Alec Rosen

Alec Rosen

Director of Growth
Boston, Massachusetts, United States

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Work Experience

Connecticut Wealth Management, LLC

Director of Growth

2023-10-01 - Present

Adviser Investments

Partner, Vice President of Corporate Development

2021-06-01 - 2023-07-01

LPL Financial

Vice President, Business Consulting

2013-10-01 - 2018-04-01

Pioneer Investments

Regional Sales Specialist

2011-07-01 - 2013-10-01

Edward Jones

Financial Advisor

2010-07-01 - 2011-07-01

Union College

Manager of Union College Affiliates

2006-09-01 - 2010-06-01

Skills

financial planning asset management executive benefits charitable gift planning business succession planning business owner planning risk management tax planning estate planning wealth management investment management

Languages

English