Alex Roggero

ASSOCIATE CLIENT OPERATIONS ANALYST

Alex is an Associate Client Operations Analyst at Mosaic whose responsibilities span all aspects of our clients’ business, financial, & legal lives. This includes maintaining and updating client data such as balance sheets and entity maps to provide an up-to-date financial dashboard for both our clients and our team. In addition, Alex is responsible for tracking client money movements and financial transactions through a myriad of complex legal and financial structures. This comprehensive knowledge of a client’s situation provides Alex, as well as the whole Mosaic team, the ability to provide customized and impactful advice.

Alex has a Bachelor’s in Finance with an emphasis in Economics from the University of Nevada, Reno and is completing coursework for CFP® at Rice University. She joined Mosaic after moving away from her hometown of Las Vegas, NV.

Outside of the office, she enjoys working out, spending time with her family, as well as trying new restaurants around town.