Sam Rosen

Sam Rosen Email and Phone Number

Partner and Wealth Management Advisor @ Happier Wealth
Provo, UT, US
Sam Rosen's Location
Provo, Utah, United States, United States
Sam Rosen's Contact Details

Sam Rosen work email

Sam Rosen personal email

n/a
About Sam Rosen

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.

Sam Rosen's Current Company Details
Happier Wealth

Happier Wealth

View
Partner and Wealth Management Advisor
Provo, UT, US
Employees:
7
Sam Rosen Work Experience Details
  • Happier Wealth
    Partner And Wealth Management Advisor
    Happier Wealth
    Provo, Ut, Us
  • Happier Wealth
    Partner / Wealth Management Advisor
    Happier Wealth Oct 2024 - Present
  • Northwestern Mutual
    Financial Advisor
    Northwestern Mutual Jan 2018 - Oct 2024
    Milwaukee, Wi, Us
    Northwestern 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/
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual May 2016 - Oct 2024
    Milwaukee, Wi, Us
  • Northwestern Mutual
    Financial Planner Intern
    Northwestern Mutual May 2015 - May 2016
    Milwaukee, Wi, Us
  • Caliber Wealth Management
    Intern
    Caliber Wealth Management Feb 2015 - Mar 2015
  • Kneaders Bakery And Cafe
    Office Manager
    Kneaders Bakery And Cafe Mar 2014 - Jan 2015
    Orem, Ut, Us

Sam Rosen Skills

Leadership Customer Service Microsoft Office Accounting Microsoft Excel Strategic Planning Microsoft Word Public Speaking Event Planning Sales Life Insurance Powerpoint Retirement Planning Management Marketing Research Social Media

Sam Rosen Education Details

  • Brigham Young University Marriott School Of Business
    Brigham Young University Marriott School Of Business
    Finance 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.

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