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Roseanne Coral

International Investment Associate

Biography

As International Investment Associate at Cross Border Wealth, Roseanne supports the firm’s advisors in assisting U.S.-connected global individuals and U.S.-based expats with their cross-border wealth and retirement planning needs. She plays an integral role in maintaining clear communication between clients and advisors, ensuring that every client receives the attentive service and timely guidance needed to navigate complex international financial matters.

Before joining Cross Border Wealth, Roseanne built a strong career foundation in the financial and corporate sectors, having worked at J.P. Morgan Chase Bank NA – Chase Home Finance and Financial Times Electronic Publishing, where she focused on investor relations and client communication. She also brings over a decade of experience in sales, account management, and customer service - skills that enable her to blend operational precision with a genuine client-first approach.

Outside of work, Roseanne has a deep love for travel, exploring different cuisines, reading, and spending time in the kitchen cooking and baking for family and friends.

 

Highlights

Over a Decade Experience

Expertise in Bank Systems

Proficiency in Trading Platforms