Susan Rose Email & Phone Number
Managing Director and Investments - Stifel
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Susan Rose Location
- Grand Rapids, MI, US
Susan Rose Work
- 2016 -now Managing Director and Investments - Stifel @ Stifel Financial Corp.
- 2003 -2016 Managing Director - Investments @
- 1992 -2003 Managing Director - Investments @ McDonald Investments
- 1985 -1992 Senior Vice President @
Susan Rose Education
- Northwestern University
(Banking, Finance)
1983-1986
Susan Rose Skills
- Financial Advisory
- Deferred Compensation Plans
- Retirement Savings
- Estate Investment Strategies
- Insurance
- Wealth Management Services
- Investments
- Relationship Management
- Retirement Plan Consulting
- Asset Allocation
- Financial Services
- Securities
- Investment Strategies
- Fixed Income Strategies
- Has Errors
- Great
- Wealth Preservation Strategies
- 401k Rollovers
- Tax Efficient Strategies
- Risk Management Strategies
- Retirement
- Services
- Multigenerational Wealth Transfer Strategies
- Stock Due Diligence
- 401 Rollovers
Susan Rose Summary
- Susan Rose, based in Grand Rapids, MI, US, is currently a Managing Director and Investments - Stifel at Stifel Financial Corp.. Susan Rose brings experience from previous roles at Oppenheimer & Co. Inc., McDonald Investments and Comerica Bank. Susan Rose holds a 1983 - 1986 Northwestern University. With a robust skill set that includes Financial Advisory, Deferred Compensation Plans, Retirement Savings, Estate Investment Strategies, Insurance and more. Susan Rose has 1 emails and 2 mobile phone numbers on RocketReach.
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