Wilson Rosa

Wilson is an Operations Analyst at Carret. He has over 25 years of experience in trade operations and portfolio accounting. Wilson is resposible for all apsects of portfolio reconciliation to ensure the accuracy of client accounts. Wilson assists with operations functions on a daily basis. Prior to joining Carret in 2019, he was a Vice President of Operations at Guggenheim Partners in New York, NY and Assistant Operations Manager at First Republic Bank in New York, NY.

Outside Carret:

Wilson enjoys spending time with his family.