Ivan Rosa Email & Phone Number
Investment Advisor Representative @ Optimist Capital
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Ivan Rosa Location
- West Palm Beach, FL, US
Ivan Rosa Work
- 2025 - now Investment Advisor Representative @
- 2019 - 2024 Financial Representative @
- 2015 - 2019 Marketing Consultant - Account Planning and Management @ BlackDog Advertising
- 2015 - 2019 Principal @ R Squared Consulting
- 2005 - 2015 Marketing @
- 2003 - 2004 Director of Strategic Planning @
- 2001 - 2002 Director of Marketing @
- 2000 - 2001 Director of Marketing @
- 1998 - 1999 Brand Manager @
- 1994 - 1998 Brand Manager @
- 1984 - 1994 Major @
Ivan Rosa Education
- Chapman University
MBA
1991 - 1993 - United States Naval Academy
Bachelor of Science (B.S.)
1980 - 1984 - Academia Santa Monica
High School
1976 - 1980
Ivan Rosa Skills
- Leadership
- Six Sigma
- Marketing Management
- Product Marketing
- Team Building
- Estate Planning
- International Business
- Strategic Partnerships
- B2B
- Wealth Preservation Planning
- Brand Development
- Executive Management
- Retirement Income Strategies
- Cross Functional Team
- Account Management
- Sales
- Legacies
- Market Planning
- Start Ups
- Sales Operations
- Forecasting
- Business Development
- Competitive Analysis
- Team Leadership
- Process Improvement
- Advertising
- Integrated Marketing
- Lead Generation
- Strategic Planning
- Income Protection
- Multi Generational Planning
- Strategy
- Finance
- Asset Protection
- Life Insurance
- Business Planning
- Microsoft Office
- Operations Management
- Entrepreneurship
- Buy Sell Agreements
- Program Management
- P&L Management
- Marketing
- New Business Development
- Leadership Development
- Cross Functional Team Leadership
- Risk Management
- Wealth Accumulation
- Product Management
- Microsoft Excel
- Customer Service
- Market Analysis
- Creative Direction
- Long Term Care Insurance
- Succession Planning
- Budgets
- Business Strategy
- Management
- Product Development
- Project Management
- Product Launch
- Marketing Communications
- Brand Management
- Marketing Strategy
- Analytics
- Security
- CRM
- Marketing Research
Ivan Rosa Summary
- Ivan Rosa, based in West Palm Beach, FL, US, is currently a Investment Advisor Representative at Optimist Capital. Ivan Rosa brings experience from previous roles at NPC Financial, BlackDog Advertising, R Squared Consulting and ADT. Ivan Rosa holds a 1991 - 1993 MBA @ Chapman University. With a robust skill set that includes Leadership, Six Sigma, Marketing Management, Product Marketing, Team Building and more. Ivan Rosa has 3 emails and 2 mobile phone numbers on RocketReach.
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Top Optimist Capital Employees
Ivan Rosa
Investment Advisor Representative
West Palm Beach, FL, US
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