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David Rothstein Location
United States
David Rothstein Work
VP @ (February 2020 - Present)
Director of People Operations @ (December 2018 - January 2020)
Operating Partner @ Illuminate Medical (April 2017 - November 2018)
Chief Operating Officer @ (May 2014 - March 2017)
HR Director @ (May 2014 - January 2017)
Investor Marketing @ (November 2013 - June 2014)
Financial Advisor @ (October 2012 - October 2013)
Financial Advisor @ (January 2008 - October 2012)
David Rothstein Education
University of Colorado Boulder 2008
Cornell University
School of Industrial Relations
2018
David Rothstein Skills
Adobe Illustrator
Asset Allocation
Client Education
Customer Service
Dropbox
Google Docs
Holistic Financial Planning
Illustrator
Insurance
Investment Advisory
Investment Strategies
Maintaining Strong Client Relationships
Management
Marketing
Marketing Strategy
Microsoft Excel
Microsoft Office
Microsoft Powerpoint
Microsoft Word
Personal Finance
Personal Financial Planning
PowerPoint
Series 63
Series 65
Series 66
Series 7
Social Media
Social Media Marketing
Social Networking
Uniform Combined State Law
Windows
iPhone
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 Adobe Illustrator, Asset Allocation, Client Education, Customer Service, Dropbox and more. David Rothstein has 2 emails and 3 mobile phone numbers on RocketReach.
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