George E. Ossi

Principal

23 Years Financial Services Industry Experience

Education

  • Stetson University B.S. Biology, Minor Chemistry
  • Harvard University – Concentration in Molecular Genetics and Immunology
     

Paul E. Rosen

Principal

13 Years Financial Services Industry Experience

  • MDRT Top of the Table Member

20 Years Business Experience

  • Real estate investment and development
  • Financial management
  • Business and financial consulting

Education

  • University of Michigan – B.A., Sciences
  • York University, M.B.A., Finance/Accounting