Welcome to Oakwood Capital Management LLC

Rosalie T. Haglund
Client Service/Marketing Associate
University of Southern California, B.S.

 

Rosalie joined Oakwood in 2009 as a marketing associate. Her responsibilities include preparing client reviews and providing marketing and client service support to Oakwood's clients. Rosalie graduated from the Marshall School of Business at USC with a bachelor's degree in Business Administration, with an emphasis in General Financial Management and a minor International Relations.

Rosalie previously worked at Fisher Investments as a Client Service Associate. She was responsible for working with Investment Counselors to handle all account maintenance and operational needs. Rosalie has also worked at Bank of America Retail Foreign Currency Division and Union Bank of California Foreign Advisory Services.

Rosalie enjoys traveling, watching and playing sports, and spending time at the beach near her home, Manhattan Beach.

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