Jeff Rosengarten Email & Phone Number
Principal @ HB Wealth
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Jeff Rosengarten Location
- Atlanta, GA, US
Jeff Rosengarten Work
- Principal @ (December 2021 - Present)
- Director @ (January 2017 - December 2021)
- Senior Associate @ (December 2014 - January 2017)
- Principal @ (January 2022 - Present)
- Director @ (February 2017 - January 2022)
- Senior Associate @ (January 2015 - February 2017)
- Associate @ (May 2011 - January 2015)
Jeff Rosengarten Education
- Terry College of Business
Bachelor Of Business Administration
2011 - University of Georgia
Bachelor Of Science
2007-2011 - University of Georgia
Bachelor Of Business Administration (Finance)
2006-2010 - Ballard High School 2002-2006
Jeff Rosengarten Skills
- Wealth Management
- Charitable Giving
- Insurance
- Investment Advisory
- Retirement Planning
- Estate Planning
- International Business
- PowerPoint
- International
- Income Tax
- Obtain
- Germany
- Books
- C
- Payments
- Audio Conferencing
- Africa
- Advent
- Georgia
- Debt
- Tax Planning
- IRS
- Training Sessions
- Guidance
- Computer Proficiency
- Client Meetings
- Tax
- Students
- Networking
- Portfolio Management
- Czech Republic
- Client Services
- Communication
- Investments
- Tau
- Atlanta
- Mentoring
- Finance
- Fundraisers
- Software
- Fundraising
- Strategy
- Asset Allocation
- Equities
- Balance Sheet
- Wise
- Business Administration
- Securities
- Microsoft Access
- Microsoft Word
- Road
- Families
- Bloomberg Terminal
- Microsoft Excel
- Testing
- Austria
- Cash
- Training
- Liability
- One On One
- Boys
- Project
- Flows
- Design
- Insurance Planning
- Investment Portfolios
- Filing
- Tax Returns
- Meetings
- Conceptual Modeling
- Junxure
- Presentations
- CRM
- Income
- Consumer
Jeff Rosengarten Summary
- Jeff Rosengarten, based in Atlanta, GA, US, is currently a Principal at HB Wealth. Jeff Rosengarten brings experience from previous roles at HB Wealth and Homrich Berg. Jeff Rosengarten holds a Bachelor Of Business Administration @ Terry College of Business. With a robust skill set that includes Wealth Management, Charitable Giving, Insurance, Investment Advisory, Retirement Planning and more. Jeff Rosengarten has 3 emails and 1 mobile phone numbers on RocketReach.
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