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 @ Oppenheimer & Co. Inc.
- 1992 - 2003 Managing Director - Investments @ McDonald Investments
- 1985 - 1992 Senior Vice President @ Comerica Bank
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
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 2 emails on RocketReach.
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