David Rosenberg Email & Phone Number
Certified Investment Management Analyst
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David Rosenberg Location
- United States
David Rosenberg Work
- 2026 -now Certified Investment Management Analyst @ Self-employed
- 1999 -2026 Senior Financial Advisor, Managing Director -Investments @
- 1994 -1999 Vice President-Investments @
- 1990 -1994 Investment Advisor @ Chemical Investment Services
David Rosenberg Education
- Brandeis University
B.A. (History)
- Wharton Executive Education
C.I.M.A (Investment Management)
David Rosenberg Skills
- Project Management
- Business Development
- Microsoft Excel
- Investments
- Customer Service
- Strategic Planning
- Strategy
- Alternative Investments
- Financial Advisory
- Tax Efficient Strategies
- Investment Strategies
- Retirement
- Wealth Preservation Planning
- Retirement Planning
- Asset Allocation
- Financial Analysis
- Investment Planning
David Rosenberg Summary
- David Rosenberg, based in United States, is currently a Certified Investment Management Analyst at Self-employed. David Rosenberg brings experience from previous roles at Wells Fargo Advisors, PaineWebber and Chemical Investment Services. David Rosenberg holds a B.A. in History @ Brandeis University. With a robust skill set that includes Project Management, Business Development, Microsoft Excel, Investments, Customer Service and more. David Rosenberg has 1 emails and 4 mobile phone numbers on RocketReach.
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