AeroLeads people directory · profile
Ivan Rosa Email & Phone Number
Investment Advisor Representative
at
Optimist Capital
1 work email found
@joinnpc.com
3 phones found area 561 and 843
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Investment Advisor Representative
Location
West Palm Beach, Florida, United States
Company size
Who is Ivan Rosa? Overview
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Quick answer
Ivan Rosa is listed as Investment Advisor Representative at Optimist Capital, a company with 114 employees, based in West Palm Beach, Florida, United States. AeroLeads shows a work email signal at joinnpc.com, phone signal with area code 561, 843, and a matched LinkedIn profile for Ivan Rosa.
Ivan Rosa previously worked as Financial Representative at Npc Financial and Marketing Consultant - Account Planning and Management at Blackdog Advertising. Ivan Rosa holds Bachelor Of Science (B.S.) from United States Naval Academy.
Company email context
Email format at Optimist Capital
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{first}.{last}@joinnpc.com
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AeroLeads found 1 current-domain work email signal for Ivan Rosa. Compare company email patterns before reaching out.
Profile bio
About Ivan Rosa
I work with business owners to provide succession planning, business continuity, and exit strategies. Additionally, I help my clients plan for various goals including, but not limited to, college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions./COMPLIANCE:2021-3000/
Listed skills include Strategic Planning, Leadership, Brand Management, Management, and 30 others.
Current workplace
Ivan Rosa's current company
Company context helps verify the profile and gives searchers a useful next step.
Optimist Capital
11 roles · 42 years
Ivan Rosa work experience
A career timeline built from the work history available for this profile.
Financial Representative
CurrentFinancial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. National Planning Corporation is not an affiliate or subsidiary of Guardian. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual.
Nov 2019 - Present
Marketing Consultant - Account Planning And Management
Blackdog Advertising
Responsible for strategic planning, marketing plan development and execution, and day-to-day management of account activities.
Oct 2015 - Nov 2019
Principal
R Squared Consulting
Marketing consultant to Fortune 1000 companies, start-ups, and private equity firms. Review your existing marketing strategies, plans, and programs, and receive insightful recommendations and detailed action plans for improvement. Measure performance against objectives and return on investment, with recommended changes to the marketing mix that deliver.
Jul 2015 - Nov 2019
Marketing
Responsible for creative development, production, and fulfillment processes across all channels in North America, delivering efficient lead growth for Residential and Small Business segments.
Feb 2005 - Jul 2015
Director Of Strategic Planning
Designed and implemented an annual strategic planning process at this $12 Billion retailer. Managed initiatives from inception to launch.
2003 - 2004
~1 yr
Director Of Marketing
Launched first multiple access wireless portal in Latin America. Provided BellSouth International with strategic guidance and marketing plan development services, resulting in increased budgets, improved penetration and usage, and accelerated implimentation times.
2001 - 2002
~1 yr
Director Of Marketing
Development and implementation of $45 Million marketing plan for the Renaissance Cruises brand. Supervised ten marketing professionals and agency team of four.
2000 - 2001
~1 yr
Brand Manager
Responsible for creating and implementing a brand image for largest residential electricity provider in the U.S. with $3.5 Billion in sales. Developed and executed marketing plan for energy conservation, safety, and image campaigns. Supervised eleven professionals, led three long-term cross-functional teams, and managed two advertising agencies and one PR.
Feb 1998 - Oct 1999
Brand Manager
Jul 1994 - Feb 1998
Major
Experience in unit/individual training, project management, financial management, material management, transportation, and procurement. Managed systems/organizations responsible for mission-critical operations. Responsible for organizations ranging from 40 to 300 reports.
