Rosa Zagorski

Analyst-Equity chez Crescent Grove Advisors LLC

Profil

Ms. Rosa Zagorski, CPA, is a Senior Financial Analyst at Crescent Grove Advisors LLC.
With over sixteen years of experience in the financial services industry, she is responsible for assisting a Senior Client Advisor in the implementation of highly customized financial solutions for C-suite executives, entrepreneurs and business owners and their families.
This includes the preparation of analysis and reports for the Senior Client Advisor and providing recommendations relative to the client’s needs.
Before joining Crescent Grove Advisors, she was a Senior Financial Analyst at Cedar Street Advisors, a boutique wealth management organization catering to highly affluent clients.
Prior to joining Cedar Street Advisors, she was the Corporate Compensation Director for Marshall & Ilsley Corporation, where she was responsible for the design, implementation and administration of the company’s compensation programs, with a focus on executive compensation.
She received her MS-Taxation and BBA-Accounting degrees from the University of Wisconsin – Milwaukee.
She has attained her CPA designation.

Postes actifs de Rosa Zagorski

Sociétés	Poste	Début
Crescent Grove Advisors LLC	Analyst-Equity	01/05/2015

Formation de Rosa Zagorski

University of Wisconsin

Undergraduate Degree