Senior Client Service Associate
Rosie is a Senior Client Service Associate. Her primary role is to serve as a liaison between clients, advisors, and custodians to ensure clients’ needs are addressed fully and promptly. Rosie has 23 years of experience in financial client services, 12 of those years with Guaranty Bank and Trust and Private Capital Management.
Rosie graduated from the University of Phoenix with a Bachelor of Science in Business Administration and is fluent in Spanish.Back to Our Team