Lizzie Rosso
About Lizzie Rosso
Lizzie Rosso is a Financial Services Representative at MassMutual Financial Group and Executive Director at the Latin American Business Council in Puerto Rico.
Current Roles
Lizzie Rosso currently holds the position of Financial Services Representative at MassMutual Financial Group in Puerto Rico. Additionally, she serves as Executive Director at the Latin American Business Council (CEAL) - Puerto Rico Chapter. She has been associated with MassMutual Financial Group since August 2016, where she focuses on helping clients achieve their financial and protection goals through comprehensive planning and guidance.
Previous Experience
Before her current roles, Lizzie Rosso was the Principal at LR Growth Advisors from 2012 to 2016. She also served as President of the Economic Development Bank for Puerto Rico from 2008 to 2011. She was the SVP - General Manager of Consumer Banking at Doral Financial Corporation from 2006 to 2008 and worked as Regional Manager at Banco Popular de Puerto Rico from 1987 to 2006.
Education and Expertise
Lizzie Rosso earned her MBA in Management Information Systems (MIS) from Drexel University's LeBow College of Business, where she studied from 1984 to 1985. Her educational background supports her extensive career in financial services, where she specializes in providing a broad portfolio of solutions including life, disability, and long-term care insurance, as well as retirement planning and asset accumulation strategies for high net worth clients.
Collaboration Network
Lizzie Rosso collaborates with an extensive network of experienced CPAs and tax attorneys, both in Puerto Rico and the United States. This collaboration enables her to offer specialized tax and estate planning strategies, adding another layer of expertise to her financial planning services. Her network enhances her ability to provide tailored solutions to high net worth families, business owners, and institutions.
Financial Services Expertise
At MassMutual Financial Group, Lizzie Rosso provides a comprehensive range of financial services aimed at supporting clients' financial and protection goals. Her portfolio includes life, disability, and long-term care insurance, as well as retirement planning and asset accumulation strategies. She focuses on delivering personalized guidance to help clients navigate their financial journeys effectively.