Andrea Roess started their work experience in 1990 as a Financial Analyst at HUD, where they worked until 1991. Following that, they joined David Taussig & Associates, Inc. in 1992, where they have been serving as the Managing Director.
Andrea Roess completed their Bachelor of Arts degree in Psychology/Public Policy Analysis from Pomona College between the years 1984 and 1988. Andrea then pursued their Master of Business Administration (MBA) with a specialization in Finance from the San Francisco State University, Lam Family College of Business from 1989 to 1991. Additionally, Andrea Roess has obtained certifications including the Series 50 from the Municipal Securities Rulemaking Board in May 2017 and the Series 65 from the Financial Industry Regulatory Authority (FINRA), although the specific month and year of attainment are unknown.
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