Profil
Mr. Jason T.
Rosener is President at Capital Investment Counsel, Inc. (Colorado) where focuses on portfolio management and client relationships.
Prior to joining Capital Investment Counsel, Mr. Rosener was employed as an Investment Consultant by The Charles Schwab Corp.
Mr. Rosener received his undergraduate degree in Finance from The University of Colorado and graduated from the College for Financial Planning as an Accredited Asset Management Specialist.
He is a Certified Financial Planner and holds a Colorado Insurance Producer's license.
Ehemalige bekannte Positionen von Jason T. Rosener
| Unternehmen | Position | Ende |
|---|---|---|
Capital Investment Counsel, Inc. (Colorado)
 Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Präsident | 01.01.2015 |
| CHARLES SCHWAB | Corporate Officer/Principal | - |
Ausbildung von Jason T. Rosener
| The University of Colorado | Undergraduate Degree |
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
Beziehungen ersten Grades
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Börsennotierte Unternehmen | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private Unternehmen | 1 |
|---|---|
Capital Investment Counsel, Inc. (Colorado)
Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Finance |
