Jeff Charles Roberto
Plus aucun poste en cours
Profil
Mr. Jeff C.
Roberto is a Manager at R.
W.
Rogé & Co., Inc. He has considerable experience as a financial consultant.
He serves on our Investment Management and Client Services Committees.
Mr. Roberto previously worked for Smith Barney and Charles Schwab & Co. servicing the needs of individual investors.
Mr. Roberto holds an MBA from Dowling College and a Bachelor of Arts degree in Economics from S.U.N.Y., Cortland.
Anciens postes connus de Jeff Charles Roberto
| Sociétés | Poste | Fin |
|---|---|---|
| Smith Barney & Co., Inc. | Corporate Officer/Principal | - |
Charles Schwab & Co., Inc.
 Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Corporate Officer/Principal | - |
R. W. Rogé & Co., Inc.
 R. W. Rogé & Co., Inc. Investment ManagersFinance R. W. Rogé & Co., Inc. (RWR) is an independent registered investment advisor and wealth management firm headquartered in Bohemia, New York. The firm was founded by Ronald W. Rogé in 1986. RWR offers wealth management, financial planning, and investment/portfolio management services to individuals, small businesses, corporations, charitable organizations, pension and profit sharing plans, trusts, estates, endowments and foundations. | Trading-Equity | - |
Formation de Jeff Charles Roberto
| Dowling College | Masters Business Admin |
| The State University of New York | Undergraduate Degree |
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
R. W. Rogé & Co., Inc.
R. W. Rogé & Co., Inc. Investment ManagersFinance R. W. Rogé & Co., Inc. (RWR) is an independent registered investment advisor and wealth management firm headquartered in Bohemia, New York. The firm was founded by Ronald W. Rogé in 1986. RWR offers wealth management, financial planning, and investment/portfolio management services to individuals, small businesses, corporations, charitable organizations, pension and profit sharing plans, trusts, estates, endowments and foundations. | Finance |
| Smith Barney & Co., Inc. | Finance |
Charles Schwab & Co., Inc.
Charles Schwab & Co., Inc. Investment ManagersFinance Schwab Charles & Co., Inc. engages in the provision of investment products and services to retirement and other benefit participants. It offers trading, banking, small business solutions, investment tools and research. The company was founded in 1971 and is headquartered in San Francisco, CA. | Finance |
