Experience

Makes all the difference

Eric Rosner

Senior Client Associate

Eric has earned his FINRA Series 7 and 66 securities registrations. He graduated from the University of Maryland with a BS in finance. Prior to joining UBS, he was the director of financial services for an independent firm in Bethesda, Maryland, and prior to that was a financial advisor with Ameriprise Financial Advisors in Bethesda, Maryland. Eric grew up in central New Jersey. He enjoys running, attending baseball games, traveling, and spending time with his girlfriend, two nephews, and two nieces. Eric and his girlfriend reside in North Bethesda, Maryland.

Registered States:
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • KY
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NM
  • NY
  • OH
  • OR
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • VT
  • WA
  • WV
  • WY

Education

  • University of Maryland, B.S. Finance
1501 K Street North West
Suite 1100
Washington, DC 20005

Email Me

Poi DeStefano

Wealth Management Associate

I focus on providing operational and administrative support to enhance your client experience.   I currently hold the Series 7 and 66 securities licenses and have been working in the financial services industry since 2013.

I'm originally from Long Valley, New Jersey and graduated from the business school at Catholic University in 2014 with a B.S. B.A. in Finance.  Upon graduation, I began working for UBS in the Tyson's location and transitioned to D.C. in 2015 to join The Allred Consulting Group with Rob and Gary.

I now reside in Washington, DC by Nationals Park and try to catch as many home games as I can during the summer.  When I'm not in the office, I can be found at my neighborhood gym or nearby spin studio.

Registered States:
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • DE
  • FL
  • GA
  • HI
  • IL
  • LA
  • MA
  • MD
  • ME
  • MI
  • MN
  • NC
  • NH
  • NJ
  • NY
  • OH
  • OK
  • PA
  • RI
  • SC
  • TN
  • TX
  • VA
  • WV

Education

  • Catholic University, B.A. B.S., Finance
1501 K Street North West
Suite 1100
Washington, DC 20005

Email Me