Sandra Rose Email & Phone Number
Founder, Senior Wealth Advisor @ Prosperous Planning
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Sandra Rose Location
- New Canaan, CT, US
Sandra Rose Work
- 2023 -now Founder, Senior Wealth Advisor @
- 2021 -2023 Financial Planner @
- 2016 -2021 Senior Financial Advisor - Institutional 401k Relationship Manager - Operations-Sales Team Manager @ A New York Registered Investment Advisor & Broker Dealer
- 2015 -2016 Director, Institutional Business Development and Investor Relations @ Tiburon Capital Management
- 2014 -2015 Wealth Management Advisor @
- 2008 -2013 Financial Advisor-Account Executive, Private Client Group @
- 2003 -2004 Sr. Institutional Equity Trader @ David J. Greene
- 1997 -2002 Managing Director, Institutional Equity Trading @ David L. Babson
- 1993 -1997 Institutional Securities Trader @
Sandra Rose Education
- Roger Williams University
BS (Business Administration, Minors Finance & Economics)
Sandra Rose Summary
- Sandra Rose, based in New Canaan, CT, US, is currently a Founder, Senior Wealth Advisor at Prosperous Planning. Sandra Rose brings experience from previous roles at Prudential Financial, A New York Registered Investment Advisor & Broker Dealer, Tiburon Capital Management and TIAA-CREF. Sandra Rose holds a BS in Business Administration, Minors Finance & Economics @ Roger Williams University. Sandra Rose has 2 emails and 1 mobile phone numbers on RocketReach.
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Sandra Rose
Founder, Senior Wealth Advisor
New Canaan, CT, US
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