David Rozen Email & Phone Number
Founder and Chief Financial Officer @ Lantern
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David Rozen Location
- Warwick, RI, US
David Rozen Work
- 2025 -now Founder and Chief Financial Officer @
- 2021 -now Founder and Sole Member @ Ancora Advisors
- 2021 -2025 Founder and Chief Executive Officer @ Ancora Risk Advisors
- 2017 -2021 Chief Financial Officer @ Mashantucket Pequot Tribe/ Foxwoods Resorts Casino
- 2016 -2017 Chief Financial Officer @
- 2015 -2016 Chief Financial Officer @
- 2013 -2014 Chief Financial Officer @
- 2006 -2013 Chief Financial Officer @
- 2004 -2006 Senior Vice President of Finance @
- 1999 -2002 Senior Vice President of Finance @ Diamond Properties
- 1995 -2000 Institutional Trader (Fixed Income) @
David Rozen Education
- Boston University
Master’s Degree (Finance)
1998-2000 - Boston University
BSBA- Finance (Finance)
1991-1995
David Rozen Skills
- Financial Analysis
- Due Diligence
- Financial Modeling
- Managerial Finance
- Real Estate
- Forecasting
- Valuation
- Accounting
- Budgets
- Financial Reporting
- Property Management
- Asset Managment
- Portfolio Management
- Real Estate Development
- Credit
- Communication
- Leadership Development
- New Business Development
- Staff Development
- Leadership
- Management
- Finance
- Strategy
- Mergers & Acquisitions
- Strategic Planning
- Business Development
- Budgeting
- Insurance
- Asset Management
- Internal Controls
- Swaps
- Financing Alternatives
- Savings
- Structure
- Innovative Solutions
- Innovator
- Excess
- Sales
- Source
- Loan Documents
- Reports
- Wellbeing
- Renters
- Equity
- Epilepsy
- Financial Markets
- Complicated
- Investor Relations
- Diamonds
- MS Excel
- Fixed Income
- DoD
- Software
- Liquidity
- Business Operations
- Private Placements
- Public Speaking
- Families
- Directors
- Planning
- Nasd
- Bottom Line Growth
- Deliverables
- 144a
- Compensation
- PowerPoint
- Start Ups
- Feasibility Studies
- Mac
- Line of Business
- Auditing
- Manage Inventory
- EBITDA
- Fortune
- Mergers and Acquisitions
- Business Services
- Cdrs
- Fireworks
- Strategies
- Leases
- Software Installation
- Decision Making
- Boston
- Partnerships
- Reporting
- Military Families
- Financial Results
- Financial Transactions
- Meetings
- Budget Process
- Automobile
- Structures
- Engineers
- Builders
- Introducing
- Macromedia
- Flash
- Capital
- Revenue
- Transactional
- Shareholders
- Cash
- Investors
- Financial Services
- Business Administration
- Financial Functions
- Direct Store Delivery
- Advances
- Architects
- Adobe Fireworks
- Third Party Applications
- Trading
- Suppliers
- Construction
- Contractors
- Procurement
- Property
- Foundation
- Corporate Governance
- HTML
- Stocks
- Supply Chain
- Acquisitions
- Mutual Funds
- Coordination
- Customer Service
- Expenses
- Defense
- Consumer
- Private Equity
- Back Office
- House
- Cards
- Surety
- Branding
- Technology Companies
- Economics
- Negotiation
- Bph
- Financial Structuring
- Portfolio
- Financial Goals
- Silicon Valley
- Army
- Transparency
- Gas
- Tax
- Mortgage Lending
- Construction Insurance
- Legal Liability
- Project Teams
- Bloomberg
- CMBS
- Investment Portfolio
- Investments
- Oversight
- Fbsi
- Municipalities
- Bonds
- Tax Planning
- Microsoft Excel
- Equities
- Letters of Credit
- Active
- History
- Financial Planning and Analysis
- Analysis
- IPO
- Dreamweaver
- Business Lines
- Conduit
- England
- New Business Generation
- Utilities
- Lines of Credit
- Permitting
- Damages
- Short Term
- Proposal Writing
- Conceptual Modeling
- Handling Money
- Treasury
- Internal Audit
- Executive Management
- Yardi
- Venture Capital
- PC
- Offerings
- Closings
- Beds
- Leasing
- American
- Strategic Initiatives
- Inventory
- Fannie Mae
- Analytical Skill
- Contractual Agreements
- Retail
- Solution
- Pharmacy
- Policy
- Community
- Pollution
- Government Entities
- Funding
- Compliance
- Interest Rates
- Growth Acceleration
- Fashion
- Service Levels
- Visibility
- Responsibility
- Vendors
- Sourced
- Liability
- Entrepreneurship
- Meters
- Microsoft Word
- 50m
- Students
- Initial Public Offering
- Ocip
- Umbrella Insurance
- Conferences
- Microsoft Access
- Refinance
- Social Housing
- Timing
- Structured Notes
- Series 7
- Purchase Contracts
- Guiding
- Project Planning
- Cash Management
- Nonprofits
- Contract Negotiation
- Government
- Liaison
- Europe
- Advertising Agency
- Housing Finance
- REO
- Auto
- Deals
- Military
- Crisis
- Fdic
- Research
- Business Strategy
- Fidelity
- Outlook
- Analysts
- Marketing
- Country
- Phase
- Rx
- Debt
- Business News
- Asset
- Project
- Pam
- Yahoo
- Capital Markets
- SDI
- Board of Directors
- Futures
- Design
- CVS
David Rozen Summary
- David Rozen, based in Warwick, RI, US, is currently a Founder and Chief Financial Officer at Lantern Partners AI. David Rozen brings experience from previous roles at Ancora Advisors, Ancora Risk Advisors, Mashantucket Pequot Tribe/ Foxwoods Resorts Casino and TMC Group. David Rozen holds a 1998 - 2000 Master’s Degree in Finance @ Boston University. With a robust skill set that includes Financial Analysis, Due Diligence, Financial Modeling, Managerial Finance, Real Estate and more. David Rozen has 3 emails and 2 mobile phone numbers on RocketReach.
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