Chris David Rosenthal PowerPoint PPT Presentations

Chris Rosenthal has also worked as a Senior Vice President, Regional Institutional Sales at UBS Financial Services, Inc.

Chris David Rosenthal is also involved in the construction of new portfolios and deconstruct inherited municipal bond portfolios. Moreover, he also manages and executes short and long term customized portfolio strategies in order to properly perform in all interest rate scenarios.

Chris Rosenthal has also served as a senior vice president, regional institutional sales, UBS Financial Services, Inc., Pepper Pike, OH for almost 16 years. In addition to it, he also formed and executed a Fixed Income sales team of three that catered to Tier 1, 2 and 3 accounts as well as HNW individuals.

Chris Rosenthal (UBS) has an LLC in OH called Rasalhague Enterprises, LLC that is opened and his aims are to put private companies through it, for example, licenses that he means on applying for and different other little innovative endeavors.

Chris D Rosenthal is creative and practical in terms of recognizing and capturing market trends and inefficiencies. In addition to it, he designed, launched and is directly responsible for all content of the firm’s quarterly newsletter.

Chris David Rosenthal is an accomplished Senior Executive and Fixed Income Specialist who is highly knowledgeable in all areas of municipal bonds with multiple years of experience in unconstrained value investing. He is a sharp-minded, resourceful, hardworking and goal-oriented individual who has an excellent sense of teamwork with the ability to get results by instilling commitment, trust, loyalty, and fairness.

Chris Rosenthal further collects and distribute all extraordinary data to the investment team, highlighting the possible market moving events and how this valuable information can facilitate purchase and sale opportunities.

Chris Rosenthal UBS is working at Municipal Portfolio Managers, Inc., Atlanta, GA as president portfolio managers head traders. He has exceptional collaboration skills and believes in great collaborations for utmost success.

Chris Rosenthal has an LLC in NJ that he had investment properties in M.J. Reardon, LLC. He likewise has an LLC in OH that he shares with someone else called RNR LLC that has land investment properties in it.

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.

Chris D Rosenthal has passed the General Securities Representative Series 7 test and the Life/Variable Annuity/LTC exam for the Ohio Insurance License.

Chris David Rosenthal’s expertise includes New Business Development, Relationship Management, Portfolio Construction, Bond Allocation, Project Management, Portfolio Review, Bond Selection, Identifying Trends, Tax Swaps, Credit Swaps, Extension Swaps, and Fixed Income Sales etc. He is also available to talk about relative value.

Chris D Rosenthal proposed and executed market strategies such as swaps, total return and relative value plays.

Chris David Rosenthal is an intelligent, creative, and consistent and goal oriented individual who has an exceptional sense of teamwork with the aptitude to get outcomes by communicating commitment, trust, loyalty, and fairness.

Chris D Rosenthal knows the tricks to disseminate all market shades and direction to clients and professional partnerships. In addition to it, he further gathers and distributes all remarkable data to the investment team, emphasizing on the possible market moving events and how this valuable information can facilitate in the purchase as well as sale opportunities.

Chris Rosenthal UBS has done bachelor of science in business administration from Ramapo College of New Jersey in Mahwah, NJ.

Chris Rosenthal UBS has distributed tax-free and taxable municipal debt to Trust Departments, Bank Portfolios, RIAs, Insurance Companies, and Corporations.

From 1999 to 2016, Chris D Rosenthal worked at UBS Financial Services, Inc. in Pepper Pike, Ohio.

Chris D Rosenthal is serving as president portfolio managers head traders at Municipal Portfolio Managers, Inc., Atlanta, GA. He has the collaboration abilities by means of which he collaborates with and oversees a team of five professionals in handling 135+ separately managed municipal bond accounts.

Chris Rosenthal deals in bond selection for purchases, sales, swaps, and overall portfolio construction as well. He has gained multiple milestones within a short span of time.

Chris Rosenthal UBS created and implemented a fixed Income sales team of three that handled to Tier 1, 2 and 3 accounts and HNW individuals. He is a learned professional and many have benefitted from his experience.

Chris Rosenthal has achieved General Securities Representative Series 7 and Uniform Securities State Law Series 63/65.

Chris D Rosenthal is a professional fixed income specialized who has been working as a senior executive because of his experience and knowledge about unconstrained value investing. He has done bachelor of science in business administration from Ramapo College of New Jersey, Mahwah, NJ.

