Will Rosen

Will Rosen has a diverse work experience, ranging from finance and investment banking to co-founding a company. Will is currently working as the Vice President of Finance at Monarch Communities® since March 2023. Prior to this role, they served as an Associate in Technology Investment Banking at Credit Suisse from July 2021 to March 2023. Will also pursued an MBA at the University of Virginia Darden School of Business from August 2019 to May 2021. Will gained further experience as an Investment Banking Summer Associate at Credit Suisse in July and August 2020. Before their MBA, Will worked as a Winter/Spring Associate at Talent Tech Labs from January to June 2019. Will co-founded Purpose Life, a company they worked at from June 2017 to May 2019. Will also held the position of Vice President at Brix Wealth Management from November 2016 to December 2018, and Wealth Management Advisor at Barnum Financial Group from August 2015 to October 2016. In 2014, they gained valuable experience as an intern in legislative roles both at the United States Senate, working for Senator Tim Scott, and at the U.S. House of Representatives, working for Congressman John Lewis.

Will Rosen holds a Master of Business Administration (MBA) degree in Business Administration and Management from the University of Virginia Darden School of Business. Will is currently enrolled in the Chief Financial Officer Program at Columbia Business School Executive Education, with an expected completion date between 2023 and 2025. Will also has an Advanced Diploma in Financial Planning from NYU School of Professional Studies. Prior to these programs, they obtained a Bachelor of Arts (B.A.) degree in Political Science from Trinity College-Hartford. Additionally, Will has obtained certifications such as Series 79 from FINRA in 2021 and Certified Financial Planner (CFP) from CFP Board in 2017. Will is also affiliated with certifications including Series 66 and Series 7 from the Financial Industry Regulatory Authority (FINRA). Will's educational background also includes attendance at UNSW and St. George's School, although no specific degrees or fields of study were mentioned for these institutions.