Jeffrey Lin Rosenthal

Mr. Jeffrey L.
Rosenthal is a President & Chief Executive Officer at Triad Advisors LLC.
He has over 20 years of experience in the securities industry.
In his most recent role as Executive Vice President and Chief Marketing Officer, Mr. Rosenthal led the marketing, practice management and education, due diligence and advisory services teams, ensuring that affiliated advisors experienced a best-in-class wealth management solution accompanied with a focus on strong interpersonal relationships.
He is on the Board of Directors at Investment Program Association.
Prior to joining Triad, Mr. Rosenthal served as an Estate Planning Specialist with Hartford Life, helping successful advisors create and implement estate planning solutions for their clients.
Before Hartford Life, he was an independent Financial Advisor working with emerging-affluent and affluent business owners in and around Atlanta.
He is a graduate of the University of Georgia.
Mr. Rosenthal is active with the Financial Services Institute (FSI) and is a current board member of the Investment Program Association (IPA).
He is currently registered with his Series 6, 7, 63, and 24 and is fully licensed for all life, health and sickness products.