Rosalind Realer

Learning And Development Specialist at Atria Wealth Solutions - New York, NY, US

Rosalind Realer's Colleagues at Atria Wealth Solutions
Drew CFP(r)

Executive Director, Head of Advisory Consulting Group

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Rob Guldner

Head Of Compliance

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Eugene Jr.

Chief Operating Officer and Founding Partner, Atria Wealth Solutions

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Douglas Ketterer

Chief Executive Officer and Founding Partner, Atria Wealth Solutions

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Sandy Pappalardo

VP Advisory Platform Initiatives

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Tony Puglia

Executive Director - Cashiering

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Rosalind MSOL

Learning And Development Specialist

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Rosalind Realer's Contact Details
Email (Verified)
***@atriawealth.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
888-566-1482
Location
Greater Philadelphia
Company
Atria Wealth Solutions
Rosalind Realer's Company Details
Atria Wealth Solutions logo, Atria Wealth Solutions contact details

Atria Wealth Solutions

New York, NY, US • 50 - 99 Employees
Financial Services

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria's broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.Atria's broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria's subsidiaries together support nearly 2,500 financial professionals and more than 200 financial institutions with over $100 billion of assets under administration.

Independent Broker/Dealer Independent Advisors Financial Services Financial Planning Wealth Management Firm Growth Consultants Holistic Integrated Wealth Management Solutions Practice Management Resources Financial Advisor Support Investment Advisory Corporate RIA Investment Programs for Banks and Credit Unions Innovative Technology Services Responsive and Agile Operating Model Comprehensive Suite of Products and Solutions Seasoned Practice Management Resources Direct Access to Senior Management Premium Service and Support fintech
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Frequently Asked Questions about Rosalind Realer
Rosalind Realer currently works for Atria Wealth Solutions.
Rosalind Realer's role at Atria Wealth Solutions is Learning And Development Specialist.
Rosalind Realer's email address is ***@atriawealth.com. To view Rosalind Realer's full email address, please signup to ConnectPlex.
Rosalind Realer works in the Financial Services industry.
Rosalind Realer's colleagues at Atria Wealth Solutions are Drew CFP(r), Rob Guldner, Eugene Jr., Douglas Ketterer, Sandy Pappalardo, Tony Puglia, Rosalind MSOL and others.
Rosalind Realer's phone number is 888-566-1482
See more information about Rosalind Realer