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Marcus Rose is a Financial Advisor at TSN Wealth Management.
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Financial AdvisorTsn Wealth ManagementCincinnati, Oh, Us -
Senior Service Setup ConsultantFidelity Investments Aug 2021 - PresentCovington, Kentucky, United StatesAct as an integral member of the Implementation Project Team responsible for the plan design and system configuration of Defined Contribution, Non-Qualified, and 403(b) plans as they transition to Fidelity. Serve as the primary contact for clients to ensure that the plan is setup based on plan rule requirements and best practice products and services. Manage a workload of multiple new plans and/or corporate actions across the up market segments. Act as the consulting resource with respect to system and service capabilities and constraints. Provides creative configuration alternatives to meet client's needs. -
Portfolio SpecialistFidelity Investments Apr 2012 - Aug 2021Covington, Ky -
Interim Client Services LeaderFidelity Investments Jul 2017 - Oct 2018 -
Client Service RepresentativeFidelity Investments Jul 2007 - Apr 2012 -
Library Services AssistantPublic Library Of Cincinnati And Hamilton County Sep 2001 - Feb 2007
Frequently Asked Questions about Marcus Rose
What company does Marcus Rose work for?
Marcus Rose works for Tsn Wealth Management
What is Marcus Rose's role at the current company?
Marcus Rose's current role is Financial Advisor.
What is Marcus Rose's email address?
Marcus Rose's email address is ma****@****fmr.com
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