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Partner and Wealth Advisor
Wealth Advisor
Wealth Advisor
Rosa Peralta
Client Relationship Specialist
Call: 973-425-8420 ext 253
Email: rperalta@regentatlantic.com
As a Client Relationship Specialist, Rosa is responsible for supporting team members and providing direct support to clients in daily operations. She acts as a liaison for the custodians and handles new accounts for clients, account maintenance, and executing account transfers. Rosa joined RegentAtlantic in 2021 and initially served as a Team Assistant. She has previous experience in roles such as Executive Assistant and Administrative Assistant. She brings with her a background in customer service and business operations. Rosa graduated from Montclair State University with a BA in English.