Robert Ossers Email & Phone Number
Executive VP - Senior FA and Head of Wealth Planning (CL and SG Groups) @ Shufro, Rose & Co, LLC
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Robert Ossers Location
- New York, NY, US
Robert Ossers Work
- 2025 -now Executive VP - Senior FA and Head of Wealth Planning (CL and SG Groups) @
- 2023 -2025 VP - FA and Head of Wealth Planning @
- 2022 -2023 Vice President and Financial Advisor @
- 2019 -2021 Advisor @
- 2019 -2023 Member - Young Professionals Board @
- 2018 -2019 Vice President - Investments and Wealth Advisory @ Source Financial Advisors
- 2017 -2018 Senior Wealth Strategist - Investment Analyst @
- 2014 -2017 Investment Associate @
Robert Ossers Education
- Western Connecticut State University
Bachelor of Business Administration (Finance; Financial Management)
Robert Ossers Summary
- Robert Ossers, based in New York, NY, US, is currently a Executive VP - Senior FA and Head of Wealth Planning (CL and SG Groups) at Shufro Rose. Robert Ossers brings experience from previous roles at Shufro Rose, Shufro, Rose & Co., LLC and Breakthrough New York. Robert Ossers holds a Bachelor of Business Administration in Finance; Financial Management @ Western Connecticut State University. Robert Ossers has 1 emails and 1 mobile phone numbers on RocketReach.
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