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Rosemary Verna

Rosemary Verna

Client Services Manager

Rosemary is responsible for supporting your team in assisting our clients.  She has 14 years of experience working in the financial services industry and over 30 years of experience with taxation and accounting.   Rosemary is a Registered Sales Assistant with First Allied Securities, Inc., holds Series 7 and 63 securities licenses with First Allied Securities, Inc. and she is a registered life and health insurance agent in North Carolina.   She graduated from Iona College with a Bachelor of Business Administration.