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Ann Rosenbaum

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Ann Rosenbaum

Managing Director - Investments | Wells Fargo Advisors

Barrington Hills, Illinois, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Sustainability

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Non-Profit Experience

Ann Rosenbaum

Work Experience

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Managing Director - Investments at

Wells Fargo Advisors

March 2019 - Present

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Managing Director - Investments at

Wells Fargo Advisors

May 2006 - February 2019

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Senior Vice President - Investments at

UBS Group AG

February 1994 - May 2006

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Ann Rosenbaum

Education

University of Chicago, M.B.A.

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

mail

*************@wellsfargoadvisors.com

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