Roseann Puzo
Client Services Representative
Roseann Puzo is the Client Services Representative. She holds a Bachelor of Arts degree from Montclair State University and has a passion for people and helping others. Her background is in finance, as she has spent several years with Automatic Data Processing (ADP). While at ADP, Roseann worked with retirement plans within the North Jersey region, where she helped especially with 401k plans.
Aside from her work in finance, she is fluent in Italian and Spanish, and has spent time as an actress with features in shows including Billions, Blue Bloods, and Succession.