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Adam Roosevelt

Retirement Planning Specialist

Westfield, New Jersey

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Work:
Employment History of Adam Roosevelt

AXA US

Retirement Planning Specialist

The Hartford / PLANCO Financial Services

Retirement Solutions Consultant

Pershing, a BNY Mellon company

Head of Corporate and Hybrid RIA Business Strategy

Pershing, a BNY Mellon company

Vice President of Product Management and Development

Pershing, a BNY Mellon company

Relationship Manager

Pershing, a BNY Mellon company

East Regional Director of Business Development

Schools:
Schools Attended by Adam Roosevelt

University of Delaware

Saint Peter's University

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