Rosy began her financial services career in 1994, when she accepted a position with the mortgage-banking subsidiary of Citizens Bank. Achieving the level of Vice President and Manager of the Farmington, Connecticut office, her division coordinated with Private Banking Services to provide specialized lending products to high net worth individuals. Rosy is a CERTIFIED FINANCIAL PLANNER professional with twenty years of experience providing personalized financial services. Over the years she has held other designations including, AIF (Accredited Investment Fiduciary), CRPC® (Chartered Retirement Planning Counselor).