Russell Romberger
Regional Sales Manager at Cetera Financial Group
- Role
- Regional Sales Manager at Cetera Financial Group
- Location
- West Chester, PA, US
- LinkedIn followers
- 500 followers
About Russell Romberger
Proven revenue generator with a 20+ year track in the financial services industry delivering value-added investment products, client service, sales and practice management solutions to independent registered investment advisors, broker/dealer representatives, and bank trust departments. Recognized as a leader and relationship builder that can coach advisors to achieve optimal performance and deliver excellence in client service. NASD licenses include Series 7 and 63. Health-Life-Annuity licensed.Core Strengths: Mutual Funds | Separately Managed Accounts | Variable & Fixed Annuities | Investment Consulting | Practice Management | Discretionary & Non-Discretionary Asset Management Programs | Consultative Sales | Business Development | Strategic Planning | Client Service & Support
Experience
Regional Sales Manager
Sep 2017 — Present
Responsible for Advisory Sales and Practice Management Strategies for a seven state territory in the Mid-Atlantic.
Education
Widener University
BS, Accounting & Finance
1986 — 1990
Skills
- Wealth Management
- Investment Advisory
- Asset Management
- Management Consulting
- Portfolio Management
- Series 63
- Trading
- Fixed Annuities
- Strategic Planning
- Investments
- Series 65
- Series 7
- Financial Advisory
- Etfs
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Asset Managment
- Finance
- Retirement Planning
- Financial Services
- Crm
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