Roxana Jauregui

Roxana Jauregui has been working in the financial services industry since 2016. Roxana currently holds the role of Account Manager at Nasdaq Private Market since 2020. Prior to that, they worked as a Wealth Brokerage Services Registered Client Associate at Wells Fargo Advisors from 2018 to 2020. Before that, they were a Private Bank Client Associate (SAFE) 2 at Wells Fargo Private Bank from 2016 to 2018. In this role, they supported multiple Senior VP Wealth Bankers and Advisors with account administration, sales activities, risk management (AML/KYC) and relationship management. Roxana also assisted in providing service to High Net Worth and Ultra High Net Worth relationships and helped profile and identify client retention issues as well as potential new business opportunities across product lines.

Roxana Jauregui attended San Jose State University from 2014 to 2018, where they earned a Bachelor of Science in Economics. Roxana also holds certifications from FINRA for Series 66 and Series 7.