Sage Rose Email & Phone Number
Director, Advisory @ Constellation Wealth Capital
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Sage Rose Location
- Orlando, FL, US
Sage Rose Work
- Director, Advisory @ (September 2023 - Present)
- Senior Vice President Client Services @ (July 2023 - September 2023)
- Senior Vice President @ Advisor Solutions | BNY Mellon Pershing (November 2019 - July 2023)
- Client Services Manager @ (September 2018 - November 2019)
- Client Service Representative @ (May 2017 - September 2018)
- Client Service Representative @ (June 2015 - May 2017)
- Mutual Fund Specialist @ (July 2010 - June 2015)
Sage Rose Education
- Florida SouthWestern State College
Bachelor of Applied Science - BASc (Public Administration)
2008-2009 - Carson-Newman University
(Psychology)
2007-2008 - Florida State University
(Criminology)
2004-2007
Sage Rose Skills
- Consulting
- Customer Segmentation Strategy
- Staff Development
- Service Delivery
- Operations Management
- Account Management
- Analytical Skills
- Risk Management
- Financial Services
- Finance
- Strategic Planning
- Customer Service
- Mutual Funds
- Strategy
- Lean Six Sigma
- Strategic Thinking
Sage Rose Summary
- Sage Rose, based in Orlando, FL, US, is currently a Director, Advisory at Constellation Wealth Capital. Sage Rose brings experience from previous roles at BNY Mellon | Pershing and Advisor Solutions | BNY Mellon Pershing. Sage Rose holds a 2008 - 2009 Bachelor of Applied Science - BASc in Public Administration @ Florida SouthWestern State College. With a robust skill set that includes Consulting, Customer Segmentation Strategy, Staff Development, Service Delivery, Operations Management and more. Sage Rose has 2 emails and 2 mobile phone numbers on RocketReach.
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