Derek Rosenberg
Derek has been in the financial services industry since 1997. Prior to joining Merrill Lynch in 2010,... | Las Vegas, Las Vegas, United States
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Derek Rosenberg’s Emails de****@ml****.com
Derek Rosenberg’s Phone Numbers No phone number available.
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Derek Rosenberg’s Location Las Vegas, Las Vegas, United States
Derek Rosenberg’s Expertise Derek has been in the financial services industry since 1997. Prior to joining Merrill Lynch in 2010, Derek served as a Producing Branch Manager with Morgan Stanley, overseeing more than 1.5 billion in assets. Derek is a 1994 graduate of U.C.L.A., holds a Chartered Retirement Plans Specialist 'SM' designation and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.
Derek Rosenberg’s Current Industry Merrill Lynch Wealth Management, Bank of America Corporation
Derek
Rosenberg’s Prior Industry
Merrill Lynch Wealth Management, Bank of America Corporation
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Merrill Lynch Wealth Management, Bank of America Corporation
Wealth Management Advisor, Senior Vice President - Wealth Management
Mon Mar 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time) — PresentSkills
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Derek Rosenberg Email Addresses
FAQ About Derek Rosenberg
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Derek Rosenberg is located at
Las Vegas, Las Vegas, United States -
Derek Rosenberg is a
Derek has been in the financial services industry since 1997. Prior to joining Merrill Lynch in 2010, Derek served as a Producing Branch Manager with Morgan Stanley, overseeing more than 1.5 billion in assets. Derek is a 1994 graduate of U.C.L.A., holds a Chartered Retirement Plans Specialist 'SM' designation and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. Merrill Lynch Wealth Management, Bank of America Corporation -
Derek Rosenberg currently works in the
Merrill Lynch Wealth Management, Bank of America Corporation -
Derek Rosenberg specializes in
Derek has been in the financial services industry since 1997. Prior to joining Merrill Lynch in 2010, Derek served as a Producing Branch Manager with Morgan Stanley, overseeing more than 1.5 billion in assets. Derek is a 1994 graduate of U.C.L.A., holds a Chartered Retirement Plans Specialist 'SM' designation and is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis. -
Derek Rosenberg speaks the following languages:
No languages available. -
Derek Rosenberg has prior experience in the following industries:
Merrill Lynch Wealth Management, Bank of America Corporation -
Derek Rosenberg has the following professional experience:
Merrill Lynch Wealth Management, Bank of America Corporation . -
You can view Derek Rosenberg’s
LinkedIn profile at LinkedIn URL. -
Derek Rosenberg’s work email addresses are
[email protected] . -
Derek Rosenberg works at
Merrill Lynch Wealth Management, Bank of America Corporation
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