About
Constanza
For Constanza, the most rewarding aspect of her role is helping clients achieve their financial goals by working closely with wealth management teams. Having a good relationship and clear communication with advisors is a vital part of her job. She wants advisors to feel comfortable seeking clarification or assistance. It’s her team’s responsibility to monitor portfolios daily for proactive trading opportunities. This includes managing cash balances, recognizing rebalancing opportunities, and tax-loss harvesting.
Originally from Caracas, Venezuela, she moved to the U.S. to attend college in the mid-2000s. Constanza and her husband live with their son, Mateo, in University City, MO.
Education and Professional Milestones
-Lindenwood University - Bachelor’s degree in finance
-Worked as fixed-income liaison and as a financial analyst for Kemper Home Services
For Constanza, the most rewarding aspect of her role is helping clients achieve their financial goals by working closely with wealth management teams. Having a good relationship and clear communication with advisors is a vital part of her job. She wants advisors to feel comfortable seeking clarification or assistance. It’s her team’s responsibility to monitor portfolios daily for proactive trading opportunities. This includes managing cash balances, recognizing rebalancing opportunities, and tax-loss harvesting.
Originally from Caracas, Venezuela, she moved to the U.S. to attend college in the mid-2000s. Constanza and her husband live with their son, Mateo, in University City, MO.
Education and Professional Milestones
-Lindenwood University - Bachelor’s degree in finance
-Worked as fixed-income liaison and as a financial analyst for Kemper Home Services