Rosie Morris, Analyst
Rosie is an Analyst at Innovest. She provides support to the firm’s clients as part of the Client Service team. She is responsible for client asset transfers, miscellaneous client transactions. investment trading, wire requests, transactions, and paperwork. She is also responsible for providing administrative support to Consultants, and Marketing, Research and Client Service professionals.
She comes to Innovest with 27 years of experience in Marketing and Product Management with Qwest Communications. She served 2 years in the United States Marine Corps as a Communications Operator.