Rosie M. Warren, IACCP®
Marketing Specialist & Senior Portfolio Operations Analyst
Rosie Warren is a Marketing Specialist & Senior Portfolio Operations Analyst at Capstone Financial Advisors. After her mother introduced her to banking when she was 17 years old, Rosie knew the financial industry was a natural fit. In her last few years with Capstone, Rosie has taken on more responsibility and become a leader in the portfolio operations department.
“I like being part of a team and a company—Capstone—whose values and culture align with my own,” she says.”
Invested in your future
Rosie has worked in both the banking and financial services industries since 2012. Some days, her job can be routine. Other days are filled with unexpected tasks that challenge her to stay flexible and efficient. But, above all, she’s here to help.
“I pride myself on having open communication with my manager and team. I’m always willing to lend a hand and be a team player,” Rosie says.”
Building community
Rosie is married with two beautiful children. Family and friends are also an important part of her life. She lived in Italy as a child and speaks fluent Italian. Rosie returns to visit her home-away-from-home whenever possible. Since 2016, she has served as a holiday volunteer at the Ronald McDonald House.
Rosie earned a Bachelor of Science in international business from Elmhurst College.