Karol Ureta
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Karol Ureta Email & Phone Number

Financial Services Professional | Real Estate Broker | Entrepreneur at WealthWave
Location: Bellevue, Washington, United States 13 work roles 1 school
1 work email found @transamerica.com 3 phones found area 206 and 770 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email k****@transamerica.com
Direct phone (206) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Services Professional | Real Estate Broker | Entrepreneur
Location
Bellevue, Washington, United States
Company size

Who is Karol Ureta? Overview

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Quick answer

Karol Ureta is listed as Financial Services Professional | Real Estate Broker | Entrepreneur at WealthWave, a with 663 employees, based in Bellevue, Washington, United States. AeroLeads shows a work email signal at transamerica.com, phone signal with area code 206, 770, and a matched LinkedIn profile for Karol Ureta.

Karol Ureta previously worked as Entrepreneur at Wealthwave and Technology Specialist at Issaquah High School. Karol Ureta holds Bachelor'S Degree, International Business Management from Universidad Nacional Mayor De San Marcos.

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Email format at WealthWave

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{first}.{last}@transamerica.com
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AeroLeads found 1 current-domain work email signal for Karol Ureta. Compare company email patterns before reaching out.

Profile bio

About Karol Ureta

As you review my profile, my hope is that you conclude that my passion and calling is to help people move forward in their lives professionally and financially. All of my efforts are centered on this mission, whether it is helping the business professional find a new opportunity to develop their talents, or working with clients to provide solid direction and advice on some of their financial concerns and real estate needs.

Listed skills include Marketing, Investment Properties, Real Estate, Sales, and 24 others.

Current workplace

Karol Ureta's current company

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WealthWave
Wealthwave
Financial Services Professional | Real Estate Broker | Entrepreneur
johns creek, georgia, united states
Website
Employees
663
AeroLeads page
13 roles

Karol Ureta work experience

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

Entrepreneur

Current

Greater Seattle Area

Over the next 15 years, leading industries and companies will be challenged to transform their strategies, marketing, branding, distribution and product development to fully prepare for and capitalize on key trends created by demographics. Our WealthWave.com site can teach you how to build an entrepreneurial financial business and not miss a moment like this. WealthWave, LLC is a financial services marketing company that is associated with World Financial Group, Inc. World Financial… Show more Over the next 15 years, leading industries and companies will be challenged to transform their strategies, marketing, branding, distribution and product development to fully prepare for and capitalize on key trends created by demographics. Our WealthWave.com site can teach you how to build an entrepreneurial financial business and not miss a moment like this. WealthWave, LLC is a financial services marketing company that is associated with World Financial Group, Inc. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. WealthWave Headquarters: 6475 East Johns Crossing, Johns Creek, GA 30097 WFG: 11315 Johns Creek Parkway, Johns Creek, GA 30097-1517. Phone: 770.453.9300. WorldFinancialGroup.com. Show less

Sep 2015 - Present

Technology Specialist

Current

Greater Seattle Area

- Provide technical support for hardware and software systems for building staff.- Serve as Tier 1 technical support for installations, cloning, configuring basic networking, and troubleshooting district standard desktops and laptops.- Provide basic Tier 1 technical support and troubleshooting for district standard mobile devices.- Provide basic Tier 1 technical support and troubleshooting for district standard classroom technology.- Provide school staff with Educational… Show more - Provide technical support for hardware and software systems for building staff.- Serve as Tier 1 technical support for installations, cloning, configuring basic networking, and troubleshooting district standard desktops and laptops.- Provide basic Tier 1 technical support and troubleshooting for district standard mobile devices.- Provide basic Tier 1 technical support and troubleshooting for district standard classroom technology.- Provide school staff with Educational Technology Department information as directed. Show less

Dec 2016 - Present

Licensed Insurance Agent

Greater Seattle Area

As a Licensed Insurance Producer, my job is to protect the things that are most important to my clients. I consult with my clients to help them evaluate and compare options with several insurance carriers to help them design the insurance solution that best meets their needs to protect their assets. I work hard to warn them of potential risks, and strive to give them the most value out of their insurance dollar with accurate and complete service.World Financial Group, Inc. (WFG) is a… Show more As a Licensed Insurance Producer, my job is to protect the things that are most important to my clients. I consult with my clients to help them evaluate and compare options with several insurance carriers to help them design the insurance solution that best meets their needs to protect their assets. I work hard to warn them of potential risks, and strive to give them the most value out of their insurance dollar with accurate and complete service.World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services. Insurance products offered through World Financial Group Insurance Agency, Inc.(WFGIA), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., World Financial Group Insurance Agency of Wyoming, Inc., World Financial Insurance Agency, Inc. and/or WFG Insurance Agency of Puerto Rico, Inc.WFG, WFGIA and TFA are affiliated companies. Show less