1984 - 1994
~10 yrs
Team & coworkers
Colleagues at Optimist Capital
Other employees you can reach at npcfinancial.com. View company contacts for 114 employees →
DD
Dane Decker
Colleague at Optimist CapitalKailua-Kona, Hawaii, United States, United States
View →
MS
Monica Sichel
Colleague at Optimist CapitalMiami, Florida, United States, United States
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MZ
Melissa Ziegler
Colleague at Optimist CapitalWest Palm Beach, Florida, United States, United States
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LC
Leticia Cazares
Colleague at Optimist CapitalCompton, California, United States, United States
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LD
Luke Dickson
Colleague at Optimist CapitalCorvallis, Oregon, United States, United States
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HO
Heather Oliver
Colleague at Optimist CapitalWest Palm Beach, Florida, United States, United States
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SH
Susan Hambleton
Colleague at Optimist CapitalSanta Monica, California, United States, United States
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GC
Gene Casasanta
Colleague at Optimist CapitalCoraopolis, Pennsylvania, United States, United States
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JS
Jay Strauss
Colleague at Optimist CapitalWest Palm Beach, Florida, United States, United States
View →
BH
Brett Hart
Colleague at Optimist CapitalBoca Raton, Florida, United States, United States
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Dane Decker
Colleague at Optimist CapitalKailua-Kona, Hawaii, United States, United States
View →
MS
Monica Sichel
Colleague at Optimist CapitalMiami, Florida, United States, United States
View →
MZ
Melissa Ziegler
Colleague at Optimist CapitalWest Palm Beach, Florida, United States, United States
View →
LC
Leticia Cazares
Colleague at Optimist CapitalCompton, California, United States, United States
View →
LD
Luke Dickson
Colleague at Optimist CapitalCorvallis, Oregon, United States, United States
View →
HO
Heather Oliver
Colleague at Optimist CapitalWest Palm Beach, Florida, United States, United States
View →
SH
Susan Hambleton
Colleague at Optimist CapitalSanta Monica, California, United States, United States
View →
GC
Gene Casasanta
Colleague at Optimist CapitalCoraopolis, Pennsylvania, United States, United States
View →
JS
Jay Strauss
Colleague at Optimist CapitalWest Palm Beach, Florida, United States, United States
View →
BH
Brett Hart
Colleague at Optimist CapitalBoca Raton, Florida, United States, United States
View →
3 education records
Ivan Rosa education
Bachelor Of Science (B.S.)
High School
Academia Santa Monica
FAQ
Frequently asked questions about Ivan Rosa
Quick answers generated from the profile data available on this page.
What company does Ivan Rosa work for?
Ivan Rosa works for Optimist Capital.
What is Ivan Rosa's role at Optimist Capital?
Ivan Rosa is listed as Investment Advisor Representative at Optimist Capital.
What is Ivan Rosa's email address?
AeroLeads has found 1 work email signal at @joinnpc.com for Ivan Rosa at Optimist Capital.
What is Ivan Rosa's phone number?
AeroLeads has found 3 phone signal(s) with area code 561, 843 for Ivan Rosa at Optimist Capital.
Where is Ivan Rosa based?
Ivan Rosa is based in West Palm Beach, Florida, United States while working with Optimist Capital.
What companies has Ivan Rosa worked for?
Ivan Rosa has worked for Optimist Capital, Npc Financial, Blackdog Advertising, R Squared Consulting, and Adt.
Who are Ivan Rosa's colleagues at Optimist Capital?
Ivan Rosa's colleagues at Optimist Capital include Dane Decker, Monica Sichel, Melissa Ziegler, Leticia Cazares, and Luke Dickson.
How can I contact Ivan Rosa?
You can use AeroLeads to view verified contact signals for Ivan Rosa at Optimist Capital, including work email, phone, and LinkedIn data when available.
What schools did Ivan Rosa attend?
Ivan Rosa holds Bachelor Of Science (B.S.) from United States Naval Academy.
What skills is Ivan Rosa known for?
Ivan Rosa is listed with skills including Strategic Planning, Leadership, Brand Management, Management, Business Development, Marketing, Advertising, and Crm.
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