Log In

Rachel Barton Roney Edit Profile

financial planner

Rachel Barton Roney, American financial planner. License National Association Securities Dealers, Series 7. Member advisory board Big Brothers/Big Sisters, Syracuse, 1992-1995. Member Securities Industry Association (member committee on continuing education since 1996), International Association Finance Planning.

Background

Roney, Rachel Barton was born on May 20, 1965 in Bethlehem, Pennsylvania, United States. Daughter of Richard James and Marianna (Hill) Redd.

Education

Bachelor, Lehigh University, 1987.

Career

Management trainee, Chase Manhattan Bank, New York City, 1987-1989;assistant treasurer municipal operations, Chase Manhattan Bank, New York City, 1989-1990;2d vice president, Chase Manhattan Bank, New York City, 1990-1992;trading manager, Cadaret Grant & Company Inc., Syracuse, New York, 1992-1995;director training and continuing education, Cadaret Grant & Company Inc., Syracuse, New York, since 1995.

Achievements

  • License National Association Securities Dealers, Series 7.

Membership

Member of advisory board Big Brothers/Big Sisters, Syracuse, 1992-1995. Member Securities Industry Association (member commission on continuing education since 1996), International Association Finance Planning.

Interests

  • Other Interests

    Golf.

Connections

Married Jeffrey Roney, January 19, 1991. Children: Austin, Victoria.

father:
Richard James Redd

mother:
Marianna (Hill) Redd

spouse:
Jeffrey Roney

children:
Austin Roney

Victoria Roney