Rosemary is the Head of the Retail Annuities Sales Desk and Retirement Income wholesalers. Rosemary and her team are responsible for sharing New York Life’s spectrum of solutions and thought leadership content in the retirement income and accumulation space. Her team focuses on supporting advisors at Wirehouse, Bank, and Independent firms and identifying strategies that can help grow their business.
Rosemary joined New York Life Investments in 2009 as a Senior Sales Consultant, where she was responsible for promoting the New York Life suite of products including fixed annuities and MainStay mutual funds. Prior to joining New York Life, Rosemary was an Internal Wholesaler with AIG SunAmerica Mutual Funds where she focused on domestic and international equity and fixed income markets. Before that, she was an Internal Retirement Specialist with AllianceBernstein providing consultative retirement solutions to financial advisors and wholesalers.
Rosemary graduated with a Bachelor of Science in Marketing from William Paterson University. She holds her Series 6, 26, and 63 registrations, and New Jersey Life Insurance license. She currently resides in Glen Ridge, New Jersey with her husband, Caley, and daughters, Simona and Olympia.
Securities products are offered through NYLIFE Securities LLC (member FINRA/SIPC), a licensed Insurance Agency. NYLIFE securities LLC is a New York Life Company.