David Rosensweet, CIMA®, MBA

VP - Financial Consultant

+1 212-452-4526

Financial credentials

  • Certified Investment Management Analyst®
  • Master in Business Administration
  • Series 7, 63, 66 Securities Licenses
  • Life & Variable Annuity Insurance License

Experience

25 years of professional experience

  • VP - Financial Consultant, Charles Schwab, 2015-present
  • SVP National Sales, Ladenburg Thalmann, 2013-2015
  • Regional Consultant, Alliance Bernstein, 2010-2013
  • Regional VP, Touchstone Investments, 2007-2010
  • Marketing Associate, Cohen and Steers, 2006-2007
  • Financial Advisor, Prudential Securities, 1999-2006

Education

  • Baruch College, MBA, Finance, Beta Gamma Sigma Honors
  • Binghamton University, BA, Philosophy, Politics, & Law, Cum Laude Honors
  • University of Pennsylvania, Wharton School of Business, Certified Investment Management Analyst® Certification
  • University of Oxford, St. Catherine's College International Trade & Finance

Personal interests and affiliations

  • New York State Society of Certified Public Accountants, Associate Member
  • Kaplen JCC on the Palisades, Member
  • BallerZ Elite / JCC Premier Basketball League, Parent Volunteer

Standard mailing address:

Charles Schwab & Co, Inc
Orlando Operation Center
P.O. Box 628291
Orlando, FL 32862-8291

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