W.J. Rossi
Analista-Rendimento Fisso presso Koss-Olinger Consulting LLC
Profilo
Mr. William J.
Rossi, III, is a Partner at Koss-Olinger Consulting LLC.
His areas of expertise are investment management, estate planning, 401k's and creating income distribution strategies during retirement.
He sits on Koss Olinger's Investment Advisory Committee.
He received his undergraduate degree from the University of Florida.
He obtained both the Certified Financial Planner and Chartered Financial Consultant designations.
Posizioni attive di W.J. Rossi
| Società | Posizione | Inizio |
|---|---|---|
Koss-Olinger Consulting LLC
 Koss-Olinger Consulting LLC Investment ManagersFinance Koss Olinger Consulting LLC (Koss Olinger) is an independent registered investment advisor headquartered in Gainesville, Florida. The firm was co-founded by Bill Koss and Bill Olinger in 1969 as Koss Olinger Financial Group. In 2009, the group became two separate independent entities - Koss Olinger and Co. LLC and Koss Olinger Consulting LLC. Koss Olinger provides personal and professional wealth management services to individuals, families and businesses. | Analista-Rendimento Fisso | 01/01/2009 |
Formazione di W.J. Rossi
| University of Florida | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
Koss-Olinger Consulting LLC
Koss-Olinger Consulting LLC Investment ManagersFinance Koss Olinger Consulting LLC (Koss Olinger) is an independent registered investment advisor headquartered in Gainesville, Florida. The firm was co-founded by Bill Koss and Bill Olinger in 1969 as Koss Olinger Financial Group. In 2009, the group became two separate independent entities - Koss Olinger and Co. LLC and Koss Olinger Consulting LLC. Koss Olinger provides personal and professional wealth management services to individuals, families and businesses. | Finance |
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