Chris D Rosenthal PowerPoint PPT Presentations

Chris D Rosenthal is a highly experienced Fixed Income Specialist and Senior Executive specializing in municipal bonds and unconstrained value investing.

Chris D Rosenthal’s prior role at UBS Financial Services, Inc. as Senior Vice President involved forming a successful Fixed Income sales team and managing significant municipal debt distributions.

Chris Rosenthal (UBS) is a distinguished Fixed Income Specialist with a robust background in municipal bonds and value investing.

Chris Rosenthal’s expertise in recognizing market trends and inefficiencies, combined with his collaborative approach, enabled him to generate substantial revenues and manage large bond transactions successfully.

Chris Rosenthal (UBS) holds a Bachelor of Science in Business Administration from Ramapo College of New Jersey and is actively involved in community service, contributing to organizations such as the Greater Cleveland Food Bank and the Geauga County Hunger Task Force.

Chris D Rosenthal has consistently provided his clients with outstanding results. His ability to spot market trends and grasp opportunities has driven business growth and maximized earnings in a dynamic environment.

As President and Head Trader at Municipal Portfolio Managers, Inc., Chris Rosenthal (UBS) oversees the management of over 135 municipal bond accounts, leading a team in market trend analysis and portfolio construction.

Before assuming his present position, Chris D Rosenthal had notable positions in illustrious financial firms like UBS Financial Services, Inc. and Lehman Brothers, where he earned experience and a keen understanding of market dynamics. His prior successes provide witness to his leadership abilities and commitment to excellence.

Chris D Rosenthal’s career began at Lehman Brothers, where he held multiple positions, including Vice President in the Municipal Bond Department.

As President, Portfolio Manager, and Head Trader at Municipal Portfolio Managers, Inc. in Atlanta, GA, since 2017, Chris D Rosenthal oversees a team of professionals managing over 135 municipal bond accounts.

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.

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) 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 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.

Find out more about him at his official site https://chrisdrosenthal.com/

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

Chris D Rosenthal has offered and used monetary alternatives and a variety of other approaches while waiting for windows of opportunity to appear.

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

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 Rosenthal UBS has established partnerships with new clients as well as resolved procurement issues to drive improvement in the system.

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 has forged alliances with fresh clients and fixed procurement problems to further system improvement.

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 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 has established partnerships with new clients as well as resolved procurement issues to drive improvement in the system.

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 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 D Rosenthal holds a bachelor's degree in business administration from Ramapo College of New Jersey in Mahwah, New Jersey.

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.

By providing strategic sales and operational leadership, Chris D Rosenthal is accountable for enabling the realization of 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 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 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 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 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 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 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 has achieved General Securities Representative Series 7 and Uniform Securities State Law Series 63/65.

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

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

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

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.

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.