Roseann Puzo
Client Services Representative
Roseann Puzo is our Office Manager & 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, spending several years with Automatic Data Processing (ADP). While at ADP, Roseann worked with retirement plans throughout the North Jersey region, especially with 401k plans.
Aside from her work in finance, she is fluent in Italian and Spanish. She is also an actress, having been featured in shows such as Billions, Blue Bloods, and Succession.