Omar De La Rosa in

Omar De La Rosa

Sharpshooter · DISC type CD
Senior Investment Analyst at Raymond James
📍 Greater Tampa Bay Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
17 Years
Current Role
Senior Investment Analyst
Job Level
Mid-senior
Location
Greater Tampa Bay Area, United States
Personality Overview

How Omar shows up

Thorough Evaluator
Rigorous & Demanding
Fast But Analytical

More than the product, they care about the effectiveness of the product. They are very proud of what they do. They like to act fast and expect others to do the same.

Priorities

Topics Omar cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

1-2021
Senior Investment Analyst
Raymond James
6-2017 - 1-2021
Associate, Equity Capital Markets
Raymond James
7-2014 - 6-2017
Relationship Manager - Raymond James Int'l Holdings
Raymond James
6-2008 - 7-2014
Risk Management
Raymond James
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2015
Education details unavailable
Passed Level I of the CFA Program
2004 - 2008
Bachelor of Science
University of South Florida
2016
Education details unavailable
Level II Candidate in the CFA Program
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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