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Ann Romano Email & Phone Number
Wealth and Investment Manager
at
Ellevest
LinkedIn matched
✓ Verified May 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 company 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 · 7 years
Ann Romano work experience
A career timeline built from the work history available for this profile.
Wealth & Investment Manager
Current
2019 - Present
~7 yrs 4 mos
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 →
MW
Michelle Wagner, Cfp®
Colleague at Ellevest
Metropolitan Fresno, United States
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SF
Sara Faurer
Colleague at Ellevest
Greater Chicago Area, United States
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DS
Dorel Sepp
Colleague at Ellevest
New York, New York, United States, United States
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EW
Earl Woo
Colleague at Ellevest
Philadelphia, Pennsylvania, United States, United States
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RP
Radha Patole
Colleague at Ellevest
Philadelphia, Pennsylvania, United States, United States
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BD
Bianca Dixon
Colleague at Ellevest
Boston, Massachusetts, United States, United States
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JW
Jack Wright
Colleague at Ellevest
Los Angeles, California, United States, United States
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AG
Alondra Garcia, Cfa
Colleague at Ellevest
Pensacola, Florida, United States, United States
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MB
Mikayla Burrage
Colleague at Ellevest
New Albany, Indiana, United States, United States
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VA
Veronica A. Taylor, Cfp®
Colleague at Ellevest
White Plains, New York, United States, United States
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Michelle Wagner, Cfp®
Colleague at Ellevest
Metropolitan Fresno, United States
View →
SF
Sara Faurer
Colleague at Ellevest
Greater Chicago Area, United States
View →
DS
Dorel Sepp
Colleague at Ellevest
New York, New York, United States, United States
View →
EW
Earl Woo
Colleague at Ellevest
Philadelphia, Pennsylvania, United States, United States
View →
RP
Radha Patole
Colleague at Ellevest
Philadelphia, Pennsylvania, United States, United States
View →
BD
Bianca Dixon
Colleague at Ellevest
Boston, Massachusetts, United States, United States
View →
JW
Jack Wright
Colleague at Ellevest
Los Angeles, California, United States, United States
View →
AG
Alondra Garcia, Cfa
Colleague at Ellevest
Pensacola, Florida, United States, United States
View →
MB
Mikayla Burrage
Colleague at Ellevest
New Albany, Indiana, United States, United States
View →
VA
Veronica A. Taylor, Cfp®
Colleague at Ellevest
White Plains, New York, United States, 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 Michelle Wagner, Cfp®, Sara Faurer, Dorel Sepp, Earl Woo, and Radha Patole.
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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