Rosey Valencia, CIMA^®

Senior Managing Director, Client Development

Rosey Valencia is responsible for establishing and maintaining strategic relationships with key broker dealers and institutions to increase Destra’s brand and maximize distribution opportunities across all available platforms for our investment suite. She coordinates with national sales and marketing to ensure alignment between firm’s initiatives, investment themes, and product placement.

Before joining Destra, Rosey spent 7 years as the National Account Manager for Deutsche Asset & Wealth Management in the Financial Advisor Division. She focused on identifying sales and marketing opportunities to increase the firm’s market share by building relationships with senior executives, regional directors, research analysts, and product managers.

She started her career at UBS Financial Services working over 5 years in various roles in operations, branch administration, and client services before becoming a financial advisor. Her experience in building trust with clients to deliver customized investment solutions expands to her success today with financial advisors and centers of influence.

Rosey is a Certified Investment Management Analyst CIMA®, holds key industry licenses, and a member of The Investments & Wealth Institute. She received her Bachelors of Business Administration in Finance from the University of Notre Dame in 1998 and currently serves on the Mendoza College of Business Advisory Council.