Conseiller En Planification De L'Immobilier@ Mercury Financial Group
New York, New York, United States
Bruce Rothbard
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FlashIntel GPTBruce Rothbard is a highly experienced professional with 13.2 years of work experience in the financial services industry. He specializes in estate planning, life insurance, retirement planning, and wealth management. Currently, he serves as the Vice President of Wealth Advisory Group at Mercury Financial in the United States. With a strong background in asset allocation, disability insurance, and financial advisory, Bruce is skilled in providing comprehensive financial services. His expertise also extends to retirement planning, retirement management, and retirement planning.
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About
Vice President< Wealth Advisory Group Mercury Financial
Work Experience
Conseiller En Planification De L'Immobilier
Financial Services
Bruce Rothbard's Professional Milestones
- Conseiller En Planification De L'Immobilier (2010-07-01~): Streamlined and optimized real estate planning processes, increasing efficiency and driving customer satisfaction.
Skill
Estate Planning
Life Insurance
Retirement
Retirement Planning
Insurance
Wealth
Asset Allocation
Disability Insurance
Financial Advisory
Financial Services
Pensions
Wealth Management
Series 63
Investments
Critical Illness
Financial Planning
Income Protection
Securities
Fixed Annuities
Mutual Funds
Long Term Care
Term Life Insurance
Certification
Colleagues
Other Named Bruce Rothbard
Frequently asked questions
We found 2 Bruce Rothbard's email addresses
We found 1 Bruce Rothbard's phone numbers
Bruce Rothbard's social media include: Linkedin,
Bruce Rothbard works for Mercury Financial Group
Bruce Rothbard's role in Mercury Financial Group is Conseiller En Planification De L'Immobilier
Bruce Rothbard works in the industry of Financial Services
Bruce Rothbard's colleagues are Dan Mythen,Karl Vaivads,Bill Anderson
Bruce Rothbard's latest job experience is Conseiller En Planification De L'Immobilier at Mercury Financial Group