Sep 2015 - May 2018

Real Estate Broker

Greater Seattle Area

I am a residential real estate professional and I work with buyers and sellers to fulfill your real estate needs. Whether it’s your first, second, rental, vacation or investment home, I have the expertise to help you navigate the real estate market and trends.I also believe deeply in educating my clients so that you can make informed decisions. After working for nearly three years in the administrative side of real estate and over two years in financial services, I know the ins and outs… Show more I am a residential real estate professional and I work with buyers and sellers to fulfill your real estate needs. Whether it’s your first, second, rental, vacation or investment home, I have the expertise to help you navigate the real estate market and trends.I also believe deeply in educating my clients so that you can make informed decisions. After working for nearly three years in the administrative side of real estate and over two years in financial services, I know the ins and outs of real estate and I am well equipped to guide you throughout the process.City Closers Real Estate was founded in 2010 with the goal to help our clients achieve their life goals by creating a prosperous boutique real estate brokerage that provides an elevated level of customer services to clients with both their commercial and residential real estate needs. How City Closers does this is reflected in our motto: We Listen, We Solve, We Close. Show less

Feb 2017 - Apr 2018

Administrative Assistant

Greater Seattle Area

- Substitute for clerical employees throughout the school district.- Helping families in interpreting school communications and translating documents to Spanish in a long term position at Kent Valley Early Learning Center.- Entering health records into the school skyward system.- Communicating with teachers, students and parents, providing excellent customer service.- Filing, copying, laminating, sorting and delivering mail and editing school communication letters.

Feb 2016 - Dec 2016

Registered Representative

Greater Seattle Area

Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group… Show more Transamerica Financial Advisors, Inc. financial professionals may only transact business in states where they are registered. Any individual communication trying to effect a transaction in securities or the rendering of personalized investment advice for compensation will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division, Member FINRA, SIPC, and Registered Investment Advisor. Non-Securities products and services are not offered through TFA.To become a representative of Transamerica Financial Advisors, Inc. (TFA), Transamerica Financial Group Division, you must first become an associate of World Financial Group, Inc. World Financial Group, Inc. (WFG) is a financial services marketing company whose affiliates offer a broad array of financial products and services.www.finra.orgwww.sipc.org Show less

Jan 2016 - Dec 2016

Certified College Consultant

Greater Seattle Area

Determining the most cost-effective, tax-efficient way to fund a college education is not always easy. Many parents would prefer not to think about it at all – hoping that things will somehow work out. Due to the “cross-your-fingers” approach, many families face limited choices for college. In order for families to best prepare for this future event, it is important to understand college pricing, the admissions process, financial-aid and how to best navigate the entire complex college-funding… Show more Determining the most cost-effective, tax-efficient way to fund a college education is not always easy. Many parents would prefer not to think about it at all – hoping that things will somehow work out. Due to the “cross-your-fingers” approach, many families face limited choices for college. In order for families to best prepare for this future event, it is important to understand college pricing, the admissions process, financial-aid and how to best navigate the entire complex college-funding system. The Heartland Institute employs a variety of strategies to help position families and students to receive optimal placement and funding.The Heartland Institute of Financial Education is a national non-profit 501 (c)(3) organization whose mission is to promote financial literacy across America. We are dedicated to empowering organizations and their people through financial education. This focused education is provided by experienced financial professionals who are recognized by The Institute as qualified instructors. All of these individuals have earned their Certified Financial Educator® designation, which recognizes the financial professional who teaches others. Show less

Sep 2015 - Sep 2016

Licensed Insurance Agent

Greater Seattle Area

> Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.> Approach potential clients by utilizing email, social media and phone solicitation; do individual and group presentations on the subject of financial well-being.> Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determine extent of present coverage; ascertain long-term goals.>… Show more > Develop base for long-term sources of clients by using referrals, occupational, and special-interest groups to compile lists of prospects.> Approach potential clients by utilizing email, social media and phone solicitation; do individual and group presentations on the subject of financial well-being.> Determine clients' particular needs and financial situations by scheduling fact-finding appointments; determine extent of present coverage; ascertain long-term goals.> Develop a coordinated protection plan by calculating and quoting rates for immediate coverage action and long-term strategy implementation.> Obtain underwriting approval by completing application for coverage.> Complete coverage by delivering policy; plan future follow-up visits and evaluations of needs.> Update job knowledge by participating in educational opportunities; reading professional publications; maintaining personal networks; participating in professional organizations. Show less

