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Ann Romano Email & Phone Number
Wealth and Investment Manager
at
Ellevest
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Wealth and Investment Manager
Location
San Jose, California, United States
Company size
Who is Ann Romano? Overview
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Quick answer
Ann Romano is listed as Wealth and Investment Manager at Ellevest, a with 69 employees, based in San Jose, California, United States. AeroLeads shows a matched LinkedIn profile for Ann Romano.
Ann Romano previously worked as Wealth & Investment Manager at Ellevest and Financial Advisor at Morgan Stanley. Ann Romano holds Accounting & Information Systems from Villanova University.
Company email context
Email format at Ellevest
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Ellevest
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Profile bio
About Ann Romano
Ann Romano is a Wealth and Investment Manager at Ellevest.
Current workplace
Ann Romano's current company
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Ellevest
5 roles
Ann Romano work experience
A career timeline built from the work history available for this profile.
Wealth & Investment Manager
Financial Advisor
I managed the full scope of client's relationship by evaluating the client’s financial needs, investment opportunities, current holdings and available investment capital.
Sep 2018 - Oct 2019
Wealth Management Advisor
I effectively navigated proprietary planning and investment management tools; deliver investment management, including but not limited to investment.
Oct 2015 - Aug 2018
Finance Business Development Manager
I developed and implemented new revenue generation models as well as targeting and positioning strategies; Developed and maintained high level relationships with key accounts and C-suite customers; Also, implemented and directed the field sales plan within the assigned sales region/division so as to achieve stated sales objectives.
Feb 2013 - Sep 2015
Team & coworkers
Colleagues at Ellevest
Other employees you can reach at ellevest.com. View company contacts for 69 employees →
MB
Mikayla Burrage
Colleague at EllevestNew Albany, Indiana, United States
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NP
Nicole Phillips, Cfp®, Cdfa®
Colleague at EllevestGonzales, Louisiana, United States
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BR
Biverly Recilla
Colleague at EllevestBacoor, Calabarzon, Philippines
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MD
Mari Delgado, Cfp®
Colleague at EllevestMiami-Fort Lauderdale Area, United States
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JO
Jade O'Brien
Colleague at EllevestMinneapolis, Minnesota, United States
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JZ
Jesus Zapeta
Colleague at EllevestGuatemala City, Guatemala
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MB
Mikayla Burrage
Colleague at EllevestNew Albany, Indiana, United States
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LL
Lori Lustberg, Cfp®, Cdfa®, Jd
Colleague at EllevestUnited States
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MS
Melissa Szobota
Colleague at EllevestNew York City Metropolitan Area, United States
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DN
David Nguyen
Colleague at EllevestNew York, United States
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Mikayla Burrage
Colleague at EllevestNew Albany, Indiana, United States
View →
NP
Nicole Phillips, Cfp®, Cdfa®
Colleague at EllevestGonzales, Louisiana, United States
View →
BR
Biverly Recilla
Colleague at EllevestBacoor, Calabarzon, Philippines
View →
MD
Mari Delgado, Cfp®
Colleague at EllevestMiami-Fort Lauderdale Area, United States
View →
JO
Jade O'Brien
Colleague at EllevestMinneapolis, Minnesota, United States
View →
JZ
Jesus Zapeta
Colleague at EllevestGuatemala City, Guatemala
View →
MB
Mikayla Burrage
Colleague at EllevestNew Albany, Indiana, United States
View →
LL
Lori Lustberg, Cfp®, Cdfa®, Jd
Colleague at EllevestUnited States
View →
MS
Melissa Szobota
Colleague at EllevestNew York City Metropolitan Area, United States
View →
DN
David Nguyen
Colleague at EllevestNew York, United States
View →
2 education records
Ann Romano education
Accounting & Information Systems
Ir210 International Politics: Building Democracies From Conflict
FAQ
Frequently asked questions about Ann Romano
Quick answers generated from the profile data available on this page.
What company does Ann Romano work for?
Ann Romano works for Ellevest.
What is Ann Romano's role at Ellevest?
Ann Romano is listed as Wealth and Investment Manager at Ellevest.
Where is Ann Romano based?
Ann Romano is based in San Jose, California, United States while working with Ellevest.
What companies has Ann Romano worked for?
Ann Romano has worked for Ellevest, Morgan Stanley, and American Financial Services Group Inc..
Who are Ann Romano's colleagues at Ellevest?
Ann Romano's colleagues at Ellevest include Mikayla Burrage, Nicole Phillips, Cfp®, Cdfa®, Biverly Recilla, Mari Delgado, Cfp®, and Jade O'Brien.
How can I contact Ann Romano?
You can use AeroLeads to view verified contact signals for Ann Romano at Ellevest, including work email, phone, and LinkedIn data when available.
What schools did Ann Romano attend?
Ann Romano holds Accounting & Information Systems from Villanova University.
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