We found the following information about Todd Rosman at Cais, where Todd has worked as a Vice President | Structured Investments since 2020. Todd's total work experience is over four years, during which time Todd Rosman had at least six jobs at different companies to develop professional skills. Todd Rosman studied at the Rutgers Business School from 2010 to 2014. This professional has professional certification in Series 7 and Series 66. Todd can be found in Uptown, New Jersey – where this expert is currently located. You can find this professional's current phone and email with Connexy search.
Name variants:
Todd Rosman
Contact Information
Last Update
Jul 11, 2022
Email
to**@yahoo.com, to**@ubs.com, lj**@yahoo.com
Location
Uptown, NJ
Company
Workplace
Colleagues
Work History
Structured Products - Sales Analyst and Specialist - Global Wealth Management
UBS works with private clients, institutions and corporations around the world to help answer some of life's questions – whether through expert wealth management advice, investment banking a...
Sep 2016 — Aug 2018
Wealth Management Analyst - Graduate Talent Program
Sept. '15 – Dec. '15: Worked on Katz Wealth Management team as part of one of UBS' largest producing Private Wealth and Senior Portfolio Managers. May '15 – Aug. '15: Worked on PMP Evolutio...
Sep 2014 — Aug 2016
Investment Management Intern
10-week internship, where I leveraged their investment process to model tactical asset allocation models on a macro-scale for the UBS Discretionary Portfolios, whose assets under management ...
May 2013 — Aug 2013
Education
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Chief Executive
Accounting Bookkeeper
Bookkeeper
Skills
Microsoft Excel
Teamwork
Research
Powerpoint
Microsoft Office
Program Management
Public Speaking
Access
Microsoft Word
Social Media
Microsoft Powerpoint
Investments
Equities
Excel
Technical Data Analysis
Fundamental Analysis
Leadership Development
Social Networking
Cpr Certified
Aed
Bloomberg Terminal
FAQs about Todd Rosman
What is the main profession of Todd Rosman?
Todd Rosman is a Vice President | Structured Investments.
What jobs is Todd Rosman a professional at?
Todd is proficient at Executive and Vice President jobs.
Where does Todd Rosman currently live?
The professional lives in Uptown, New Jersey.
What is Todd's email?
The expert's email is to**@yahoo.com and to**@ubs.com.
How many companies did Todd Rosman work at?
The professional worked at six jobs.
Where has Todd Rosman studied?
Todd studied at the Rutgers Business School from 2010 to 2014.
What are the certifications of Todd Rosman?
Todd Rosman received the following certifications: Series 7, Series 66, Financial Industry Regulatory Authority (Finra), Cfa Institute, and Cfa Level I Candidate.
Are there any special industries Todd Rosman works in?
Todd works in Financial Services industry.