Chris Rosenthal Ubs PowerPoint PPT Presentations

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

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.

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.

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.

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.

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

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

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

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 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 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.

By providing strategic sales and operational leadership, Chris Rosenthal (UBS) is accountable for enhancing bottom-line performance and realizing full corporate potential.

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

Chris D Rosenthal is adept at initiating increased operational excellence, reducing costs, and supporting challenging business goals across highly competitive and challenging environments.

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

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 proposed and executed market strategies such as swaps, total return and relative value plays.

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

Chris D Rosenthal has served at UBS Financial Services, Inc., Pepper Pike, OH, from 1999 to 2016.

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

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 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.

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.

Chris Rosenthal UBS is a community-loving and hardworking dedicated professional. His area of expertise is in fixed income sales.

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 the teamwork abilities through which he collaborates with and supervise a team of five professionals in handling 135+ separately managed municipal bond accounts.

Chris Rosenthal UBS possesses the knowledge to disseminate all market shades and direction to clients and professional companies. Furthermore, he additionally gathers and distributes all notable data to the investment team, underlying the possible market-moving events and how this appreciated information can ease the purchase as well as sale opportunities.

Chris Rosenthal UBS has a great bonding with all of his clients and he has administered all the clients’ relationships. He is accredited for designing marketing material used in portfolio reviews for existing as well as prospective client presentations.

Chris David Rosenthal’s expertise includes New Business Development, Relationship Management, Project Management, Portfolio Review, Bond Selection, Identifying Trends, Tax Swaps, Credit Swaps, Bond Allocation, Portfolio Construction, Extension Swaps, and Fixed Income Sales, etc.

Chris D Rosenthal completed Bachelor of Science in Business Administration from Ramapo College of New Jersey, Mahwah, NJ in 1988. He holds multiple certifications as well.

Chris D Rosenthal is creative and practical in terms of recognizing and capturing market trends and inefficiencies. In addition to it, he designed, launched and is directly responsible for all content of the firm’s quarterly newsletter.

Chris Rosenthal has an LLC in NJ that he had investment properties in M.J. Reardon, LLC. He likewise has an LLC in OH that he shares with someone else called RNR LLC that has land investment properties in it.

Chris Rosenthal is commended for the formation of new portfolios and deconstruction of inherited municipal bond portfolios. Moreover, he plans and implements short and long term customized portfolio strategies in order to perform in all interest rate scenarios in a proper manner.

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

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 Rosenthal has achieved General Securities Representative Series 7 and Uniform Securities State Law Series 63/65.

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 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 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.