Michael Rothstein
Vice President, Premier Advisor at Truist | Charlotte Metro
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Vice President, Premier Advisor at Truist in March 2021 to Present
Independent Sr. Life Insurance Agent at ASSURANCE IQ in January 2020 to March 2021
Sr. Insurance Planner - RSM US Insurance Agency Services LLC at RSM US LLP in January 2018 to January 2019
Financial Advisor / Retirement Plan Consultant at Nationwide Financial in January 2017 to January 2018
Vice President, Private Client Advisor at JPMorgan Chase & Co. in January 2013 to January 2016
Financial Consultant at LPL Financial in January 2005 to January 2013
Licensed Personal Banker at Astoria Bank in January 2003 to January 2004
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Adelphi University, Bachelor of Business Administration - BBA
Kaplan University, Certificate in Financial Planning, July 2026
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Customer Relationship Management (CRM)
Customer Service Management
Sales Processes
Financial Concepts
Group Communication
Finance
Retirement Planning
Estate Planning
Financial Analysis
Financial Advisory
Wealth Management
Mutual Funds
Financial Planning
Risk Management
Small Business
Sales
Portfolio Management
Sales Management
Customer Service
Leadership
Relationship Building
Management
Public Speaking
Credit Analysis
Strategic Financial Planning
Client Engagement Strategies
Regulatory Compliance
Account Management
Complex Problem Solving
Marketing Strategies
Business Development
Investment Activities
Organic Business Growth
Sales Coaching
Microsoft Office
Microsoft Excel
Microsoft PowerPoint
Microsoft Word
Time Management
Social Media
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Discover more about TruistWhat is Michael A Rothstein email address?
Email Michael A Rothstein at [email protected], [email protected] and [email protected]. This email is the most updated Michael A Rothstein's email found in 2026.
What is Michael A Rothstein phone number?
Michael A Rothstein phone number is 516-343-5777 and 5168042026.
How to contact Michael A Rothstein?
To contact Michael A Rothstein send an email to [email protected], [email protected] or [email protected]. If you want to call Michael A Rothstein try calling on 516-343-5777 and 5168042026. (updated on October 16, 2025)
What company does Michael Rothstein work for?
Michael Rothstein works for Truist
What is Michael Rothstein's role at Truist?
Michael Rothstein is Vice President, Premier Advisor
What industry does Michael Rothstein work in?
Michael Rothstein works in the Financial Services industry.
Michael Rothstein Email Addresses
Michael Rothstein Phone Numbers
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