Lucy Rosario's Location
Chicago, Illinois, United States
Lucy Rosario's Work
- Client Services Associate @ Capstone Financial Advisors Inc.
- Sr. Client Services Administrator @ BNY Mellon Wealth Management
- Department Administrator, Finance @ MacArthur Foundation
- Client Services Officer, Corporate Lending @ Roynat Capital
- Office Manager @ Altima Landscaping
- Analyst Assistant, Research @ William Blair
Lucy Rosario's Education
- Boston University
Economics (International Relations and Affairs)
- Morgan Park Academy
Lucy Rosario's Skills
- Financial Modeling
- Financial Analysis
- Management
- Portfolio Management
- Equities
- Banking
- Investment Banking
- Budgets
- Investments
- Risk Management
Lucy Rosario's Summary
Lucy Rosario, based in Chicago, Illinois, United States, is currently a Client Services Associate at Capstone Financial Advisors Inc., bringing experience from previous roles at BNY Mellon Wealth Management, MacArthur Foundation, Roynat Capital (ScotiaBank) and Altima Landscaping. Lucy Rosario holds a Economics in International Relations and Affairs @ Boston University. With a robust skill set that includes Financial Modeling, Financial Analysis, Management, Portfolio Management, Equities and more, Lucy Rosario contributes valuable insights to the industry. Lucy Rosario has 2 emails on RocketReach.
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