Michael A. Rothstein in

Michael A. Rothstein

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Vice President, Premier Advisor at Truist
📍 Charlotte Metro, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
22 Years
Current Role
Vice President, Premier Advisor
Job Level
Senior
Location
Charlotte Metro, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

3-2021
Vice President, Premier Advisor
Truist
2020 - 3-2021
Independent Sr. Life Insurance Agent
ASSURANCE IQ
2018 - 2019
Sr. Insurance Planner - RSM US Insurance Agency Services LLC
RSM US LLP
2017 - 2018
Financial Advisor / Retirement Plan Consultant
Nationwide Financial
2013 - 2016
Vice President, Private Client Advisor
JPMorgan Chase & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration - BBA
Adelphi University
2009 - 2010
Certificate in Financial Planning
Kaplan University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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