President
Finish Well Inc.,
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Jordan Rosenberg Email & Phone Number
President
at
Finish Well Inc.,
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Who is Jordan Rosenberg? Overview
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Jordan Rosenberg is listed as President at Finish Well Inc.,, based in Toronto, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jordan Rosenberg.
Jordan Rosenberg previously worked as Head of Business Development & Advisor Training at Croft Financial and Practice Management Consultant and Coach at Advisor Practice Management. Jordan Rosenberg holds Sociology/Law, Major In Sociology With Minor In Law from Carleton University.
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Finish Well Inc.,
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About Jordan Rosenberg
A native of Kitchener, Ontario, Jordan is a graduate of Carleton University with a degree in Law & Sociology.Jordan entered the financial services industry in 1991 selling Investments, Life and Disability Insurance. In 1993 he joined Dynamic Mutual Funds and quickly moved up the sales and marketing ranks, becoming one of their youngest Vice Presidents. In 2002, Jordan left Dynamic and started his own consulting practice. In 2004, he joined Investment Planning Counsel (IPC) to head up their newly created Advisor Coaching Program. In 2009 Jordan left IPC and became an independent Advisor Coach and Consultant.Over the years, Jordan has given more than 5,000 Advisor presentations, and another 500 client/investor talks. His experience in wholesaling and working with some of the top Advisors in Canada, has been invaluable towards improving his knowledge of “best practices”.Jordan is an amateur acrylic painter, motorcycle enthusiast and is currently Canada’s Top Athlete over age 50 (Decathlon – 10 track and field events). Jordan spends quality time with his wife Annie, two step daughters Zoe and Sophie and son Jackson. The 6th member of the family is Buddy - 11 year old Golden Retriever.
Listed skills include Wealth Management, Coaching, Financial Advisory, Mutual Funds, and 43 others.
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14 roles
Jordan Rosenberg work experience
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Head Of Business Development & Advisor Training
President
Finish Well Inc.,
Practice Management Consultant And Coach
Aug 2019 - Oct 2019
Business Development Manager
At MacNicol, my role as Business Development Manager is to introduce the MacNicol Advisor Partnership Program to Mature Advisor Practices that are seeking an Investment Counselor for their High Net Worth Clients as well as a defined exist strategy for themselves.
Oct 2016 - Feb 2018
V.P. Business Development
Evolution Wealth Advisors creates Partnerships With Advisors by Providing Capital to assist in retooling their business, acquiring another book of business or as a succession plan (exit strategy) for Advisors looking to retire in 1 to 10 years.
Feb 2015 - Jun 2016
President
Discover Your Potential
Perform Marketing Consulting to Investment Companies and Individual Investment Advisors (Practice Management)
Jan 2009 - Aug 2011
V.P. Business Development
Developed, created and ran (with partner Sean O'Brian) IPC's coaching and practice management department. We helped Investment Advisors increase their annual revenues, create process and structure while decreasing their costs.
Sep 2004 - Jan 2009
Founder & President
Stonegate Investment Consulting
Servicing the unique needs of the Financial Industry through consulting contracts and Special projects. Contracts included Hedge Fund Companies and Independent Investment Dealers.
Mar 2001 - Aug 2004
Vice President
Dynamic Mutual Funds
Responsibilities: Ran entire division (High Net Worth Product - $100k min Investment). 6 people reported to me, while I reported directly to Jonathan Goodman President of Dynamic Mutual Funds. I developed the Business and Marketing Plan, Implemented it perfectly and brought in millions of dollars in sales.MISSION STATEMENT: To Build Canada's Premier Wrap Investment Program.Raised 125 million dollars in assets (11 months)Brought in strong sales with limited marketing budget.Worked closely with the 15 Dynamic Regional Sales Managers across the country.By 3rd Quarter of 2001, over 50% of sales coming from non-Dundee AdvisorsTraveled across the country delivering more than 150 investor (client) presentations
Dec 2000 - Nov 2001
V.P. Wealth
Dundee Wealth Management
Sep 1999 - Dec 2000
Vice President Sales
Dynamic Mutual Funds
Reruiting, Advisor Communications & Investment Product Sales, Development of Dealer Growth Strategy.MISSION STATEMENT: To build Canada's leading Independent Wealth Management CompanyIncreased Dundee Advisor Mutual Funds Sales by 35% within 9 months (934 million in 3rd party mutual fund sales; Increased Dundee Advisor Sales of Dynamic Mutual Funds by over 100%
Sep 1999 - Jun 2000
Partner
Intouch Marekting Corporation
Created Canada's first outsourced client fulfillment and communication company Serving the Financial Industry. Responsibilities: Sales, Product Development, Marketing, New Business Development Client Servicing and Lead GenerationMISSION STATEMENT: To be Canada's leading outsourced Advisor Client Relationship ManagementCompany.Within 9 months, turned an idea into a Registered Corporation, 22 individual client and 3 Corporate ClientsFinanced entirely through Cash FlowSold company to Dundee Bancorp in Aug. 1999
Jun 1998 - Sep 1999
Customer Service Rep To Regional Vice President
Dynamic Mutual Funds
MISSION STATEMENT: To create new business sales while servicing existing relationships for
Sep 1993 - Jun 1998
2 education records
Jordan Rosenberg education
Sociology/Law, Major In Sociology With Minor In Law
Bachelor Of Arts, Law And Sociology
FAQ
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What company does Jordan Rosenberg work for?
Jordan Rosenberg works for Finish Well Inc.,.
What is Jordan Rosenberg's role at Finish Well Inc.,?
Jordan Rosenberg is listed as President at Finish Well Inc.,.
Where is Jordan Rosenberg based?
Jordan Rosenberg is based in Toronto, Ontario, Canada while working with Finish Well Inc.,.
What companies has Jordan Rosenberg worked for?
Jordan Rosenberg has worked for Finish Well Inc.,, Croft Financial, Advisor Practice Management, Macnicol & Associates Asset Management Inc., and Evolution Wealth Advisors.
How can I contact Jordan Rosenberg?
You can use AeroLeads to view verified contact signals for Jordan Rosenberg at Finish Well Inc.,, including work email, phone, and LinkedIn data when available.
What schools did Jordan Rosenberg attend?
Jordan Rosenberg holds Sociology/Law, Major In Sociology With Minor In Law from Carleton University.
What skills is Jordan Rosenberg known for?
Jordan Rosenberg is listed with skills including Wealth Management, Coaching, Financial Advisory, Mutual Funds, Investments, Financial Planning, Investment Strategies, and Financial Services.
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