Adam Rothbart Email & Phone Number
Financial Planner @ Integrated Financial Partners
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Adam Rothbart Location
- Portland, ME, US
Adam Rothbart Work
- Financial Planner @ (March 2017 - Present)
- Board Member @ Junior Achievement of Maine (March 2018 - Present)
- Personal Financial Representative @ Allstate Financial Advisors, LLC (September 2011 - March 2017)
- Financial Advisor @ (August 2014 - November 2014)
- Head Lacrosse Coach @ 207Lacrosse LLC (May 2014 - November 2014)
Adam Rothbart Education
- College for Financial Planning
Chartered Retirement Planning Counselor
2016-2017 - Plymouth State University
Bachelors of Science (Business Administration)
2006-2010
Adam Rothbart Skills
- Business Continuity Planning
- Customer Service
- Direct Sales
- Disability Insurance
- Employee Benefits
- Financial Advisory
- Financial Planning
- Insurance
- Inventory Management
- Investments
- Leadership
- Life Insurance
- Long Term Care Insurance
- Marketing Strategy
- PowerPoint
- Private Wealth Management
- Retirement
- Retirement Planning
- Sales
- Sales Growth
- Small Business
- Supervisory Skills
- Tax Planning
- Training
- Voluntary Employee Benefits
- Wealth Transfer
Adam Rothbart Summary
- Adam Rothbart, based in Portland, ME, US, is currently a Financial Planner at Integrated Financial Partners. Adam Rothbart brings experience from previous roles at Junior Achievement of Maine, Allstate Financial Advisors, LLC, Penobscot Financial Advisors and 207Lacrosse LLC. Adam Rothbart holds a 2016 - 2017 Chartered Retirement Planning Counselor @ College for Financial Planning. With a robust skill set that includes Business Continuity Planning, Customer Service, Direct Sales, Disability Insurance, Employee Benefits and more. Adam Rothbart has 3 emails and 2 mobile phone numbers on RocketReach.
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