Atricia J. Roberts, CFP®

COO & Partner at Curo Private Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
Rockville, US
Skills

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Bio

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Experience

  • Curo Private Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • COO & Partner
      • Sep 2023 - Present

      Rockville, Maryland, United States

    • Operations Director & Financial Advisor
      • May 2022 - Sep 2023

      Rockville, Maryland, United States

  • Bernard R. Wolfe & Associates
    • United States
    • Financial Services
    • Operations Manager
      • Oct 2018 - May 2022

      Chevy Chase, Maryland

    • Registered Client Associate
      • May 2017 - Oct 2018

      Chevy Chase, MD

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Relationship Manager
      • Mar 2016 - May 2017

      Washington D.C. Metro Area

  • George Leile Visions
    • Community Relations & Events Director
      • Aug 2010 - Dec 2014

      Savannah, Georgia Area

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Nov 2005 - Mar 2008

      Savannah, Georgia Area

Education

  • University of Florida
    Masters of Arts (M.A.), Communication, Journalism, and Related Programs
    2012 - 2014
  • Florida State University
    Bachelor of Science, Multinational Business Operations
    2000 - 2004

Community

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