Craig Rosenberg Email & Phone Number
Portfolio Manager, First Vice President, Financial Advisor
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Craig Rosenberg Location
- Traverse City, MI, US
Craig Rosenberg Work
- 2010 -now Portfolio Manager, First Vice President, Financial Advisor @ Morgan Stanley
- 2006 -2010 Vice President Investments @
- 2004 -2009 President @ Traverse City West High School Athletic Boosters
- 2002 -2007 Executive Director @ CPA/Law Forum
- 1999 -2006 Investment Advisor @ Linsco/Private Ledger
Craig Rosenberg Education
- Michigan State University
BLA
1981-1985 - Kalamazoo College
(Economics)
1979-1981
Craig Rosenberg Skills
- Marketing
- Microsoft Office
- Financial Analysis
- Microsoft Excel
- Investments
- Asset Management
- Management
- Wealth Management
- Banking
- Leadership
- Financial Modeling
- Public Speaking
- Finance
- Risk Management
- Retirement
- Business Strategy
- Strategic Planning
- Portfolio Management
- Estate Planning
- New Business Development
- Financial Planners
- Asset Allocation
- Insurance
- Retirement Planning
- Private Equity
Craig Rosenberg Summary
- Craig Rosenberg, based in Traverse City, MI, US, is currently a Portfolio Manager, First Vice President, Financial Advisor at Morgan Stanley. Craig Rosenberg brings experience from previous roles at Stifel Nicolaus & Company, Inc., Traverse City West High School Athletic Boosters, CPA/Law Forum and Linsco/Private Ledger. Craig Rosenberg holds a 1981 - 1985 BLA @ Michigan State University. With a robust skill set that includes Marketing, Microsoft Office, Financial Analysis, Microsoft Excel, Investments and more. Craig Rosenberg has 1 emails and 3 mobile phone numbers on RocketReach.
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