Roxanna I.

Roxanna I. has a wealth of experience in the financial services industry. Roxanna began their career in 2011 as a Research Associate at Wells Fargo. Two years later, they were promoted to Product Manager and joined the Early Talent Development Program. In 2015, they moved to Stifel Financial Corp. as a Senior Equity Research Associate. In 2021, they joined VettaFi as Associate Director of Research. In this role, they have conducted thematic research on electric vehicles, e-commerce, streaming and gaming, blockchain and cryptocurrency, travel & leisure, space, and other megatrends. Roxanna has also spoken in major conferences, webcasts, and has appeared on both live and print media including TDAmeritrade Network, Fox Business, Investor's Business Daily, and Investment News.

Roxanna I. has a diverse education history. Roxanna obtained a BBA in Finance - Investment Management from Texas McCombs School of Business and a BA in Plan II Honors from The University of Texas at Austin between 2007 and 2011. Roxanna also holds a number of certifications, including a CAIA Charterholder from the CAIA Association (obtained in November 2022), a Certificate in ESG Investing from CFA Institute (obtained in June 2022), a Chartered Financial Analyst (CFA) from CFA Institute (obtained in August 2019), a Series 66 - Uniform Combined State Law Exam from the Financial Industry Regulatory Authority (obtained in May 2012), a Series 7 - General Securities Representative Exam from the Financial Industry Regulatory Authority (obtained in December 2011), and a Series 86/87 - Research Analyst Qualification Exam from the Financial Industry Regulatory Authority (FINRA) (obtained in November 2014).