Alec Rosen
- Role
- Director of Growth at Connecticut Wealth Management, Llc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Advertising & MarketingView LinkedIn profile
About Alec Rosen
Me? I am a recovering wholesaler turned CFP® who has a passion for helping advisors be…
Experience
Director of Growth
Connecticut Wealth Management, Llc
Oct 2023 — Present
Skills
- Stocks
- Financial Services
- Coaching
- Training
- Finance
- Building Relationships
- Retirement Planning
- Strategy
- Financial Analysis
- Marketing
- Microsoft Powerpoint
- Investments
- Business Development
- Equities
- Management
- Relationship Management
- Mutual Funds
- Customer Service
- Microsoft Office
- Microsoft Excel
- Market Research
- Salesforce.com
- Financial Planning
- Financial Markets
- Portfolio Management
- Asset Management
- Financial Advisory
- Series 7
- Bonds
- Wealth Management
- Social Media Marketing
- Analysis
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