Anthony Rossi

Investment management consultant

Anthony Rossi, MBA, has a diverse background in finance and leadership. Experience includes roles as a Financial Advisor at Private Client Services from August 2017 to May 2018, and Sr Financial Consultant at TIAA from May 2018 to January 2021. Additional positions held include an Investment Management Consultant at Fidelity Investments in November 2021 and a Financial Services Representative at Vanguard in mid-2017. Leadership experience includes serving as Student Body President at Rowan-Cabarrus Community College from August 2014 to May 2015. Currently, Anthony is a Partner at Summit Coffee since September 2022. Educational qualifications comprise an MBA in Finance from Wake Forest University, a Bachelor of Business Administration in Finance from the University of North Carolina at Charlotte, and an Associate of Arts in Business Administration from Rowan-Cabarrus Community College.

Location

Charlotte, United States

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