William Rhodes Rouse
Portefeuillebeheerder-Aandelen bij Corrigan Financial, Inc.
Profiel
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.
Actieve functies van William Rhodes Rouse
| Bedrijven | Functie | Begin |
|---|---|---|
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. | Portefeuillebeheerder-Aandelen | 01-05-2012 |
Eerdere bekende functies van William Rhodes Rouse
| Bedrijven | Functie | Einde |
|---|---|---|
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 | - |
Opleiding van William Rhodes Rouse
| Presbyterian College | Undergraduate Degree |
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Verwante bedrijven
| Bedrijven in privébezit | 2 |
|---|---|
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 |
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 |
