CoverProfile

Daniel Rosales

Manager, Investments / Financial Planning

Premia Global Advisors

United States, Florida, Miami

About Me

Daniel Rosales, CIMA, is an Investments and Financial Planning Manager for Premia Global Advisors. Daniel holds several responsibilities within the team, including investment proposals, investment research, trading and reporting. Daniel began his career in engineering with Enel Distribution in Lima-Peru. He then moved to Boston where he joined Natixis Global Asset Management as an investment consultant, before relocating to Miami as Managing Regional Director for the distribution of Offshore Funds. Daniel earned a bachelor’s degree in Electronic Engineering from Universidad Ricardo Palma in Lima-Peru. He also holds the Certified Investment Management Analyst designation. He lives in Coral

View more

Profile Information

Manager, Investments / Financial Planning

Premia Global Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Miami

Florida

United States

Aug 25, 2025

Work Experience

Premia Global Advisors

Manager, Investments / Financial Planning
Dec 2018 - Present
Email: drosales@premiaglobaladvisors.com

More profiles to browse

Profile Photo
Sachin Borde
Wealth Management Advisor
Profile Photo
Miguel Sosa
Founding Partner, CEO and President, CIMA®

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
LA
Lily Akopyan
Executive Assistant
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc