While working at UBS Financial Services, Chris Rosenthal successfully interfaced with 23 Traders and multiple Institutional Salesmen on a daily basis in order to fully utilize all resources available.
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Chris Rosenthal (UBS) has completed his certification in Uniform Securities State Law Series 63/65. As a volunteer, he is involved in the Greater Cleveland Food Bank and Community Emergency Response Team (CERT) – Atlanta.
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 Rosenthal (UBS) has multiple skills and some of his core skills include Business Development, Credit Swaps, Extension Swaps, Fixed Income Sales, and Portfolio Review. He is an experienced Fixed Income Specialist.
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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.
Chris D Rosenthal coordinates with various units to develop specific short and long-term plans based on the needs of the organization’s products and services.
Chris D Rosenthal is responsible for improving bottom-line performance and enabling the achievements of full business potential by delivering strategic sales and operational leadership.
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 Rosenthal UBS proposed and executed market strategies such as swaps, total return and relative value plays. Chris D Rosenthal has successfully interfaced with 23 Traders and multiple Institutional Salesmen daily to utilize all resources available fully.
Chris D Rosenthal is adept at initiating increased operational excellence, reducing costs, and supporting challenging business goals across highly competitive and challenging environments.
By providing strategic sales and operational leadership, Chris Rosenthal (UBS) is accountable for enhancing bottom-line performance and realizing full corporate potential.
Chris Rosenthal (UBS) has completed his Uniform Securities State Law Series 63/65 certification. Chris D Rosenthal volunteers for the Greater Cleveland Food Bank and the Atlanta Community Emergency Response Team (CERT).
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 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 distributed tax-free and taxable municipal debt to Trust Departments, Bank Portfolios, RIAs, Insurance Companies, and Corporations.
Chris Rosenthal UBS has completed his certification in Uniform Securities State Law Series 63/65. As a volunteer, he is involved in the Greater Cleveland Food Bank and Community Emergency Response Team (CERT) – Atlanta.
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 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 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 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 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.
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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 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.
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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 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 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.
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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) 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.