Chris Rosenthal UBS - Experienced in Business Development - PowerPoint PPT Presentation

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Chris Rosenthal UBS - Experienced in Business Development

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From 1999 to 2016, Chris D Rosenthal worked at UBS Financial Services, Inc. in Pepper Pike, Ohio. – PowerPoint PPT presentation

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Title: Chris Rosenthal UBS - Experienced in Business Development


1
Chris Rosenthal UBS
  • President, Portfolio Manager, Head Trader at
    Municipal Portfolio Managers, Inc.

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Chris Rosenthal UBS is responsible for improving
bottom-line performance and enabling the
achievements of full business potential by
delivering strategic sales and operational
leadership.
4
Chris D Rosenthal is adept at initiating
increased operational excellence, reducing costs,
and supporting challenging business goals across
highly competitive and challenging environments.
Chris David Rosenthal has established
partnerships with new clients as well as resolved
procurement issues to drive improvement in the
system.
5
Chris D Rosenthal coordinates with various units
to develop specific short and long-term plans
based on the needs of the organizations products
and services. Chris D Rosenthal suggests suitable
recommendations by assessing processes for
potential areas of improvement.
6
Chris D Rosenthal has served at UBS Financial
Services, Inc., Pepper Pike, OH, from 1999 to
2016. Chris Rosenthal UBS has distributed
tax-free and taxable municipal debt to Trust
Departments, Bank Portfolios, RIAs, Insurance
Companies and Corporations.
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Chris Rosenthal UBS proposed and executed market
strategies such as swaps, total return and
relative value plays. Chris Rosenthal UBS has
successfully interfaced with 23 Traders and
multiple Institutional Salesmen daily to utilize
all resources available fully.
8
Chris Rosenthal UBS generated between 1.5MM-2MM
annually in gross revenues since 1999. Chris D
Rosenthal was engaged in significant crossing to
cross-pollinate between Institutional accounts.
9
Chris Rosenthal UBS has completed his
certification in Uniform Securities State Law
Series 63/65. As a volunteer, Chris David
Rosenthal is involved in Greater Cleveland Food
Bank and Community Emergency Response Team (CERT)
Atlanta.
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Thank You
  • To know more about him visit his official site
    https//chrisdrosenthal.com/
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