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Sheldon Rosenberg
Managing Director Senior Investment Consultant @Baird
Birmingham, MI, US
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MOBILE NUMBERS
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WORK HISTORY
Dec 1997 — Present
Managing Director Senior Investment Consultant @Baird
Birmingham, MI, US
We advise individuals, families, and businesses on their complete financial picture. Our core services include investment management, estate planning, tax strategies, wealth transfer events, and charitable giving.
SKILLS
InvestmentsWealth ManagementPortfolio ManagementStrategic Financial PlanningNew Business DevelopmentFinancial ModelingRetirement PlanningFinraFixed IncomeAsset AllocationMutual FundsRisk ManagementMarketingSeries 63Investment AdvisorySecuritiesPublic SpeakingAlternative InvestmentsCustomer ServiceTeam BuildingUniform Combined State LawSeries 7Equities
ABOUT SHELDON ROSENBERG
Managing Director / Senior Investment Advisor at The Rosenberg Group of RW Baird & Co.
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