Rachel Strauss Rosen
Corporate Officer/Principal en Droms Strauss Advisors, Inc. .
Perfil
Ms. Rachel S.
Rosen is a Principal at Droms Strauss Advisors, Inc. She joined the firm in 2008.
In addition to her management responsibilities at the firm, she works closely with clients in developing personalized client financial plans and is responsible for reviewing and rebalancing client portfolios.
As a client management associate, she provided private banking and wealth management services for high net worth investors.
She became a shareholder in January 2018 and serves on the firm management committee.
She began her career with Wachovia Bank in New York.
Ms. Rosen holds a BA in Economics from Denison University.
Cargos activos de Rachel Strauss Rosen
| Empresas | Cargo | Inicio |
|---|---|---|
Droms Strauss Advisors, Inc.
 Droms Strauss Advisors, Inc. Investment ManagersFinance Droms Strauss Advisors, Inc., dba Droms Strauss Wealth Management (Droms Strauss), is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was co-founded by Bill Droms and Steve Strauss in 1994. Droms Strauss primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. | Corporate Officer/Principal | - |
Antiguos cargos conocidos de Rachel Strauss Rosen.
| Empresas | Cargo | Fin |
|---|---|---|
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | 31/12/2007 |
Formación de Rachel Strauss Rosen.
| Denison University | Undergraduate Degree |
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
Relaciones de 1er grado
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 2 |
|---|---|
Droms Strauss Advisors, Inc.
Droms Strauss Advisors, Inc. Investment ManagersFinance Droms Strauss Advisors, Inc., dba Droms Strauss Wealth Management (Droms Strauss), is an independent, SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was co-founded by Bill Droms and Steve Strauss in 1994. Droms Strauss primarily provides customized investment management services to high-net-worth individuals and associated trusts, estates, pension and profit-sharing plans, and other legal entities. | Finance |
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
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