Ivan Rosa

Ivan Rosa Email and Phone Number

Investment Advisor Representative @ Optimist Capital
West Palm Beach, FL, US
Ivan Rosa's Location
West Palm Beach, Florida, United States, United States
Ivan Rosa's Contact Details
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/

Ivan Rosa's Current Company Details
Optimist Capital

Optimist Capital

View
Investment Advisor Representative
West Palm Beach, FL, US
Website:
npcfinancial.com
Employees:
114
Ivan Rosa Work Experience Details
  • Optimist Capital
    Investment Advisor Representative
    Optimist Capital
    West Palm Beach, Fl, Us
  • Npc Financial
    Financial Representative
    Npc Financial Nov 2019 - Present
    Jupiter, Florida, United States
    Financial 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 situation. Links to external sites are providedfor your convenience in locating related information and services. Guardian, its… Show more Financial 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 situation. Links to external sites are providedfor your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites,organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. Show less
  • Blackdog Advertising
    Marketing Consultant - Account Planning And Management
    Blackdog Advertising Oct 2015 - Nov 2019
    Miami/Fort Lauderdale Area
    Responsible for strategic planning, marketing plan development and execution, and day-to-day management of account activities.
  • R Squared Consulting
    Principal
    R Squared Consulting Jul 2015 - Nov 2019
    West Palm Beach, Florida Area
    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 improved results. Develop competitive landscape and actionable intelligence. Evaluate internal teams, agencies, and other vendors, and… Show more 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 improved results. Develop competitive landscape and actionable intelligence. Evaluate internal teams, agencies, and other vendors, and implement training and development plans. Conduct searches for senior leaders or developmental candidates that fit your corporate culture, and efficiently select new vendors through disciplined RFP processes. Show less
  • Adt
    Marketing
    Adt Feb 2005 - Jul 2015
    West Palm Beach, Florida Area
    Responsible for creative development, production, and fulfillment processes across all channels in North America, delivering efficient lead growth for Residential and Small Business segments.
  • Office Depot
    Director Of Strategic Planning
    Office Depot 2003 - 2004
    West Palm Beach, Florida Area
    Designed and implemented an annual strategic planning process at this $12 Billion retailer. Managed initiatives from inception to launch.
  • Starmedia Networks
    Director Of Marketing
    Starmedia Networks 2001 - 2002
    Miami/Fort Lauderdale Area
    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.
  • Renaissance Cruises
    Director Of Marketing
    Renaissance Cruises 2000 - 2001
    Miami/Fort Lauderdale Area
    Development and implementation of $45 Million marketing plan for the Renaissance Cruises brand. Supervised ten marketing professionals and agency team of four.
  • Fpl
    Brand Manager
    Fpl Feb 1998 - Oct 1999
    West Palm Beach, Florida Area
    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 agency.
  • P&G
    Brand Manager
    P&G Jul 1994 - Feb 1998
    Cincinnati, Ohio Area
  • United States Marine Corps
    Major
    United States Marine Corps 1984 - 1994
    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.

Ivan Rosa Skills

Strategic Planning Leadership Brand Management Management Business Development Marketing Advertising Crm Entrepreneurship Strategic Partnerships Sales Start Ups Process Improvement Six Sigma Competitive Analysis Security Business Planning Analytics B2b International Business Lead Generation Asset Protection Long Term Care Insurance Succession Planning Buy Sell Agreements Estate Planning Income Protection Legacies Life Insurance Multi Generational Planning Retirement Income Strategies Risk Management Wealth Accumulation Wealth Preservation Planning

Ivan Rosa Education Details

Frequently Asked Questions about Ivan Rosa

What company does Ivan Rosa work for?

Ivan Rosa works for Optimist Capital

What is Ivan Rosa's role at the current company?

Ivan Rosa's current role is Investment Advisor Representative.

What is Ivan Rosa's email address?

Ivan Rosa's email address is ir****@****sna.com

What is Ivan Rosa's direct phone number?

Ivan Rosa's direct phone number is +156175*****

What schools did Ivan Rosa attend?

Ivan Rosa attended United States Naval Academy, Chapman University, Academia Santa Monica.

What are some of Ivan Rosa's interests?

Ivan Rosa has interest in Boating, Children, Entrepreneurship, Volunteerism, Education, Scuba Diving, Real Estate Investing.

What skills is Ivan Rosa known for?

Ivan Rosa has skills like Strategic Planning, Leadership, Brand Management, Management, Business Development, Marketing, Advertising, Crm, Entrepreneurship, Strategic Partnerships, Sales, Start Ups.

Who are Ivan Rosa's colleagues?

Ivan Rosa's colleagues are Gabriel Bello, Brett Hart, Brett Zuckerman, Tyler Rounsaville, Jeffrey Newman, Vishal More, Luke Dickson.

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