Michael A. Rothstein
Vice President, Virtual Premier Advisor at Truist
- Role
- Vice President, Premier Advisor at Truist
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Michael A. Rothstein
I’ve always believed that success in financial services comes down to two things, people…
Experience
Vice President, Premier Advisor
Mar 2021 — Present · Charlotte, NC, US
Education
Kaplan University
Certificate in Financial Planning , Financial Planning and Services
Adelphi University
Bachelor of Business Administration - BBA, Management
Skills
- Asset Management
- Customer Service
- Banking
- Mutual Funds
- Financial Services
- Risk Management
- Small Business
- Credit
- Portfolio Management
- Management
- Wealth Management
- Leadership
- Securities
- Public Speaking
- Estate Planning
- Fixed Annuities
- Relationship Building
- Insurance
- Retirement Planning
- Sales Management
- Life Insurance
- Finance
- Financial Analysis
- Financial Planning
- Financial Advisory
- Sales
- Investments
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.