Jordan Rosenberg personal email
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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.
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PresidentFinish Well Inc.,Toronto, On, Ca
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Head Of Business Development & Advisor TrainingCroft Financial Nov 2019 - PresentToronto, Ontario, Canada -
PresidentFinish Well Inc., Feb 2018 - PresentOakville
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Practice Management Consultant And CoachAdvisor Practice Management Aug 2019 - Oct 2019Toronto, Canada Area -
Business Development ManagerMacnicol & Associates Asset Management Inc. Oct 2016 - Feb 2018145 Adelaide Street West, Suite 300 TorontoAt 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. -
V.P. Business DevelopmentEvolution Wealth Advisors Feb 2015 - Jun 20161599 Hurontario Street, Suite 106Evolution 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. -
PresidentDiscover Your Potential Jan 2009 - Aug 2011Perform Marketing Consulting to Investment Companies and Individual Investment Advisors (Practice Management)
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V.P. Business DevelopmentInvestment Planning Counsel Sep 2004 - Jan 2009MississaugaDeveloped, 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. -
Founder & PresidentStonegate Investment Consulting Mar 2001 - Aug 2004Servicing the unique needs of the Financial Industry through consulting contracts and Special projects. Contracts included Hedge Fund Companies and Independent Investment Dealers.
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Vice PresidentDynamic Mutual Funds Dec 2000 - Nov 2001Responsibilities: 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
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V.P. WealthDundee Wealth Management Sep 1999 - Dec 2000
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Vice President SalesDynamic Mutual Funds Sep 1999 - Jun 2000Reruiting, 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%
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PartnerIntouch Marekting Corporation Jun 1998 - Sep 1999Created 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
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Customer Service Rep To Regional Vice PresidentDynamic Mutual Funds Sep 1993 - Jun 1998MISSION STATEMENT: To create new business sales while servicing existing relationships for
Jordan Rosenberg Skills
Jordan Rosenberg Education Details
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Major In Sociology With Minor In Law -
Law And Sociology
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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3pangealtd.com, pangeaholdingsltd.com, globalink-solutions.com
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Jordan Rosenberg
Second Year Student At The Asper School Of Business. Hoping To Double Major In Finance, And Marketing.Winnipeg, Mb
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