Director, Distribution Operations @ (June 2016 - December 2019)
Director @ TrailMark Metropolitan District (May 2014 - May 2018)
Operational Risk Manager @ (April 2012 - May 2015)
Investment Accounting Manager @ (August 2008 - April 2012)
Manager, Transfer Agency @ (January 2006 - August 2008)
Operational Reporting and Quality Review Manager @ (March 2003 - January 2006)
Walk In and Call Center Supervisor @ (April 2001 - March 2003)
Transfer Agency Supervisor – Processing, Retirement Products and Review and Control @ (February 1999 - April 2001)
Todd Roser Education
Colorado State University
Bachelor of Science - BS (Business Administration, Finance)
Todd Roser Skills
Mutual Funds
Coaching
Strategic Planning
Customer Relations
Financial Reporting
Series 7
Problem Solving
Team Building
Customer Service
Process Engineering
Leadership Development
Risk Management
Financial Services
Business Process Improvement
Operations Management
Securities
Financial Analysis
Fund Accounting
Alternative Investments
Hedge Funds
Equities
Management
Asset Management
Investments
Trading
Business Analysis
Leadership
Business Intelligence (BI)
Vendor Management
Mergers & Acquisitions (M&A)
Finance
Accounting
Todd Roser Summary
Todd Roser, based in Littleton, CO, US, is currently a Director, Data Services Retirement Operations at Transamerica. Todd Roser brings experience from previous roles at Transamerica, Janus Henderson Investors U.S., TrailMark Metropolitan District and Janus Capital Group. With a robust skill set that includes Mutual Funds, Coaching, Strategic Planning, Customer Relations, Financial Reporting and more. Todd Roser has 2 emails and 4 mobile phone numbers on RocketReach.
Looking for a different Todd Roser?
Find contact details for 700 million professionals.