Jose De La Rosa

Jose De La Rosa Email and Phone Number

Vice President Private Banker @ IDB Bank
Miami, FL, US
Jose De La Rosa's Location
Miami, Florida, United States, United States
Jose De La Rosa's Contact Details

Jose De La Rosa work email

Jose De La Rosa personal email

n/a
About Jose De La Rosa

With over 18 years of experience in the financial industry, I am a wealth management advisor. I help clients achieve their financial goals and objectives. I have the Series 6, 7, 63 and 66 certifications, which enables me to provide comprehensive and tailored advice on investment products, variable contracts, and state securities laws. I also have expertise in debt management and fiduciary services, which allow me to offer solutions that optimize the clients' cash flow and protect their assets. One of my core competencies is my ability to communicate effectively in both English and Spanish, which helps me build rapport and trust with a diverse clientele. I am passionate about delivering exceptional customer service and creating long-term relationships based on integrity and transparency. My mission is to empower my clients with the knowledge and tools they need to make informed and confident financial decisions.

Jose De La Rosa's Current Company Details
IDB Bank

Idb Bank

View
Vice President Private Banker
Miami, FL, US
Website:
idbbank.com
Employees:
1289
Jose De La Rosa Work Experience Details
  • Idb Bank
    Vice President Private Banker
    Idb Bank
    Miami, Fl, Us
  • Amerant
    Wealth Management Advisor - Assistant Vice President
    Amerant Aug 2021 - Aug 2024
    Coral Gables, Florida, United States
  • Citi
    Wealth Relationship Manager
    Citi May 2017 - Aug 2021
    Coral Gables, Florida
  • Wells Fargo Advisors
    Financial Advisor
    Wells Fargo Advisors Aug 2013 - May 2017
    Miami/Fort Lauderdale Area
  • Wells Fargo
    Regional Bank Private Banker
    Wells Fargo Mar 2012 - Aug 2013
    Miami/Fort Lauderdale Area
  • Wells Fargo Legacy Wachovia Bank
    Bilingual Financial Specialist
    Wells Fargo Legacy Wachovia Bank Oct 2007 - Mar 2012
    Miami/Fort Lauderdale Area
  • Wachovia Bank
    Teller/Service Banker
    Wachovia Bank Jul 2006 - Oct 2007
    Miami/Fort Lauderdale Area

Jose De La Rosa Education Details

Frequently Asked Questions about Jose De La Rosa

What company does Jose De La Rosa work for?

Jose De La Rosa works for Idb Bank

What is Jose De La Rosa's role at the current company?

Jose De La Rosa's current role is Vice President Private Banker.

What is Jose De La Rosa's email address?

Jose De La Rosa's email address is jd****@****ank.com

What schools did Jose De La Rosa attend?

Jose De La Rosa attended Miami Dade College, Miami Dade College.

Who are Jose De La Rosa's colleagues?

Jose De La Rosa's colleagues are Kevin Sullivan, Paul Breuer, Kevin Relihan, Miller, Milton, Lavina Gosalkar, Manoj Yadav, Mohammed Hassan.

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