Morten Roness

Vice President, Wealth Manager at Steel Peak Wealth Management, LLC
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Contact Information
us****@****om
(386) 825-5501
Location
Calabasas, US
Skills

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Bio

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Experience

  • SteelPeak Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Vice President, Wealth Manager
      • Aug 2016 - Present

      Calabasas, California I provide Financial Security, specializing on Retirement Income

  • TPG Advisors
    • Vice President - Investments
      • Sep 2012 - Aug 2016

      I provide Financial Security, specializing on Retirement Income

  • MassMutual
    • United States
    • Financial Services
    • 700 & Above Employee
    • RR
      • Aug 2010 - Nov 2012

      I Provide Financial Security

  • Allstate Financial Services
    • Financial Specialist
      • Jun 2003 - Aug 2010

  • Wachovia Securities Financial Network
    • Financial Services
    • 100 - 200 Employee
    • Associate Vice President
      • Oct 1997 - May 2003

      Woodland Hills, CA Investment Advisor

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Rep
      • Nov 1992 - Nov 1997

      Investment Advisor

Education

  • Thunderbird School of Global Management
    MBA, International Management
    1983 - 1984

Community

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