrueNorth Financial Solutions
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Jack Rogers Location
- New York, NY, US
Jack Rogers Work
- 2018 -now Financial Planner @
- 2016 -now Chief Financial and Operating Officer @
- 2015 -2016 Vice President, Engagement Management @
- 2014 -2015 Advisory Consultant @ Virtuattorney
- 2011 -2012 Client Services Associate and Equity and Options Trade Support Specialist @
- 2009 -2010 Investment Advisor @
- 2007 -2009 Financial Advisor @
- 2007 -2007 Financial Services Associate @
Jack Rogers Education
- Baruch College 2013-2014
- California State University, Fresno
Jack Rogers Skills
- Mutual Funds
- Financial Analysis
- Valuation
- Bloomberg
- Portfolio Management
- Wealth Management
- Finance
- Securities
- Investments
- Fixed Income
- Equities
- Series 7
- Financial Services
- Financial Modeling
- Microsoft Office
- Asset Allocation
- Financial Advisory
- Management
- Leadership
- Microsoft Excel
- Marketing
- Options
- PowerPoint
- Series 63
- Asset Management
- Risk Management
- Public Speaking
- Microsoft Word
- Strategic Financial
- Customer Service
- Accounting
- Retirement Planning
- Sales
- Outlook
- Analysis
- Event Planning
- Investment Advisory
- Time Management
- Insurance
- Strategic Financial Planning
- Retirement
- Business Development
- Alternative Investments
- Derivatives
- Estate Planning
- Trading
- Corporate Finance
- Fixed Annuities
- Data Analysis
- Relationship Management
- Cash Management
- Financial Planning
- Investment Strategies
- See 35+see Less
- Strategy
- Banking
Jack Rogers Summary
- Jack Rogers, based in New York, NY, US, is currently a Financial Planner at Truenorth Financial Solutions. Jack Rogers brings experience from previous roles at A. A. Castro Commercial Litigation, Appeals & Negotiation, Visionary, Virtuattorney and Ubs. Jack Rogers holds a 2013 - 2014 Baruch College. With a robust skill set that includes Mutual Funds, Financial Analysis, Valuation, Bloomberg, Portfolio Management and more. Jack Rogers has 1 emails and 1 mobile phone numbers on RocketReach.
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