Morten Roness Email & Phone Number
Vice President, Wealth Manager @ SteelPeak Wealth
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Morten Roness Location
- Calabasas, CA, US
Morten Roness Work
- 2016 -now Vice President, Wealth Manager @
- 2012 -2016 Vice President - Investments @ TPG Advisors
- 2010 -2012 RR @
- 2003 -2010 Financial Specialist @ Allstate Financial Services
- 1997 -2003 Associate Vice President @
- 1992 -1997 Registered Rep @
Morten Roness Education
- Thunderbird School of Global Management
MBA (International Management)
1983-1984
Morten Roness Skills
- Financial Services
- Investments
- Securities
- Retirement
- Finance
- Financial Analysis
- Corporate Finance
- Mergers & Acquisitions
- Mortgage Lending
- Mutual Funds
- Strategy
- Asset Allocation
- Business Strategy
- Wealth Management
- Series 7
- Retirement Planning
- Fixed Annuities
- Nursing
- Microsoft Office
- Business Development
- Healthcare
- Mergers and Acquisitions
- Microsoft Word
Morten Roness Summary
- Morten Roness, based in Calabasas, CA, US, is currently a Vice President, Wealth Manager at Steel Peak Wealth Management, LLC. Morten Roness brings experience from previous roles at TPG Advisors, MassMutual Financial Group, Allstate Financial Services and Wachovia Securities Financial Network. Morten Roness holds a 1983 - 1984 MBA in International Management @ Thunderbird School of Global Management. With a robust skill set that includes Financial Services, Investments, Securities, Retirement, Finance and more. Morten Roness has 3 emails and 2 mobile phone numbers on RocketReach.
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