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VP, Benchmarking & Applied Analytics - Deposits
California, USA
+33 year(s) experience
Mr. Rosen has completed the Association for Financial Professionals Certified Treasury Professional training and has passed the CTP exam, receiving his Certified Treasury Professional Certification in 2010. Prior to joining Informa Financial Intelligence, Mr. Rosen was employed at First Interstate Bank in their retail branch network. He received his BS degree in Business Administration with an emphasis in Marketing from California State University, Northridge and received his MBA from the University of Phoenix.
With more than 30 years in the financial services industry and 24 years with Informa Financial Intelligence, Mr. Rosen brings to the table a vast array of industry experience, product knowledge, and research expertise.
LendersBenchmark™ - Financial Lending Analytics
As the novel coronavirus is spreading across the world and shutting down entire economies, financial institutions are trying to understand how this crisis will impact their businesses and their customers’ lives. Things have changed rapidly over the last few weeks and will probably continue to do so for the foreseeable future. In these uncertain times, it is vital to have ongoing market insight. Relevant, up-to-date information helps financial institutions make crucial decisions about deposit strategies and how they can position their business in the future.
Topic Industry News
The downward trend continues as major brokerage players start to offer commission-free online stock trades As of late, there has been a lot of activity around brokerages and their trading fees. Several big names — Schwab, Fidelity, Interactive Brokers, TD Ameritrade, E-Trade, and Ally — have recently moved to eliminate self-directed stock commission fees and are now offering trades at no charge. This has seemingly been the trajectory since Robinhood came onto the scene in 2013 and started offering commission-free trades.
