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Jason Rosen

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Jason Rosen

B2B Sales | Neuberger Berman

New York, New York, United States

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Jason Rosen

Summary

Jason Rosen is a seasoned executive in the financial services sector, currently serving as the Chief Operating Officer for Citi Global Wealth, Law Firm Group. With a robust background in program and product management, he is known for his strategic problem-solving skills and a strong focus on digitization and organizational design. His career spans various leadership roles within Citi, where he has significantly contributed to enhancing client experiences and driving business strategies. Jason holds an MBA in Finance from Baruch College and a BS in Accounting from the State University of New York at Buffalo. His diverse experience includes a stint in B2B sales at Verizon and tax preparation at Liberty Tax, showcasing his versatility. He is passionate about leveraging analytics to improve financial services and is committed to fostering innovation within his teams.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Jason Rosen

Work Experience

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Managing Director, NB Private Wealth at

Neuberger Berman

February 2025 - Present

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Jason Rosen

Education

Baruch College, MBA, Finance

January 2011 - January 2015

State University of New York at Buffalo, BS, Accounting

January 2006 - January 2010

Frequently Asked Questions about Jason Rosen

What is Jason Rosen email address?

Jason Rosen's primary email address is ***********@citigroup.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jason Rosen work for?

Jason Rosen is a B2B Sales at Neuberger Berman.

Where Jason Rosen graduated from?

Jason Rosen holds a degree in null from Baruch College.

How can I directly contact Jason Rosen?

To contact Jason Rosen directly, you can use the email address ***********@citigroup.com. Complete contact information is available upon registration with Muraena.

Who is Jason Rosen?

Jason Rosen is a seasoned executive in the financial services sector, currently serving as the Chief Operating Officer for Citi Global Wealth, Law Firm Group. With a robust background in program and product management, he is known for his strategic problem-solving skills and a strong focus on digitization and organizational design. His career spans various leadership roles within Citi, where he has significantly contributed to enhancing client experiences and driving business strategies. Jason holds an MBA in Finance from Baruch College and a BS in Accounting from the State University of New York at Buffalo. His diverse experience includes a stint in B2B sales at Verizon and tax preparation at Liberty Tax, showcasing his versatility. He is passionate about leveraging analytics to improve financial services and is committed to fostering innovation within his teams.

Jason`s contact details

mail

***********@citigroup.com

***********@nb.com

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