Rosemarie has been a member of the team since 2006. Prior to joining RBC Wealth Management, she worked for Dreyfus Mutual Funds in the institutional department with the municipal bond desk. Rosemarie’s role within the Personal Wealth Management team is that of registered client associate. In that role, she assists clients with any account-related issues, all incoming account transfers, processing securities transactions, and assists with PWM’s asset allocation model portfolios. Rosemarie is an Accredited Asset Management Specialist and is a graduate of SUNY at Old Westbury where she graduated with a Bachelor of Science degree in finance. She and her husband, Glenn, are new homeowners in Massapequa Park, NY. Her interests are physical fitness activities including running, basketball and Pilates. Rosemarie holds the Series 7 and 63 licenses.