Rosa Galvao

Helping individuals protect their assets and navigate their retirement journey with personalized financial strategies

Role: Chief Executive Officer at Rise North Capital
Location: Boston, MA, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Rosa Galvao

I am a licensed agent who helps individuals protect their assets and navigate their…

Experience

Chief Executive Officer
Rise North Capital
Jun 2024 — Present

Education

Emmanuel College
BSBA, Business Administration
2004 — 2009
Fenway High School
High School Diploma
1989 — 1993

Skills

Outlook
Call Center
Insurance
Invoicing
Microsoft Office
Leadership
Customer Service
Salesforce.com
Employee Benefits
Access
Microsoft Excel
Call Centers
Process Improvement
Analysis
Business Analysis
Risk Management
Public Speaking
Strategic Planning
Business Process Improvement
Microsoft Access
Microsoft Outlook
Microsoft Powerpoint
Training

Contact information

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Work email
•••••@risenorthcapital.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Rise North Capital

Financial Services · 103 employees · Founded 2019 · Braintree, Massachusetts, United States

Rise North Capital is a financial services organization whose mission is to help individuals, families, and businesses reach their financial goals. We are dedicated to helping our clients reach their financial goals by helping to prepare them for life's uncertainties, building and protecting assets and guiding them towards financial independence. Our team of experienced professionals utilizes an all hands on deck approach in creating “tailored strategies” to help meet the unique financial needs and goals of every client. By taking every client through our process, we are able to fully understand their situation and provide customized solutions for insurance and “retirement”. We pride ourselves on delivering excellence throughout the client experience and strive to make a positive impact in every life we touch. Our Core Values: Growth Relationships Professionalism Passion Service TC11•••••••43

risenorthcapital.com

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About Rosa Galvao

Experience

Chief Executive Officer

Education

Emmanuel College

Fenway High School

Skills

Find verified contacts for anyone on LinkedIn