Career history of Jason T. Rosener
Former positions of Jason T. Rosener
| Companies | Position | Start | End |
|---|---|---|---|
Capital Investment Counsel, Inc. (Colorado)
 Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Portfolio Manager-Equities | 2012-06-30 | 2014-12-31 |
| Portfolio Manager-Fixed Income | 2012-06-30 | 2014-12-31 | |
| President | 2013-11-25 | 2014-12-31 | |
| Sales & Marketing | 2014-06-22 | 2014-12-31 | |
| CHARLES SCHWAB | Corporate Officer/Principal | - | - |
Training of Jason T. Rosener
| The University of Colorado | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Portfolio Manager-Equities | 1 |
| Portfolio Manager-Fixed Income | 1 |
| President | 1 |
Sectoral
| Finance | 3 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Listed companies | 1 |
|---|---|
| CHARLES SCHWAB | Finance |
| Private companies | 1 |
|---|---|
Capital Investment Counsel, Inc. (Colorado)
Capital Investment Counsel, Inc. (Colorado) Investment ManagersFinance Founded in 1990 by Chris Johnson, Capital Investment Counsel, Inc. (CIC) is a wealth management firm and registered investment advisor headquartered in Denver, Colorado. In 2007, the firm was acquired by Compass Bank, which became CIC’s sole shareholder. Compass Bank is a state-chartered banking institution. In 2007, Compass Bank’s parent company was acquired by Banco Bilbao Vizcaya Argentaria, S.A. (NYSE: BBVA). a publicly-traded multi-national banking organization based in Spain. CIC provides services to individuals, including high net-worth individuals; trusts, estates and charitable organizations; corporations or other business entities; pension and profit sharing plans; and banks or thrift institutions. | Finance |
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