AeroLeads people directory · profile
Sam Rosen Email & Phone Number
Partner and Wealth Management Advisor
at
Happier Wealth
1 work email found
@nm.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Partner and Wealth Management Advisor
Location
Provo, Utah, United States
Company size
Who is Sam Rosen? Overview
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Quick answer
Sam Rosen is listed as Partner and Wealth Management Advisor at Happier Wealth, a with 7 employees, based in Provo, Utah, United States. AeroLeads shows a work email signal at nm.com and a matched LinkedIn profile for Sam Rosen.
Sam Rosen previously worked as Partner / Wealth Management Advisor at Happier Wealth and Financial Advisor at Northwestern Mutual. Sam Rosen holds Bachelor'S Degree, Finance And Financial Management Services from Brigham Young University Marriott School Of Business.
Company email context
Email format at Happier Wealth
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srosen@nm.com
76% confidence
AeroLeads found 1 current-domain work email signal for Sam Rosen. Compare company email patterns before reaching out.
Profile bio
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.
Listed skills include Leadership, Customer Service, Microsoft Office, Accounting, and 13 others.
Current workplace
Sam Rosen's current company
Company context helps verify the profile and gives searchers a useful next step.
Happier Wealth
7 roles
Sam Rosen work experience
A career timeline built from the work history available for this profile.
Partner / Wealth Management Advisor
Current
Oct 2024 - Present
Financial Advisor
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/
Jan 2018 - Oct 2024
Financial Representative
May 2016 - Oct 2024
Financial Planner Intern
May 2015 - May 2016
Intern
Caliber Wealth Management
Feb 2015 - Mar 2015
Office Manager
Mar 2014 - Jan 2015
1 education record
Sam Rosen education
-
Brigham Young University Marriott School Of Business
FAQ
Frequently asked questions about Sam Rosen
Quick answers generated from the profile data available on this page.
What company does Sam Rosen work for?
Sam Rosen works for Happier Wealth.
What is Sam Rosen's role at Happier Wealth?
Sam Rosen is listed as Partner and Wealth Management Advisor at Happier Wealth.
What is Sam Rosen's email address?
AeroLeads has found 1 work email signal at @nm.com for Sam Rosen at Happier Wealth.
Where is Sam Rosen based?
Sam Rosen is based in Provo, Utah, United States while working with Happier Wealth.
What companies has Sam Rosen worked for?
Sam Rosen has worked for Happier Wealth, Northwestern Mutual, Caliber Wealth Management, and Kneaders Bakery And Cafe.
How can I contact Sam Rosen?
You can use AeroLeads to view verified contact signals for Sam Rosen at Happier Wealth, including work email, phone, and LinkedIn data when available.
What schools did Sam Rosen attend?
Sam Rosen holds Bachelor'S Degree, Finance And Financial Management Services from Brigham Young University Marriott School Of Business.
What skills is Sam Rosen known for?
Sam Rosen is listed with skills including Leadership, Customer Service, Microsoft Office, Accounting, Microsoft Excel, Strategic Planning, Microsoft Word, and Public Speaking.
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