Client Service Associate
Rosie joined the Nautica Wealth Advisors’ team in 2017. As a Client Service Associate, she provides support to Nautica clients in a timely and efficient manner. This includes preparing documents, processing transfers, deposits and distributions, asset movement and performing client account maintenance. Rosie’s goal is to ensure that Nautica clients have a remarkable experience working with our team.
Rosie has Series 6 and 63 FINRA licenses through LPL Financial, and many years of experience in the financial services industry. Rosie began her career in 1998 with Scudder Kemper Investments call center. In 2001, she transitioned to LPL Financial where she worked in the Operations and Service department. Having this back-office knowledge and experience has helped her understand the business as a whole, which brings tremendous value to Nautica’s Client Service team.
In her free time, Rosa loves camping with her husband and twin boys. Rosa and her family, along with a group of close friends, are Viking reenactors. Rosa and her family do their own costuming, woodworking and leatherworking to replicate Viking lifestyle. Rosa likes to describe it as dress up camping as they have an encampment at the local Renaissance Fair a few times a year.
Rosa is also a huge music junkie with eclectic tastes. One minute she could be listening to Iron Maiden and the next, Ella Fitzgerald or The Beastie Boys..
Getting to Know Rosa:
Favorite Food: Peruvian
Bucket list: Travel to Japan and visit Kyoto
Biggest accomplishment: Motherhood
Favorite holiday: Halloween; I love the creepy and macabre and love creating costumes
Favorite quote: “Each friend represents a world in us, a world possibly not born until they arrive, and it is only by this meeting that a new world is born.” – Anais Nin
Fun Fact: Rosie competed (and completed) two Spartan Races!