Talk to sales Try for Free
Sydney Rosenberg

Sydney rosenberg

bookmark on deepenrich
location of Sydney RosenbergAtlanta, Georgia, United States
Phone number of Sydney RosenbergView Mobile No.
Followers of Sydney Rosenberg861 followers

  • Timeline

  • About me

    Financial Wealth Portfolio Associate

  • Education

    • Riverwood international charter school

      2007 - 2011
      High school

      Activities and Societies: Recycling Club, Yearbook Club, Future Business Leaders of America, Peer Mentor

    • Indiana university bloomington

      2011 - 2015
      Bachelor's degree business management

      Activities and Societies: Sigma Delta Tau

  • Experience

    • Ubs

      Jun 2010 - Aug 2011
      Account relationship intern

      Worked as an intern for 2 Summers in 2010 and 2011 for 2 senior partners. I managed financial accounts and maintained effective communications with clients. I also handled administrative duties as needed.

    • Cea capa education abroad

      Jan 2014 - Apr 2014
      Student

      Studied in Barcelona, Spain for the duration of one semester, traveling to over ten different countries. Was able to open doors to new cultural experiences by participating in the day-to-day life of a new locale, gathering a first-hand understanding and appreciation. Was able to immerse myself in the language, and returned confident with a strong grasp of the Spanish and Catalan language. Acquired invaluable knowledge, being enriched on many levels of personal growth.

    • Morgan stanley

      Apr 2014 - Sept 2014
      College intern

      Worked as part of a specific wealth management team to help meet the investment and financial needs of individuals, families, businesses, and institutions. Worked on evaluating business metrics while also compiling research and data. Learned how to analyze portfolios, conduct risk analysis, develop a sales pitch and interact with senior management, sales, trading, and financial advisors.

    • Morgan stanley

      Aug 2015 - Aug 2023
      Portfolio associate

    • Pfw advisors

      Aug 2023 - now
      Portfolio associate

  • Licenses & Certifications

    • Series 7

      Finra

  • Honors & Awards

    • Awarded to Sydney Rosenberg
      Honor Society Member Indiana University May 2014 Based on my Indiana University academic achievements and nomination I was accepted to this association. The Honor Society is a preeminent organization dedicated to recognition of student success, and to empower students to achieve through scholarship, recognition, exclusive privileges, job opportunities and more.

  • Volunteer Experience

    • Dancer/Volunteer

      Issued by IUDM (Indiana University Dance Marathon) on Nov 2011
      IUDM (Indiana University Dance Marathon)Associated with Sydney Rosenberg

    • Volunteer

      Issued by Indiana University Student Foundation on Aug 2014
      Indiana University Student FoundationAssociated with Sydney Rosenberg