Greg Rosen Email & Phone Number
Chief Operating Officer @ Laurel Oak Wealth Management
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Greg Rosen Location
- Evesham Township, NJ, US
Greg Rosen Work
- 2025 -now Chief Operating Officer @
- 2025 -now Financial Advisor @
- 2019 -2025 Financial Advisor @
- 2019 -2025 COO of The Laurel Oak Wealth Management Group @
- 2011 -2019 Financial Planning Specialist, Financial Advisor @
- 2008 -2011 Financial Advisor @
Greg Rosen Education
- Northeastern University
(College of Business Administration)
1989-1994
Greg Rosen Skills
- Leadership
- Microsoft Excel
- Management
Greg Rosen Summary
- Greg Rosen, based in Evesham Township, NJ, US, is currently a Chief Operating Officer at Laurel Oak Wealth Management. Greg Rosen brings experience from previous roles at Laurel Oak Wealth Management, Ameriprise Financial Services, LLC and Morgan Stanley. Greg Rosen holds a 1989 - 1994 Northeastern University. With a robust skill set that includes Leadership, Microsoft Excel, Management and more. Greg Rosen has 2 emails and 2 mobile phone numbers on RocketReach.
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