Michael Rothstein Email & Phone Number
Manager Retail Sales Group @ Vanguard
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Michael Rothstein Location
- Charlotte, NC, US
Michael Rothstein Work
- 2026 -now Manager Retail Sales Group @
- 2021 -2026 Vice President, Premier Advisor @
- 2020 -2021 Independent Sr. Life Insurance Agent @
- 2018 -2019 Sr. Insurance Planner - RSM US Insurance Agency Services LLC @ RSM US LLP
- 2017 -2018 Financial Advisor and Retirement Plan Consultant @
- 2013 -2016 Vice President, Private Client Advisor @
- 2005 -2013 Financial Consultant @
- 2003 -2004 Licensed Personal Banker @
Michael Rothstein Education
- Kaplan University
Certificate in Financial Planning (Financial Planning and Services)
2009-2010 - Adelphi University
Bachelor of Business Administration - BBA (Society for Human Resources Management)
Michael Rothstein Summary
- Michael Rothstein, based in Charlotte, NC, US, is currently a Manager Retail Sales Group at Vanguard. Michael Rothstein brings experience from previous roles at Truist, ASSURANCE IQ, RSM US LLP and Nationwide Financial. Michael Rothstein holds a 2009 - 2010 Certificate in Financial Planning in Financial Planning and Services @ Kaplan University. Michael Rothstein has 5 emails and 2 mobile phone numbers on RocketReach.
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