Richard Roser Email & Phone Number
Portfolio Manager, Vice President @ Bank of America
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Richard Roser Location
- New York, NY, US
Richard Roser Work
- 2019 -now Portfolio Manager, Vice President @
- 2018 -2019 Portfolio Manager, Vice President @
- 2015 -2018 Portfolio Manager Associate @
- 2013 -2015 Junior Advisor and Registered Sales Associate @ LPL Financial (DBA Independent Financial Services)
- 2013 -2013 Sales Assistant @ LPL Financial (DBA Independent Financial Services)
- 2013 -2013 Teller I @
Richard Roser Education
- The University of Connecticut
Bachelor of Science (B.S.) (Economics)
2009-2012
Richard Roser Skills
- Leadership
- Series 63
- PowerPoint
- Public Speaking
- Asset Backed Security Abs
- Fixed Annuities
- Fixed Income
- Bonds
- Relative Value
- Insurance
- Mortgage Backed Security Mbs
- Portfolio Management
- Investments
- Bloomberg
- US Treasuries
- Variable Annuities
- Credit Risk
- Finance
- FactSet
- Government Bonds
- Financial Services
- Vlookup
- Equities
- Mutual Funds
- Agency MBS
- MBS
- Microsoft Office
- Barclays Point
- Microsoft Word
- Bloomberg Terminal
- Stocks
- Microsoft Excel
- Asset Management
- Sma
- Fixed Income Strategies
- Customer Service
- Commercial Mortgage Backed Security Cmbs
- CMBS
- High Yield Bonds
- Convertible Bonds
- ETFs
- Research
- Municipal Bonds
- Series 65
- Corporate Bonds
- Bondedge
- Options
- Fixed Income Portfolio Management
- Series 7
- Analysis
- Commercial Mortgage Backed Security
- Mortgage Backed Security
- Asset Backed Security
Richard Roser Summary
- Richard Roser, based in New York, NY, US, is currently a Portfolio Manager, Vice President at Bank of America. Richard Roser brings experience from previous roles at Bank of America and LPL Financial (DBA Independent Financial Services). Richard Roser holds a 2009 - 2012 Bachelor of Science (B.S.) in Economics @ The University of Connecticut. With a robust skill set that includes Leadership, Series 63, PowerPoint, Public Speaking, Asset Backed Security Abs and more. Richard Roser has 7 emails and 3 mobile phone numbers on RocketReach.
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