Rachel Strauss Rosen
Corporate Officer/Principal bei Droms Strauss Advisors, Inc.
Profil
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.
Aktive Positionen von Rachel Strauss Rosen
| Unternehmen | Position | Beginn |
|---|---|---|
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 | - |
Ehemalige bekannte Positionen von Rachel Strauss Rosen
| Unternehmen | Position | Ende |
|---|---|---|
| Wachovia Bank NA (Charlotte, North Carolina) | Corporate Officer/Principal | 31.12.2007 |
Ausbildung von Rachel Strauss Rosen
| Denison University | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 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 |
