Will Rohr

Will Rohr

Analyst-Equity bij AJ Wealth Strategies LLC

Finance
Consumer Services

Profiel

Mr. William A.
Rohr is a Principal at AJ Wealth Strategies LLC.
where he provides a high level of service to clients and assists with their day-to-day financial planning requirements.
He focuses on analyzing individual client needs and delivering accurate information in a timely manner.
As a licensed insurance producer, Will also helps the firm manage the insurance process, handling presentations, applications, medicals, and general insurance structuring and maintenance.
Prior to joining Cerity Partners, He served as a Senior Financial Analyst at AJ Wealth, a New York-based registered investment advisor specializing in providing family office services.
In this role, he analyzed data to help develop comprehensive financial plans for clients.
He received his undergraduate degree from the University of Scranton.

Actieve functies van Will Rohr

BedrijvenFunctieBegin
Analyst-Equity 01-06-2015
Alle actieve functies van Will Rohr

Opleiding van Will Rohr

University of Scranton Undergraduate Degree

Ervaring
Beklede functies

Actief

Inactief

Beursgenoteerde bedrijven

Bedrijven in privébezit

Ervaring van Will Rohr in detail bekijken

Connecties

13

Eerstegraads connecties

2

Bedrijven verbonden in de eerste graad

Man

Vrouw

Besturend

Uitvoerend

Persoonlijk netwerk weergeven

Verwante bedrijven

Bedrijven in privébezit1

Finance

Zie bedrijfsconnecties
  1. Beurs
  2. Insiders
  3. Will Rohr