Jordan Rosenberg

Jordan Rosenberg Email and Phone Number

President @ Finish Well Inc.,
Toronto, ON, CA
Jordan Rosenberg's Location
Toronto, Ontario, Canada, Canada
Jordan Rosenberg's Contact Details

Jordan Rosenberg personal email

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.

Jordan Rosenberg's Current Company Details
Finish Well Inc.,

Finish Well Inc.,

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President
Toronto, ON, CA
Jordan Rosenberg Work Experience Details
  • Finish Well Inc.,
    President
    Finish Well Inc.,
    Toronto, On, Ca
  • Croft Financial
    Head Of Business Development & Advisor Training
    Croft Financial Nov 2019 - Present
    Toronto, Ontario, Canada
  • Finish Well Inc.,
    President
    Finish Well Inc., Feb 2018 - Present
    Oakville
  • Advisor Practice Management
    Practice Management Consultant And Coach
    Advisor Practice Management Aug 2019 - Oct 2019
    Toronto, Canada Area
  • Macnicol & Associates Asset Management Inc.
    Business Development Manager
    Macnicol & Associates Asset Management Inc. Oct 2016 - Feb 2018
    145 Adelaide Street West, Suite 300 Toronto
    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.
  • Evolution Wealth Advisors
    V.P. Business Development
    Evolution Wealth Advisors Feb 2015 - Jun 2016
    1599 Hurontario Street, Suite 106
    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.
  • Discover Your Potential
    President
    Discover Your Potential Jan 2009 - Aug 2011
    Perform Marketing Consulting to Investment Companies and Individual Investment Advisors (Practice Management)
  • Investment Planning Counsel
    V.P. Business Development
    Investment Planning Counsel Sep 2004 - Jan 2009
    Mississauga
    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.
  • Stonegate Investment Consulting
    Founder & President
    Stonegate Investment Consulting Mar 2001 - Aug 2004
    Servicing the unique needs of the Financial Industry through consulting contracts and Special projects. Contracts included Hedge Fund Companies and Independent Investment Dealers.
  • Dynamic Mutual Funds
    Vice President
    Dynamic Mutual Funds Dec 2000 - Nov 2001
    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
  • Dundee Wealth Management
    V.P. Wealth
    Dundee Wealth Management Sep 1999 - Dec 2000
  • Dynamic Mutual Funds
    Vice President Sales
    Dynamic Mutual Funds Sep 1999 - Jun 2000
    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%
  • Intouch Marekting Corporation
    Partner
    Intouch Marekting Corporation Jun 1998 - Sep 1999
    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
  • Dynamic Mutual Funds
    Customer Service Rep To Regional Vice President
    Dynamic Mutual Funds Sep 1993 - Jun 1998
    MISSION STATEMENT: To create new business sales while servicing existing relationships for

Jordan Rosenberg Skills

Wealth Management Coaching Financial Advisory Mutual Funds Investments Financial Planning Investment Strategies Financial Services Estate Planning Public Speaking Wealth Strategic Planning Investment Advisory Financial Coaching Retirement Planning Strategic Financial Planning Small Business Portfolio Management Alternative Investments Personal Financial Planning Sales Business Development Pensions Long Term Care Asset Managment Retirement Disability Insurance Asset Allocation Securities Marketing Insurance Business Planning Fixed Annuities Relationship Management Investment Management Personal Finance Crm Asset Management Hedge Funds Risk Management Financial Planners Life Insurance Banking Consulting Financial Markets Bonds Savings

Jordan Rosenberg Education Details

Frequently Asked Questions about Jordan Rosenberg

What company does Jordan Rosenberg work for?

Jordan Rosenberg works for Finish Well Inc.,

What is Jordan Rosenberg's role at the current company?

Jordan Rosenberg's current role is President.

What is Jordan Rosenberg's email address?

Jordan Rosenberg's email address is jo****@****ail.com

What schools did Jordan Rosenberg attend?

Jordan Rosenberg attended Carleton University, Carleton University.

What skills is Jordan Rosenberg known for?

Jordan Rosenberg has skills like Wealth Management, Coaching, Financial Advisory, Mutual Funds, Investments, Financial Planning, Investment Strategies, Financial Services, Estate Planning, Public Speaking, Wealth, Strategic Planning.

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