Leslie Rosenberg Email & Phone Number
Partner and Head of Financial Planning @ Humanize Wealth
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Leslie Rosenberg Location
- Seattle, WA, US
Leslie Rosenberg Work
- 2023 -now Partner and Head of Financial Planning @
- 2021 -2023 Lead Advisor @ Blue Water Wealth
- 2016 -2021 Advisor @ Paracle Advisors - Personal Financial Management
- 2012 -2015 Investment Specialist @
- 2012 -2012 Portfolio Specialist @
- 2011 -2012 Research Analyst, Office of Development @
- 2007 -2011 Private Banking Analyst @
Leslie Rosenberg Education
- Bryn Mawr College
BA (Economics, Growth and Structure of Cities)
2004-2008 - University of St Andrews
(Economics, International Business)
2007-2007
Leslie Rosenberg Skills
- Impact Investing
- Environmental, Social, and Governance (ESG)
- Financial Planning
- Portfolio Management
- Banking
- Financial Analysis
- Credit
- Fixed Income
- Research
- Equities
- Fundraising
- Microsoft Office
- Bloomberg
- Series 63
- Series 7
Leslie Rosenberg Summary
- Leslie Rosenberg, based in Seattle, WA, US, is currently a Partner and Head of Financial Planning at Humanize Wealth. Leslie Rosenberg brings experience from previous roles at Blue Water Wealth, Paracle Advisors - Personal Financial Management, J.P. Morgan and BlackRock. Leslie Rosenberg holds a 2004 - 2008 BA in Economics, Growth and Structure of Cities @ Bryn Mawr College. With a robust skill set that includes Impact Investing, Environmental, Social, and Governance (ESG), Financial Planning, Portfolio Management, Banking and more. Leslie Rosenberg has 2 emails and 1 mobile phone numbers on RocketReach.
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