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Jay Rosengarden
East Coast Regional Wholesaler at Asset Life Settlements
Seasoned financial professional with expertise in investments, sales, and wealth management.
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Location
Baltimore, Maryland, United States, US
Skills
- Investments
- Sales
- Fixed Annuities
- Insurance
- Retirement Planning
- Show all
Bio
Generated by
Topline AI
Jay Rosengarden is a seasoned financial professional with expertise in investments, sales, and wealth management. He has over 20 years of experience in the industry, with a strong background in retirement planning and marketing. He has held various roles, including East Coast Regional Wholesaler at Asset Life Settlements and Merrill Lynch, and has achieved significant sales success, including $24 million in retirement plan sales and $6 million in investment research sales.
Experience
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Asset Life Settlements
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Orlando, Florida Area
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East Coast Regional Wholesaler
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Dec 2015 - Present
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Orlando, Florida Area
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Tritium Wealth Partners
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King of Prussia Pa
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East Coast Regional Wholesaler
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Dec 2015 - Present
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King of Prussia Pa
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Wealth Management
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Jun 2007 - Mar 2009
Involved in the sales of Retirement Plans to small and mid-size companies bringing in over 24 Million in two years
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Asst Director of Sales
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Apr 2005 - Apr 2007
Sold Investment Research (small and mid cap names) to wealthy individuals, advisors and analysts all over the world; over 6 Million in sales; Number One out of 12 people for Eight Quarters
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Education
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Goucher College
M.Ed, Education -
University of Maryland
BA, Criminology
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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