Rachel Strauss Rosen
Corporate Officer/Principal bij Droms Strauss Advisors, Inc.
Profiel
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.
Actieve functies van Rachel Strauss Rosen
| Bedrijven | Functie | Begin |
|---|---|---|
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 | - |
Eerdere bekende functies van Rachel Strauss Rosen
| Bedrijven | Functie | Einde |
|---|---|---|
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | 31-12-2007 |
Opleiding van Rachel Strauss Rosen
| Denison University | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
Eerstegraads connecties
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
| Wachovia Bank NA (Charlotte, North Carolina) | Finance |
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 |
