Carmelia is the Executive Assistant to Karin Alvarado, Senior Partner at New Aspect Financial Services. She is responsible to deliver a high level of customer service, maintain client relations for both retirement plan and individual clients.
Carmelia has been working in various industries, from Hospitality, Manufacturing, Real Estate, Medical to Financial industry. Besides assisting executives, her experience also includes managing office, reviewing and approving loans, reviewing contracts and compliance and supporting sales and marketing.
Besides work she also loves to travel, experiencing new cultures, and enjoys food.
Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.
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