senior sales manager @ smartasset | investment advisory services@ SmartAsset
New York, New York, United States
Michael Rosenberg
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Tulane University
Real-Time AI Research
FlashIntel GPT
Tell me more about Michael Rosenberg?
FlashIntel GPTMichael Rosenberg is a highly experienced Financial Advisor with 15.1 years of work experience. He specializes in series 7, mutual funds, alternative investments, series 63, and asset allocation. Based in the United States, Michael is currently working at SmartAsset's SmartAdvisor Client Referral Program. SmartAsset is a reputable firm with a focus on providing high- intent and vetted leads. Their target audience includes pre-retirees, 750k in investible assets, and a pre-retiree with a large number of referrals. Michael's expertise lies in referral types such as valuation, geographic target, and a number of referrals you can choose for a month.
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Emails and Phone Numbers
About
SmartAsset's SmartAdvisor Client Referral Program is committed to providing Financial Advisors with high intent, vetted leads. Our typical lead is a pre-retiree who is in their late 50's, has about $750k in investible assets and does not already have an advisor. As an advisor on our platform, your choice in referral types include: -Range of investable assets -Geographic target -Number of introductions you'd like a month
Work Experience
senior sales manager @ smartasset | investment advisory services
Sales Manager
Senior Account Executive
Software Development
Michael Rosenberg's Professional Milestones
- Investment Consultant (2010-02-01~2012-09-01): Conducted thorough investigations and prepared valuable investment decisions, driving profitability and maximizing returns for clients.
- Sales Manager (2020-10-01~): Achieved record-breaking sales targets, surpassing all previous targets and fostering a strong customer base.
Education
Business Administration,
Management,
Business Administration And Management,
Bachelors,
Business/managerial Economics
2003-2006Skill
Series 7
Mutual Funds
Alternative Investments
Series 63
Asset Allocation
Fixed Income
Risk Management
Equities
Series 6
Asset Management
Financial Services
Uniform Combined State Law
Wealth Management
Bloomberg
Retirement Planning
Investment Advisory
Investments
Hedge Funds
Securities
Investment Strategies
Portfolio Management
Strategy
Social Media Marketing
Microsoft Office
Marketing
Social Media
Sales
Public Relations
Customer Service
Certification
Colleagues
Michael Carvin
Founder | Chief Executive Officer
Aniket Gune
Chief Product Officer
George Davies
Vice President Data Engineering
Jared Redfern
Sales Executive | 2X Presidents Club | SaaS | Account Executive
Cindy Markee
Vice President Sales | Account Management
Other Named Michael Rosenberg
Frequently asked questions
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Michael Rosenberg works for SmartAsset
Michael Rosenberg's role in SmartAsset is senior sales manager @ smartasset | investment advisory services
Michael Rosenberg works in the industry of Software Development
Michael Rosenberg's colleagues are Michael Carvin,Aniket Gune,George Davies
Michael Rosenberg's latest job experience is senior sales manager @ smartasset | investment advisory services at SmartAsset
Michael Rosenberg's latest education in Tulane University
