Ross Rutman is a qualified expert, working in Macquarie Group on the position of Regional Director since 2019. This person gained professional experience in more than seven positions at different companies. Ross Rutman went to the The Wharton School and got education there from 2015 to 2015. This expert has the following professional qualifications: Certified Investment Management Analyst (Cima????), Series 7: General Securities Representative, and Series 66: the Uniform Combined State Law Examination. Seattle, Washington is the city, where this expert was known to be situated. Ross's e-mail and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Roscoe Rutman
Last updated Jun 16, 2024
Contact Information
Last Update
Jul 3, 2022
Email
ro**@yahoo.com
Location
Seattle, WA
Company
Macquarie Group
Workplace
Regional Director
Work History
Regional Director
I provide Financial Advisors concise ideas and direction for portfolio construction, marketing and acquiring new business through LinkedIn. I focus on providing consultative resources for F...
from Feb 2019
Senior Internal Consultant
As an Internal Investment Consultant at Delaware Investments I drive sales, build and maintain relationships with external financial professionals selling our various investment products. I ...
Jun 2014 — Mar 2017
Internal Investment Consultant
As an Internal Investment Consultant at Delaware Investments I drive sales, build and maintain relationships with external financial professionals selling our various investment products. I ...
Jun 2012 — Jun 2014
Financial Advisor
100 north Tryon St, Charlotte, NC 28202
As a Financial Advisor at Merrill Lynch, I helped clients identify their financial goals and build an investment strategy to help clients pursue them. Goal-based analysis, including illustra...
2011 — Jul 2012
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