Robert Rosenbaum
Corporate Vice President - Service at New York Life Insurance Company
- Role
- Corporate Vice President - Service at New York Life
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Robert Rosenbaum
Compliance and service professional with 15+ years experience in variable & traditional…
Experience
Corporate Vice President - Service
Aug 2017 — Present · New York, NY, US
Education
Brandeis University
Bachelor of Arts (B.A.), Economics & Politics
2001
Skills
- Insurance
- Financial Services
- Investments
- Series 7
- Equities
- Series 63
- Fixed Annuities
- Investment Advisory
- Fixed Income
- Financial Planning
- Mutual Funds
- Securities
- Retirement Planning
- Finra
- Microsoft Excel
- Due Diligence
- Hedge Funds
- Alternative Investments
- Retirement
- Strategic Financial Planning
- Wealth Management
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