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THE ROOSEVELT INVESTMENT GROUP

THE ROOSEVELT INVESTMENT GROUP

  • description Description
    The Roosevelt Investment Group, LLC is an advisory firm providing comprehensive investment management and financial planning services. In 1971 P. James Roosevelt of Oyster Bay, NY, a cousin o...

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  • Employees count Employees 11-50
  • Revenue Revenue 10 Million to 25 Million
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The Roosevelt Investment Group Org Chart and Mapping

Adam Sheer

Chief Executive Officer

Employees

Olivia Soares

Client Service Assistant

Kathe Wright

Senior Portfolio Admin

Jim Rogers

President | National Sales Manager & Head of Distribution | Executive Committee Member the Roosevelt

Frequently Asked Questions Regarding Mark Holzerman

Answer: Mark Holzerman works for The Roosevelt Investment Group as Intern

Answer: Mark Holzerman’s role in The Roosevelt Investment Group is Intern

Answer: Mark Holzerman's email address is m***@gmail.com

Answer: Mark Holzerman's business email address is m****@rooseveltinvestments.com

Answer: Mark Holzerman’s direct phone number is (***)-***-****

Answer: Mark Holzerman works in the industry of: Investment Management

Answer: Mark Holzerman works The Roosevelt Investment Group located at NY, New York, United States

Answer: The Roosevelt Investment Group's Intern is Mark Holzerman

Answer: Mark Holzerman contact details:

  • Phone number  :  (***)-***-****
  • Email  :  m****@rooseveltinvestments.com

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