Josh Rosen
Sales professional helping wealth management firms grow their Assets & Revenue while enhancing their clients\' experience leveraging the BNY Pershing platform
- Role
- Senior Business Development Executive at BNY Pershing
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Josh Rosen
Experienced and driven sales leader consistently exceeding targets and goals. Managed service and reporting teams overseeing client operations and reporting supporting banks, trust companies, family offices and RIAs. Continually looking to improve the client experience utilizing and leveraging technology solutions to affect change. Effectively communicating with senior management to drive revenue and minimize expense impact. Managing full project life cycles from analysis to post deployment training delivering on target and budget.A client advocate, operational and technology leader. A change agent that delivers results with excellent communication, problem solving and analytical skills. Deep understanding of investments, hedge and private equity funds as well as products including lending, prime brokerage, cash management, banking and trading.Public speaking experience.Earned a BA from Bryant University in Finance and a MBA from Fordham University specializing in Taxation and Personal Financial Planning.
Experience
Senior Business Development Executive
Apr 2020 — Present · New York, NY, US
After selecting the BNY Pershing Wealth Solutions Custodial Platform to partner with Chilton Trust and seeing first hand the many advantages this custodial platform had over its competitors, Mr. Rosen wanted to share this experience and knowledge with similar firms. Now, as a business development executive with BNY, Mr. Rosen has the opportunity to help wealth management firms build the proper foundation for growth by bringing the Wealth Solutions platform advantages to Banks, Trust Companies, RIAs, Investment Funds and other Wealth Advisory firms. Some of the BNY platform advantages, to name a few, are:1) Unifying Bank Custody and Brokerage onto one platform 2) ENABLING GROWTH of wealth management firms3) One dedicated, experienced service team4) P&I accounting5) Multicurrency trust accounting system6) Leading technology infrastructure7) Cutting edge reporting and front-end systems8) Hold or reflect non-marketable securities9) Margin, LOCs and mortgage availability10) Safety and Asset segregationIf you are an investment or wealth management firm and feel your custodian is not performing up to your expectations, please DM me to see if we can partner together.
Education
Fordham Gabelli School of Business
MBA, Finance/Taxation
1996 — 1999
Bryant University
BS, Finance
1989 — 1993
Skills
- Broker-Dealer
- Hedge Funds
- Onboarding
- Fixed Income
- Asset Management
- Portfolio Management
- Start-Ups
- Relationship Management
- Investments
- Capital Markets
- Alternative Investments
- Financial Services
- Prime Brokerage
- Investment Banking
- Funding
- Mutual Funds
- Securities
- Equities
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.