Rotenberg

Fidelity Names Joanna Rotenberg to Lead $4.1 Trillion Personal Investing Division

Retrieved on: 
Monday, September 20, 2021
Banking, Professional Services, Finance, Zero, Social media, Greater, BMO, Wealth management, Asset management, Bank of Montreal, Marketing, CMO, Company, Growth, Female, McKinsey & Company, Private banking, BMO SmartFolio, Technology, Retirement, United Way, Fidelity Investments, Rotenberg, Investment, Broker, Industry, Management, Financial services, Financial adviser

Fidelity Investments, one of the largest and most diversified financial services firms, announced today that Joanna Rotenberg has been named head of its $4.1 trillion Personal Investing division, effective early November.

Key Points: 
  • Fidelity Investments, one of the largest and most diversified financial services firms, announced today that Joanna Rotenberg has been named head of its $4.1 trillion Personal Investing division, effective early November.
  • Rotenberg will report to Abigail P. Johnson, chairman and chief executive officer of Fidelity, and join the Fidelity Operating Committee.
  • Joanna brings to Fidelity a forward thinking, results-driven approach and a passion for the digital experience, said Johnson.
  • Rotenberg accelerated BMO Wealths digitization journeys, including revamping the online investing platform for BMOs direct channel.

Rotenberg Associates and Scott Public Relations Announce Strategic Alliance

Retrieved on: 
Tuesday, October 8, 2019
General Health, Social media, Professional services, Search engine marketing, Public relations, Investor relations, Marketing, Communications, Health, Consulting, Göttingen, Rotenberg, Public relations

Los Angeles-based Scott Public Relations and Washington, D.C.-based Rotenberg Associates , today announced a strategic affiliation to provide specialized communications expertise in healthcare with presence and influence in the nations capital.

Key Points: 
  • Los Angeles-based Scott Public Relations and Washington, D.C.-based Rotenberg Associates , today announced a strategic affiliation to provide specialized communications expertise in healthcare with presence and influence in the nations capital.
  • View the full release here: https://www.businesswire.com/news/home/20191008005393/en/
    Amy Rotenberg, Esq, Founder and President of Rotenberg Associates, and I have collaborated for the past five years and this closer affiliation is a logical next step, said Joy Scott, MBA, President and CEO of Scott Public Relations.
  • The Rotenberg Associates team brings together the expertise of senior level public affairs, former journalists, and communications professionals to provide dynamic, comprehensive and results-oriented public relations for its clients.
  • Please visit Scott Public Relations at: http://www.scottpublicrelations.com/ and Rotenberg Associates LLC at: www.rotenbergassoc.com
    View source version on businesswire.com: https://www.businesswire.com/news/home/20191008005393/en/

BMO Celebrates International Women's Day 2019 by Empowering Women to Own their Economic Success; Reaffirms Commitment to Fostering Female Leaders

Retrieved on: 
Friday, March 8, 2019
Business, Articles, Economy, Entrepreneurship, Female entrepreneurs, Rotenberg

"Women's economic empowerment is crucial for global economic growth," said Joanna Rotenberg, Group Head, BMO Wealth Management.

Key Points: 
  • "Women's economic empowerment is crucial for global economic growth," said Joanna Rotenberg, Group Head, BMO Wealth Management.
  • Earlier this week, BMO hosted a panel discussion on personal investing in the era of the gig economy, career planning and financial and leadership advice for women entrepreneurs.
  • Additionally, BMO is implementing new training programs for its bankers who serve women entrepreneurs to better understand how to best meet their needs.
  • Through panel discussions and networking, BMO team members were enabled to ask female leaders for their perspectives on achieving success.