2017 -
2018 Operating Partner @ Illuminate Medical
2014 -
2017 Chief Operating Officer @
2014 -
2017 HR Director @
2013 -
2014 Investor Marketing @
2012 -
2013 Financial Advisor @
2008 -
2012 Financial Advisor @
David Rothstein Education
University of Colorado Boulder
Cornell University
(School of Industrial Relations)
David Rothstein Skills
Maintaining Strong Client Relationships
Client Education
Customer Service
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Google Docs
Dropbox
Adobe Illustrator
Windows
iPhone
Holistic Financial Planning
Series 7
Series 66
Insurance
Illustrator
Series 63
Investment Advisory
Investment Strategies
Series 65
PowerPoint
Uniform Combined State Law
Asset Allocation
Marketing
Social Networking
Management
Social Media Marketing
Microsoft Office
Social Media
Personal Finance
Marketing Strategy
Personal Financial Planning
Strategy
Financial Analysis
David Rothstein Summary
David Rothstein, based in United States, is currently a VP at Oro Capital Advisors. David Rothstein brings experience from previous roles at Asylum Entertainment, Illuminate Medical and King Tide. David Rothstein holds a University of Colorado Boulder. With a robust skill set that includes Maintaining Strong Client Relationships, Client Education, Customer Service, Microsoft Excel, Microsoft Word and more. David Rothstein has 2 emails and 1 mobile phone numbers on RocketReach.
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