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
- Investment Advisor Representative @ (January 2025 - Present)
- Financial Representative @ (November 2019 - December 2024)
- Marketing Consultant - Account Planning and Management @ BlackDog Advertising (October 2015 - November 2019)
- Principal @ R Squared Consulting (July 2015 - November 2019)
- Marketing @ (February 2005 - July 2015)
- Director of Strategic Planning @ (January 2003 - January 2004)
- Director of Marketing @ (January 2001 - January 2002)
- Director of Marketing @ Renaissance Cruises (January 2000 - January 2001)
- Brand Manager @ (February 1998 - October 1999)
- Brand Manager @ (July 1994 - February 1998)
- Major @ (January 1984 - January 1994)
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
- Advertising
- Analytics
- Asset Protection
- B2B
- Brand Management
- Business Development
- Business Planning
- Buy-sell Agreements
- CRM
- Competitive Analysis
- Entrepreneurship
- Estate Planning
- Income Protection
- International Business
- Lead Generation
- Leadership
- Legacies
- Life Insurance
- Long Term Care Insurance
- Management
- Marketing
- Multi-generational Planning
- Process Improvement
- Retirement Income Strategies
- Risk Management
- Sales
- Six Sigma
- Start-ups
- Strategic Partnerships
- Strategic Planning
- Succession Planning
- Wealth Accumulation
- Wealth Preservation Planning
- Marketing Management
- Product Marketing
- Team Building
- Brand Development
- Executive Management
- Cross Functional Team
- Account Management
- Market Planning
- Start Ups
- Sales Operations
- Forecasting
- Team Leadership
- Integrated Marketing
- Multi Generational Planning
- Strategy
- Finance
- Microsoft Office
- Operations Management
- Buy Sell Agreements
- Program Management
- P&L Management
- New Business Development
- Leadership Development
- Cross Functional Team Leadership
- Product Management
- Microsoft Excel
- Customer Service
- Market Analysis
- Creative Direction
- Budgets
- Business Strategy
- Product Development
- Project Management
- Product Launch
- Marketing Communications
- Marketing Strategy
- Security
- 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 Advertising, Analytics, Asset Protection, B2B, Brand Management and more. Ivan Rosa has 3 emails and 3 mobile phone numbers on RocketReach.
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