Client Services Intern
Current
Mar 2023 - Present
AeroLeads people directory · profile
Erika Roldan Email & Phone Number
Client Services Intern
at
Tobias Financial Advisors
LinkedIn matched
✓ Verified May 2026
3 data sources
Profile completeness 86%
Current company
Role
Client Services Intern
Location
Coral Springs, Florida, United States
Company size
Who is Erika Roldan? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Erika Roldan is listed as Client Services Intern at Tobias Financial Advisors, a company with 13 employees, based in Coral Springs, Florida, United States. AeroLeads shows a matched LinkedIn profile for Erika Roldan.
Erika Roldan previously worked as Business Solutions Consultant at Rjff Consulting and Audit Intern at Templeton & Company. Erika Roldan holds Bachelor Of Business Administration - Bba, Finance, General, Senior from Florida International University.
Company email context
Email format at Tobias Financial Advisors
This section adds company-level context without repeating Erika Roldan's masked contact details.
Tobias Financial Advisors
Review company-level records connected to Erika Roldan before choosing the right outreach path.
Profile bio
About Erika Roldan
Certified Business Operations and Accounting Technology Specialist from Broward College, pursuing a BBA in Finance at FIU. Strong critical thinking skills with passion for servicing the South Florida community by providing educational and professional resources.
Current workplace
Erika Roldan's current company
Company context helps verify the profile and gives searchers a useful next step.
Tobias Financial Advisors
6 roles
Erika Roldan work experience
A career timeline built from the work history available for this profile.
Business Solutions Consultant
CurrentAssisted in conducting monthly to annual accounting for a small construction design company, presenting unofficial P&L, statements, Budgets and Job Costing for YE 2020, Q1 and Q2 of 2021 through QBO. Analyzed clients’ administrative and management structures, resolving gaps in communication by proposing cloud solutions for dispatching, centralization of.
Jan 2021 - Present
Audit Intern
Engaged in 401(k) audits, reviewed administrative plans to outline parameters of plans, conducting samplings from 2 to 20 participants for testing on accuracy of retirement plan remittances and contributions.Discovered information discrepancies, troubleshooting to supervisors and inquiring client on large variances in materiality from $3,000 to over.
Jun 2022 - Aug 2022
Support Agent
Accurately fulfilling data entry for contract requests submitted by real estate agents in under 30 minutes, extracting information from MLS systems and tax records.Advise real estate agents and buyers who call regarding questions about listings, from escalating property damage to entering potential leads into designated CRM.Closing institutional contracts.
Aug 2021 - May 2022
Financial Analyst
Forecasted up to a year of P&L statements and budgets for mock companies based on partial income statements, balance sheets and statement of cash flows.Used ratios such as working capital and gross profit margin to highlight where given case study falls short in comparison to industry standards.Lead team for all three years through scheduled meetings.
Aug 2018 - Mar 2021
Brace Cadet
Created and delivered detailed PowerPoint presentations, workshops and seminars on the college process, financial aid and alternatives to college. Utilized Microsoft Office applications to create slide decks, project management plans and templates to keep consistent documentation of the different project scopes, and progress, delivering clear reports of.
Sep 2019 - Jun 2020
Team & coworkers
Colleagues at Tobias Financial Advisors
Other employees you can reach at tobiasfinancial.com. View company contacts for 13 employees →
CN
Charles Nesmith, Cfp®, Cfa
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
MT
Michael Tibbits
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
BM
Brette Machado
Colleague at Tobias Financial Advisors
Miami-Fort Lauderdale Area, United States
View →
JF
Jim Fernandez
Colleague at Tobias Financial Advisors
Miami-Fort Lauderdale Area, United States
View →
MC
Margaret Curtis, Fpqp™
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
LS
Lily Sanchez
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
MK
Maria Karla Hernandez
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
EC
Edzai Chimedza, Cfp®
Colleague at Tobias Financial Advisors
Miramar, Florida, United States, United States
View →
Charles Nesmith, Cfp®, Cfa
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
MT
Michael Tibbits
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
BM
Brette Machado
Colleague at Tobias Financial Advisors
Miami-Fort Lauderdale Area, United States
View →
JF
Jim Fernandez
Colleague at Tobias Financial Advisors
Miami-Fort Lauderdale Area, United States
View →
MC
Margaret Curtis, Fpqp™
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
LS
Lily Sanchez
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
MK
Maria Karla Hernandez
Colleague at Tobias Financial Advisors
Fort Lauderdale, Florida, United States, United States
View →
EC
Edzai Chimedza, Cfp®
Colleague at Tobias Financial Advisors
Miramar, Florida, United States, United States
View →
3 education records
Erika Roldan education
Bachelor Of Business Administration - Bba, Finance, General, Senior
Associate Of Arts - Aa, Finance, General
High School Diploma, Finance, General
Coral Springs High School
FAQ
Frequently asked questions about Erika Roldan
Quick answers generated from the profile data available on this page.
What company does Erika Roldan work for?
Erika Roldan works for Tobias Financial Advisors.
What is Erika Roldan's role at Tobias Financial Advisors?
Erika Roldan is listed as Client Services Intern at Tobias Financial Advisors.
Where is Erika Roldan based?
Erika Roldan is based in Coral Springs, Florida, United States while working with Tobias Financial Advisors.
What companies has Erika Roldan worked for?
Erika Roldan has worked for Tobias Financial Advisors, Rjff Consulting, Templeton & Company, Mavrealty, and Business Professionals Of America.
Who are Erika Roldan's colleagues at Tobias Financial Advisors?
Erika Roldan's colleagues at Tobias Financial Advisors include Charles Nesmith, Cfp®, Cfa, Michael Tibbits, Brette Machado, Jim Fernandez, and Margaret Curtis, Fpqp™.
How can I contact Erika Roldan?
You can use AeroLeads to view verified contact signals for Erika Roldan at Tobias Financial Advisors, including work email, phone, and LinkedIn data when available.
What schools did Erika Roldan attend?
Erika Roldan holds Bachelor Of Business Administration - Bba, Finance, General, Senior from Florida International University.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trialPeople with similar names
Check these profiles if this is not the Erika Roldan you were looking for.
View similar profiles
