Andrea Rosales
Senior Wealth Analyst
As a senior wealth analyst, Andrea works with our client service team and wealth managers to provide personalized portfolio management and financial planning services for our clients. Prior to LNW, Andrea was a loan operations analyst at Funding Circle, where she reviewed closing loan packages to validate internal policies and investor requirements and managed custodian logistics and disbursement of loan proceeds.
We are what we repeatedly do. Excellence, then, is not an act, but a habit.
Designations and Education
B.S. in Business Administration, Notre Dame de Namur University
Personal Passion
Getting outside with her dog, trying out new restaurants, breweries and coffee shops, and spending time with friends and family.
