Larry Rothstein is a high-level expert, who works in Heirmark on the position of Senior Advisor from 2014. Larry Rothstein has earned professional experience in more than three positions at various companies. Larry Rothstein went to the Cleveland State University and received education from 1988 to 1992. North Olmsted, Ohio is the area, where this professional was lastly known to live. The person's email address and phone are easily accessed through SoftwareOfficial on demand.
Name variants:
Laurence Rothstein
Last updated Jun 01, 2024
Contact Information
Last Update
Jul 5, 2022
Email
lr**@imcwealth.com
Location
North Olmsted, OH
Company
Heirmark
Workplace
Senior Advisor
Work History
Partner
212 south Main St #p/o box 2490, Davidson, NC 28036
President 2005-2009 responsible for managing operations, staff oversight and sales/service activies. Advanced Planning Marketer 2009-2013 implementing new acquisitions for estate and busines...
Sep 2005 — Dec 2013
Wealth Management Consultant
1 American Row, Hartford, CT 06103
Regional wholesaler responsible for calling on independent brokers and financial advisors to implement new life insurance products primarily in upscale estate and business planning markets.
Jan 1987 — Aug 2005
Education
Occupations
Senior Advisor
Executive
Partner
Chairperson
Marketer
Marketing Professional
Advisor
Chief Executive
Advertising Sales Agent
Skills
Wealth
Life Insurance
Management
Business Planning
Tax
Trusts
Strategic Financial Planning
Estate Planning
Insurance