Anna Roubos
fintech + comms@ Upgrade, Inc.
San Francisco Bay Area
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Anna Roubos is a highly experienced professional with 12.7 years of work experience in various roles. She has a strong skill set in social media, Facebook, public relations, social media marketing, and editing. Based in the United States, Anna has a passion for capital markets and has worked with renowned brands like Robinhood, Credit Karma, Tilt, Gatsby, Pagaya, Very Good Security, and more. She founded Firma, a consulting firm that offers investment opportunities and public and private opportunities. Anna has also worked with startups and enterprises to tell captivating stories that push industries forward.
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Emails and Phone Numbers

@westmont.edu
@upgrade.com
@methodcommunications.com
+1 774232****
+1 855997****
+1 415891****
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About

For decades, I've been captivated by capital markets and the relationships different people have with their finances. I've had the great fortune to be a part of world-changing movements in financial technology, having worked with brands like Robinhood, Credit Karma, Tilt, Gatsby, Pagaya, Very Good Security, and many more. I founded Firma to address the final frontier of investing, bringing public and private opportunities to every investor in one app, with one account. I've spent a decade working with startups and enterprises to tell captivating stories that push industries forward. My consulting firm, Table, was acquired by Just Drive in 2020. I have two kids under three, a very bossy cat, and ~100 houseplants.

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Work Experience

275 Battery Street, San Francisco, California, 94104, US

Financial Services

1003
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Anna Roubos's Professional Milestones

  • Founder | Chief Executive Officer (2021-04-01~2023-08-01): Provided exceptional customer service, ensuring satisfaction and patrons through efficient and professional service.
  • Advisor (2018-02-01~2022-12-01): Provided critical insights and insights to clients, contributing to their financial success.
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Education

Westmont College
Westmont College

Communication Studies