RoseCap Facts
Don't get too excited. RoseCap T&A is an abbreviation for this company, named for the services is provides.
What is RoseCap Tax & Accounting?
Fall is a beautiful time of year in this home state of Autumn.
What is Michigan?
Among other things, this important doc defines client goals and risk. Without one we should not be investing for anyone.
What is an Investment Policy Statement?
Sit in this RoseCap employee's office and you'll feel like you're in a Magic Kingdom.
Who is Alyssa Lehmann?
If this client calls, drop whatever else you were doing. He's RoseCap's biggest client.
Who is A. P.?
There are 3 operating companies that provide financial services for RoseCap, but all are marketed under this common parent company name.
What is RoseCap Financial?
Prior to working at RoseCap, Autumn was a general manager for this company.
What is Starbucks?
The very first client of RoseCap, besides Matt himself, was this person.
Who is Karl Rosenberg?
This former CMU alum was the first employee hired at RoseCap.
Who is Ethan Corman?
Bonds, while safer than stocks, still involve risk. The two primary risks are 1) Interest rate risk and 2)____.
What is Credit Risk?
Surprise! Matt is not the only college athlete in the office. While in college, Autumn participated in this sport.
What is bowling?
Matt's taste for Americana and 80's collectors items is shown in his office by a painting of the American flag by this British artist?
Who is Rick Allen?