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Claudia De La Rosa, Mba Email & Phone Number

Partner and Wealth Manager at Strategic Wealth
Location: El Paso, Texas, United States 8 work roles 2 schools
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Current company
Role
Partner and Wealth Manager
Location
El Paso, Texas, United States
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Who is Claudia De La Rosa, Mba? Overview

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Quick answer

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.

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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.

Current workplace

Claudia De La Rosa, Mba's current company

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Strategic Wealth
Strategic Wealth
Partner and Wealth Manager
El Paso, TX, US
Website
Employees
31
AeroLeads page
8 roles

Claudia De La Rosa, Mba work experience

A career timeline built from the work history available for this profile.

Financial Advisor

El Paso, Texas, United States

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.

Sep 2020 - Jan 2023

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.

Sep 2016 - Sep 2020

Financial Services Representative - Graham Capital Strategies

El Paso, Texas Area

Nov 2014 - Sep 2016

Personal Banker

El Paso, Texas Area

• 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.

Mar 2011 - Jun 2012

Co-Manager

El Paso, Texas Area

• 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.

Jul 2010 - Mar 2011

Assistant Manager

El Paso, Texas Area

• 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.

Jun 2008 - Jul 2010
Team & coworkers

Colleagues at Strategic Wealth

Other employees you can reach at sw-advisors.com. View company contacts for 31 employees →

2 education records

Claudia De La Rosa, Mba education

Master Of Business Administration (Mba)

Activities and Societies: Member of UTEP MBA Association (MBAA) Legislative Assistant Student Government Association (SGA) 2013 SHRM.

FAQ

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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