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Robert Rosenberg

Advisor Greater New York City Area, US

Relationship Manager, Heartland Payment Systems. Previously Personal Financial Representative, Allstate Financial Services, LLC.

Relationship Manager, Heartland Payment Systems. Previously Personal Financial Representative, Allstate Financial Services, LLC.

followers
following
3 vouches

Involved In

Advisor

AXA Advisors
JPMORGAN CHASE BANK
CHASE INVESTMENT SERVICES
Chase Investment Services
JPMORGAN CHASE BANK
AXA Advisors

Positions

Relationship Manager Heartland Payment Systems October 2013 - present
Personal Financial Representative Allstate Financial Services, LLC December 2010 - August 2013
VICE PRESIDENT-INVESTMENTS FINANCAL ADVISOR Chase Investment Services March 2008 - July 2010
Vice President of Investments / Financial Advisor JPMORGAN CHASE BANK March 2008 - July 2010
Financial Advisor / Sales Agent AXA Advisors March 2007 - March 2008
Sales Agent New York Life Insurance Company March 2003 - March 2007
Agency Standards Consultant New York Life July 2005 - January 2006
Agency Manager / Agency Trainer JOHN HANCOCK FINANCIAL SERVICES January 2001 - March 2003

Education

Kingsborough Community College Business Administration 1977 - 1979
James Madison High School 1972 - 1977

Interested In

Markets of Interest
  • • Payments
  • • Small Businesses
  • • Commerce
  • • Financial Services
  • • Recruiting
  • • Mobile
  • • Travel
  • • Consumer Electronics

You Should Know About Me

Key Accomplishments

Not completed yet

3
Vouches Received

1
Vouches Given

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Stephane Prock
We worked together  •  Owner, Phytovitale LLC and CEO, Phytovitale LLC.
Robert has extensive experience as a financial adviser and he has demonstrated over the years his financial skills and analysis. Moreover, h ... e is a very good listener and an excellent problem solver who has always impressed me with precise solutions to complex financial matters! I can highly recommend his services as a financial advisor to anyone seeking investment opportunities and/ or asset management! Sincerely Stephane Prock CEO Phytovitale
Yann Beaullan-Thong
We worked together  •  CEO, Vindicet, LLC. Previously VP of eBusiness Development & New Ventures, Aetna/Intelihealth.
He have been in the business for a long time and went through the last three debacles: telecom IT, web startup and 2008. As an advisor, you ... should be able to strategize during growth as well as recession.
Yann Beaullan-Thong
We worked together  •  CEO, Vindicet, LLC. Previously VP of eBusiness Development & New Ventures, Aetna/Intelihealth.
He have been in the business for a long time and went through the last three debacles: telecom IT, web startup and 2008. As an advisor, you ... should be able to strategize during growth as well as recession.

Yann Beaullan-Thong
We worked together  •  CEO, Vindicet, LLC. Previously VP of eBusiness Development & New Ventures, Aetna/Intelihealth.
Yann has extensive experience in Building Business and he has demonstrated over the years his financial skills and analysis. Moreover, he is ... a very good networking and an excellent problem solver who has always impressed me with precise solutions in building business