Larry Rothstein Email & Phone Number
President
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Larry Rothstein Location
- Cleveland, OH, US
Larry Rothstein Work
- President @ Capital Transfer Insurance, LLC (January 2021 - Present)
- Senior Advisor @ HEIRMARK (January 2014 - January 2021)
- Partner @ Insurance Management Consultants, LLC (September 2005 - December 2013)
- Wealth Management Consultant @ Phoenix Life Insurance Company (January 1987 - August 2005)
Larry Rothstein Education
- Cleveland State University
Bachelor of Business Administration (B.B.A.) (Accounting)
1988-1992 - Cuyahoga Community College
- Lakeland Community College
Larry Rothstein Skills
- Business Planning
- Estate Planning
- Insurance
- Life Insurance
- Management
- Strategic Financial Planning
- Tax
- Trusts
- Wealth
Larry Rothstein Summary
- Larry Rothstein, based in Cleveland, OH, US, is currently a President at Capital Transfer Insurance, LLC. Larry Rothstein brings experience from previous roles at HEIRMARK, Insurance Management Consultants, LLC and Phoenix Life Insurance Company. Larry Rothstein holds a 1988 - 1992 Bachelor of Business Administration (B.B.A.) in Accounting @ Cleveland State University. With a robust skill set that includes Business Planning, Estate Planning, Insurance, Life Insurance, Management and more. Larry Rothstein has 2 mobile phone numbers on RocketReach.
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