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This profile was last updated on 5/5/13  and contains information from public web pages and contributions from the ZoomInfo community.

Susan Rosenthal

Wrong Susan Rosenthal?

Wealth Management Advisor

Phone: (212) ***-****  HQ Phone
Local Address: Durham, North Carolina, United States
Merrill Lynch & Co. Inc
4 World Financial Ctr
New York, New York 10080
United States

Company Description: Merrill Lynch & Co., Inc. together with its subsidiaries, provide investment, financing, insurance, and related services to individuals and institutions on a global...   more
Background

Employment History

13 Total References
Web References
Isidore Newman
www.newmanschool.org, 6 July 2006 [cached]
Rosenthal is one of 16 Merrill Lynch financial advisors recognized - more than any other firm.
Durham, NC, July 6, 2006 - Merrill Lynch (NYSE: MER) today announced that Susan Rosenthal from Durham is among an elite group of financial advisors recognized in Barron's first ever report on the "Top 100 Women Financial Advisers."Rosenthal was selected for this honor based upon following the industry's best practices and on a range of qualifications including revenue, customer satisfaction and other factors.
...
Rosenthal has been with Merrill Lynch for 25 years, serving corporate and individual investors with comprehensive financial solutions, including concentrated stock management, asset management, estate planning and philanthropy.As First Vice President and Wealth Management Advisor with Merrill Lynch in the Durham, North Carolina office, Susan holds several designations including Certified Financial Planner (CFP), Certified Investment Manager Analyst (CIMA) and Certified Retirement Planning Counselor (CRPC).Originally from New Orleans, Susan also holds Undergraduate, Masters and PhD degrees from the University of North Carolina at Chapel Hill.
Susan ...
registeredrep.com, 12 Nov 2011 [cached]
Susan Rosenthal Merrill Lynch
Party host Susan Rosenthal ...
nashville.bizjournals.com, 31 Oct 2008 [cached]
Party host Susan Rosenthal is a wealth manager with Merrill Lynch,s Durham office.
...
"I hope we served everybody," says the host, Susan Rosenthal, a wealth manager with Merrill Lynch's Durham office.
"We made sure that nothing needed a knife," she continued, smiling, in a joke that underscored recent happenings in financial markets.
Carolina Woman Magazine
www.carolinawoman.com, 24 Mar 2006 [cached]
Merrill Lynch financial advisor Susan Rosenthal, of Durham, was recognized as one of the country's top female advisors by Barron's magazine. Rosenthal was previously recognized by Barron's on the "America's Top Advisors: State-by-State" list.
Carolina Woman Magazine
www.carolinawoman.com, 24 Mar 2006 [cached]
Susan Rosenthal, a Merrill Lynch wealth management advisor from Durham, was recognized as one of the top advisors in North Carolina by Barron's magazine on its list of "America's Top 1,000 Advisors: State-by-State."
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