Rose is responsible for client services coordination, maturity funding placements for the Firm (employer purchased qualifed individual annuities), internal IT coordination and implementation, special projects development and management, and back-up the Group Annuity Operations Division.
Rose has over 30 years experience in the group and individual pension risk transfer/liability settlement space, working on both qualified and non-qualified annuity placements.
Rose also has extensive experience working for national and large local accounting firms, and with commercial property development/management entities.
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