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Brian Rockowitz Email & Phone Number

Managing Director Wealth Management | Retirement Planning | Investment Banking at Madison Global Partners, LLC
Location: New York City Metropolitan Area, United States, United States 8 work roles 1 school
1 work email found @jmsonline.com 3 phones found area 212, 217, and 631 LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email b****@jmsonline.com
Direct phone (212) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Managing Director Wealth Management | Retirement Planning | Investment Banking
Location
New York City Metropolitan Area, United States, United States

Who is Brian Rockowitz? Overview

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Quick answer

Brian Rockowitz is listed as Managing Director Wealth Management | Retirement Planning | Investment Banking at Madison Global Partners, LLC, based in New York City Metropolitan Area, United States, United States. AeroLeads shows a work email signal at jmsonline.com, phone signal with area code 212, 217, 631, and a matched LinkedIn profile for Brian Rockowitz.

Brian Rockowitz previously worked as Managing Director Investment Banking at Madison Global Partners, Llc and Income Tax Preparer at H&R Block. Brian Rockowitz studied at Suffolk County Community College.

Company email context

Email format at Madison Global Partners, LLC

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{first_initial}{last}@jmsonline.com
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AeroLeads found 1 current-domain work email signal for Brian Rockowitz. Compare company email patterns before reaching out.

Profile bio

About Brian Rockowitz

Smart Ideas ★ Smart People ★ Smart MoneyBrian Rockowitz, the Managing Director at Madison Global Partners, LLC, exemplifies a profound understanding that successful investments require a reliable, forward-thinking partner. His career is distinguished by groundbreaking start-up financing deals, particularly in the health industry, and a commitment to delivering tailored, market-focused investment advice and services to individuals and institutions. With expertise spanning investment banking, private equity, financial planning, and corporate finance, Brian excels in facilitating shareholder communication, devising wealth preservation strategies, and offering comprehensive solutions for college and retirement planning. He is well-versed in equities, debt, mutual funds, 144 transactions, insurance, and annuities, and notably excels in constructing, analyzing, and customizing 401(K) and other types of defined benefit pension plans to align with clients' unique goals.Brian's dynamic approach combines meticulous research, asset management, origination, administrative prowess, creativity, agility, and innovative thinking. His dedication to professionalism, entrepreneurship, innovation, accountability, and exceptional service empowers his team to excel. As a trusted partner in finance, his unwavering commitment to clients and colleagues, along with his vast expertise in capital markets, life sciences, and family office investments, solidifies his role as a driving force within Madison Global Partners, LLC, and the broader financial industry.

Listed skills include Stock Trading, Bonds, Mutual Funds, Venture Capital, and 46 others.

Current workplace

Brian Rockowitz's current company

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Madison Global Partners, LLC
Madison Global Partners, Llc
Managing Director Wealth Management | Retirement Planning | Investment Banking
AeroLeads page
8 roles · 34 years

Brian Rockowitz work experience

A career timeline built from the work history available for this profile.

Managing Director Investment Banking

Current

Hauppauge, New York, US

Responsibilities Include:☆ Custom portfolio construction and management for HNW individuals and their beneficiaries☆ Custom construction, analysis, continuous oversight for corporate 401(K) and profit sharing plans☆ Business development including the sourcing, due diligence, and negotiation/completion of selling agreements pertaining to alternative.

Jul 2019 - Present

Income Tax Preparer

Current

Kansas City, MO, US

I love ❤️ doing tax returns

Jan 2023 - Present

Licensed Insurance Agent

Current

Franklin Square, New York, US

Insurance is a very simple proposition...I can either get you the same coverage for less and/or I can get you better coverage for the same price. Just ask me, you have nothing to lose.☆ Homeowners ☆ Auto ☆ Commercial Liability ☆ Workers Comp ☆ Life ☆ Health ☆ Disability ☆ Motorcycle ☆ Marine

Aug 2018 - Present

Managing Director

New York, NY, US

Responsibilities Included:☆ Financial planning for High Net Worth individuals and their families☆ Raise capital for both public and private investment opportunities

Feb 2012 - Jul 2019

Senior Vice President Of Investments

New York, US

Gruntal & Co., was a distinguished boutique investment banking and brokerage firm rooted in New York City since 1880.While employed with them, they entrusted Brian with the responsibilities of mentoring and training both rookie and established financial advisors. His expertise extended to working closely with High Net Worth investors, effectively tailoring.

1992 - 1997 ~5 yrs
1 education record

Brian Rockowitz education

  • Suffolk County Community College
    Suffolk County Community College
FAQ

Frequently asked questions about Brian Rockowitz

Quick answers generated from the profile data available on this page.

What company does Brian Rockowitz work for?

Brian Rockowitz works for Madison Global Partners, LLC.

What is Brian Rockowitz's role at Madison Global Partners, LLC?

Brian Rockowitz is listed as Managing Director Wealth Management | Retirement Planning | Investment Banking at Madison Global Partners, LLC.

What is Brian Rockowitz's email address?

AeroLeads has found 1 work email signal at @jmsonline.com for Brian Rockowitz at Madison Global Partners, LLC.

What is Brian Rockowitz's phone number?

AeroLeads has found 3 phone signal(s) with area code 212, 217, 631 for Brian Rockowitz at Madison Global Partners, LLC.

Where is Brian Rockowitz based?

Brian Rockowitz is based in New York City Metropolitan Area, United States, United States while working with Madison Global Partners, LLC.

What companies has Brian Rockowitz worked for?

Brian Rockowitz has worked for Madison Global Partners, Llc, H&R Block, Prestige Insurance & Financial Services, Aegis Capital Corp., and Gunnallen Financial.

How can I contact Brian Rockowitz?

You can use AeroLeads to view verified contact signals for Brian Rockowitz at Madison Global Partners, LLC, including work email, phone, and LinkedIn data when available.

What schools did Brian Rockowitz attend?

Brian Rockowitz studied at Suffolk County Community College.

What skills is Brian Rockowitz known for?

Brian Rockowitz is listed with skills including Stock Trading, Bonds, Mutual Funds, Venture Capital, Capital Markets, Investments, Investment Strategies, and Investment Banking.

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