Rosie Bailey

Rosie is a Senior Business Service Specialist at Cumberland Advisors. In her role, Rosie provides support to the Private Wealth Client Service team and the Asset Management Client Relations team for all account changes, and terminations, as well as managing account life cycles from Pending to Closed statuses. The role ensures data accuracy for all accounts, completes and documents strategy changes, checks accounts for overdrafts and stale prices, maintains custodian and counterparty contacts, and handles various account maintenance tasks. Rosie has been with the firm since 2004 and has over 20 years of experience.