David Roasa Email & Phone Number
Wealth Advisor @ Madison Partners
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David Roasa Location
- Verona, WI, US
David Roasa Work
- Wealth Advisor @ (September 2025 - Present)
- Relationship Manager @ (November 2021 - December 2024)
- Relationship Manager @ (April 2020 - October 2021)
- Vanguard Annuity Advisor Sales - West Region @ (December 2016 - April 2020)
- Client Experience Administrator @ (April 2013 - April 2020)
- Licensed Personal Banker @ (April 2009 - February 2013)
- Sales Representative @ (February 2004 - February 2009)
David Roasa Education
- Concordia University-Wisconsin
Bachelor’s Degree (Business Teacher Education)
1999-2003
David Roasa Skills
- Relationship Building
- Communication
- Series 63
- Series 6
- Life Insurance
- Customer Service
- Sales
- New Business Development
- Business Development
- Microsoft Excel
- Microsoft Office
- Leadership
- Account Management
- English
- IRAs
- Asset Allocation
- Roth IRA
- Variable Annuities
David Roasa Summary
- David Roasa, based in Verona, WI, US, is currently a Wealth Advisor at Madison Partners. David Roasa brings experience from previous roles at LPL Financial and Vanguard. David Roasa holds a 1999 - 2003 Bachelor’s Degree in Business Teacher Education @ Concordia University-Wisconsin. With a robust skill set that includes Relationship Building, Communication, Series 63, Series 6, Life Insurance and more. David Roasa has 4 emails and 2 mobile phone numbers on RocketReach.
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