Chris Rosenthal UBS is resourceful in terms of recognizing and capturing market trends and inefficiencies. He is an expert in terms of portfolio management and relationship management. He has a great repute in the market. In addition to it, Chris D Rosenthal designed, launched and directly responsible for all content of the firm’s quarterly newsletter.

Chris Rosenthal (UBS) suggests suitable recommendations by assessing processes for potential areas of improvement.

Chris D Rosenthal’s skills and education precede his expertise as a fixed-income specialist who has worked in all areas of municipal bonds in unconstrained value investing.

Chris Rosenthal UBS worked as a Vice President, Municipal Bond Department at Lehman Brothers/Financial Services Division, New York, NY for more than 11 years.

Chris Rosenthal UBS began his career as a part-timer for two retail financial consultants at Shearson Lehman Hutton in Paramus NJ in 1987. After graduation, Chris D Rosenthal worked as a sales assistant for the same company. His sharp mind and critical thinking skills led him to become the Vice President of the Municipal Bond Department for Lehman Brothers in the Financial Services Division in New York, NY. He has worked with the company for 11 years.

Chris D Rosenthal has served at UBS Financial Services, Inc., Pepper Pike, OH, from 1999 to 2016.

Chris D Rosenthal collaborates with multiple departments to establish short and long-term goals based on the organization's product and service demands. By evaluating procedures for potential areas of improvement, Chris D Rosenthal makes appropriate recommendations.

Chris D Rosenthal is a great professional in terms of portfolio management and relationship management and enjoys great repute in the market. In addition to it, he designed, launched, and directly responsible for all the contents of the firm’s quarterly newsletter.

Chris Rosenthal is familiar with the systems and practices that are used to broadcast all market styles and professional companies.

Chris Rosenthal UBS is a community-loving and hardworking dedicated professional. His area of expertise is in fixed income sales.

Chris Rosenthal UBS was also Vice President of the Municipal Bond Department at Lehman Brothers. Chris D Rosenthal is a community-loving person, he was involved with Greater Cleveland Food Bank, Geauga County Hunger Task Force, and Community Emergency Response Team in Atlanta.

Chris Rosenthal (UBS) has amazing leadership skills and negotiation abilities. He is famed for collecting and disseminating significant data to the investment team, highlighting the potential market fashions and how this gathered data can add value to sale and purchase apparatus.

Chris Rosenthal (UBS) is a trustworthy and diligent individual known for his exceptional sense of teamwork. He is a goal oriented person with an eye on great objectives and their accomplishment by the shared assurance, trust, loyalty, and fairness.

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.

Chris David Rosenthal’s expertise includes New Business Development, Relationship Management, Project Management, Portfolio Review, Bond Selection, Identifying Trends, Tax Swaps, Credit Swaps, Bond Allocation, Portfolio Construction, Extension Swaps, and Fixed Income Sales, etc.

Chris Rosenthal UBS has the teamwork abilities through which he collaborates with and supervise a team of five professionals in handling 135+ separately managed municipal bond accounts.

Chris Rosenthal has strong speaking skills and he is Branch Fixed Income Coordinator. Moreover, he also arranged the UBS Broker Training Conference. Not just this, Chris D Rosenthal remained occupied in community work throughout his life. He is a member of the Community Emergency Response Team (CERT) in Atlanta.

Chris Rosenthal UBS possesses the knowledge to disseminate all market shades and direction to clients and professional companies. Furthermore, he additionally gathers and distributes all notable data to the investment team, underlying the possible market-moving events and how this appreciated information can ease the purchase as well as sale opportunities.

Chris Rosenthal UBS has a great bonding with all of his clients and he has administered all the clients’ relationships. He is accredited for designing marketing material used in portfolio reviews for existing as well as prospective client presentations.

Chris D Rosenthal completed Bachelor of Science in Business Administration from Ramapo College of New Jersey, Mahwah, NJ in 1988. He holds multiple certifications as well.

Chris Rosenthal (UBS) has a great understanding of leadership skills and decision-making abilities.

Chris Rosenthal is commended for the formation of new portfolios and deconstruction of inherited municipal bond portfolios. Moreover, he plans and implements short and long term customized portfolio strategies in order to perform in all interest rate scenarios in a proper manner.

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