Thomas Derosa Email & Phone Number
Managing Director - Financial Advisor, AIF®, QPFC®, CRPC® @ J.P. Morgan
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Thomas Derosa Location
- New York, NY, US
Thomas Derosa Work
- 2022 -now Managing Director - Financial Advisor, AIF®, QPFC®, CRPC® @
- 2012 -2022 Senior Vice President - Financial Advisor, Senior Investment Management Consultant, QPFC®, CRPC® @
- 2001 -2012 Senior Vice President - Investments, Senior Financial Advisor, CFM, CRPC® @
Thomas Derosa Education
- College for Financial Planning
CRPC® (Chartered Retirement Planning Counselor℠), Financial Planning, Investment Management
- Consulting Group University
SIMC (Senior Investment Management Consultant)
- National Association of Plan Advisors
QPFC® (Qualified Plan Financial Consultant), Retirement Plan Fiduciary Roles and Responsibilities
Thomas Derosa Summary
- Thomas Derosa, based in New York, NY, US, is currently a Managing Director - Financial Advisor, AIF®, QPFC®, CRPC® at J.P. Morgan. Thomas Derosa brings experience from previous roles at Morgan Stanley Wealth Management and Merrill Lynch. Thomas Derosa holds a CRPC® (Chartered Retirement Planning Counselor℠), Financial Planning, Investment Management @ College for Financial Planning. Thomas Derosa has 1 emails and 1 mobile phone numbers on RocketReach.
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