Claudia ArevaloClaudia ArevaloClient Associate
About Claudia
Claudia Arevalo is a Client Associate with J.P. Morgan Wealth Management. As a member of Ethan Emma's, team, she provides client service and operational support for high-net-worth individuals and their families. Claudia's responsibilities include onboarding procedures, funds transfers, account administration, documentation and recordkeeping. She works diligently to deliver an excellent customer experience.
Claudia graduated from Private University of Loja, Ecuador with a B.S. degree in Business Administration in Finance. With 10 years of experience in financial services, she began her career in 2010 at Wells Fargo Bank as a Personal Banker and then moved to Benjamin F. Edwards & Co. as a Financial Client Associate, where she developed skills to carefully address individual client's needs. Claudia joined J.P. Morgan in 2019 and is an important member of the team. She holds FINRA Series 7 and 66 licenses.
A native of Ecuador, Claudia is fluent in Spanish. Claudia holds an M.B.A in Finance from Palm Beach Atlantic University and is a Sigma Beta Delta International Honor Society Member. She lives in Lake Worth and in her free time, enjoys working out, traveling and spending time with her family.
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Insights
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