Rosemary Terpolilli

Summary

• 25+ years of experience working in the financial services industry
• Worked as a freelance financial writer since 2009
• Volunteered as a financial literacy trainer for more than four years

Experience

Rosemary Terpolilli has more than 25 years of experience working in the financial services industry. She holds several industry designations in financial consulting, insurance underwriting, and retirement planning. Her work experience encompasses the banking, insurance, and investment industries, where she worked in the capacity of a financial advisor, marketing analyst, investment consultant, and sales manager.

Rosemary has conducted investment seminars, prepared marketing campaigns and helped to customize individual portfolios. For more than six years, Rosemary worked, first as a marketing analyst and later as a financial advisor, with USAA. Before that time, she worked with Edwards Jones and San Antonio Federal Credit Union.

In addition to her career in financial services, Rosemary has been a freelance writer since 2009. She covers a wide array of financial topics, including retirement planning, personal finance, debt management, and college savings. For more than nine years, she has created informative content for Examiner.com, AXS–San Antonio, HubPages, LoveToKnow, and Investopedia. Rosemary's Investopedia content focuses on mutual fund investing, and you can find her work in syndication on Yahoo. She is active in her community and volunteered as a financial literacy trainer for more than four years.

Education

Rosemary earned her Bachelor of Science in psychology at Wright State University.

Rosemary holds Chartered Financial Consultant (ChFC), Chartered Life Underwrite (CLU), Chartered Retirement Planning Counselor (CRPC), and Financial Industry Regulatory Authority (FINRA) designations.