Marshall Rosen, LUTCF

Marshall Rosen, LUTCF

Partner, Chief Operating Officer

Office: 954-633-2410
 

Financial Services Professional with over 32 years’ progressive experience, holding positions that range from Advisor, Sales Manager, General Manager, Managing Director, and culminating in becoming a Partner and COO of Creative Financial Network, an independent financial risk management group.

Marshall began his career in the financial services industry in 1986, as a Financial Services Representative in Marshfield, MA after graduating Boston University with a BS degree from the School of Management.

He was promoted into Sales Management in 1989 and transferred to Elmira, NY. As the Managing Director, he earned Management Leader’s Conference six times. In 2009, he relocated to Florida and returned to personal production and qualified for two of MetLife Leader’s Conferences and the 2014 MetLife Platinum Conference.

In addition to his success within MetLife, he has earned the industry designation of Life Underwriters Training Council Fellowship from the American College and is a member of the Million Dollar Round Table. 

He has been an accomplished course instructor for The American College. He holds the Series 6, 7, 24, 26, 63 and 66 licenses as well as Life, Health & Variable Annuities Licenses in FL, MA and NY. He is an active supporter of the Special Olympics of Broward County.

His most important accomplishment, however is his family. Originally from Massachusetts, he now resides in Delray Beach, Florida with his Fiancé and four children. He is an avid Boston sports fan and enjoys boating, water sports, and motorcycles.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck