David Rosell Email & Phone Number
President @ Exemplar Wealth Advisors
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David Rosell Location
- United States
David Rosell Work
- 2000 -now President @
- 1984 -1999 President @ D&S Services, Inc
David Rosell Education
- The Wharton School
Certificate in Wealth Distribution
2008-2008 - SUNY Geneseo
Bachelor's degree (Business/Managerial Economics)
1986-1990
David Rosell Skills
- Strategic Financial Planning
- Strategic Planning
- Mergers & Acquisitions
- Asset Management
- Financial Analysis
- Portfolio Management
- Retirement Planning
- Risk Management
- Business Strategy
- New Business Development
- Leadership
- Investment Advisory
- Management
- Insurance
- Small Business
- Business Planning
- Sales Management
- Alternative Investments
- Investments
- Budgets
- Mutual Funds
- Asset Allocation
- Contract Negotiation
- Real Estate
- Wealth Management
- Business Development
- Strategy
- Private Equity
- Entrepreneurship
- Venture Capital
- Investment Management
- Financial Services
- Start-ups
- Financial Modeling
- Executive Management
- Finance
- Management Consulting
- Due Diligence
- Securities
- Investment Strategies
- 401k Rollovers
- Funding
- Banking
- Credit
- Public Speaking
- Start Ups
- Project Management
- Mergers and Acquisitions
David Rosell Summary
- David Rosell, based in United States, is currently a President at Exemplar Wealth Advisors. David Rosell brings experience from previous roles at D&S Services, Inc. David Rosell holds a 2008 - 2008 Certificate in Wealth Distribution @ The Wharton School. With a robust skill set that includes Strategic Financial Planning, Strategic Planning, Mergers & Acquisitions, Asset Management, Financial Analysis and more. David Rosell has 5 emails and 1 mobile phone numbers on RocketReach.
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