Howard J. Rosenbaum</a><br><em>Corporate Retirement Plan Consultant</em>

Howard J. Rosenbaum
Corporate Retirement Plan Consultant

Vice President

Howard joined Bridgehaven Financial Advisors in December, 2011 as Vice President, Corporate Retirement Plan Consultant.  Howard has been in the corporate retirement business since 1996. He will use his years of experience to continue focusing on qualified retirement plan due diligence reviews, ongoing fiduciary guidance/support and provider selection/management.

Previously, Howard was with Wells Fargo Insurance Services for 4 years as Vice President, Retirement Plan Consultant.  He managed the Corporate Retirement Plan efforts for the Private Equity Division. Specifically focused on IRS, DOL and ERISA rules and regulations, Howard provided the Private Equity and Portfolio clients with retirement plan due diligence, ongoing fiduciary guidance/support and vendor selection/management as it relates to 401(k), 403(b), 457(b), Profit Sharing, Defined Benefit and Non-Qualified Deferred Compensation programs.

Prior to joining Wells Fargo Insurance Services, Howard spent over 5 years with Commerce Capital Markets, Inc., a wholly-owned brokerage subsidiary of Commerce Bank. He was Vice President & Director of the Retirement Plan Services division.  Howard focused on small market companies, and helped this division more than double the size of Commerce’s retirement plan client base.

From 1996 – 2002, Howard was a Regional Sales Director for Transamerica Retirement Services, where he was responsible for intermediary retirement plan sales in Massachusetts, Rhode Island, Connecticut and New York.

Howard graduated from the University of California in Los Angeles with a B.A. in Sociology and Business.  Howard maintains both Life and Variable Insurance licenses, as well as FINRA Series 6 and Series 63 registrations, and is a member of the American Society of Pension Professionals & Actuaries (ASPPA).

Phone (908) 504-2049
Fax (908) 504-2051