![Karen A. Roa](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Karen A. Roa
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Perfil
Ms. Karen A.
Roa is Client Service Assistant at Covenant Wealth Advisors LLC.
She joined Covenant Wealth Advisors in June, 2009 as a client service assistant.
She has a strong background in both administration and client services.
She earned a BS degree from Liberty University in Interdisciplinary Studies focusing on Business and Family Consumer Sciences in Lynchburg, VA.
During college she worked for a large national insurance and financial services company.
Since graduation, she has worked for several firms including a medium size accounting firm and an investment & retirement fund administrator.
Ms. Roa enjoys many of the historic and cultural attractions that the Williamsburg area offers.
She also enjoys outdoor activities and floral design.
Antiguos cargos conocidos de Karen A. Roa.
Empresas | Cargo | Fin |
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Covenant Wealth Management Ltd.
![]() Covenant Wealth Management Ltd. Investment ManagersFinance Founded in 2002, Covenant Wealth Management Ltd. is a registered investment advisor located in Williamsburg, Virginia. | Corporate Officer/Principal | - |
Formación de Karen A. Roa.
Liberty University | Undergraduate Degree |
Experiencias
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Empresas privadas | 1 |
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Covenant Wealth Management Ltd.
![]() Covenant Wealth Management Ltd. Investment ManagersFinance Founded in 2002, Covenant Wealth Management Ltd. is a registered investment advisor located in Williamsburg, Virginia. | Finance |
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