Mitch Rosenberg, CFP®, CLU®, AEP®, CEPA®, AIF®, MSFS in

Mitch Rosenberg, CFP®, CLU®, AEP®, CEPA®, AIF®, MSFS

Captain · DISC type DS
CEO/Owner at MDR Insurance & Financial Services
📍 Thousand Oaks, California, 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
41 Years
Current Role
CEO/Owner
Location
Thousand Oaks, California, United States
Personality Overview

How Mitch shows up

Decisive But Calm
Long-Term Thinker
Output-Driven

They are very professional in their approach and can weigh multiple perspectives together. 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.

Priorities

Topics Mitch cares about

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

Work history

2-1986
CEO/Owner
MDR Insurance & Financial Services
2-1986
Agent
New York Life Insurance Company
8-1983 - 1-1986
Accountant
Price Waterhouse & Co., CPA's
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1987 - 1997
MSFS
American College
1979 - 1983
BS
University of California, Berkeley, Haas School of Business
9-1976 - 6-1979
Education details unavailable
William Howard Taft High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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