Mike Rothman
Vice President, Premier Advisor Specializing in financial planning using a strategic approach to meet the client\'s needs
- Role
- Premier Advisor at Truist at Truist
- Location
- Norristown, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
About Mike Rothman
Senior Manager with Demonstrated Leadership in all Aspects of Strategic Planning, Sales…
Experience
Premier Advisor at Truist
Apr 2025 — Present
Education
Fox School of Business at Temple University
Accounting & a Minor in Rhetoric & Comm., Business & Communications
1990 — 1995
Skills
- Wealth Management
- Alternative Investments
- Portfolio Management
- Banking
- Mutual Funds
- Customer Service
- Bonds
- Securities
- Equities
- Investment Management
- Investments
- Financial Services
- Series 7
- Series 63
- Finance
- Fixed Income
- Management
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