Jason Rotman Email & Phone Number
Financial Advisor @ Elevate Financial Partners
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Jason Rotman Location
- Newport Beach, CA, US
Jason Rotman Work
- 2024 -now Financial Advisor @
- 2020 -2024 Financial Advisor @
- 2018 -2020 Director Of Business Development @ Everplus Capital, LLC
- 2018 -2020 Instructor @
- 2011 -2019 Partner @ Lido Isle Advisors, LLC
- 2014 -2018 Partner @ Valia Capital Management
- 2006 -2011 Bond Futures Trader @ Proprietary Funds
- 2002 -2006 Bond Futures Trader @ Refco
Jason Rotman Education
- Princeton University 1997-2001
- Deerfield High School 1993-1997
Jason Rotman Skills
- Portfolio Management
- Investments
- Options
- Trading
- Electronic Trading
- Equities
- Alternative Investments
- Hedge Funds
- Commodity
- Trading Systems
- Asset Managment
- Financial Analysis
- Bonds
- Leadership
- Finance
- Financial Risk
- Asset Management
- Financial Markets
- Technical Analysis
- Public Speaking
- Risk Management
- Strategic Planning
- Capital Markets
- Derivatives
Jason Rotman Summary
- Jason Rotman, based in Newport Beach, CA, US, is currently a Financial Advisor at Elevate Financial Partners. Jason Rotman brings experience from previous roles at Pacific Advisors, Everplus Capital, LLC, Online Trading Academy and Lido Isle Advisors, LLC. Jason Rotman holds a 1997 - 2001 Princeton University. With a robust skill set that includes Portfolio Management, Investments, Options, Trading, Electronic Trading and more. Jason Rotman has 2 emails and 3 mobile phone numbers on RocketReach.
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Top Elevate Financial Partners Employees
Michael Thibodeaux
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Fullerton, CA, US
Tony Thornton
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Newport Beach, CA, US
Jonathan Adams
Financial Representative
United States
Jason Rotman
Financial Advisor
Newport Beach, CA, US
Kate Clarke
Financial Representative at Elevate Financial Partners
Escondido, CA, US
Noelle Rodriguez
Chief Operating Officer
Newport Beach, CA, US
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