Bruce Rosenberg Email & Phone Number

United States

Oakland, Ca

Are You Looking to Build Your Dreams or Work to Build Someone Else's Dreams!What if You Can Reach Your Dreams with our 5-10 Year Plan!We invest and setup Brokerages for expansion and distribution of key financial products that help individuals and businesses, through successful strategies. We offer a blueprint, System for Success to follow.If you know anyone looking, we are fully capitalized looking for candidates for an equity position. Ideal candidates have a business, leadership and entrepreneurial background. Please have them contact meWe also have Revenue Sharing Programs for Real Estate, Mortgage and tax professionals.Our platform offers products and services of the Industry Top Companies providing:1) Financial Education to help Individuals/Families/Independent Contractors/Businesses2) Help Businesses Lower tax liabilities, Create Exit Strategies, Increase rRevenues, Increase Profits and more.3) Help Real Estate, Mortgage, Tax Professionals and Independent Contractors P&C Brokerages Increase Business resulting in a Significant Increase in Revenue

San Francisco Bay Area

Berkeley, Ca

• Top Lead Generator in the Bay Area• Hired, recruited and trained canvassing team and develop canvas script• Built rapport and educate homeowners of the benefits and advantages of solar• Conveyed a sense of expertise and professionalism in our services offered• Contacted PG&E, get 12 month usage, rate and schedule, account and meter numbers• Built homeowners excitement in saving money: $0 down solar or PPA vs escalating PG&E costs• Familiar with Solar City software to maximize kilowatt production, payment options and ROI• Strong source referrals, regular ongoing events and lead generation

Emeryville, Ca

• Built rapport with homeowners (self-generated or company lead) and set appointment• Developed and managed Bay Area canvass team to provide solar sales leads• Obtained PG&E account information, 12 months electric usage, rate, schedule and territory• Created lead, input data, PG&E usage, solar panel design and financial strategies • Explored homeowner preferences and hot buttons (lowest cost, greatest savings, tax credits and ownership)• Explained benefits of solar and payment options (Purchase, $0 down or Pre-pay PPA, Loan, Pace programs• Closed and qualify homeowner, run credit, sign documents• Follow-up process and developed referrals

Fremont, Ca

Outside sales representative offering a variety of services and processing solutions to local businesses.Successfully implemented small business marketing strategy, building referrals and vendor relationships.Developed rapport and understand business owner’s needs for services to increase their profits.Introducing the latest technology and mobile devices to grow and expand owners business.Provided excellence in service and follow-up to assure merchants needs and services are met.

Oakland, Ca

Created online marketing strategy and lead generation system,promoting health and nutritional products Recruited and trained new sales team, as well as managing their performance.Presentations for small businesses & healthcare professionals in person and by video conference room Worked with Non-Profit Organizations to develop fundraising campaign by marketing our products.Produced over $500,000 of sales team volume of health products and achieved leadership recognition.

Oakland, Ca

Responsible for securing mortgages for both refinanced and new home purchases including generating leads, completing applications, debt analysis, cash flow consultation and recommending appropriate solution for the client's needs.Helped customers find mortgage loan solutions that work for them, offering guidance and education about the loan process and feel confident about choice of options available for their financing strategy. Networked and built relationships with satisfied clients, trusted financial advisors, mortgage lenders, home improvement contractors and the most experienced realtors throughout the state. Assured the purchase and closing was completed smoothly; Get new referrals from satisfied clients.Generated over $20 million of mortgages loans.

Oakland, Ca

Helped educate members on resolving financial issues during the current economic housing crisisPrepared loan modification package; assisted members save their home from foreclosure Followed up with lenders, to stop “Notice of Default” and the sale of their home.Worked with low-middle income families, to save money, improve their credit to qualify to purchase a home.Was responsible for the initial underwriting and processing the entire file.Submitted 300 loan modifications, worked with 75 families on purchasing a new home

Novato, Ca

Case Management; worked with homeless clients to develop goal-oriented action plans.Assist clients deal with alcohol and drug abuse recovery, both individually and in groupsMonitored and doumented clients' progress in fulfilling program requirements.Helped clients find employment, creating resumes, conducting job searches and developing interview skills.Helped clients improve personal relationships, money management skills and employment presentation.Worked with local foundations, non-profits, doctors, hospitals and government agencies to identify and provide assistance for our clients.

Castro Valley, Ca

Developed a unique marketing and computerized payroll deduction and administrative system, providing benefits for over 5,000 Federal government employees.Negotiated with life and disability insurance companies to design benefit packages. Created marketing brochures and presentations to supplement their existing group benefits.Negotiated with dental insurance companies to offer prepaid and indemnity plans for government employeesDeveloped effective group and individual sales presentations and materials to support new products.Created and managed extensive client database, billing system, word processing templates.Supervised administrative staff & eight independent agents, created sales and marketing team.Got CSEAA listed in Federal Employees Government Employees Almanac as recognized association

Oakland, Ca

•New Associate of the Year 1976Forward March and App Scrap Sales Campaign Winner 1977$5,903,803 written volume, $108,643 written premium 1977Leaders Seminar Qualifier 1977, 1978, 1979Designed telephone script and presentation book for Government Agency Marketing to explain existing group benefits and the need for complementary individual programs.#1 Agent Nationwide for Aetna Life Ins. Co. for the Sponsored Marketing Division 1978