Tony Roso
About Tony Roso
Tony Roso is a Private Client Banker with extensive experience in the banking and mortgage sectors. He has held various positions at notable institutions including Wells Fargo, Capital One, and Chase, demonstrating a strong background in client services and mortgage lending.
Current Role at Chase
Tony Roso serves as a Private Client Banker at Chase, a position he has held since 2019. In this role, he focuses on providing personalized banking services to high-net-worth clients. His responsibilities include managing client relationships, offering tailored financial solutions, and ensuring a high level of customer satisfaction. Roso's experience in the banking sector enables him to address the unique financial needs of his clients effectively.
Experience at Wells Fargo
Tony Roso has extensive experience at Wells Fargo, where he worked as a Private Mortgage Banker from 2001 to 2013. During his 12 years at the company, he developed expertise in mortgage products and client management. He later returned to Wells Fargo in 2016 as a Premier Banker, where he continues to leverage his knowledge in providing comprehensive banking services.
Previous Positions in Mortgage Banking
Before his current role at Chase, Tony Roso held several positions in mortgage banking. He worked at Homebridge Financial Services, Inc. as a Mortgage Loan Originator from 2013 to 2014 and as a Loan Officer from 2015 to 2016. Additionally, he served as a Mortgage Loan Officer at Capital One for one year in 2014. His diverse background in mortgage banking has contributed to his skill set in financial services.
Career Background
Tony Roso's career in banking spans over two decades, beginning with his role at Wells Fargo in 2001. His career trajectory includes significant positions at various financial institutions, where he has gained a wealth of experience in client relations and mortgage services. His work history reflects a commitment to the banking industry and a focus on serving clients' financial needs.
Education and Expertise
While specific educational details are not provided, Tony Roso's extensive experience in the banking and mortgage sectors indicates a strong foundation in financial services. His roles have required a deep understanding of banking products, client management, and financial regulations, showcasing his expertise in these areas.