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Moris Roso
President, MJR Partners, Inc.
Professional Background
Moris Roso is a distinguished professional with over 32 years of extensive experience in the insurance industry. During his illustrious career, he has built a reputation for providing expert guidance to corporations, business owners, executives, and affluent families. His consultation services encompass a wide range of specialties, including employee benefits, life insurance, estate planning, and corporate executive benefits. Moris's seasoned insight and strategic planning skills have enabled countless clients to secure their financial futures, ensuring peace of mind and a comprehensive understanding of their insurance needs.
Moris is currently the President of MJR Partners, Inc., where he leads a team dedicated to delivering tailored insurance solutions to a diverse clientele. Under his leadership, MJR Partners has flourished as a trusted provider in the insurance space, fostering strong relationships with clients and establishing a reputation for excellence.
Before his role at MJR Partners, Inc., Moris served as the Director of Marketing and Operations at MDB Co., where he excelled in enhancing the company's market presence and operational efficiencies. Prior to that, he held the position of Director of Marketing at New England Financial, contributing significantly to the firm’s growth strategies and client outreach programs. His profound understanding of market dynamics and customer needs has continually set him apart in the competitive insurance landscape.
Education and Achievements
Moris Roso lays a solid foundation for his professional journey with a Bachelor of Science in Marketing and Management Information Systems from the esteemed Syracuse University, specifically through the Martin J. Whitman School of Management. This rigorous academic background has equipped him with a unique blend of skills that seamlessly integrates marketing strategies with data management—crucial components in today’s digital age.
Additionally, Moris has further honed his personal development and communication skills by studying at Dale Carnegie, where he learned invaluable techniques in leadership and influence that have propelled his career forward.
In recognition of his commitment to professionalism and excellence in the insurance industry, Moris has earned the prestigious Chartered Life Underwriter (CLU) designation. This esteemed credential signifies his advanced knowledge and commitment to ethical practices in life insurance and financial planning, reinforcing his capability to provide exceptional service to his clients.
Achievements
Throughout his remarkable career, Moris Roso has achieved numerous milestones that reflect his dedication and expertise in the insurance sector. His ability to advise affluent families, businesses, and corporate executives has positioned him as a preeminent thought leader in areas such as employee benefits and estate planning. He has taken on challenges that require not just an understanding of insurance products but also a keen insight into financial strategies that serve the long-term interests of his clients. Furthermore, Moris's leadership roles at prominent organizations serve as a testament to his strategic acumen and ability to drive results.
tags:[
insurance industry
employee benefits
life insurance
estate planning
corporate executive benefits
Morris Roso
MJR Partners
marketing strategies
financial planning
Chartered Life Underwriter
Syracuse University
Dale Carnegie
management
business consulting
executive leadership
affluent families
corporation advisory