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Jordan Rosenberg

Business Development Manager

Jordan Rosenberg is a seasoned professional in the financial services industry with over 30 years of experience. He is currently the President of Finish Well Inc., a position he has held since February 2018.1 Additionally, he serves as the Head of Business Development & Advisor Training at Croft Financial Group, a role he has been in since November 2019.1

Rosenberg's career in finance began in 1991 when he started selling investments, life, and disability insurance. He quickly progressed in his career, joining Dynamic Mutual Funds in 1993 and becoming one of their youngest Vice Presidents.1

Throughout his career, Rosenberg has held several leadership positions, including:

  • Business Development Manager at MacNicol & Associates Asset Management Inc.
  • V.P. Business Development at Evolution Wealth Advisors
  • V.P. Business Development at Investment Planning Counsel
  • Founder & President of Stonegate Investment Consulting

Rosenberg is known for his expertise in advisor coaching and practice management. He has given over 5,000 advisor presentations and 500 client/investor talks, leveraging his experience working with top advisors in Canada to improve "best practices" in the industry.1

Academically, Rosenberg is a graduate of Carleton University, holding a Bachelor of Arts degree in Law & Sociology.1

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Jordan Rosenberg
Jordan Rosenberg, photo 1
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Location

Toronto, Canada Area