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DirectoryAriel Rosero
Work history
Prime Capital Investment Advisors
Associate Relationship ManagerCurrent (over 1 year)Goldman Sachs
AnalystMay 2021 - Sep 2023 (over 2 years)Legg Mason (Acquired by Franklin Templeton)
Client Service SpecialistOct 2015 - May 2021 (over 5 years)Royal Bank of Scotland
Settlements AnalystOct 2014 - Oct 2015 (about 1 year)Office of International Education
Office AssistantOct 2013 - May 2014 (7 months)Foundation Finance
Portfolio Analyst InternOct 2013 - May 2014 (7 months)Vector Marketing
Sales Representative for CutcoJun 2012 - Aug 2012 (2 months)Student Association
SenatorSep 2010 - Dec 2013 (over 3 years)Dunkin Donuts
Crew MemberJun 2010 - Aug 2013 (about 3 years)
Contact Information
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LinkedInlinkedin.com/in/arielrosero
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Description
Prime Capital Financial is a dynamic, growth-oriented company with offices spread across the United States. We provide full-service financial planning, including fee-based asset management, qualified plan design and implementation, and wealth management for high net worth individuals. Prime Capital Financial's team-based approach is deeply committed and personalized to our clients' unique goals, drives the businesses' growth and is the foundation of the company culture. Our individualized attention ensures clients' needs always come first. Prime Capital Financial's advisors and associates, including in-house ERISA attorneys, CPAs and CFAs, bring great credentials and experience to a team that has created one of the largest independent financial firms in the Midwest. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC ("PCIA"), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated.
Company phone+18004936226
Company websiteprimefinancial.com
LocationOverland Park, Kansas, United States, 6201 College Blvd
Industryfinancial services
Employees260
Founded at1985
Annual revenue25.4M
Employee trends
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