Alan Roseman Email & Phone Number
Owner @ Roseman Wealth Advisors
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Alan Roseman Location
- Tyler, TX, US
Alan Roseman Work
- 2012 -now Owner @
- 2006 -2012 CPA, CFP® @ Bridge Wealth Management, LLC
- 2006 -2009 CPA, CFP® @ Prothro, Wilhelmi & Company, PLLC
- 2005 -2006 Staff Accountant - Mergers and Acquisitions Tax @ KPMG, LLP
Alan Roseman Education
- Baylor University
BBA/Masters (Accounting & Finance)
2000-2005
Alan Roseman Skills
- Retirement Planning
- Wealth Management
- Investments
- Financial Advisory
- Securities
- Tax
- Life Insurance
- Financial Services
- Personal Financial Planning
- Charitable Gift Planning
- Management
- Strategic Planning
- Social Media
- Account Management
- Research
- PowerPoint
Alan Roseman Summary
- Alan Roseman, based in Tyler, TX, US, is currently a Owner at Roseman Wealth Advisors. Alan Roseman brings experience from previous roles at Bridge Wealth Management, LLC, Prothro, Wilhelmi & Company, PLLC and KPMG, LLP. Alan Roseman holds a 2000 - 2005 BBA/Masters in Accounting & Finance @ Baylor University. With a robust skill set that includes Retirement Planning, Wealth Management, Investments, Financial Advisory, Securities and more. Alan Roseman has 1 emails and 2 mobile phone numbers on RocketReach.
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