Andrew Rosen Email & Phone Number
President, Senior Partner, Senior Wealth Advisor @ Diversified, LLC
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Andrew Rosen Location
- Wilmington, DE, US
Andrew Rosen Work
- 2010 - now President, Senior Partner, Senior Wealth Advisor @
- 2010 - 2010 Partner, Lifelong Advisor @
- 2005 - 2010 Associate Planner @ Creative Financial Group
- 2003 - 2005 Financial Advisor @ The Seely Agency
Andrew Rosen Education
- University of Delaware
Bachelor of Science (B.S.) (Finance)
1999 - 2003 - Mainland Regional High School 1995 - 1999
Andrew Rosen Skills
- Financial Services
- Coaching
- Leadership
- Finance
- Certified Financial Planner
- Qualified Retirement Plans
- Life & Health Insurance Licenses
- Roth IRA
- Land Use
- Strategy
- Appeals
- Product Management
- Asset Allocation
- Economic Development
Andrew Rosen Summary
- Andrew Rosen, based in Wilmington, DE, US, is currently a President, Senior Partner, Senior Wealth Advisor at Diversified, LLC. Andrew Rosen brings experience from previous roles at Diversified, LLC, Creative Financial Group and The Seely Agency. Andrew Rosen holds a 1999 - 2003 Bachelor of Science (B.S.) in Finance @ University of Delaware. With a robust skill set that includes Financial Services, Coaching, Leadership, Finance, Certified Financial Planner and more. Andrew Rosen has 3 emails and 1 mobile phone numbers on RocketReach.
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