Charlotte Lally

Charlotte Regan has extensive experience in client relationship management and analytical roles within the finance sector. Currently serving as a Relationship Manager at Rockit Solutions, LLC since May 2017, Charlotte has previously held positions as Client Services Coordinator and Client Services Associate within the same company. Prior experience includes a role as a Portfolio Analysis and Risk Analyst at Neuberger Berman, where responsibilities encompassed performance attribution analysis, equity composite maintenance, and the preparation of performance commentary for Portfolio Managers. Internships at The Citco Group involved preparing P&L statements and supporting risk and valuation analysts. Charlotte holds a Bachelor's degree in Mathematics from Baruch College, as well as another Bachelor's degree in Mathematics from Pace University.