Larry Rose Email & Phone Number
Treasurer @ CASA of Brown County
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Larry Rose Location
- Green Bay, WI, US
Larry Rose Work
- 2007 -now Senior Wealth Advisor @ Harbor Wealth Management, LLC
- 2021 -now Treasurer @
- 2007 -2017 Partner @ Harbor Wealth Management
- 1984 -2005 CPA and Shareholder @ Kerber, Rose & Associates, S.C.
Larry Rose Education
- University of Virginia
BS (Commerce with Accounting Concentration)
1971-1975
Larry Rose Skills
- Wealth Management
- Tax
- Strategic Financial Planning
- Estate Planning
- Finance
- CPA
- Retirement Planning
- Insurance
- Trusts
- Financial Analysis
- Strategic Planning
- Risk Management
- Personal Tax Planning
- Income Tax
- Financial Planners
- Wealth Management Services
- Tax Preparation
- Account Reconciliation
- Estate Tax Planning
- Accounting
- Financial Statements
- Financial Planning
- Small Business
- Investments
- Management
- Marketing
- Project Management
Larry Rose Summary
- Larry Rose, based in Green Bay, WI, US, is currently a Treasurer at CASA of Brown County. Larry Rose brings experience from previous roles at Harbor Wealth Management, LLC, Harbor Wealth Management and Kerber, Rose & Associates, S.C.. Larry Rose holds a 1971 - 1975 BS in Commerce with Accounting Concentration @ University of Virginia. With a robust skill set that includes Wealth Management, Tax, Strategic Financial Planning, Estate Planning, Finance and more. Larry Rose has 1 emails and 3 mobile phone numbers on RocketReach.
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