Rosa Chalekian is the Vice President of Operations at AdvisorsUNITE. Since 2010, she has helped numerous advisors transition their practice successfully. This has helped her develop many wonderful relationships with the clients, which is vital for a smooth acquisition or merger!
Rosa’s proactive and highly organized nature contributes to providing clients with an optimal client experience. Her methodical approach to learning and problem solving helps her develop and implement processes in an extremely efficient and accurate manner. Her love for providing outstanding customer service and being able to build long standing relationships with clients is fundamental to her role.
By putting your clients at the center of what she does, Rosa understands each client and demonstrates her genuine desire to exceed all of their expectations. She is eager to deliver an experience that is of high value to both the advisor and client.