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Rebecca E. Rooney, CFA

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Rebecca E. Rooney, CFA

Special Advisor

Rebecca Rooney is a Member of Consello’s Advisory Board.

Rebecca Rooney is a Member of Consello’s Advisory Board.

Background

Rebecca is an Advisor for Strategic Projects at Consello. She previously served in many capacities at the firm including as a Partner, Chief Operating Officer, Chief Administrative Officer and Chief Compliance Officer. Her background consists of 20 years of experience across Asset Management, Investment Banking, Private Equity, and Operations, culminating in a wide range of technical, analytical, and executive-level skill sets.

Prior to joining Consello as a Partner, Rebecca was a founding Principal at Integrum Holdings, a Senior Vice President at UBS Financial Services and an Executive Director at J.P. Morgan. Her career in finance began at Wells Fargo in the Corporate Banking division followed by investment banking in Leverage Finance at GE Capital.

Rebecca received an M.B.A. from Rice University and a B.S.M. from Tulane University, and she earned the Chartered Financial Analyst designation. She is also a YPO member in NYC.