Russell Romberger

Regional Sales Manager @Cetera Financial Group

West Chester, PA, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Sep 2017 — Present

Regional Sales Manager @Cetera Financial Group

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Responsible for Advisory Sales and Practice Management Strategies for a seven state territory in the Mid-Atlantic.

EDUCATION

1986 — 1990

Widener University

BS, Accounting & Finance

SKILLS

Wealth ManagementInvestment AdvisoryAsset ManagementManagement ConsultingPortfolio ManagementSeries 63TradingFixed AnnuitiesStrategic PlanningInvestmentsSeries 65Series 7Financial AdvisoryEtfsAsset AllocationMutual FundsAlternative InvestmentsAsset ManagmentFinanceRetirement PlanningFinancial ServicesCrm

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

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