Jeffrey Rotman's Location
Fort Lauderdale, FL, US
Jeffrey Rotman's Work
- Wealth Management Advisor @ Rotman & Associates
- Licensed and Authorized Instructor @ Financial Educators Network
Jeffrey Rotman's Education
- Belmont University
Mini MBA™ (Business)
2021 - 2021 - National Association of Insurance and Financial Advisors Association
Life and Annuity Certified Professional
2020 - 2020 - National Association of Life Underwriters
Life Underwriters Training Council Fellow (Advanced Planning-Life Insurance)
1992 - 1994
- Fort Lauderdale College
Bachelor of Science (Business Management / Finance)
1980 - 1984
Jeffrey Rotman's Skills
- Leadership
- Estate Planning
- Financial Planners
- Public Speaking
- Fixed Annuities
- Retirement Planning
- Sales
- Financial Planning
- Wealth Management Services
- Portfolio Management
Jeffrey Rotman's Summary
Jeffrey Rotman, based in Fort Lauderdale, FL, US, is currently a Wealth Management Advisor at Rotman and Associates, bringing experience from previous roles at Financial Educators Network. Jeffrey Rotman holds a 2021 - 2021 Mini MBA™ in Business @ Belmont University. With a robust skill set that includes Leadership, Estate Planning, Financial Planners, Public Speaking, Fixed Annuities and more, Jeffrey Rotman contributes valuable insights to the industry. Jeffrey Rotman has 2 emails on RocketReach.
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