Roger Moss Email & Phone Number
Owner, Managing Director
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Roger Moss Location
- Montville, NJ, US
Roger Moss Work
- 2016 -now Owner, Managing Director @ Montville Financial Group
- 2008 -2016 Branch Manager @
- 1991 -2008 Market Director @
- 1991 -2001 Branch Manager @
Roger Moss Education
- NYU Stern School of Business
MBA (Finance / Management)
1993-1997 - Lehigh University
Bachelor's degree (Finance and Computer Science)
1986-1991 - Pascack Valley High School 1982-1986
Roger Moss Skills
- Series 7
- Management
- Strategic Planning
- Financial Services
- Investments
- Sales
- Financial Advisory
- Mutual Funds
- Marketing
- Sales Management
- Finance
- Fixed Income
- Wealth Management
- Portfolio Management
- Capital Markets
- Business Development
- Recruiting
- Retirement Planning
- Trading
- Wealth
- Securities
- Financial Planning
- Alternative Investments
- Equities
- Series 24
- FINRA
- Public Speaking
- Strategy
- Project Management
- Marketing Communications
- Services
Roger Moss Summary
- Roger Moss, based in Montville, NJ, US, is currently a Owner, Managing Director at Montville Financial Group. Roger Moss brings experience from previous roles at Ameriprise Financial Services, Inc., Banc of America Investment Services, Inc. and Quick & Reilly. Roger Moss holds a 1993 - 1997 MBA in Finance / Management @ NYU Stern School of Business. With a robust skill set that includes Series 7, Management, Strategic Planning, Financial Services, Investments and more.
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