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Jan 2024 - Current
Jun 2023 - Dec 2023
May 2022 - Aug 2022
Education
University of Hartford
Current Company Information Connecticut Wealth Management, LLC
Name: Connecticut Wealth Management, LLC
Speciality: Financial Planning, Asset Management, Executive Benefits, Business Succession Planning, Business Owner Planning, Risk Management, Tax Planning, Estate Planning, Wealth Management, Investment Management, Exit Planning, Charitable Gift Planning
Location: Farmington, Connecticut, United States
Employees: 100-200
HQ Phone: 860.470.0290
Email: info@ctwealthmgmt.com
Description: Founded in 2010, Connecticut Wealth Management, LLC (CTWM) is a registered investment advisor (RIA) that provides holistic financial planning, tax planning, and investment advice f...
Frequently Asked Questions
What is Jack Rose's minimum period of employment in the companies?
Jack Rose's minimum period of employment in various companies is 3 months.What is Jack Rose's average duration of employment for different companies?
On average, Jack Rose works for one company for 5 monthsWhat industries has Jack Rose worked in?
Jack Rose works in the Financial Services. Previously, Jack Rose worked in the Banking.What positions has Jack Rose held before?
Previously, Jack Rose worked as a Wealth Management Intern, and Bank Teller.How do I contact Jack Rose?
Jack Rose's email address is j*******e@ctwealthmgmt.com, phone number is +1-909-***-**60. Sign up to get contact details.Who are Jack Rose's peers at other companies?
Jack Rose's peers at other companies are Maggie Ge and Fu Liang and Jiani ChenJack Rose Namesakes
Other employees at Connecticut Wealth Management, LLC
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