Stephen Rotella: The Adept Financial Advisor

Background:

Stephen Rotella is the present day honcho at the renowned financial advice and management service provider, StoneCastle LLC.In his academic portfolio, Stephen boasts of an undergraduate degree in Economics from the State University of New York, Stony Brook. He pursued a postgraduate education at the State University of New York, Albany, where he got a degree in Information Systems and Finance.

Early Career

Stephen’s first job was as a broker cum consultant in the lending industry. When he was the boss at Chase advisory, he took it upon himself to avail loans to individuals who were often overlooked by other lending institutions. This kind gesture signaled his desire to alleviate the living standards of the less fortunate.Rotella boasts of deep knowledge of the financial landscape, owing to over thirty years of experience in the industry. His forte is retail and online marketing, asset management as well as strategic development. In his illustrious career, Stephen has held a myriad of prominent positions in various esteemed institutions. Also, he has sat on boards of several firms including Ballet Met and Chase Advisory.

Washington Mutual, Inc.

Stephen was serving at JP Morgan Chase as an executive when Washington Mutual presented him with an irresistible offer, to which he obliged. The job would put him in charge of one of the leading financial firms in the nation. As the President and Chief Operating Officer, Stephen would supervise all activities in the business as well as formulate development strategies.Washington Mutual is an enterprise that is committed to client satisfaction by upholding high operational standards. For this reason, whose exemplary track record speaks for itself, was the favorite candidate to head the company. Stephen held the job for three years, from 2005 to 2008.

StoneCastle Cash Management LLC.

StoneCastle is an all-encompassing financial services provider, specializing in consultancy, management, and banking. The firm has its headquarters in New York.Stephen Rotella ascended to the top brass of StoneCastle in 2011. Since then, Stephen has overseen multiple mergers, including the recent acquisition of a deposit sweep business from Intermedium Financial. Not only did this deal expand StoneCastle’s distribution networks, but it also enhanced the firm’s reputation.

Also Visit:http://stephenrotella.com

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