Bill Rosenberg's Location
Lawrenceville, GA, US
Bill Rosenberg's Work
- Project Manager @ Stephen Gould
- Director of Client Relations @ Southern Business Research, Inc.
- Executive Committee Member and Sponorship Chair for the Signature Chefs Event in Gwinnett @ March of Dimes
- Certified Financial Planner @ IGNITE Group Inc
- Vice President, Capital Management Consultant @ Wells Fargo
Bill Rosenberg's Education
- University of Georgia - Terry College of Business
Bachelor of Business Administration (BBA) (Risk Management & International Business)
1989 - 1994 - Cannon Financial Institute
(Trust Administration)
- Institute of Financial Planning
CFP® (Financial Planning)
Bill Rosenberg's Skills
- Estate Planning
- Retirement Planning
- Investment Management
- Succession Planning
- Strategic Financial Planning
- Insurance
- Fundraising
- Strategic Planning
- Employee Benefits
- Public Speaking
Bill Rosenberg's Summary
Bill Rosenberg, based in Lawrenceville, GA, US, is currently a Project Manager at Stephen Gould Corporation, bringing experience from previous roles at Southern Business Research, Inc., March of Dimes, Ameriprise Financial and Wachovia, A Wells Fargo Company. Bill Rosenberg holds a 1989 - 1994 Bachelor of Business Administration (BBA) in Risk Management & International Business @ University of Georgia - Terry College of Business. With a robust skill set that includes Estate Planning, Retirement Planning, Investment Management, Succession Planning, Strategic Financial Planning and more, Bill Rosenberg contributes valuable insights to the industry. Bill Rosenberg has 1 email on RocketReach.
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