Apr 2015 - Sep 2015

Independent Agent

Greater Seattle Area

> Back office support for independent insurance agents.> Preparing pre-approved marketing materials for sales and recruiting presentations.> Scheduling and confirming appointments, managing agent calendar and email support.> Interviewing potential candidates to pursue a career in financial services.> Technical support, making sure all the devices and software were in good working condition and up-to-date.> Training agents in the use of technology to… Show more > Back office support for independent insurance agents.> Preparing pre-approved marketing materials for sales and recruiting presentations.> Scheduling and confirming appointments, managing agent calendar and email support.> Interviewing potential candidates to pursue a career in financial services.> Technical support, making sure all the devices and software were in good working condition and up-to-date.> Training agents in the use of technology to generate businesses and establish a solid agent-client relationship.> Following-up with clients and interviewees about their experience in working with us. Show less

Mar 2012 - Apr 2015

Transaction / Marketing Coordinator

Greater Seattle Area

I worked as a Transaction / Marketing Coordinator for a top producing real estate agent in Bellevue, Washington.Working in the real estate industry helped me grow professionally, by developing my negotiations and communication skills. It also gave me the opportunity to explore a different industry, and I quickly learned the process of buying and selling homes. As a "digital native," I used all the new technology resources available (included social media strategies) to make the entire… Show more I worked as a Transaction / Marketing Coordinator for a top producing real estate agent in Bellevue, Washington.Working in the real estate industry helped me grow professionally, by developing my negotiations and communication skills. It also gave me the opportunity to explore a different industry, and I quickly learned the process of buying and selling homes. As a "digital native," I used all the new technology resources available (included social media strategies) to make the entire process simpler and easier. Show less

Jan 2011 - Aug 2014

Accounting Office Assistant

Inversiones Ral Sac

Peru

Duties included support to a team of accountants, copying, filing, delivering paperwork between departments and others as assigned.

Feb 2009 - Dec 2009

Operations Administrative Assistant

Zeus Maritime S.R.L. Shipping Agency & Brokering

Peru

> Maintain filing system and digital storage.> Reprint/verify documents to comply with local customs procedures.> Other duties as assigned.

Jan 2008 - Dec 2008

Co Founder

Vision Tecnologia Del Peru

Peru

Vision Tecnologica del Peru is a distribution company whose focus is supplying IT solutions and tech support to small and medium sized companies. It also distributes office supplies to large organization.

Oct 2004 - Dec 2007
Team & coworkers

Colleagues at WealthWave

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1 education record

Karol Ureta education

FAQ

Frequently asked questions about Karol Ureta

Quick answers generated from the profile data available on this page.

What company does Karol Ureta work for?

Karol Ureta works for WealthWave.

What is Karol Ureta's role at WealthWave?

Karol Ureta is listed as Financial Services Professional | Real Estate Broker | Entrepreneur at WealthWave.

What is Karol Ureta's email address?

AeroLeads has found 1 work email signal at @transamerica.com for Karol Ureta at WealthWave.

What is Karol Ureta's phone number?

AeroLeads has found 3 phone signal(s) with area code 206, 770 for Karol Ureta at WealthWave.

Where is Karol Ureta based?

Karol Ureta is based in Bellevue, Washington, United States while working with WealthWave.

What companies has Karol Ureta worked for?

Karol Ureta has worked for Wealthwave, Issaquah High School, World Financial Group Insurance Agency (Wfgia), City Closers, Llc., and Kent School District.

Who are Karol Ureta's colleagues at WealthWave?

Karol Ureta's colleagues at WealthWave include Angela Nelson, Nate Dickson, Jose Matos, Milad K. Rad, and Martin Burgos.

How can I contact Karol Ureta?

You can use AeroLeads to view verified contact signals for Karol Ureta at WealthWave, including work email, phone, and LinkedIn data when available.

What schools did Karol Ureta attend?

Karol Ureta holds Bachelor'S Degree, International Business Management from Universidad Nacional Mayor De San Marcos.

What skills is Karol Ureta known for?

Karol Ureta is listed with skills including Marketing, Investment Properties, Real Estate, Sales, Management, First Time Home Buyers, Social Networking, and Negotiation.

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