Jason Rosen

Along with his wife Tracey, Jason co-founded Rosen
Professional Services to provide a select group of personal
and business clients with financial management services.

A problem solver by nature, Jason provides strategic
guidance and oversees the business development
initiatives within Rosen Professional Services. For clients,
Jason specializes in providing clear and accurate financial
analysis, document review and planning.

Jason has more than 15 years of experience in the
financial services industry working with premier wealth
management firms such as JP Morgan Chase and U.S.
Trust Company. Attending University of Southern California
and graduating from California State University San
Bernardino, Jason earned his B.A. in Political Science.
Jason is also certified in Trust Administration, Estate
Administration and Paralegal Studies.

Drawing in part on his personal financial experiences,
Jason has received many awards and accolades for the
peerless client service he gives each of his clients.

Outside of Rosen Professional Services, Jason serves is
an Assistant Director of BNI Connecticut.

Jason has developed a number of software applications
and has led a variety of courses for adults and high school
students on various financial and career related topics. He
is a long time volunteer teacher with Junior Achievement.

When not focusing on clients needs, or volunteering, Jason
is an avid auto enthusiast and amateur racer. He enjoys
spending time with his family including two retired racing
greyhounds, Cosmo and Morgan, a beagle named Nigel
and a dalmatian/collie mix named Emily.

Jason Rosen is available to speak
on a number of topics:

Climbing Your Paper Mountain - Record Keeping
Brilliant Business Planning
The Seven Deadly Financial Sins
Estate Planning Hits and Misses
The Millionaire Mind
Secrets of Successful Entrepreneurship Success
Skills
Leadership
Advanced Care Directives
Support For The Aging
Improving and Maintaining your Credit

To inquire about having Jason speak to group
please call (203) 404-3974 or send an email to
jrosen@rospro.com