William Rhodes Rouse
Gestore di Portafoglio-Azioni presso Corrigan Financial, Inc.
Profilo
Mr. William R.
Rouse is an Investment Advisor at Corrigan Financial, Inc. He joined the firm in May 2012.
He is the head of Community Relations for the firm.
He also directs the firm's Marketing and Communications efforts.
Mr. Rouse was previously employed by John Hancock, where he held the positions of Regional Representative (Charlotte, NC), and Internal Sales Manager (Boston, MA).
He is a member of the Financial Planning Association of Rhode Island, the Investments & Wealth Institute, and is Vice President of the Board of Directors at the Newport County YMCA.
He holds a Bachelor of Science in Business Administration from Presbyterian College (Clinton, SC).
He is a Certified Investment Management Analyst and has passed the FINRA Series 6, 7, 26, 63, and 65 exams.
Posizioni attive di William Rhodes Rouse
| Società | Posizione | Inizio |
|---|---|---|
Corrigan Financial, Inc.
 Corrigan Financial, Inc. Investment ManagersFinance Corrigan Financial, Inc. (CFI) is an independent, SEC-registered investment advisor headquartered in Middleton, Rhode Island. The firm was founded by Daniel G. Corrigan in 1989 under the name of Corrigan Financial Associates, Ltd. From 1997 through 2005, the firm was owned by BankNewport, a community bank serving Rhode Island’s Newport and Bristol counties. Effective October 2005, the firm was acquired by a group of their employees. CFI provides comprehensive wealth management services to individuals, trusts, corporations, and pension plans. | Gestore di Portafoglio-Azioni | 01/05/2012 |
Precedenti posizioni note di William Rhodes Rouse
| Società | Posizione | Fine |
|---|---|---|
John Hancock Life Insurance Co. (USA)
 John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Corporate Officer/Principal | - |
Formazione di William Rhodes Rouse
| Presbyterian College | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 2 |
|---|---|
John Hancock Life Insurance Co. (USA)
John Hancock Life Insurance Co. (USA) Life/Health InsuranceFinance John Hancock Life Insurance Co. (USA) provides investment advice. The firm offers insurance and investment products and services to retail and institutional customers. It is the investment advisor responsible for management of the insurance company and other institutional portfolios. The company is headquartered in Boston, MA. | Finance |
Corrigan Financial, Inc.
Corrigan Financial, Inc. Investment ManagersFinance Corrigan Financial, Inc. (CFI) is an independent, SEC-registered investment advisor headquartered in Middleton, Rhode Island. The firm was founded by Daniel G. Corrigan in 1989 under the name of Corrigan Financial Associates, Ltd. From 1997 through 2005, the firm was owned by BankNewport, a community bank serving Rhode Island’s Newport and Bristol counties. Effective October 2005, the firm was acquired by a group of their employees. CFI provides comprehensive wealth management services to individuals, trusts, corporations, and pension plans. | Finance |
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