Andrea Rosales
Senior Wealth Analyst | Investment Management, Financial Planning
- Role
- Senior Wealth Analyst at Laird Norton Wetherby
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Senior Wealth Analyst
Jan 2023 — Present · San Francisco, CA, US
Wetherby Laird Norton provides sophisticated investment advice and comprehensive wealth planning for high net worth families and individuals. As an independent advisory firm we offer objective, unbiased and thoughtful financial counsel centered on each client’s unique needs and priorities.
Education
Notre Dame de Namur University
Bachelor's degree
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