Alex Rohmann Email and Phone Number
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Experienced financial professional with a diverse background in banking, business development/fundraising, and independent private wealth advisory.Throughout my tenure at Santander, I honed my skills in the banking industry, developing a strong foundation in financial analysis, risk management, and client relationship management.Transitioning to Forester Capital, an alternative investment fund, I thrived in the fast-paced world of business development and fundraising. Leveraging my strategic mindset and interpersonal skills, I successfully cultivated key partnerships and secured vital funding to drive the fund's growth.Currently, as a financial advisor at SkyPath Private Wealth, an independent Registered Investment Advisor (RIA), I am passionately committed to guiding clients toward their financial goals. Drawing upon my extensive industry knowledge and client-centric approach, I provide personalized strategies tailored to their unique needs. I prioritize building long-lasting relationships, earning trust, and delivering exceptional results.
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Wealth Management AdvisorSkypath Private Wealth Jul 2023 - PresentShort Hills, New Jersey, United StatesAt SkyPath Private Wealth, we believe in working closely with each of our clients, and their families, to fully appreciate the values they live by, the goals they wish to achieve, and the legacy they hope to build for generations to come.
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Registered Wealth AssociateSkypath Private Wealth Nov 2022 - Jul 2023Short Hills, New Jersey, United States
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AssociateForester Capital, L.L.C. Oct 2020 - Nov 2022Stamford, Connecticut, United StatesForester Capital, L.L.C. is an alternative investment advisor offering institutional investors access to high-quality fundamental managers through their Alternative Investment Platform. Their structure provides flexibility to offer better fees, performance and choice to their clients. Investors can make investments through Forester’s advisory program, private equity structured revenue share funds, commingled funds or their direct co-investment and capacity rights options. -
Analyst IiSantander Bank, N.A. Jun 2019 - Sep 2020Greater New York City Area -
AnalystSantander Bank, N.A. May 2018 - Jun 2019Greater Boston Area
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Analyst, Business DevelopmentBluewave Solar Jun 2017 - Aug 2017Greater Boston Area -
Analyst, Wealth ManagementBank Of America Merrill Lynch Jun 2016 - Aug 2016Greater New York City Area
Alex Rohmann Skills
Alex Rohmann Education Details
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Alumni
Frequently Asked Questions about Alex Rohmann
What company does Alex Rohmann work for?
Alex Rohmann works for Skypath Private Wealth
What is Alex Rohmann's role at the current company?
Alex Rohmann's current role is Wealth Management Advisor at SkyPath Private Wealth.
What is Alex Rohmann's email address?
Alex Rohmann's email address is al****@****ers.com
What is Alex Rohmann's direct phone number?
Alex Rohmann's direct phone number is (800) 330*****
What schools did Alex Rohmann attend?
Alex Rohmann attended Providence College.
What skills is Alex Rohmann known for?
Alex Rohmann has skills like Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Powerpoint, Leadership, Research, Public Speaking, Management, Teamwork, Salesforce.com, Communication.
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Alexander Rohmann
"Coming Together Is The Beginning, Staying Together Is Progress, Working Together Is Success"Lage -
Felix-Alexander Rohmann
Oldenburg
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