Alan Roseman Email & Phone Number
Owner @ Roseman Wealth Advisors
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Alan Roseman Location
- Tyler, TX, US
Alan Roseman Work
- Owner @ (April 2012 - Present)
- CPA, CFP® @ Bridge Wealth Management, LLC (August 2006 - March 2012)
- CPA, CFP® @ Prothro, Wilhelmi & Company, PLLC (July 2006 - January 2009)
- Staff Accountant - Mergers and Acquisitions Tax @ KPMG, LLP (August 2005 - June 2006)
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 2 emails and 2 mobile phone numbers on RocketReach.
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