Alec Rosen
Director of Growth @Connecticut Wealth Management, Llc
Boston, MA, US
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Oct 2023 — Present
Director of Growth @Connecticut Wealth Management, Llc
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SKILLS
StocksFinancial ServicesCoachingTrainingFinanceBuilding RelationshipsRetirement PlanningStrategyFinancial AnalysisMarketingMicrosoft PowerpointInvestmentsBusiness DevelopmentEquitiesManagementRelationship ManagementMutual FundsCustomer ServiceMicrosoft OfficeMicrosoft ExcelMarket ResearchSalesforce.comFinancial PlanningFinancial MarketsPortfolio ManagementAsset ManagementFinancial AdvisorySeries 7BondsWealth ManagementSocial Media MarketingAnalysis
ABOUT ALEC ROSEN
Me? I am a recovering wholesaler turned CFP® who has a passion for helping advisors be…
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