Sheldon Rosenberg

Sheldon Rosenberg Email and Phone Number

Managing Director / Senior Investment Advisor at The Rosenberg Group of RW Baird & Co. @ Baird
Sheldon Rosenberg's Location
Birmingham, Michigan, United States, United States
Sheldon Rosenberg's Contact Details

Sheldon Rosenberg work email

Sheldon Rosenberg personal email

Sheldon Rosenberg phone numbers

About Sheldon Rosenberg

Sheldon Rosenberg is a Managing Director / Senior Investment Advisor at The Rosenberg Group of RW Baird & Co. at Baird. He possess expertise in wealth management, investments, series 7, asset allocation, portfolio management and 18 more skills. Colleagues describe him as "When I met Sheldon, my first impression of him was he's very good at what he does. His honesty, integrity, and level of professionalism by far exceeded my expectations." and "Sheldon knows the industry, is caring, trustworthy, and works hand in hand with you when investing. He is truly interested in your future and has your success in mind,."

Sheldon Rosenberg's Current Company Details
Baird

Baird

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Managing Director / Senior Investment Advisor at The Rosenberg Group of RW Baird & Co.
Sheldon Rosenberg Work Experience Details
  • The Rosenberg Group
    Partner
    The Rosenberg Group Jan 2012 - Present
    Birmingham, Michigan
    Provide comprehensive wealth management solutions to successful individuals, families, and businesses.
  • Baird
    Managing Director / Senior Investment Consultant
    Baird Dec 1997 - Present
    Birmingham, Michigan
    We advise individuals, families, and businesses on their complete financial picture. Our core services include investment management, estate planning, tax strategies, wealth transfer events, and charitable giving.

Sheldon Rosenberg Skills

Wealth Management Investments Series 7 Asset Allocation Portfolio Management Customer Service Fixed Income Investment Advisory Mutual Funds Alternative Investments Team Building Public Speaking Retirement Planning Securities Marketing Series 63 Strategic Financial Planning Financial Modeling Equities Risk Management Finra New Business Development Uniform Combined State Law

Sheldon Rosenberg Education Details

Frequently Asked Questions about Sheldon Rosenberg

What company does Sheldon Rosenberg work for?

Sheldon Rosenberg works for Baird

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

Sheldon Rosenberg's current role is Managing Director / Senior Investment Advisor at The Rosenberg Group of RW Baird & Co..

What is Sheldon Rosenberg's email address?

Sheldon Rosenberg's email address is sr****@****ird.com

What is Sheldon Rosenberg's direct phone number?

Sheldon Rosenberg's direct phone number is (248)-932*****

What schools did Sheldon Rosenberg attend?

Sheldon Rosenberg attended Wayne State University.

What skills is Sheldon Rosenberg known for?

Sheldon Rosenberg has skills like Wealth Management, Investments, Series 7, Asset Allocation, Portfolio Management, Customer Service, Fixed Income, Investment Advisory, Mutual Funds, Alternative Investments, Team Building, Public Speaking.

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