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Sage Rose

Sage Rose

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location of Sage RoseGreater Orlando

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  • Timeline

  • About me

    Director, Advisory at Constellation Wealth Capital

  • Education

    • Florida State University

      2004 - 2007
      Criminology

      Activities and Societies: FSU Soccer Team

    • Carson-Newman University

      2007 - 2008
      Psychology

      Activities and Societies: Soccer

    • Florida SouthWestern State College

      2008 - 2009
      Bachelor of Applied Science - BASc Public Administration

  • Experience

    • BNY Pershing

      Jul 2010 - Nov 2019

      Pershing Advisor Solutions

      • Client Services Manager

        Sept 2018 - Nov 2019

      • Client Service Representative

        May 2017 - Sept 2018

      • Client Service Representative

        Jun 2015 - May 2017

      • Mutual Fund Specialist

        Jul 2010 - Jun 2015

    • Advisor Solutions | BNY Mellon Pershing

      Nov 2019 - Jul 2023
      Senior Vice President

    • BNY Pershing

      Jul 2023 - Sept 2023
      Senior Vice President Client Services

    • Constellation Wealth Capital

      Sept 2023 - now
      Director, Advisory

      Constellation Wealth Capital specializes in making tailored investments in industry-leading wealth management firms who want to add to their success and independence. We are committed to serving as a value-add and solutions-oriented partner to leading wealth management firms while also addressing a significant capital need.

  • Licenses & Certifications

    • Lean Six Sigma Green Belt (ICGB)

      International Standard for Lean Six Sigma (ISLSS)

    • How to Think Strategically

      LinkedIn
      Jan 2024
      View certificate certificate

    • SERIES 7

      FINRA

    • Series 99

      FINRA