Jill Ingersoll is a Financial Advisor with Rose Street Advisors, LLC. She joined the firm in 2007 with six years of industry experience. In this position, Jill is responsible for managing both personal financial assets and retirement plans. She also handles the compliance for the firm’s broker dealer.
Prior to joining Rose Street Advisors, Jill was an Investment Analyst for Allegiant Asset Management Company, part of National City Corporation, in Kalamazoo, Michigan where she was responsible for the management of institutional corporate assets. Prior to joining Allegiant, she was a Commercial Loan Analyst for National City Corporation.
Jill earned a bachelor’s degree in finance from Western Michigan University. She holds FINRA Series 7, 24, 63, and 65 securities licenses as well as life and annuities licenses.
Jill earned the AIF® Designation in 2020. Attainment of the AIF Designation demonstrates understanding of the Prudent Practices® and methodology.