Chris D Rosenthal - A Gifted and Versatile Individual - PowerPoint PPT Presentation

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Chris D Rosenthal - A Gifted and Versatile Individual

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Chris D Rosenthal served as Senior Vice President, Regional Institutional Sales for UBS Financial Services, Inc. Chris D Rosenthal developed and implemented a three-person fixed-income sales team focused on Tier 1, 2, and 3 accounts and high-net-worth individuals. – PowerPoint PPT presentation

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Title: Chris D Rosenthal - A Gifted and Versatile Individual


1
Chris D Rosenthal
President, Portfolio Manager, Head Trader at
Municipal Portfolio Managers, Inc.
2
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3
Chris D Rosenthal is skilled at launching
increased operational excellence, cutting
expenses, and supporting difficult business goals
in competitive and difficult situations.
4
By providing strategic sales and operational
leadership, Chris David Rosenthal is accountable
for enhancing bottom-line performance and
realising full corporate potential.
5
From 1999 to 2016, Chris D Rosenthal worked for
UBS Financial Services, Inc. in Pepper Pike,
Ohio. He has given trust departments, bank
portfolios, RIAs, insurance companies, and
corporations access to tax-free and taxable
municipal debt.
6
Swaps, total return, and relative value plays are
examples of market tactics that Chris D Rosenthal
devised and carried out. To effectively utilize
all available resources, he has successfully
interfaced with 23 Traders and numerous
Institutional Salesmen daily. He has completed
his certification in Series 63/65 of the Uniform
Securities State Law.
7
Based on the organization's goods and services
requirements, Chris D Rosenthal collaborates with
various units to create detailed short- and
long-term plans. He makes appropriate suggestions
by evaluating procedures to identify potential
areas for improvement.
8
Chris D Rosenthal participates with the Community
Emergency Response Team (CERT) - Atlanta and the
Greater Cleveland Food Bank as a volunteer.
9
Thank You
Find out more about him at his official site
https//chrisdrosenthal.com/
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