Jason Rosenberg Email & Phone Number
Financial Advisor, SVP at Santander Investment Services @ Santander Bank, N.A.
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Jason Rosenberg Location
- South Kingstown, RI, US
Jason Rosenberg Work
- 2022 -now Financial Advisor, SVP at Santander Investment Services @
- 2017 -2022 VP, Financial Consultant @
- 2017 -2022 VP, Financial Consultant @
- 2014 -2017 Financial Consultant, AVP @
- 2010 -2014 Relationship Manager, AVP @
- 2008 -2010 Branch Manager @ Sovereign Bank
- 2004 -2008 Branch Sales Manager @ First NLC
Jason Rosenberg Education
- Bryant University
Bachelor of Business Administration (B.B.A.) (Finance, General)
Jason Rosenberg Skills
- Investments
- Alternative Investments
- Financial Reporting
- Series 7
- Financial Services
- Asset Allocation
- Series 63
- Mutual Funds
- Fixed Income
- Insurance
- Investment Advisory
- Banking
- Retirement Planning
- Microsoft Office
- Relationship Management
- Portfolio Management
- Equities
- Project Management
- Deposits
- Mortgage Banking
- Sales
- Wealth Management
- Loans
- Financial Planning
- Series 6
- Customer Service
- Business Analysis
Jason Rosenberg Summary
- Jason Rosenberg, based in South Kingstown, RI, US, is currently a Financial Advisor, SVP at Santander Investment Services at Santander Bank, N.A.. Jason Rosenberg brings experience from previous roles at Santander Bank, N.A., Citizens Investment Services and Citizens Financial Group, Inc.. Jason Rosenberg holds a Bachelor of Business Administration (B.B.A.) in Finance, General @ Bryant University. With a robust skill set that includes Investments, Alternative Investments, Financial Reporting, Series 7, Financial Services and more. Jason Rosenberg has 5 emails and 2 mobile phone numbers on RocketReach.
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