Tom Rogerson Email & Phone Number
Managing Director Family Wealth Services @ BNY
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Tom Rogerson Location
- Massachusetts, United States
Tom Rogerson Work
- 2002 -now Managing Director Family Wealth Services @
- 1994 -2002 Nationsl Director, Estate Planning @ State Street Global Advisors
- 1987 -1994 National Director, Estate Planning @
- 1980 -1987 Financial Consultant @
Tom Rogerson Education
- Ithaca College 1975-1979
Tom Rogerson Skills
- Public Speaking
- Microsoft Excel
- New Business Development
- Alternative Investments
- Estate Planning
- Series 63
- Estate Tax Planning
- Key Account Management
- Account Management
- Sales
- Portfolio Management
- Tax
- Forecasting
- Investments
- Bloomberg
- Investment Advisory
- Asset Managment
- Equities
- Sales Management
- Mutual Funds
- Wealth Management
- Family Office
- Strategic Financial Planning
- Asset Management
- Leadership Development
- Agribusiness
- Wealth
- Succession Planning
- Business Strategy
- Management
- Crop Protection
- Agronomy
- Inventory Management
- Recruiting
- Market Development
- Series 7
- Pricing
- Investment Management
Tom Rogerson Summary
- Tom Rogerson, based in Massachusetts, United States, is currently a Managing Director Family Wealth Services at BNY Mellon Wealth Management. Tom Rogerson brings experience from previous roles at State Street Global Advisors, Kidder Peabody and Merrill Lynch. Tom Rogerson holds a 1975 - 1979 Ithaca College. With a robust skill set that includes Public Speaking, Microsoft Excel, New Business Development, Alternative Investments, Estate Planning and more. Tom Rogerson has 3 emails and 1 mobile phone numbers on RocketReach.
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Others Named Tom Rogerson
Tom Rogerson
Managing Director Family Wealth Services
Massachusetts, United States
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