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Toni Rose Location
Texas, United States
Toni Rose Work
Senior Vice President and Investments - Stifel @ (January 2025 - Present)
First Vice President and Investments - Stifel @ (January 2019 - January 2025)
Vice President Senior Financial Advisor @ (August 2014 - January 2019)
Financial advisor @ (April 2008 - August 2014)
Toni Rose Education
Arizona State University - W. P. Carey School of Business
(Business)
Toni Rose Skills
Investments
Financial Analysis
Portfolio Management
Risk Management
Financial Planning
Asset Allocation
Finance
Marketing
Customer Service
Microsoft Excel
Mutual Funds
Strategic Planning
Team Building
Business Development
Financial Services
Strategy
Process Improvement
Microsoft Office
Toni Rose Summary
Toni Rose, based in Texas, United States, is currently a Senior Vice President and Investments - Stifel at Stifel Financial Corp.. Toni Rose brings experience from previous roles at Stifel Financial Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated and American Airlines Federal Credit Union. Toni Rose holds a Arizona State University - W. P. Carey School of Business. With a robust skill set that includes Investments, Financial Analysis, Portfolio Management, Risk Management, Financial Planning and more. Toni Rose has 1 emails and 2 mobile phone numbers on RocketReach.
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