Roseann Bunshaft

Roseann Bunshaft
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Roseann Bunshaft's Biography

Type Of Business:
Financial Services Company
Marketing Area:
National
Expertise:
Ms. Bunshaft's expertise is in retirement planning.
Major Product/SVS:
Financial Services
Favorite Business Publication:
Barron's; Zack's Team; The New York Times
Hobbies/Sports:
Gardening, Going to Casinos, Playing the Guitar, Spending Time at the Beach
Education Degrees:
Bachelor of Arts in Music Composition, Berklee College of Music
Affiliations Awards:
District X Director, Business and Professional Women's Association; Business and Professional Women's Association, New York; Chairwoman, Fall Board
Place of Birth:
Patchogue
Children's Names:
Melissa, Kara
Work History:
Financial Advisor, Morgan Stanley Dean Witter & Co. (1995-2001); Field Director, Girl Scouts of Suffolk County, Commack, NY (1990-1995); Senior Pension Analyst, State Street Bank & Trust Co., Boston, MA (1980-1990)
Throughout the duration of your career, what was the one highlight that stood out the most?:
The highlight of her career was attaining her Accredited Asset Management Specialist certification.
Charity:
Local Church; Volunteer, Big Brothers Big Sisters of America; Multiple Sclerosis Society; Domestic Violence Shelter; Brighter Tomorrows; American Cancer Society
Number Of Years In Profession:
23
Number Of Years In Current Position:
18
What Does He/She Attribute Success To:
She attributes her success to her determination, and ability to overcome sales rejections, and maintain personal and professional balance.
Why did you become involved in your profession or industry?:
She became involved in her profession because she worked for a bank after graduating from college and realized that she was great at financial planning.
Education Certifications:
Accredited Asset Management Specialist
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