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Ann Rosenbaum
Ann Rosenbaum
Managing Director - Investments | Wells Fargo Advisors
Barrington Hills, Illinois, United States
Ann Rosenbaum
Summary
Ann Rosenbaum is a seasoned investment professional with over 25 years of experience managing portfolios for high-net-worth individuals and families. As the Managing Director at the Rosenbaum Group of Wells Fargo Advisors, she employs her expertise in risk analysis and security valuation to optimize client investments. Ann's previous role at UBS Financial Services as a Senior Vice President further solidified her reputation in the investment advisory field. She holds an MBA in finance and economics from the University of Chicago and a Ph.B. from Northwestern University, showcasing her strong academic background. In addition to her professional accomplishments, Ann is actively involved in community service, providing pro bono financial advice to various charities in the Chicago area. Her commitment to both her clients and community reflects a well-rounded approach to her profession. Ann is a member of the CFA Institute and the CFA Society of Chicago, indicating her dedication to maintaining high professional standards. Her leadership experience and technical acumen make her a valuable asset in the investment industry.
Ann Rosenbaum
Work Experience
Managing Director - Investments at
Wells Fargo Advisors
March 2019 - Present
Managing Director - Investments at
Wells Fargo Advisors
May 2006 - February 2019
Senior Vice President - Investments at
UBS Group AG
February 1994 - May 2006
Ann Rosenbaum
Education
University of Chicago, M.B.A.
Northwestern University, Ph. B.
Frequently Asked Questions about Ann Rosenbaum
What is Ann Rosenbaum email address?
Ann Rosenbaum's primary email address is *************@wellsfargoadvisors.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Ann Rosenbaum work for?
Ann Rosenbaum is a Managing Director - Investments at Wells Fargo Advisors, a company specializing in Functions related to depository banking.
Where Ann Rosenbaum graduated from?
Ann Rosenbaum holds a degree in Financial Economics from University of Chicago.
How can I directly contact Ann Rosenbaum?
To contact Ann Rosenbaum directly, you can use the email address *************@wellsfargoadvisors.com. Complete contact information is available upon registration with Muraena.
Who is Ann Rosenbaum?
Ann Rosenbaum is a seasoned investment professional with over 25 years of experience managing portfolios for high-net-worth individuals and families. As the Managing Director at the Rosenbaum Group of Wells Fargo Advisors, she employs her expertise in risk analysis and security valuation to optimize client investments. Ann's previous role at UBS Financial Services as a Senior Vice President further solidified her reputation in the investment advisory field. She holds an MBA in finance and economics from the University of Chicago and a Ph.B. from Northwestern University, showcasing her strong academic background. In addition to her professional accomplishments, Ann is actively involved in community service, providing pro bono financial advice to various charities in the Chicago area. Her commitment to both her clients and community reflects a well-rounded approach to her profession. Ann is a member of the CFA Institute and the CFA Society of Chicago, indicating her dedication to maintaining high professional standards. Her leadership experience and technical acumen make her a valuable asset in the investment industry.
Ann`s contact details
*************@wellsfargoadvisors.com
Colleagues
First Vice President - Investments
Financial Advisor, Vice President - Branch Manager
Managing Director-Investments
Managing Director-Branch Manager at Wells Fargo Advisors
Managing Director-Investments - Abeles Flurie Wealth Management Group
Vice President, Lead Business Growth Strategy Consultant
Executive Director, Compliance Senior Manager
Vice President, Senior Compliance Specialist
Financial Advisor, Managing Director-Investment Officer
Vice President, BP&CG