Chris Rosenthal UBS - An Accomplished Professional - PowerPoint PPT Presentation

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Chris Rosenthal UBS - An Accomplished Professional

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Chris Rosenthal (UBS) has established partnerships with new clients as well as resolved procurement issues to drive improvement in the system. – PowerPoint PPT presentation

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Title: Chris Rosenthal UBS - An Accomplished Professional


1
Chris Rosenthal UBS
President, Portfolio Manager, Head Trader at
Municipal Portfolio Managers, Inc.
2
(No Transcript)
3
Chris D Rosenthal has served at UBS Financial
Services, Inc., Pepper Pike, OH, from 1999 to
2016. He has distributed tax-free and taxable
municipal debt to Trust Departments, Bank
Portfolios, RIAs, Insurance Companies and
Corporations.
4
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.
5
Chris D Rosenthal has completed his certification
in Uniform Securities State Law Series 63/65. As
a volunteer, he is involved in Greater Cleveland
Food Bank and Community Emergency Response Team
(CERT) Atlanta.
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 Rosenthal (UBS) suggests suitable
recommendations by assessing processes for
potential areas of improvement.
8
THANK YOU
To know more about him visit his official site
https//chrisdrosenthal.com/
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