Chris Rosenthal UBS - An Inspirational Adept From Ohio - PowerPoint PPT Presentation

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Chris Rosenthal UBS - An Inspirational Adept From Ohio

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Chris Rosenthal (UBS) generated between $1.5MM-2MM annually in gross revenues since 1999. He was engaged in significant crossing to cross-pollinate between Institutional accounts. – PowerPoint PPT presentation

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Date added: 23 January 2024
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Provided by: chrisrosenthalubs
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Title: Chris Rosenthal UBS - An Inspirational Adept From Ohio


1
Chris Rosenthal UBS
President, Portfolio Manager, Head Trader at
Municipal Portfolio Managers, Inc. Former
Senior Vice President, Regional Institutional
Sales at UBS Financial Services, Inc.
2
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3
Chris Rosenthal (UBS) suggests suitable
recommendations by assessing processes for
potential areas of improvement.
4
Chris D Rosenthal has served at UBS Financial
Services, Inc., Pepper Pike, OH, from 1999 to
2016. Chris Rosenthal (UBS) has distributed
tax-free and taxable municipal debt to Trust
Departments, Bank Portfolios, RIAs, Insurance
Companies and Corporations.
5
Chris D Rosenthal is adept at initiating
increased operational excellence, reducing costs,
and supporting challenging business goals across
highly competitive and challenging environments.
6
Chris Rosenthal (UBS) has established
partnerships with new clients as well as resolved
procurement issues to drive improvement in the
system. He coordinates with various units to
develop specific short and long-term plans based
on the needs of the organizations products and
services.
7
Chris D Rosenthal proposed and executed market
strategies such as swaps, total return and
relative value plays. He has successfully
interfaced with 23 Traders and multiple
Institutional Salesmen daily to utilize all
resources available fully.
8
Thank You
To know more about him visit his official site
https//chrisdrosenthal.com/
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