Michael Rothstein Email & Phone Number

Vice President, Premier Advisor @ Truist

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Michael Rothstein Location

Charlotte, NC, US

Michael Rothstein Work

2021 - now Vice President, Premier Advisor @ Truist
2020 - 2021 Independent Sr. Life Insurance Agent @ Assurance IQ
2018 - 2019 Sr. Insurance Planner - RSM US Insurance Agency Services LLC @ RSM US LLP

2017 - 2018 Financial Advisor and Retirement Plan Consultant @ Nationwide Financial
2013 - 2016 Vice President, Private Client Advisor @ JPMorgan Chase & Co.
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2005 - 2013 Financial Consultant @ LPL Financial
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2003 - 2004 Licensed Personal Banker @ Astoria Bank
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Michael Rothstein Education

Kaplan University
Certificate in Financial Planning (Financial Planning and Services)
2009 - 2010
Adelphi University
Bachelor of Business Administration - BBA (Management)

Michael Rothstein Summary

Michael Rothstein, based in Charlotte, NC, US, is currently a Vice President, Premier Advisor at Truist. Michael Rothstein brings experience from previous roles at ASSURANCE IQ, RSM US LLP, Nationwide Financial and JPMorgan Chase & Co.. Michael Rothstein holds a 2009 - 2010 Certificate in Financial Planning in Financial Planning and Services @ Kaplan University. Michael Rothstein has 1 emails and 2 mobile phone numbers on RocketReach.

Michael Rothstein Emails

Found 1 emails

@aol.com

Michael Rothstein Phone Numbers

Found 4 phone numbers

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Others Named Michael Rothstein

Michael Rothstein

Senior Analyst at Millennium

New York, NY, US
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Michael Rothstein

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Michael Rothstein

Global Strategic Enterprise Account Executive-Key Accounts at Tangoe

New York, NY, US
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- tangoe.com
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Michael Rothstein

Managing Principal at Executive Advantage Group, Inc.

Vancouver, WA, US
3
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- +1 503-475-XXXX
- +1 917-679-XXXX
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- +1 503-372-XXXX
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Top Truist Employees

Devon Lang

President, North Texas Region at Truist

Dallas, TX, US
2
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- truist.com
2
- +1 318-617-XXXX
- +1 713-797-XXXX
Abhishek Kedia

Managing Director, Media, Telecom and Entertainment IB at Truist

Charlotte, NC, US
1
- truist.com
3
- +1 980-819-XXXX
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Lisa Rhoades

Chief Marketing Officer - Truist Wealth at Truist

Winston-Salem, NC, US
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Clayton Stakes

Managing Director of Accounting at Truist

Charlotte, NC, US
1
- truist.com
2
- +1 336-986-XXXX
- +1 252-363-XXXX
Anthony Weekly

Chief CRA Officer and Community Development Director at Truist

Charlotte, NC, US
4
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- suntrust.com
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Kimberly Eul

Chief Talent Officer at Truist

Charlotte, NC, US
3
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Kimberly Moore-Wright

Chief Human Resources Officer and member of the Operating Council, Executive Vice President at Truist

Charlotte, NC, US
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