Client Service Relationship Associate
Rose is a Client Services Associate at Signature. As a member of the Client Service Team, Rose serves as a liaison between Signature’s clients and relationship managers. She assists with portfolio management and trading, reporting, funds management, and various duties relating to client service. She strives to deliver an excellent client experience and is able to assist clients on a variety of detailed aspects in all matters of administration.
A graduate from Old Dominion University, Rose holds a BS degree in business administration with a major in Finance. She also holds a Registered Investment Advisor Series 65 certification. Rose brings twenty-five years of financial service experience to the Client Service Team. Prior to joining Signature, she was a Business Manager with BB&T Asset Management, serving as the main contact and internal liaison for legacy accounts. Other key roles have included Portfolio Manager Assistant, supporting municipal bond and fixed income portfolio managers. Rose also held a quality assurance position and is able to assist in a compliance division of the securities industry. She has been a team member of Security and Exchange Commission reviews and wrote policies and procedures for internal audits.
Rose’s personal interests include gardening, cycling, running/walking in Seashore State Park, traveling and reading. Rose lives in Virginia Beach with her husband and family and enjoys the oceanfront on sunny summer days.