Claudia De La Rosa, Mba Email & Phone Number
Who is Claudia De La Rosa, Mba? Overview
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Claudia De La Rosa, Mba is listed as Partner and Wealth Manager at Strategic Wealth, a with 31 employees, based in El Paso, Texas, United States. AeroLeads shows a matched LinkedIn profile for Claudia De La Rosa, Mba.
Claudia De La Rosa, Mba previously worked as Partner / Wealth Manager at Strategic Wealth and Financial Advisor at Strategic Wealth Advisors. Claudia De La Rosa, Mba holds Master Of Business Administration (Mba) from The University Of Texas At El Paso.
Email format at Strategic Wealth
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About Claudia De La Rosa, Mba
Claudia De La Rosa, Mba is a Partner and Wealth Manager at Strategic Wealth.
Claudia De La Rosa, Mba's current company
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Claudia De La Rosa, Mba work experience
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Partner / Wealth Manager
Financial Advisor
Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Advisory services offered through Osaic Advisory Services, LLC. Osaic Wealth and Osaic Advisory Services are separately owned and other entities and/ or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory Services.Strategic Wealth Advisors is independently owned and operated.
Financial Representative
Securities offered through Osaic Wealth, Inc., Member FINRA / SIPC. Advisory services offered through Osaic Advisory Services, LLC. Osaic Wealth and Osaic Advisory Services are separately owned and other entities and/ or marketing names, products or services referenced here are independent of Osaic Wealth and Osaic Advisory Services.Strategic Wealth Advisors is independently owned and operated.
Financial Services Representative - Graham Capital Strategies
Personal Banker
• Analyzed customer financial situation and suggested products to satisfy customers’ financial needs.• Appointed to monitor overdrawn accounts on daily basis and report high risk accounts to regional loss prevention manager and district manager. • Increased bank’s customer portfolio by building long lasting relationships with customers and by referring clients to different company departments.• Reduced branch’s technical exceptions from 48 to nine in six months. • Achieved maximum score on customer satisfaction surveys 100/100.• Able to resolve difficult customer situations fast and effectively.
Co-Manager
• Responded for store sales and personal efficiency to accomplish company goals.• Increased sales by training employees on product knowledge and clientele programs.• Fast learned products, services and policies and procedures to maximize store productivity.• Coached sales associates by providing oral and written recognition and feedback.• Balanced multiple tasks simultaneously and worked well under pressure.
Assistant Manager
• Executed all store manager responsibilities during store manager’s maternity leave. • Recruited, interviewed, hired and trained new team members.• Decreased turnover by creating a rewarding working environment and a united team.• Created and implemented strategic action plans to increase sales and customer satisfaction.• Prepared reports to communicate store performance to store manager and district manager.
Colleagues at Strategic Wealth
Other employees you can reach at sw-advisors.com. View company contacts for 31 employees →
Joann Fontanez
Colleague at Strategic WealthEl Paso, Texas, United States
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Thomas Gallardo
Colleague at Strategic WealthScottsdale, Arizona, United States
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Jose Costemalle
Colleague at Strategic WealthEl Paso Metropolitan Area, United States
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Marylou Weiland
Colleague at Strategic WealthPhoenix, Arizona, United States
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Cristina Valdez-Narvaez
Colleague at Strategic WealthEl Paso, Texas, United States
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HG
Henry Gallardo Cws®
Colleague at Strategic WealthEl Paso, Texas, United States
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Claudia De La Rosa, Mba education
Master Of Business Administration (Mba)
Bachelor Of Arts In Communication With A Concentration In Electronic Media, Minor In General Business
Frequently asked questions about Claudia De La Rosa, Mba
Quick answers generated from the profile data available on this page.
What company does Claudia De La Rosa, Mba work for?
Claudia De La Rosa, Mba works for Strategic Wealth.
What is Claudia De La Rosa, Mba's role at Strategic Wealth?
Claudia De La Rosa, Mba is listed as Partner and Wealth Manager at Strategic Wealth.
Where is Claudia De La Rosa, Mba based?
Claudia De La Rosa, Mba is based in El Paso, Texas, United States while working with Strategic Wealth.
What companies has Claudia De La Rosa, Mba worked for?
Claudia De La Rosa, Mba has worked for Strategic Wealth, Strategic Wealth Advisors, Principal Financial Group, Wells Fargo, and Bebe Stores.
Who are Claudia De La Rosa, Mba's colleagues at Strategic Wealth?
Claudia De La Rosa, Mba's colleagues at Strategic Wealth include Joann Fontanez, Thomas Gallardo, Jose Costemalle, Marylou Weiland, and Cristina Valdez-Narvaez.
How can I contact Claudia De La Rosa, Mba?
You can use AeroLeads to view verified contact signals for Claudia De La Rosa, Mba at Strategic Wealth, including work email, phone, and LinkedIn data when available.
What schools did Claudia De La Rosa, Mba attend?
Claudia De La Rosa, Mba holds Master Of Business Administration (Mba) from The University Of Texas At El Paso.
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