Heather Rosen
Advisor @NorthRock Partners
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WORK HISTORY
Advisor @NorthRock Partners
Chicago, IL, US
Financial Planning | Risk Management | Cash Flow & Budgeting | Financial Reporting | Employee Benefits | Protection Planning | Mortgages & Lending | Executive Leadership | Client Experience | Investments | Charitable Contributions | Insurance | Retirement Planning | Estate Planning | Tax Preparation | Executive Compensation | Contract Review and Negotiation | Corporate Benefits Planning
EDUCATION
Penn State University
B.A. with distinction, Phi Beta Kappa Academic Honor Society
Chicago-Kent College of Law, Illinois Institute of Technology
J.D., Dean's Honor List
ABOUT HEATHER ROSEN
I have dedicated my career to helping individuals make decisions during the most…
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