Roxane Rose Email & Phone Number
Resident Director - Wealth Management Advisor, Senior Vice President @ Merrill Lynch
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Roxane Rose Location
- Santa Fe, NM, US
Roxane Rose Work
- 1999 -now Resident Director - Wealth Management Advisor, Senior Vice President @
Roxane Rose Education
- University of North Texas
Master's Degree
1991-1992 - University of North Texas
Bachelor's Degree
1982-1991 - Amarillo High School
High School Diploma/GED
1979-1982
Roxane Rose Skills
- Special Needs Planning Strategies
- Planning and Asset Management
- Trust Administration and Asset Management
- Asset Management
- Estate and Retirement Planning Services
- Financial Strategies for Women
- Strategic Planning
- Msas
- Special Needs Trusts
- Investment Advisory
- Medicare
- Mergers
- Mutual Funds
- Investment Management
- IRAs
- Special Needs
- FINRA
- Medicaid
- Series 65
- Valuation
- Securities
- Wealth Management
- Insurance
- Structured Annuities
- Retirement
- Auditing
- Financial Advisory
- Hedge Funds
- Investment Strategies
- Wealth Management Services
- Series 63
- Series 7
- Trusts
- Trust Management
- Personal Injury
- Financial Markets
- 401k
- Trusteeship
- Trust Taxation
- Mergers and Acquisitions
- Risk Management
- Fixed Annuities
- Portfolio Management
- Financial Analysis
- Strategic Financial Planning
- Financial Planning
- CPA
- Life Insurance
- Asset Managment
- Options
- Investments
- Retirement Planning
- Estate Planning
- Small Business
- Capital Markets
- Trust Services
- Audit
- Equities
Roxane Rose Summary
- Roxane Rose, based in Santa Fe, NM, US, is currently a Resident Director - Wealth Management Advisor, Senior Vice President at Merrill Lynch Wealth Management. Roxane Rose holds a 1991 - 1992 Master's Degree @ University of North Texas. With a robust skill set that includes Special Needs Planning Strategies, Planning and Asset Management, Trust Administration and Asset Management, Asset Management, Estate and Retirement Planning Services and more. Roxane Rose has 2 emails and 1 mobile phone numbers on RocketReach.
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