Jeff Rosenthal
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Jeff Rosenthal Email & Phone Number

Relationship focused, growth oriented financial services leader helping advisors drive enterprise value, find efficiencies, and serve their clients more effectively. at Triad Advisors
Location: Atlanta, Georgia, United States 4 work roles 1 school
2 work emails found @triad-advisors.com 4 phones found area 770 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 4 phones

Work email j****@triad-advisors.com
Direct phone (770) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Triad Advisors
Role
Relationship focused, growth oriented financial services leader helping advisors drive enterprise value, find efficiencies, and serve their clients more effectively.
Location
Atlanta, Georgia, United States

Who is Jeff Rosenthal? Overview

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Quick answer

Jeff Rosenthal is listed as Relationship focused, growth oriented financial services leader helping advisors drive enterprise value, find efficiencies, and serve their clients more effectively. at Triad Advisors, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at triad-advisors.com, phone signal with area code 770, and a matched LinkedIn profile for Jeff Rosenthal.

Jeff Rosenthal previously worked as President and CEO at Triad Advisors and Chief Marketing Officer, Executive Vice President at Triad Advisors. Jeff Rosenthal holds Bachelor Of Science In Education, Public Health Education And Promotion / Corporate A Wellness from The University Of Georgia.

Company email context

Email format at Triad Advisors

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{first}@triad-advisors.com
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AeroLeads found 2 current-domain work email signals for Jeff Rosenthal. Compare company email patterns before reaching out.

Profile bio

About Jeff Rosenthal

Experienced executive leader with a demonstrated history of developing successful teams by building strong, trustworthy and meaningful relationships, working in the financial services industry. Skilled in Business Planning, Marketing, Sales, Investment Advisory, M and A, Business Development, Alternative Investments, and other investment products. Successful in leading and navigating both large and small organizations, public and private companies, always with a focus on culture and change management.

Listed skills include Financial Advisory, Alternative Investments, Estate Planning, Insurance, and 26 others.

Current workplace

Jeff Rosenthal's current company

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Triad Advisors
Triad Advisors
Relationship focused, growth oriented financial services leader helping advisors drive enterprise value, find efficiencies, and serve their clients more effectively.
4 roles

Jeff Rosenthal work experience

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

President And Ceo

Current
Triad Advisors

Over 20 years of experience in the securities industry, serving as a financial advisor, a wholesaler, and a member of the executive leadership team of an independent broker/dealerSince joining Triad in 2002, Jeff has worked across a range of roles at the firm. In his most recent role as Executive Vice President and Chief Marketing Officer, he led the.

Jan 2016 - Present

Chief Marketing Officer, Executive Vice President

Triad Advisors

Responsible for the development of relationships with both independent financial advisors and product sponsors that service those advisors. Developed an insurance brokerage relationship as well as a banking platform that allowed our advisors a full menu of product availability. Well versed in all product areas including insurance, alternative investments.

Oct 2002 - Dec 2015

Past Board Member

Financial Services Institute

Washington, DC, US

As outgoing chairman of the Marketing, Growth and Development Council I am part of FSI's Board working towards creating a healthier regulatory environment for independent broker-dealers and their affiliatedindependent financial advisors through aggressive and effective advocacy, education and public awareness.

Jan 2010 - Jan 2011

Estate Planning Specialist

Hartford Life Insurance Company
  • Consulted with wirehouse advisors in solving life insurance and estate planning needs of their clients.Developed relationships with stockbrokers and their branch managers while providing them with ideas as to how.
  • Generated over $400,000 in commissionable life premium working with Morgan Stanley and Smith Barney Representatives in Atlanta
  • Conducted Branch Office educational meetings on a monthly basis
  • Designed and presented Life Insurance / Estate Planning / Business Insurance cases for the Financial Advisors
  • Consulted and developed business plans to increase the revenue of the individual representative and the branch
Apr 2000 - Oct 2002
1 education record

Jeff Rosenthal education

  • The University Of Georgia
    The University Of Georgia
    Public Health Education And Promotion / Corporate A Wellness
FAQ

Frequently asked questions about Jeff Rosenthal

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

What company does Jeff Rosenthal work for?

Jeff Rosenthal works for Triad Advisors.

What is Jeff Rosenthal's role at Triad Advisors?

Jeff Rosenthal is listed as Relationship focused, growth oriented financial services leader helping advisors drive enterprise value, find efficiencies, and serve their clients more effectively. at Triad Advisors.

What is Jeff Rosenthal's email address?

AeroLeads has found 2 work email signals at @triad-advisors.com for Jeff Rosenthal at Triad Advisors.

What is Jeff Rosenthal's phone number?

AeroLeads has found 4 phone signal(s) with area code 770 for Jeff Rosenthal at Triad Advisors.

Where is Jeff Rosenthal based?

Jeff Rosenthal is based in Atlanta, Georgia, United States while working with Triad Advisors.

What companies has Jeff Rosenthal worked for?

Jeff Rosenthal has worked for Triad Advisors, Financial Services Institute, and Hartford Life Insurance Company.

How can I contact Jeff Rosenthal?

You can use AeroLeads to view verified contact signals for Jeff Rosenthal at Triad Advisors, including work email, phone, and LinkedIn data when available.

What schools did Jeff Rosenthal attend?

Jeff Rosenthal holds Bachelor Of Science In Education, Public Health Education And Promotion / Corporate A Wellness from The University Of Georgia.

What skills is Jeff Rosenthal known for?

Jeff Rosenthal is listed with skills including Financial Advisory, Alternative Investments, Estate Planning, Insurance, Management, Mutual Funds, Wealth Management, and Series 7.

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