Brandon Rosen resumes & CV records
Resumes
Vice President - Private Client Advisor
Location:
9330 Prairie Meadows Dr, Roanoke, IN 46783
Industry:
Financial Services
Work:
J.p. Morgan
Vice President - Private Client Advisor Charles Schwab Aug 2016 - Dec 31, 2018
Vice President - Financial Consultant Merrill Lynch Jun 2011 - Aug 2016
Assistant Vice President - Financial Solutions Advisor
Vice President - Private Client Advisor Charles Schwab Aug 2016 - Dec 31, 2018
Vice President - Financial Consultant Merrill Lynch Jun 2011 - Aug 2016
Assistant Vice President - Financial Solutions Advisor
Education:
Penn State University 2007 - 2011
Bachelors, Bachelor of Science, Finance Pennsylvania State University 2011
Lower Moreland High School
Bachelors, Bachelor of Science, Finance Pennsylvania State University 2011
Lower Moreland High School
Skills:
Series 7, Series 66, Life/Health Insurance License, Investments, Insurance, Financial Advisory, Financial Planning, Portfolio Management, Retirement, Mutual Funds, Equities, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, 401K, Fixed Income, Financial Modeling, Customer Relations, Uniform Combined State Law, Strategic Financial Planning, Risk Management
Certifications:
Certified Financial Planner (Cfp)
Chartered Retirement Planning Counselor
Series 7
Series 66
Pennsylvania Life and Health
College For Financial Planning
Financial Industry Regulatory Authority
Commonwealth of Pennsylvania
Chartered Retirement Planning Counselor
Series 7
Series 66
Pennsylvania Life and Health
College For Financial Planning
Financial Industry Regulatory Authority
Commonwealth of Pennsylvania
Manager
Location:
Voorhees, NJ
Industry:
Pharmaceuticals
Work:
Cvs Health
Manager
Manager
Education:
Penn State University
Skills:
Customer Service, Team Building, Inventory Management, Management, Inventory Control
Technician
Location:
Voorhees, NJ
Industry:
Information Technology And Services
Work:
Mgstl, Llc
Technician Apple Nov 2016 - Nov 2019
Mac Genius
Technician Apple Nov 2016 - Nov 2019
Mac Genius
Education:
Lindenwood University 2017 - 2019
Bachelors
Bachelors
Skills:
Customer Service, Os X, Apple Hardware, Apple Certified, Technical Support
Brandon Rosen
Brandon Rosen
Financial Solutions Advisor At Merrill Lynch
Position:
Financial Solutions Advisor at Merrill Lynch
Location:
Pennington, New Jersey
Industry:
Financial Services
Work:
Merrill Lynch
- Hopewell/Pennington, NJ since Jun 2011
Financial Solutions Advisor Target Jun 2010 - Aug 2010
Executive Intern Alpha Epsilon Pi Fraternity Oct 2007 - Apr 2010
Social Chairman East Side Eateries Sep 2008 - Dec 2008
Store Controller Foreign Auto Hospital Sep 2005 - Aug 2008
Auto-Mechanic The Penn Stater Conference Center and Hotel Jan 2008 - May 2008
Banquet Server
Financial Solutions Advisor Target Jun 2010 - Aug 2010
Executive Intern Alpha Epsilon Pi Fraternity Oct 2007 - Apr 2010
Social Chairman East Side Eateries Sep 2008 - Dec 2008
Store Controller Foreign Auto Hospital Sep 2005 - Aug 2008
Auto-Mechanic The Penn Stater Conference Center and Hotel Jan 2008 - May 2008
Banquet Server
Education:
Penn State University 2007 - 2011
Bachelor of Science, Finance
Bachelor of Science, Finance
Skills:
Series 7, Series 66, Life/Health Insurance License, Investments, Insurance, Financial Advisory, Financial Planning, Portfolio Management, Retirement, Mutual Funds, Equities, Retirement Planning, Asset Allocation, Investment Advisory, Investment Strategies, 401k, Fixed Income, Financial Modeling, Customer Relations