2019 -
now Associate Director - Wealth Management Research @
2016 -
2018 Senior Financial Advisor @
2011 -
2015 Financial Advisor @
2005 -
2010 Research Analyst - Infrastructure Software @
Michael Rose Education
Bentley University - McCallum Graduate School of Business
Master of Science (Taxation)
2010
-
2010
Bentley University - McCallum Graduate School of Business
Graduate Certificate (Financial Planning)
2008
-
2008
Bentley University
Bachelor of Science (Finance)
2005
Michael Rose Summary
Michael Rose, based in Boston, MA, US, is currently a Associate Director - Wealth Management Research at Cerulli Associates. Michael Rose brings experience from previous roles at Modera Wealth Management, Proctor Financial, Inc. and IDC. Michael Rose holds a 2010 - 2010 Master of Science in Taxation @ Bentley University - McCallum Graduate School of Business. Michael Rose has 2 emails on RocketReach.
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