Lindsey Rouser
Relationship Manager at Venture Visionary Partners- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Gold Feature
Click to upgrade to our gold package
for the full feature experience.
Location
Toledo, Ohio Metropolitan Area
Topline Score
Topline score feature will be out soon.
Bio
Generated by
Topline AI
You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now
Experience
-
Venture Visionary Partners
-
United States
-
Financial Services
-
1 - 100 Employee
-
Relationship Manager
-
Jun 2019 - Present
Venture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth. Venture Visionary Partners is a registered independent wealth management firm, advising affluent families and individuals, including business owners and entrepreneurs, to help them be strategically smarter with their wealth.
-
-
-
UBS
-
Switzerland
-
Financial Services
-
700 & Above Employee
-
Senior Registered Client Service Associate
-
Dec 2011 - Jun 2019
-
-
-
Merrill Lynch
-
United States
-
Financial Services
-
700 & Above Employee
-
Client Associate
-
Jul 2006 - Dec 2011
-
-
Education
-
The University of Toledo
Bachelor of Business Administration - BBA, Marketing
Community
You need to have a working account to view this content.
Click here to join now
