Ann Rose is based in one of our New York City offices and serves as Vice President on the Finance team. She supports the long-term strategic initiatives and operational evolution of the company through reporting, data management, and advanced analytics.

Previous Experience

  • Vice President – Analytics at Lenox Wealth Advisors
  • Senior Finance Analyst at Lenox Advisors
  • Senior Associate – Finance & Accounting at Constellation Energy
  • Operations Analyst – Billing at Constellation Energy
  • Office Manager/Bookkeeper at Cohen Specialists, LLC

Education & Credentials

  • BS, Binghamton University, Financial Economics