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Sandra Rose

Senior Institutional Client Manager And Wealth Management Advisor
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About Sandra Rose

Sandra Rose has 3 current jobs including Senior Institutional Client Manager And Wealth Management Advisor at a new york registered investment advisor and advisor-fiduciary firm for retirement plans in new canaan, connecticut, united states, united states, Senior Institutional Client Relationship Manager - Sales Team Manager - Wealth Management Advisor at a new york registered investment advisor & broker dealer, Director, Institutional Business Development And Investor Relations at Tiburon Capital Management.

Sandra Rose holds a bachelors,bachelor of science degree from roger williams university

Sandra Rose Social
Sandra Rose Work
Sandra Rose have been working for 33 years. Currently Sandra Rose is the Senior Institutional Client Manager And Wealth Management Advisor @a new york registered investment advisor and advisor-fiduciary firm for retirement plans, with experience in Senior Institutional Client Relationship Manager - Sales Team Manager - Wealth Management Advisor @a new york registered investment advisor & broker dealer
a new york registered investment advisor and advisor-fiduciary firm for retirement plans
Senior Institutional Client Manager And Wealth Management Advisor
Jan 2016 - Present · 9 years and 2 months
a new york registered investment advisor & broker dealer
Senior Institutional Client Relationship Manager - Sales Team Manager - Wealth Management Advisor
Jan 2016 - Present · 9 years and 2 months
Tiburon Capital Management
Director, Institutional Business Development And Investor Relations
Feb 2015 - Present · 10 years and 1 months
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About Sandra Rose's Current Company
a new york registered investment advisor and advisor-fiduciary firm for retirement plans
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Sandra Rose Education

Sandra Rose completed at roger williams university (Present)

roger williams university
business administration
Present
Sandra Rose Skills
Business and Strategy
investments, new business development, business development
Financial
financial services
Customer Relations and Sales
sales, crm, marketing communications, marketing strategy, sales management
Team and Leadership
fundraising, leadership
Technology and Engineering
microsoft office
Other
equities, securities, series 7, wealth management, asset allocation, series 63, retirement planning, fixed income, buy side, annuities, investment strategies, alternative investments, bonds, financial markets, trading systems, financial advisory, institutional investments, trading strategies, high net worth individuals, financial planners, stocks, wealth management services, separately managed accounts, trading, asset management, bloomberg, hedge funds, insurance, investment advisory, investment management, financial planning

Sandra Rose Email & Phone number

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