Zoë joined Wells, Roselieb, and Raia Wealth Management in June 2023. Prior to joining WRR, she held positions in the banking and financial services industry related to client relations, business analysis, quality control, regulatory compliance, and internal audit. Most recently, she owned and operated a consulting business focused on strategic planning and implementation, as well as serving as an expert witness for mortgage-backed securities litigation.
Zoë has a certificate in Business Management from the American Management Institute, holds state life and health insurance licenses and has completed the SIE Exam.
In her free time, Zoë is an avid runner, enjoys hiking in the mountains and kayaking.