Chris Rosenthal UBS - An Assertive Professional - PowerPoint PPT Presentation

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Chris Rosenthal UBS - An Assertive Professional

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Chris D Rosenthal 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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Title: Chris Rosenthal UBS - An Assertive Professional


1
Chris Rosenthal UBS
President, Portfolio Manager, Head Trader at
Municipal Portfolio Managers, Inc.
2
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3
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.
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 coordinates with various
units to develop specific short and long-term
plans based on the needs of the organizations
products and services. He suggests suitable
recommendations by assessing processes for
potential areas of improvement.
7
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.
8
THANK YOU
To know more about him visit his official site
https//chrisdrosenthal.com/
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