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Philip Rothstein Location
Wake Forest, NC, US
Philip Rothstein Work
2024 -now Vice President, Financial Consultant at Truist Investment Services, Inc. @
2011 -2024 Wealth Advisor @
2011 -2021 Wealth Advisor @ BB&T Wealth
2005 -2011 Investment Specialist @
Philip Rothstein Education
Campbell University
Master in Trust and Wealth Management
North Carolina State University
B.S Business - Finance
Philip Rothstein Summary
Philip Rothstein, based in Wake Forest, NC, US, is currently a Vice President, Financial Consultant at Truist Investment Services, Inc. at Truist Wealth. Philip Rothstein brings experience from previous roles at Truist Wealth, BB&T Wealth and BB&T Investment Services, Inc.. Philip Rothstein holds a Master in Trust and Wealth Management @ Campbell University. Philip Rothstein has 1 emails on RocketReach.
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