Matthew Rosenberg

Matthew Rosenberg

Counselor

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location of Matthew RosenbergPlainview, New York, United States

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  • Timeline

  • About me

    Vanguard Financial Advisor Development Program (FADP)

  • Education

    • Plainview-Old Bethpage/Jfk High School

      2016 - 2020
      High School Diploma
    • The Ohio State University

      2020 - 2024
      Bachelor of Business Administration - BBA Finance, Financial Planning
  • Experience

    • Mid-Island Y JCC

      Jun 2019 - Aug 2019
      Counselor
    • Northwell Health

      Sept 2019 - Aug 2020
      Junior Volunteer
    • Snag

      May 2021 - Jan 2022
      Warehouse Manager
    • Financial Planning Association (FPA)

      May 2022 - Sept 2022
      FPA Virtual Externship

      - Participated in an 8-week program receiving in-depth and expert training in Financial Advisory- Develop knowledge in Investment, retirement, estate, and tax planning-Received Certification in the financial planning software E-Money-Earned 180 CFP Board standard Pathway Experience Hours-Gained insight into the insurance and risk management industry- I had the opportunity to sit in several meetings with certified financial planners and their clients

    • Vanguard

      May 2023 - now
      • Incoming Financial Advisor Development Program (FADP) member

        Aug 2023 - now
      • 2023 Financial Advice Intern

        May 2023 - Aug 2023
  • Licenses & Certifications

    • Securities Industry Essentials (SIE)

      FINRA
      Jan 2024