Elliot Rotstein Email & Phone Number
Partner and Senior Client Advisor @ Ballentine Partners, LLC
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Elliot Rotstein Location
- Boston, MA, US
Elliot Rotstein Work
- Partner and Senior Client Advisor @ (March 2023 - Present)
- Senior Client Advisor @ (August 2020 - March 2023)
- Partner @ (January 2019 - August 2020)
- Senior Vice President @ (May 2013 - August 2020)
- Director - Charitable Planning @ (January 2011 - May 2013)
- Charitable Planning Associate @ (November 2006 - January 2011)
- Associate, Group Ticket and Sponsorship Sales @ Nashua Pride Professional Baseball (May 2005 - August 2005)
Elliot Rotstein Education
- Ithaca College
Elliot Rotstein Skills
- Investments
- High Net Worth Individuals
- Leadership
- Corporate Finance
- Valuation
- Investment Banking
- Financial Reporting
- Equities
- Business Development
- Alternative Investments
- Asset Management
- Financial Advisory
- Estate Planning
- Business Valuation
- Series 7
- Financial Planning
- High Net Worth
- Customer Service
- Change Management
- Marketing Strategy
- Strategic Planning
- Planning
- Project Planning
- Event Management
- Strategy
Elliot Rotstein Summary
- Elliot Rotstein, based in Boston, MA, US, is currently a Partner and Senior Client Advisor at Ballentine Partners, LLC. Elliot Rotstein brings experience from previous roles at Ballentine Partners, LLC, MPI - Business Valuation & Advisory and Fidelity Investments. Elliot Rotstein holds a Ithaca College. With a robust skill set that includes Investments, High Net Worth Individuals, Leadership, Corporate Finance, Valuation and more. Elliot Rotstein has 2 emails and 2 mobile phone numbers on RocketReach.
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