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
- 2023 -now Partner and Senior Client Advisor @
- 2020 -2023 Senior Client Advisor @
- 2019 -2020 Partner @
- 2013 -2020 Senior Vice President @
- 2011 -2013 Director - Charitable Planning @
- 2006 -2011 Charitable Planning Associate @
- 2005 -2005 Associate, Group Ticket and Sponsorship Sales @ Nashua Pride Professional Baseball
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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