Daniel Rosenthal
Regional Insurance Strategist Crump Life Insurance
- Role
- Regional Insurance Strategist at Crump Life Insurance Services
- Location
- Southampton, PA, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Daniel Rosenthal
As a former Financial Representative with Northwestern Mutual, Daniel Rosenthal began as…
Experience
Regional Insurance Strategist
Mar 2021 — Present · New York, NY, US
Partnering with Merrill Lynch financial advisors to offer wealth transfer planning strategies for ultra high net worth clients.
Education
Fox School of Business at Temple University
Bachelor of Business Administration (BBA), B.B.A.
2009 — 2011
Skills
- Series 63
- Marketing
- Fixed Annuities
- Financial Advisory
- Account Management
- Leadership
- Series 7
- Securities
- Public Speaking
- Training
- Retirement
- Strategic Financial Planning
- Investments
- Financial Analysis
- Wealth
- Asset Management
- Iras
- Whole Life
- Asset Allocation
- Mutual Funds
- Sales
- Access
- Alternative Investments
- Strategic Planning
- Management
- Team Building
- Equities
- Financial Services
- Life Insurance
- Finance
- Salesforce.com
- Retirement Planning
- Customer Service
- Variable Annuities
- Series 6
- Insurance
- Disability Insurance
- Long-Term Care
- Microsoft Excel
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