Alyssa Rosen

Alyssa Rosen serves as Head of Sales & Marketing at Peak Trust Company, where she leads the firm’s growth strategy, brand positioning, and client engagement efforts. She is responsible for driving new business, strengthening key relationships, and aligning sales and marketing initiatives to support Peak’s long-term strategic objectives.

Alyssa brings more than two decades of experience in sales leadership, business development, and marketing strategy across highly service-driven and client-focused industries. She has a proven track record of building high-performing teams, developing scalable sales processes, expanding into new markets, and executing strategies that drive visibility, engagement, and revenue growth.

What distinguishes Alyssa’s background is her experience in complex, high-touch service environments, where she spent a significant portion of her career in sports, entertainment and large scale events leading sales and business development for large organizations and global hospitality groups.

This experience translates directly to Peak Trust Company’s client-focused approach. Alyssa understands the importance of discretion, complexity, and long-term relationship management, and brings a thoughtful, solutions-oriented approach to every engagement.

Throughout her career, Alyssa has partnered closely with executive leadership and cross-functional teams to design and implement initiatives that support organizational growth and operational excellence. Her expertise spans strategic account management, brand storytelling, corporate communications, and consultative sales, with a strong emphasis on client experience and trusted partnerships.

Alyssa holds a Bachelor of Arts in Mass Communication, with a concentration in Sports Administration and Marketing, from the University of Hartford. She also holds a teaching degree in Theology from Gratz University in Philadelphia.

Known for her strategic mindset, collaborative leadership style, and results-driven approach, she plays a key role in advancing Peak Trust Company’s mission and expanding its presence in the trust and estate planning industry and clients seeking sophisticated fiduciary solutions.

Our Team


Alyssa Rosen

Head of Sales & Marketing


Abigail O’Connor, JD

Chief Legal Officer


Lisa Russell, CFA

Chief Investment Officer


Michelle Stahle

Chief Operations Officer


James Meier, CPA, CMA

Chief Financial Officer


Chelcie Ashwood, CSOP, CTOP

Investment Management Associate


Kelsey Baldridge

Head of Human Resources


Sandra Barta

Fiduciary Officer


Patti Blattmachr

Executive Officer


Erica Bradley

Associate Fiduciary Officer


Josephine Cangemi

Fiduciary Assistant


Nanette Cool

Accounting Manager


Jacob Creswell

Fiduciary Officer


Daria Davis

Tax Officer


Tanequa Davis

Associate Fiduciary Officer


Danaya Dews

Marketing Assistant


Heather Dolan

Fiduciary Assistant


Abbi Failing

Human Resources Coordinator


Jeannie Fanning

Chief Operating Officer


Gretchen Grau, CSOP, CTOP

Senior Operations Specialist


Daniel Grondahl, CIPM

Senior Investment Operations Officer


Amber Gunn-Holt, CTFA

Fiduciary Team Manager


Mariam Hall, CFMP

Marketing & Communications Coordinator


Jillian Johnson

Fiduciary Officer


Joseph Johnson

Tax Officer


Lorie Johnson

Front Desk Receptionist


Allison Kaper

Fiduciary Assistant


Nichole King, CTFA

Senior Fiduciary Officer


Lisa Kolesar, CTFA

Fiduciary Officer


Aryan Kumar

Fiduciary Assistant


Lars Laundrup, CISSP

Information Security Specialist


Brent Liner, JD, CTFA

Senior Fiduciary Officer


Geoffrey Longhurst, CFIRS

Compliance Specialist


Erica Martirez

Operations Specialist


Jean Mead

Accounts Receivable Specialist


Andrea Medeiros

Executive Assistant to the CEO


Heather Popowych

Policy & Procedure Unification Specialist


Faydra Ross

Fiduciary Officer


Tali Salima-Emerson

Operations Assistant


Katie Sperry

Operations Specialist


Autumn Tremont

Fiduciary Officer


Brenda Tudor 

Fiduciary Officer


Kate Wheeler

Project Manager


Rich Wiggins

Associate Fiduciary Officer


Brianna Williams

Operations Specialist

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