Sam Rosen Email and Phone Number
Sam Rosen work email
- Valid
Sam Rosen personal email
I am a Wealth Management Advisor with Happier Wealth. I specialize in working with doctors, dentists, physicians, medical professionals, business owners, data scientists, and software engineers. My mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. I use a four-step approach in working with clients to understand complex financial issues, and how they can affect life goals-whether a client is working to achieve current financial success, or to protect and preserve assets over the long-term. For additional information, call me at 801-805-2374 or visit my website at happierwealth.com.
Happier Wealth
View- Website:
- happierwealth.com
- Employees:
- 7
-
Partner And Wealth Management AdvisorHappier WealthProvo, Ut, Us -
Partner / Wealth Management AdvisorHappier Wealth Oct 2024 - Present -
Financial AdvisorNorthwestern Mutual Jan 2018 - Oct 2024Milwaukee, Wi, UsNorthwestern Mutual is here for what’s most important—helping families and businesses achieve financial security for over 160 years. Through a distinctive big-picture approach, including both insurance and investments, we’re helping people navigate life and guide them to their goals today, and in the days to come. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.With $265.0 billion in assets, $28.1 billion in revenues, and more than $1.8 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.5 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $125 billion of client assets as a part of its wealth management company and investment services.https://www.northwesternmutual.com/ -
Financial RepresentativeNorthwestern Mutual May 2016 - Oct 2024Milwaukee, Wi, Us -
Financial Planner InternNorthwestern Mutual May 2015 - May 2016Milwaukee, Wi, Us -
InternCaliber Wealth Management Feb 2015 - Mar 2015
-
Office ManagerKneaders Bakery And Cafe Mar 2014 - Jan 2015Orem, Ut, Us
Sam Rosen Skills
Sam Rosen Education Details
-
Brigham Young University Marriott School Of BusinessFinance And Financial Management Services
Frequently Asked Questions about Sam Rosen
What company does Sam Rosen work for?
Sam Rosen works for Happier Wealth
What is Sam Rosen's role at the current company?
Sam Rosen's current role is Partner and Wealth Management Advisor.
What is Sam Rosen's email address?
Sam Rosen's email address is samuel.d.rosen@nm.com
What schools did Sam Rosen attend?
Sam Rosen attended Brigham Young University Marriott School Of Business.
What skills is Sam Rosen known for?
Sam Rosen has skills like Leadership, Customer Service, Microsoft Office, Accounting, Microsoft Excel, Strategic Planning, Microsoft Word, Public Speaking, Event Planning, Sales, Life Insurance, Powerpoint.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial