Profile
Jim Rosen has over 25 years of experience serving the insurance, technology and financial services industries, including strategy formulation and execution (e.g., growth, product, distribution, operational strategies), operational optimization, technology enablement and project execution. Mr. Rosen has authored, presented and taught on a wide range of topics related to strategic differentiation and operational optimization in the insurance industry.
Professional Background
Jim has led strategy, sales, solutions and delivery teams in Management Consulting and technology firms, including Accenture, IBM and Gartner. He was the Global Strategist for IBM’s Insurance vertical; Director, Americas Insurance; and Partner, IBM Business Consulting Services. Jim was also Senior Managing Partner, Insurance at Gartner Consulting, and an Executive with Accenture. As a consultant, Jim leveraged his strategy, sales, product and operational experience to develop and implement business and technology strategies for dozens of Fortune 500 and mid-tier financial services and technology companies as well as several industry associations. He also has worked with several start-up and mid-sized technology companies through launch and growth phases.
Education
Jim is a graduate of Brown University (BA, History and Chinese Language) and Johns Hopkins University, School of Advanced International Studies (MA, International Affairs). In addition, he has taken advanced coursework at Harvard Business School, Wharton and National Taiwan Normal University.
Furthermore
Jim loves the outdoors, and you can frequently find him paddleboarding off the SoCal coast, hiking local trails, or skiing when he can get away with his wife, daughter and son.