Bay Federal Credit Union
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David Rosa

David Rosa

Admin Solutions Consultant

888.4BAYFED option 7 (Toll Free)

David Rosa supports Investment Services at Bay Federal Credit Union as part of LPL Business Solutions, a service that provides industry-trained LPL professionals and helps streamline LPL advisors' practices. He partners with advisors to provide support on administrative tasks and client management functions.

David has five years of experience in the financial industry. Prior to joining LPL, he worked on the cash management team at LPL Financial. He enjoys working with both advisors and clients in his role on the Admin Solutions team.

In his spare time, David enjoys going to the gym, eating, and going on hikes. His interests include anything sports-related.

"As your Administrative Assistant, I will partner with you on an going basis to develop a thorough understanding of your accounts, provide answers on account activity, policies, and statements, and assist with any high priority escalated issues."

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