Jeff Rosenthal Email & Phone Number
President and CEO
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Jeff Rosenthal Location
- Atlanta, GA, US
Jeff Rosenthal Work
- Head of Osaic Advisory Services @ Osaic (October 2025 - Present)
- President and CEO @ Triad Advisors (January 2016 - Present)
- Chief Marketing Officer, Executive Vice President @ Triad Advisors (October 2002 - December 2015)
- Past Board Member @ (January 2010 - January 2011)
- Estate Planning Specialist @ Hartford Life Insurance Company (April 2000 - October 2002)
Jeff Rosenthal Education
- The University of Georgia
Bachelor of Science in Education (Phi Gamma Delta)
1989-1993
Jeff Rosenthal Skills
- Financial Advisory
- Banking
- Estate Planning
- Insurance
- Management
- Alternative Investments
- Business Planning
- Asset Management
- Strategic Financial Planning
- Life Insurance
- Fixed Annuities
- Wealth Management
- Series 7
- Marketing
- Mutual Funds
- Customer Service
- Private Equity
- Asset Allocation
- Series 63
- FINRA
- Investment Strategies
- Securities
- Hedge Funds
- Retirement
- Portfolio Management
- Sales
- Microsoft Office
- Investments
- Retirement Planning
- Investment Advisory
- Financial Services
- Strategic Financial
- Services
Jeff Rosenthal Summary
- Jeff Rosenthal, based in Atlanta, GA, US, is currently a President and CEO at Triad Advisors. Jeff Rosenthal brings experience from previous roles at Osaic, Triad Advisors, Financial Services Institute and Hartford Life Insurance Company. Jeff Rosenthal holds a 1989 - 1993 Bachelor of Science in Education in Phi Gamma Delta @ The University of Georgia. With a robust skill set that includes Financial Advisory, Banking, Estate Planning, Insurance, Management and more. Jeff Rosenthal has 2 emails and 2 mobile phone numbers on RocketReach.
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