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
- Portfolio Manager, First Vice President, Financial Advisor @ Morgan Stanley (April 2010 - Present)
- Vice President Investments @ (January 2006 - January 2010)
- President @ Traverse City West High School Athletic Boosters (January 2004 - January 2009)
- Executive Director @ CPA/Law Forum (January 2002 - January 2007)
- Investment Advisor @ Linsco/Private Ledger (January 1999 - January 2006)
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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