Karen A. Roa
Profile
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.
Former positions of Karen A. Roa
Companies | Position | End |
---|---|---|
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 | - |
Training of Karen A. Roa
Liberty University | Undergraduate Degree |
Experiences
Positions held
Linked companies
Private companies | 1 |
---|---|
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 |
- Stock Market
- Insiders
- Karen A. Roa