Portfolio Manager, First Vice President, Financial Advisor @ (April 2010 - May 2016)
Vice President Investments @
President @ (January 2014 - Present)
Vice President Investments @ (January 2006 - January 2010)
President @ Traverse City West High School Athletic Boosters (January 2004 - January 2009)
President @ Traverse City West High School Athletic Boosters
Craig Rosenberg Education
Michigan State University
BLA
1981-1985
Kalamazoo College
Economics (Economics)
1979-1981
Craig Rosenberg Skills
Wealth Management
Investments
Estate Planning
Retirement Planning
Retirement
Asset Management
Portfolio Management
Insurance
Risk Management
Business Strategy
Finance
Asset Allocation
Financial Planners
Financial Analysis
Public Speaking
Strategic Planning
New Business Development
Leadership
Private Equity
Management
Banking
Microsoft Office
Microsoft Excel
Marketing
Financial Modeling
Craig Rosenberg Summary
Craig Rosenberg, based in Traverse City, MI, US, is currently a Vice President Investments at Stifel Financial Corp.. Craig Rosenberg brings experience from previous roles at Peninsula Capital Management LLC, Morgan Stanley, Grand Traverse Area Spartans Alumni Club - Volunteer Organization and Stifel Financial Corp.. Craig Rosenberg holds a 1981 - 1985 BLA @ Michigan State University. With a robust skill set that includes Wealth Management, Investments, Estate Planning, Retirement Planning, Retirement and more. Craig Rosenberg has 4 emails and 2 mobile phone numbers on RocketReach.
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