Rosemary Santana

rsantana@gmadvisorygroup.com | 631.227.3900

 

Rosemary joined GMAG in 2017.

As an Operations Specialist, Rosemary is responsible for providing top notch operational process support to our clients. She has achieved a high degree of knowledge relating to our custodians operational platforms as well as GMAG’s systems and processes. She leverages her understanding to provide premier service in her functional area which includes processing account opening applications, and custodial cashiering requests. Rosemary is a thoughtful communicator, whose care and focus on exceeding our clients’ expectations makes her a very important part of the GMAG team.
Prior to joining GMAG, Rosemary was a Compliance Associate at LionEye Capital Management. Her key role was to update and maintain the firm’s compliance policies and procedures in accordance with SEC rules and regulations. Rosemary holds a B.A in Forensic Psychology from John Jay College of Criminal Justice.
Rosemary lives in Riverdale, NY with her husband, Luis and their son, Gabriel. She enjoys cooking and spending time with family and friends.