Senior Account Services Associate
Roshanda is a member of the Client Service Department at Beacon Pointe Advisors and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide the firm’s clients with a personalized service experience. Her duties include portfolio maintenance, onboarding of new relationships, database management, and client service. Prior to joining Beacon Pointe, Roshanda worked as a New Accounts Specialist at Edelman Financial in Richmond, Virginia. She earned her bachelor’s degree in Business Management from Strayer University and in her spare time enjoys traveling, hiking, spending time with family, meeting new people, and listening to jazz music.