Carly Rosenbaum
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Carly Rosenbaum Email & Phone Number

Private Wealth Associate at Bernstein Private Wealth Management
Location: West Hollywood, California, United States 6 work roles 1 school
1 work email found @mwestasset.com LinkedIn matched
✓ Verified August 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email

Work email c****@mwestasset.com
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Role
Private Wealth Associate
Location
West Hollywood, California, United States
Company size

Who is Carly Rosenbaum? Overview

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Quick answer

Carly Rosenbaum is listed as Private Wealth Associate at Bernstein Private Wealth Management, a with 676 employees, based in West Hollywood, California, United States. AeroLeads shows a work email signal at mwestasset.com and a matched LinkedIn profile for Carly Rosenbaum.

Carly Rosenbaum previously worked as Administrative Assistant at Bernstein Private Wealth Management and Office Administrator at Manhattan West. Carly Rosenbaum studied at Washington University In St. Louis.

Company email context

Email format at Bernstein Private Wealth Management

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{first_initial}{last}@mwestasset.com
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AeroLeads found 1 current-domain work email signal for Carly Rosenbaum. Compare company email patterns before reaching out.

Profile bio

About Carly Rosenbaum

I have experience as an assistant, as well as in customer service, data analysis, and operations and am looking to grow. Throughout my career, I have exhibited excellent interpersonal skills and learned to work well under pressure and in high-stakes situations. I am successful as a team leader and as a supporting member, and love working with others toward a common goal.

Current workplace

Carly Rosenbaum's current company

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Bernstein Private Wealth Management
Bernstein Private Wealth Management
Private Wealth Associate
new york, new york, united states
Website
Employees
676
AeroLeads page
6 roles

Carly Rosenbaum work experience

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

Office Administrator

Los Angeles, California, United States

• Support six C Suite executives and two Managing Directors including appointment scheduling and calendar maintenance, handling communications, accounting, and various ad hoc projects• Assist in operations for private equity, venture capital and late stage venture capital funds• Manage accounting for over 20 entities including booking and reconciliations• Maintain warm, welcoming, and well organized environment for clients and guests as well as employees• Handle training and onboarding of all new employees• Resolve all IT issues

Oct 2022 - Dec 2023

Operations Associate

Remote

• Executed over 400 cancellations daily, consistently achieving the highest performance of all associates.• Used Looker to analyze data, then disseminated information to the team in a solution-oriented manner.• Optimized cancellation process, including increasing service coverage and improving user experience• Communicated directly with users to solve app and web related cancellations matters.• Uncovered system flaws and explained issues in a concise and clear manner.

Feb 2022 - Jul 2022

Team Leader

Chicago, Illinois, United States

• Managed approximately $1 million in weekly produce and bakery sales for entire store.• Responsible for ordering over $100,000 worth of product each week, including determining theselection and quantity of products; merchandising section seasonally to improve sales; and adjustingdisplays daily to optimize sales.• Delivered exceptional customer service to thousands of customers daily, including answering specific product questions, locating desired products, and upselling additional products.• Created and implemented programs to reduce spoiled and wasted product. Achieved 50% spoilage reduction in just four months.• Trained new Crew Members in all aspects of store operations, including use of POS system.

Aug 2019 - Feb 2022

Project Manager And Administrative Assistant

St Louis, Missouri, United States

• Designed and overhauled multiple projects, including creating websites, travel itineraries, and informational packets.• Reviewed and edited student resumes to maximize recruitment potential.• Assisted students, parents, and faculty both in person and on the phone with scheduling meetings andgeneral questions.

May 2018 - Aug 2019
Team & coworkers

Colleagues at Bernstein Private Wealth Management

Other employees you can reach at bernstein.com. View company contacts for 676 employees →

1 education record

Carly Rosenbaum education

FAQ

Frequently asked questions about Carly Rosenbaum

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

What company does Carly Rosenbaum work for?

Carly Rosenbaum works for Bernstein Private Wealth Management.

What is Carly Rosenbaum's role at Bernstein Private Wealth Management?

Carly Rosenbaum is listed as Private Wealth Associate at Bernstein Private Wealth Management.

What is Carly Rosenbaum's email address?

AeroLeads has found 1 work email signal at @mwestasset.com for Carly Rosenbaum at Bernstein Private Wealth Management.

Where is Carly Rosenbaum based?

Carly Rosenbaum is based in West Hollywood, California, United States while working with Bernstein Private Wealth Management.

What companies has Carly Rosenbaum worked for?

Carly Rosenbaum has worked for Bernstein Private Wealth Management, Manhattan West, Truebill, Trader Joe'S, and Washington University In St. Louis.

Who are Carly Rosenbaum's colleagues at Bernstein Private Wealth Management?

Carly Rosenbaum's colleagues at Bernstein Private Wealth Management include Tyler Gatherum, Greg Cowan, Tyler Moloney, Cfa, Joseph Boyce, and Robert A. Westropp Jr..

How can I contact Carly Rosenbaum?

You can use AeroLeads to view verified contact signals for Carly Rosenbaum at Bernstein Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Carly Rosenbaum attend?

Carly Rosenbaum studied at Washington University In St. Louis.

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