Eric Rothman in

Eric Rothman

Organizer · DISC type Sd
Financial Professional at Strategies for Wealth
📍 New York, United States

Eric Rothman is a Financial Representative at Strategies For Wealth, specializing in providing securities products and advisory services through Park Avenue Securities. A graduate of Yeshiva University, he helps clients with comprehensive financial strategies and holds both the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

Residing in Queens, NY, with his wife and four children, Eric is an active father who enjoys coaching his childrens sports teams. His personal interests include skiing and traveling, pointing to a passion for both outdoor activities and new experiences.

Eric is looking for a consultant to help create a thorough process and procedure manual, indicating a focus on operational excellence.

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Experience
32 Years
Current Role
Financial Professional
Location
New York, United States
Personality Overview

How Eric shows up

Slow Starter
Thoughtfully Quick
Strong-minded

They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Eric cares about

Wealth Management
As a Financial Representative and Advisor, his career is centered on providing clients with securities products and advisory services for wealth growth and protection.
Family & Fatherhood
He is a husband and a father to four children and is actively involved in their lives by coaching their sports teams.
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Career

Work history

11-1992
Financial Professional
Strategies for Wealth
In the press

Media appearances

Eric Rothman – Strategies for Wealth Team Profile. Featured in Strategies for Wealth
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Education
1986 - 1990
BA
Yeshiva University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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