Brian Rosen Email & Phone Number
Advisor @ Ritholtz Wealth Management
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Brian Rosen Location
- Chicago, IL, US
Brian Rosen Work
- Advisor @ (January 2018 - Present)
- Teammate @RitholtzWealth @ Ritholtz Wealth Management https://www.linkedin.com/company/ritholtz-wealth-mana (January 2018 - March 2022)
- Principal @ Element Financial Partners (April 2013 - December 2017)
Brian Rosen Education
- Glenbrook North High School Bookstore
Brian Rosen Skills
- Wealth Management
- Investment Planning
- Insurance Planning
- Executive Benefits Planning
- Estate Planning Strategies
- Estate Conservation Strategies
- IRA Distribution Planning
- Pension Distribution Planning
- 401(k) Distribution Planning
Brian Rosen Summary
- Brian Rosen, based in Chicago, IL, US, is currently a Advisor at Ritholtz Wealth Management. Brian Rosen brings experience from previous roles at Ritholtz Wealth Management https://www.linkedin.com/company/ritholtz-wealth-mana and Element Financial Partners. Brian Rosen holds a Glenbrook North High School Bookstore. With a robust skill set that includes Wealth Management, Investment Planning, Insurance Planning, Executive Benefits Planning, Estate Planning Strategies and more. Brian Rosen has 2 emails and 3 mobile phone numbers on RocketReach.
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