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
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
