Robert Rossi
- Role
- Senior Vice President, Wealth Advisor - Wealth Management at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Robert Rossi
Are you looking for a CERTIFIED FINANCIAL PLANNER™ who can help you manage a big change…
Experience
Senior Vice President, Wealth Advisor - Wealth Management
Jul 2006 — Present
Portfolio Manager CFP® CERTIFIED FINANCIAL PLANNER Professional CIMA® Certified Investment Management Analyst
Skills
- Financial Modeling
- Investment Banking
- Public Speaking
- Private Banking
- Portfolio Management
- Mechanical Engineering
- Due Diligence
- Financial Analysis
- Leadership
- Tactical Asset Allocation
- Research
- Asset Allocation
- Life Transitions
- Liability Analysis
- Estate Planning
- Business Networking
- Investments
- Financial Planning
- Retirement Planning
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