Jeff Rossi Email & Phone Number

Sr. Director, Wealth Solutions Learning @ Edelman Financial Engines

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Jeff Rossi Location

Holmdel, NJ, US

Jeff Rossi Work

Sr. Director, Wealth Solutions Learning @ (June 2024 - Present)
Vice President, Global Markets Compliance Training @ (August 2023 - June 2024)
Director, Talent Development @ (February 2020 - May 2023)
VP, Global Compliance and Regulatory Training @ (June 2017 - February 2020)
Director, Education and Training @ (August 2013 - June 2017)
Owner and Financial Planner @ Peak Wealth Advisors, LLC (September 2014 - December 2016)
Director - Human Capital Development, Director - Sales Development @ (February 2008 - July 2013)
Director of Retail Learning @ (January 2007 - February 2008)
Director of Sales Development @ (January 2002 - January 2007)
Global Director Learning and Development @ (January 1996 - January 2002)
Branch Manager @ (May 1991 - January 1996)

Jeff Rossi Education

University of Scranton
BS (Business Management)
Bellevue University
MS (Organizational Performance)

Jeff Rossi Skills

Agile Methodologies
Bench Strength
CRM
Certified Financial Planner
Change Management
Coaching
Compliance Management
Consultative Selling
Customer Education
Customer Relationship Management (CRM)
E-Learning
EPSS
Emotional Intelligence
Employee Engagement
Employee Training
Environmental, Social, and Governance (ESG)
Financial Planning
Financial Services
Global Regulatory Compliance
HR Strategy
Human Capital Management
Human Resources
Instructional Design
Leadership
Leadership Development
Leading Positive Change
Learning Management Systems
Management
Management Development
Onboarding
Organizational Development
Organizational Effectiveness
Performance Improvement
Performance Management
Practice Management
Program Management
Project Management
Regulatory Compliance
Saba
Sales
Sales Leadership Training
Sales Management
Sales Operations
Salesforce.com
Selling
Solution Selling
Strategic Planning
Strategy
Succession Planning
Talent Acquisition
Talent Development
Talent Management
Training
Training and Development (HR)
Vendor Management
Workday
Internal Communications
Marketing Strategy
Sales Process
Salesforce Training
Personnel Management
Workshop Facilitation
Sales Strategy
Planning
Brokerage
Performance Metrics
Iar
Online Brokerage
Assessment
Design
Human Capital
Organizational
Keys
Sales Manager
Structures
Networking
Education
Differentiation
Microsoft Excel
Customer Service
Intranet
Options
Sales Coaching
Certified Financial
Participation
Strategic Business
Retail
Perception
Solutions
Customer Relationship Management
Operations
Investors
Courses
Training Programs
Dashboard
Services
Bottom Line Results
Banking
Restructuring
Teaching
E Learning
Educational Technology
Prospect
Knowledge Management
Securities
Customer Relationship Management Crm
Consideration
Corporate Training
Organizational Growth
Organizational Structure
Casualty Insurance
Execution
System
Drive Results
Strategies
Policy Management
Property
Deloitte
Love
Functional Training
Affinity
Conversation
Sales Trainings
Developing Talent
Executive Team
Engagement
Brokers
Internal Audit
Convenience
Employee Benefits

Jeff Rossi Summary

Jeff Rossi, based in Holmdel, NJ, US, is currently a Sr. Director, Wealth Solutions Learning at Edelman Financial Engines. Jeff Rossi brings experience from previous roles at Goldman Sachs, Santander Bank, N.A., Credit Suisse and AIG. Jeff Rossi holds a BS in Business Management @ University of Scranton. With a robust skill set that includes Agile Methodologies, Bench Strength, CRM, Certified Financial Planner, Change Management and more. Jeff Rossi has 2 emails and 2 mobile phone numbers on RocketReach.

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